Company lists · Data refreshed September 2026

Top 25 Online portfolio management companies based in Australia

Name: Online portfolio management companies based in Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 70 companies tracked

RevenueBase identified 70 online portfolio management companies headquartered in Australia as of September 2026 and tracks 1,384 professional contacts across them, including 800 with verified work emails. Sydney is the largest hub.

This list covers online portfolio management companies headquartered in Australia, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review

70Companies

1,384Contacts tracked

800Verified emails

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The 25 largest online portfolio management companies based in Australia

Ranked by team size

Top 25 of 70 online portfolio management companies based in Australia, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to online portfolio management companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Praemium	Indirect evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	201-500	336 contacts →
	Indirect evidence “Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market.” Source: RevenueBase Database · checked Sep 20, 2026
2	Betashares	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	51-200	191 contacts →
	Partial evidence “Founded in 2009, Betashares is one of the country’s largest investment managers, with over $60 billion in assets under management.” Source: RevenueBase Database · checked Sep 20, 2026
3	Infocus	Indirect evidence	Maroochydore, AustraliaHQ checked Sep 20, 2026	201-500	119 contacts →
	Indirect evidence “Infocus is in the business, of the business of financial advice.” Source: RevenueBase Database · checked Sep 20, 2026
4	Milestone Group	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	51-200	105 contacts →
	Indirect evidence “Milestone Group, a subsidiary of BNY, is an institutional fintech firm serving the global investment industry and is recognized as the architect of a new class of digital…” Source: RevenueBase Database · checked Sep 20, 2026
5	Mason Stevens	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	51-200	68 contacts →
	Partial evidence “Formed in 2010, Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes.” Source: RevenueBase Database · checked Sep 20, 2026
6	Centric	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	65 contacts →
	Indirect evidence “We spent five years consulting advisers, their clients and the broader industry to develop a platform that helps advisers scale their business, serve more clients, and manage it…” Source: RevenueBase Database · checked Sep 20, 2026
7	Myprosperity	Indirect evidence	Hawthorn, AustraliaHQ checked Sep 20, 2026	11-50	43 contacts →
	Indirect evidence “myprosperity is an award-winning collaboration platform for personal wealth, used by accountants and planners to better engage clients, and help them achieve their financial goals.” Source: RevenueBase Database · checked Sep 20, 2026
8	Sharesight	Strong evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	38 contacts →
	Strong evidence “Sharesight is an award-winning online investment portfolio tracker used by over DIY investors and finance professionals worldwide.” Source: RevenueBase Database · checked Sep 20, 2026
9	Investsmart Group Limited	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	32 contacts →
	Indirect evidence “InvestSMART is a low-cost digital investing platform that helps bring your financial goals to life.” Source: RevenueBase Database · checked Sep 20, 2026
10	Stockspot	Indirect evidence	Barangaroo, AustraliaHQ checked Sep 20, 2026	11-50	27 contacts →
	Indirect evidence “Stockspot is Australia's first and largest digital investment adviser.” Source: RevenueBase Database · checked Sep 20, 2026
11	Halo Technologies PTY LTD	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	51-200	24 contacts →
	Partial evidence “HALO Technologies is the advisor platform for modern digital wealth management.” Source: RevenueBase Database · checked Sep 20, 2026
12	CACHE	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	23 contacts →
	Indirect evidence “Cache is Australia’s #1 Investing-as-a-Service provider, enabling companies of all sizes to launch and operate digital investment products.” Source: RevenueBase Database · checked Sep 20, 2026
13	AL Capital	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	21 contacts →
	Partial evidence “Founded in 2018, AL Capital is an asset management platform investing in both fixed income and equities across public and private markets.” Source: RevenueBase Database · checked Sep 20, 2026
14	Pearler	Indirect evidence	Kensington, AustraliaHQ checked Sep 20, 2026	11-50	20 contacts →
	Indirect evidence “Pearler is an Aussie startup that simplifies investing for financial independence.” Source: RevenueBase Database · checked Sep 20, 2026
15	Human Financial	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	16 contacts →
	Partial evidence “Human Financial is an investment manager and technology innovator, delivering managed funds, model portfolios and customised investment solutions for the advised retail market.” Source: RevenueBase Database · checked Sep 20, 2026
16	Openinvest	Partial evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	11-50	15 contacts →
	Partial evidence “OpenInvest is a Melbourne-based managed accounts investment platform that configures and underpins engaging online investing solutions for wealth/asset managers, advice firms and…” Source: RevenueBase Database · checked Sep 20, 2026
17	Integrated	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	13 contacts →
	Indirect evidence “At Integrated, we simplify the complex.” Source: RevenueBase Database · checked Sep 20, 2026
18	Implemented Portfolios	Strong evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	12 contacts →
	Strong evidence “Implemented Portfolios is changing the way that investment management conversations take place in advice practices across the country.” Source: RevenueBase Database · checked Sep 20, 2026
19	Share Wealth Systems	Indirect evidence	Cheltenham, AustraliaHQ checked Sep 20, 2026	11-50	11 contacts →
	Indirect evidence “Discover a Mechanised Investment Strategy with a demonstrated track record that generates more profit and protects that profit better than managed/mutual funds, financial planners…” Source: RevenueBase Database · checked Sep 20, 2026
20	Lensell	Indirect evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	1-10	9 contacts →
	Indirect evidence “LENSELL is a Melbourne-based FinTech/WealthTech delivering an investment research and technology platform.” Source: RevenueBase Database · checked Sep 20, 2026
21	Marcus Today	Partial evidence	Cheltenham, AustraliaHQ checked Sep 20, 2026	1-10	8 contacts →
	Partial evidence “Founded in 1998 by Marcus Padley, Marcus Today provides market insights, investment ideas and portfolio strategy for self-directed investors.” Source: RevenueBase Database · checked Sep 20, 2026
22	Vested Equities	Partial evidence	Surfers Paradise, AustraliaHQ checked Sep 20, 2026	11-50	8 contacts →
	Partial evidence “Using Nobel Prize winning portfolio theories, our asset allocation platform allows investors to optimise portfolio exposures across the major global and domestic asset classes…” Source: RevenueBase Database · checked Sep 20, 2026
23	Peak Asset Management	Strong evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	1-10	8 contacts →
	Strong evidence “As a PEAK Asset Management client, you will receive full service portfolio management, portfolio administration (multi-asset, multi-currency), reporting and personalized advice…” Source: RevenueBase Database · checked Sep 20, 2026
24	Portfoliocloud	Partial evidence	South Melbourne, AustraliaHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “PortfolioCloud offers investment technology solutions to help financial advisors work smarter, not harder.” Source: RevenueBase Database · checked Sep 20, 2026
25	Affluence Funds Management	Strong evidence	Brisbane, AustraliaHQ checked Sep 20, 2026	1-10	6 contacts →
	Strong evidence “Affluence Funds Management is a boutique investment management firm that specialises in providing investors with a high quality, vastly diversified portfolio of investments.” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: online portfolio management companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names online portfolio management companies.
Partial evidence: Its own public description names part of online portfolio management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name online portfolio management companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 70 online portfolio management companies based in Australia

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Online portfolio management companies based in Australia at a glance

As of Sep 20, 2026

57.8%Verified-email coverage

19.8Average contacts per company

11-50Median size (employees)

41.4%Largest-city concentration · Sydney

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured worldwide rather than for Australia, so it is reported there. Company counts and contact totals on this page are exact for Australia, over 70 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among online portfolio management companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Australia whose own description of what they do matches “online portfolio management companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names online portfolio management companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among online portfolio management companies, and records with no verified work email. Companies headquartered outside Australia are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 800 across the full list. 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 September 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Online portfolio management companies by metro

Online portfolio management companies in Sydney29

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names online portfolio management companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many online portfolio management companies are there based in Australia?

RevenueBase identified 70 online portfolio management companies headquartered in Australia as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Praemium, headquartered in Melbourne, tops this list with the largest team on record.

Which city has the most online portfolio management companies?

Sydney leads with 29 headquartered companies, followed by Melbourne (13) and Brisbane (2).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 800 verified decision-maker contacts tracked across these 70 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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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 Smart Search, 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.