Company lists · Data refreshed October 2026
Top 25 Nonprofit wealth management companies based in Sydney, Australia
RevenueBase identified 60 company matches for nonprofit wealth management companies associated with Sydney, Australia as of October 2026 and tracks 1,082 professional contacts across them, including 350 with verified work emails. Across Australia, Sydney is the largest hub for this category.
This list covers company matches for nonprofit wealth management companies associated with Sydney, Australia, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 18, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest nonprofit wealth management companies based in Sydney, Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 175 contacts → | ||||
Exact match “We have a bold ambition to be the leading provider of integrated accounting and wealth services, helping clients through our dynamic perspective that identifies insights from…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 2 | 150 contacts → | ||||
Exact match “At Koda Capital we are taking an innovative approach to private wealth management - an approach that places our clients’ needs first.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 3 | 142 contacts → | ||||
Exact match “Fiducian Financial Services is a nationwide network of financial planners and is a pivotal part of a wealth management group, Fiducian Group Limited, that is dedicated to sourcing…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 4 | 45 contacts → | ||||
Exact match “Alteris Financial Group provides financial advisory and management for individuals and families across generations.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 5 | 29 contacts → | ||||
Exact match “Lipman Burgon & Partners is a specialist wealth management firm providing sophisticated solutions to private clients, family offices and not-for-profit portfolios.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 6 | 23 contacts → | ||||
Exact match “For 25 years, Providence Wealth Advisory Group has delivered client-first investment advice and bespoke wealth management strategies to high-net-worth individuals, families, and…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 7 | 21 contacts → | ||||
Exact match “The path ahead is not made of straight lines.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 8 | 20 contacts → | ||||
Exact match “Private Multi Family Office Preserving wealth.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 9 | 15 contacts → | ||||
Exact match “Integral Private Wealth specialises in delivering bespoke wealth management solutions tailored to help clients build, manage, and preserve their wealth.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 10 | 13 contacts → | ||||
Exact match “At Woodbury, we help people address the challenges of creating, protecting and transferring wealth by using the best of breed solutions.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 11 | 10 contacts → | ||||
Exact match “Cardena Private Wealth is an independently owned, fee-for-service wealth management and advisory firm based in Sydney’s Martin Place.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 12 | 9 contacts → | ||||
Exact match “Firstunity With decades of experience in advice, we are trusted to manage the finances of successful individuals and families.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 13 | 8 contacts → | ||||
Exact match “Founded in 1988, Harper Bernays is one of Australia's longest standing independent investment managers servicing high net worth individuals, family offices and not for profit…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 14 | 8 contacts → | ||||
Exact match “Allied Wealth was founded out of our frustration with the status quo in the wealth industry.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 15 | 6 contacts → | ||||
Exact match “Omnia Capital Partners is a multi-disciplinary private family office – servicing a select group of individuals, families, communities, charities and foundations across all aspects…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 16 | 5 contacts → | ||||
Exact match “Insight Management Partners Pty Ltd is an organisation providing professional services in financial planning through Insight Investment Partners, accounting through Insight Tax…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 17 | 5 contacts → | ||||
Exact match “Silway Private Wealth is here to help you Create an environment where financial security is inevitable.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 18 | 4 contacts → | ||||
Exact match “The dream isn’t always clear cut, and the road to get there even less so.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 19 | 4 contacts → | ||||
Exact match “Wealth Management is a bit like getting fit.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 20 | 4 contacts → | ||||
Exact match “Helping create wealth through strategic financial services” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 21 | 4 contacts → | ||||
Exact match “Parasol is an independent advisory firm servicing the wealth management needs of Australian high net worth individuals, families and not-for-profit organisations.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 22 | 4 contacts → | ||||
Exact match “Portum Private Wealth® provides private investors, families, charities and not-for-profits with high-level investment advice and services.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match “15+ years of expertise helping professional families with highly personalised strategies to create lasting wealth, paying off your loans faster, and minimising tax.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 25 | 2 contacts → | ||||
Exact match “Park Street Group is a fully independent investment and wealth management firm, advising individuals, families and foundations.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “nonprofit wealth management companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 60 nonprofit wealth management companies based in Sydney, Australia
See the full list, filter by size, metro and specialty, and access 350 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Nonprofit wealth management companies based in Sydney, Australia at a glance
As of Oct 18, 2026Companies by employee count
Email recency for this list is measured across the whole Australia list rather than for Sydney, so it is reported there. Company counts and contact totals on this page are exact for Sydney, over 60 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Sydney, Australia whose business descriptions match “nonprofit wealth management companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 350 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on October 18, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Nonprofit wealth management companies by metro in Australia
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “nonprofit wealth management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many nonprofit wealth management companies are there based in Sydney, Australia?
RevenueBase identified 60 company matches for nonprofit wealth management companies associated with Sydney, Australia as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
COUNT tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in Australia has the most nonprofit wealth management companies?
Sydney leads Australia with 60 company records, followed by Melbourne (32) and Brisbane (10).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 350 professional contacts with verified work emails tracked across these 60 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 18, 2026.
Ready to reach these companies? Verified emails and direct dials for all 60 nonprofit wealth management companies based in Sydney, Australia. Start with a free account, no credit card.
Download this list →Related lists
Nonprofit wealth management companies by geography
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- Nonprofit wealth management companies based in Toulouse, France
- Nonprofit wealth management companies based in Hong Kong, Hong Kong
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- Nonprofit wealth management companies based in Mumbai, India
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Nonprofit wealth management companies based in Melbourne, Australia
- Nonprofit wealth management companies based in Sao Paulo, Brazil
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Company intelligence · public preview
Top 25 nonprofit wealth management companies based in Sydney, Australia
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 60 matching company records for nonprofit wealth management companies based in Sydney, Australia, with 1,082 tracked contacts and 350 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 18, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 nonprofit wealth management companies based in Sydney, Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  COUNTcount.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 175 contacts → |
“We have a bold ambition to be the leading provider of integrated accounting and wealth services, helping clients through our dynamic perspective that identifies insights from…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Koda Capitalkodacapital.comHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 150 contacts → |
“At Koda Capital we are taking an innovative approach to private wealth management - an approach that places our clients’ needs first.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Fiducian Financial Servicesfiducian.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 142 contacts → |
“Fiducian Financial Services is a nationwide network of financial planners and is a pivotal part of a wealth management group, Fiducian Group Limited, that is dedicated to sourcing…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Alteris Financial Groupalteris.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 45 contacts → |
“Alteris Financial Group provides financial advisory and management for individuals and families across generations.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Lipman Burgon & Partnerslipmanburgon.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 29 contacts → |
“Lipman Burgon & Partners is a specialist wealth management firm providing sophisticated solutions to private clients, family offices and not-for-profit portfolios.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Providence Wealth Advisory Groupprovidencewealth.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 23 contacts → |
“For 25 years, Providence Wealth Advisory Group has delivered client-first investment advice and bespoke wealth management strategies to high-net-worth individuals, families, and…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Belay Advisorybelay.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 21 contacts → |
“The path ahead is not made of straight lines.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Private Multi Family Officepmfo.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 20 contacts → |
“Private Multi Family Office Preserving wealth.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Integral Private Wealthintegralprivatewealth.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 15 contacts → |
“Integral Private Wealth specialises in delivering bespoke wealth management solutions tailored to help clients build, manage, and preserve their wealth.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Woodbury Privatewoodburyfs.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 13 contacts → |
“At Woodbury, we help people address the challenges of creating, protecting and transferring wealth by using the best of breed solutions.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Cardena Private Wealthcardena.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 10 contacts → |
“Cardena Private Wealth is an independently owned, fee-for-service wealth management and advisory firm based in Sydney’s Martin Place.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Firstunity Wealth Managementfirstunity.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 9 contacts → |
“Firstunity With decades of experience in advice, we are trusted to manage the finances of successful individuals and families.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Harper Bernaysharperbernays.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 8 contacts → |
“Founded in 1988, Harper Bernays is one of Australia's longest standing independent investment managers servicing high net worth individuals, family offices and not for profit…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Allied Wealth Sydneyalliedwealth.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 8 contacts → |
“Allied Wealth was founded out of our frustration with the status quo in the wealth industry.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Omnia Capital Partnersomniacp.comHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 6 contacts → |
“Omnia Capital Partners is a multi-disciplinary private family office – servicing a select group of individuals, families, communities, charities and foundations across all aspects…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Insight Management Partnersinsightmp.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 5 contacts → |
“Insight Management Partners Pty Ltd is an organisation providing professional services in financial planning through Insight Investment Partners, accounting through Insight Tax…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Silway Private Wealthsilway.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 5 contacts → |
“Silway Private Wealth is here to help you Create an environment where financial security is inevitable.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Park Lane Wealthparklanewealth.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 4 contacts → |
“The dream isn’t always clear cut, and the road to get there even less so.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Trilogy Private Wealthtrilogyprivatewealth.comHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 4 contacts → |
“Wealth Management is a bit like getting fit.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Turnkey Financetkf.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 4 contacts → |
“Helping create wealth through strategic financial services” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Parasol Wealthparasolwealth.com HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 4 contacts → |
“Parasol is an independent advisory firm servicing the wealth management needs of Australian high net worth individuals, families and not-for-profit organisations.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Portum Private Wealthportumwealth.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 4 contacts → |
“Portum Private Wealth® provides private investors, families, charities and not-for-profits with high-level investment advice and services.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Stickman Wealth Managementstickmanwealth.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 3 contacts → |
“15+ years of expertise helping professional families with highly personalised strategies to create lasting wealth, paying off your loans faster, and minimising tax.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Campbell Private Wealthcampbellprivatewealth.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 | Park Street Group Wealth Advisersparkstreetgroup.net.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 2 contacts → |
“Park Street Group is a fully independent investment and wealth management firm, advising individuals, families and foundations.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 60 company matches
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Nonprofit wealth management companies: dataset insights
October 18, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
60 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole Australia list rather than for Sydney, so it is reported there. Company counts and contact totals on this page are exact for Sydney, over 60 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 18, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Nonprofit wealth management companies by metro in Australia
Questions about this company list
What does Exact match mean for nonprofit wealth management companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many nonprofit wealth management companies did RevenueBase find based in Sydney, Australia?
The saved snapshot records 60 matching company records, 1,082 tracked contacts and 350 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 18, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Nonprofit wealth management companies by geography
- Nonprofit wealth management companies based in Melbourne, Australia
- Nonprofit wealth management companies based in Sao Paulo, Brazil
- Nonprofit wealth management companies based in Calgary, Canada
- Nonprofit wealth management companies based in Toronto, Canada
- Nonprofit wealth management companies based in Vancouver, Canada
- Nonprofit wealth management companies based in Bordeaux, France
- Nonprofit wealth management companies based in Lyon, France
- Nonprofit wealth management companies based in Paris, France
- Nonprofit wealth management companies based in Toulouse, France
- Nonprofit wealth management companies based in Hong Kong, Hong Kong
- Nonprofit wealth management companies based in Bangalore, India
- Nonprofit wealth management companies based in Mumbai, India
Cite this list
RevenueBase Data Team. Top 25 nonprofit wealth management companies based in Sydney, Australia. Snapshot: October 18, 2026. https://revenuebase.ai/companies/nonprofit-wealth-management-companies/australia/sydney.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Nonprofit wealth management companies based in Melbourne, Australia
- Nonprofit wealth management companies based in Sao Paulo, Brazil
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Company intelligence · public preview
Top 25 nonprofit wealth management companies based in Sydney, Australia
RevenueBase records 60 matching company records for nonprofit wealth management companies based in Sydney, Australia, with 1,082 tracked contacts and 350 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 18, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 nonprofit wealth management companies based in Sydney, Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | COUNTcount.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 175 contacts → |
“We have a bold ambition to be the leading provider of integrated accounting and wealth services, helping clients through our dynamic perspective that identifies insights from…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Koda Capitalkodacapital.com HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 150 contacts → |
“At Koda Capital we are taking an innovative approach to private wealth management - an approach that places our clients’ needs first.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Fiducian Financial Servicesfiducian.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 142 contacts → |
“Fiducian Financial Services is a nationwide network of financial planners and is a pivotal part of a wealth management group, Fiducian Group Limited, that is dedicated to sourcing…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Alteris Financial Groupalteris.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 45 contacts → |
“Alteris Financial Group provides financial advisory and management for individuals and families across generations.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Lipman Burgon & Partnerslipmanburgon.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 29 contacts → |
“Lipman Burgon & Partners is a specialist wealth management firm providing sophisticated solutions to private clients, family offices and not-for-profit portfolios.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Providence Wealth Advisory Groupprovidencewealth.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 23 contacts → |
“For 25 years, Providence Wealth Advisory Group has delivered client-first investment advice and bespoke wealth management strategies to high-net-worth individuals, families, and…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Belay Advisorybelay.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 21 contacts → |
“The path ahead is not made of straight lines.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Private Multi Family Officepmfo.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 20 contacts → |
“Private Multi Family Office Preserving wealth.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Integral Private Wealthintegralprivatewealth.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 15 contacts → |
“Integral Private Wealth specialises in delivering bespoke wealth management solutions tailored to help clients build, manage, and preserve their wealth.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Woodbury Privatewoodburyfs.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 13 contacts → |
“At Woodbury, we help people address the challenges of creating, protecting and transferring wealth by using the best of breed solutions.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Cardena Private Wealthcardena.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 10 contacts → |
“Cardena Private Wealth is an independently owned, fee-for-service wealth management and advisory firm based in Sydney’s Martin Place.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Firstunity Wealth Managementfirstunity.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 9 contacts → |
“Firstunity With decades of experience in advice, we are trusted to manage the finances of successful individuals and families.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Harper Bernaysharperbernays.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 8 contacts → |
“Founded in 1988, Harper Bernays is one of Australia's longest standing independent investment managers servicing high net worth individuals, family offices and not for profit…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Allied Wealth Sydneyalliedwealth.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 8 contacts → |
“Allied Wealth was founded out of our frustration with the status quo in the wealth industry.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Omnia Capital Partnersomniacp.com HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 6 contacts → |
“Omnia Capital Partners is a multi-disciplinary private family office – servicing a select group of individuals, families, communities, charities and foundations across all aspects…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Insight Management Partnersinsightmp.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 5 contacts → |
“Insight Management Partners Pty Ltd is an organisation providing professional services in financial planning through Insight Investment Partners, accounting through Insight Tax…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Silway Private Wealthsilway.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 5 contacts → |
“Silway Private Wealth is here to help you Create an environment where financial security is inevitable.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Park Lane Wealthparklanewealth.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 4 contacts → |
“The dream isn’t always clear cut, and the road to get there even less so.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Trilogy Private Wealthtrilogyprivatewealth.com HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 4 contacts → |
“Wealth Management is a bit like getting fit.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Turnkey Financetkf.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 4 contacts → |
“Helping create wealth through strategic financial services” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Parasol Wealthparasolwealth.com HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 4 contacts → |
“Parasol is an independent advisory firm servicing the wealth management needs of Australian high net worth individuals, families and not-for-profit organisations.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Portum Private Wealthportumwealth.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 4 contacts → |
“Portum Private Wealth® provides private investors, families, charities and not-for-profits with high-level investment advice and services.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Stickman Wealth Managementstickmanwealth.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 3 contacts → |
“15+ years of expertise helping professional families with highly personalised strategies to create lasting wealth, paying off your loans faster, and minimising tax.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Campbell Private Wealthcampbellprivatewealth.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 | Park Street Group Wealth Advisersparkstreetgroup.net.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 2 contacts → |
“Park Street Group is a fully independent investment and wealth management firm, advising individuals, families and foundations.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Nonprofit wealth management companies: dataset insights
October 18, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
60 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole Australia list rather than for Sydney, so it is reported there. Company counts and contact totals on this page are exact for Sydney, over 60 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 18, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Nonprofit wealth management companies by metro in Australia
Questions about this company list
What does Exact match mean for nonprofit wealth management companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many nonprofit wealth management companies did RevenueBase find based in Sydney, Australia?
The saved snapshot records 60 matching company records, 1,082 tracked contacts and 350 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 18, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 nonprofit wealth management companies based in Sydney, Australia. Snapshot: October 18, 2026. https://revenuebase.ai/companies/nonprofit-wealth-management-companies/australia/sydney.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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