Company lists · Data refreshed September 2026
Top 21 Personal finance AI companies based in Australia
RevenueBase identified 46 company matches for personal finance AI companies associated with Australia as of September 2026 and tracks 422 professional contacts across them, including 165 with verified work emails. Sydney is the largest hub.
This list covers company matches for personal finance AI companies associated with 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 September 29, 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 21 largest personal finance AI companies based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 141 contacts → | ||||
Exact match “PictureWealth connects more advice to more lives.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 2 | 76 contacts → | ||||
Exact match “Beforepay Group (ASX: B4P) leverages advanced artificial intelligence, machine learning and sophisticated analytics to deliver safe and affordable financial products that empower…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 3 | 27 contacts → | ||||
Exact match “Cognitivo is the UI of AI.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 4 | 17 contacts → | ||||
Exact match “The loan matching algorithm that works.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 5 | 16 contacts → | ||||
Exact match “City Finance provides fast and flexible loans to those who are underserved by Australian banks.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 6 | 9 contacts → | ||||
Exact match “At Virtual Financial Advice we are passionate about helping make financial advice accessible for our clients.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 7 | 7 contacts → | ||||
Exact match “Welcome to Burcheart.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 8 | 7 contacts → | ||||
Exact match “Save time, invest smart Jaaims is an award-winning, first-to-market in Australia AI investing app that is designed to enhance investing strategies for the everyday investor.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 9 | 5 contacts → | ||||
Exact match “The Matias Group provides All Finance, for All Business.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 10 | 4 contacts → | ||||
Exact match “Hey Coach solves the financial advice gap for everyday Australians.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 4 contacts → | ||||
Exact match “Professional‑grade investing made personal, flexible and easy to understand.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 12 | 3 contacts → | ||||
Exact match “Fiduciary provides financial advice to the 80% of working Australians who cannot afford or access traditional financial advice.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “A personalised financial platform that helps users manage their finances & set savings goals based on their desired lifestyle.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “Every Australian can prosper.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “Fincast is a financial services technology company, with offices in Australia and Singapore, that creates applications for investment advisers, wealth management groups and…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “Moorr is an all-in-one money management solution that helps you to plan for and achieve your goals in less than 10 minutes a month.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “At Argent Cashflow, we empower Australians to take control of their financial future with compassion and innovation.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “Our simple vision is to have you making your own financial decisions based on understanding exactly your current financial position.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “UBOMI provides all the tools to help you make the right decisions with your financial goals.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “Introducing Megalith: Pioneering the Future of Finance with AI-Driven Innovation Megalith is at the forefront of the fintech revolution, harnessing the power of Artificial…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “At AdviseWell, we’re on a mission to make quality financial advice accessible to everyone, fostering a more equitable and prosperous world.” Recorded in the RevenueBase company graph · Sep 29, 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 “personal finance AI 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 21 of 46 personal finance AI companies based in Australia
See the full list, filter by size, metro and specialty, and access 165 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Personal finance AI companies based in Australia at a glance
As of Sep 29, 2026Companies by employee count
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 46 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 Australia whose business descriptions match “personal finance AI 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 165 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 September 29, 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.
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 “personal finance AI companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many personal finance AI companies are there based in Australia?
RevenueBase identified 46 company matches for personal finance AI companies associated with Australia as of September 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?
Picturewealth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most personal finance AI companies?
Sydney leads with 16 company records, followed by Melbourne (9) and Gold Coast (2).
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 165 professional contacts with verified work emails tracked across these 46 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 September 29, 2026.
Ready to reach these companies? Verified emails and direct dials for all 46 personal finance AI companies based in Australia. Start with a free account, no credit card.
Download this list →Related lists
Personal finance AI companies by geography
- Personal finance AI companies based in Toronto, Canada
- Personal finance AI companies based in Bangalore, India
- Personal finance AI companies based in Mumbai, India
- Personal finance AI companies based in Dubai, United Arab Emirates
- Personal finance AI companies based in London, United Kingdom
- Personal finance AI companies based in New York, United States
- Personal finance AI companies based in San Francisco, United States
- Personal finance AI companies based in Brazil
- Personal finance AI companies based in Canada
- Personal finance AI companies based in France
- Personal finance AI companies based in India
- Personal finance AI companies based in Spain
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
- Personal finance AI companies based in Toronto, Canada
- Personal finance AI companies based in Bangalore, India
- Personal finance AI companies based in Mumbai, India
- Personal finance AI companies based in Dubai, United Arab Emirates
- Personal finance AI companies based in London, United Kingdom
- Personal finance AI companies based in New York, United States
Company intelligence · public preview
Top 21 personal finance AI companies based in Australia
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 46 matching company records for personal finance AI companies based in Australia, with 422 tracked contacts and 165 verified work emails.
This public preview shows 21 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 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 21 personal finance AI companies based in 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 |  Picturewealthpicturewealth.comHQ: Perth, AustraliaReported employees: 51-200 | Perth, Australia | 51-200 | Exact match | 141 contacts → |
“PictureWealth connects more advice to more lives.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Beforepay Groupbeforepaygroup.comHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 76 contacts → |
“Beforepay Group (ASX: B4P) leverages advanced artificial intelligence, machine learning and sophisticated analytics to deliver safe and affordable financial products that empower…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Cognitivocognitivo.com.auHQ: Haymarket, AustraliaReported employees: 11-50 | Haymarket, Australia | 11-50 | Exact match | 27 contacts → |
“Cognitivo is the UI of AI.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Ebrokerebroker.com.auHQ: Bundall, AustraliaReported employees: 1-10 | Bundall, Australia | 1-10 | Exact match | 17 contacts → |
“The loan matching algorithm that works.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  City Finance Australiacityfinance.com.auHQ: Eight Mile Plains, AustraliaReported employees: 51-200 | Eight Mile Plains, Australia | 51-200 | Exact match | 16 contacts → |
“City Finance provides fast and flexible loans to those who are underserved by Australian banks.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Virtual Financial Advicevirtualfinancial.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 9 contacts → |
“At Virtual Financial Advice we are passionate about helping make financial advice accessible for our clients.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Burcheartburcheart.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 7 contacts → |
“Welcome to Burcheart.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Jaaimsjaaimsapp.comHQ: Surry Hills, AustraliaReported employees: 11-50 | Surry Hills, Australia | 11-50 | Exact match | 7 contacts → |
“Save time, invest smart Jaaims is an award-winning, first-to-market in Australia AI investing app that is designed to enhance investing strategies for the everyday investor.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Matias Group ALL Finance For ALL Businessmatiasgroup.com.auHQ: Brighton, AustraliaReported employees: 1-10 | Brighton, Australia | 1-10 | Exact match | 5 contacts → |
“The Matias Group provides All Finance, for All Business.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HEY Coachhey.coach HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 4 contacts → |
“Hey Coach solves the financial advice gap for everyday Australians.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Nucleus Wealthnucleuswealth.comHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 4 contacts → |
“Professional‑grade investing made personal, flexible and easy to understand.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Fiduciary Advicefiduciaryadvice.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 3 contacts → |
“Fiduciary provides financial advice to the 80% of working Australians who cannot afford or access traditional financial advice.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Flamingo Techflamingotech.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 3 contacts → |
“A personalised financial platform that helps users manage their finances & set savings goals based on their desired lifestyle.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Righttrac Planningrighttracplanning.com.auHQ: Toowoomba C, AustraliaReported employees: 1-10 | Toowoomba C, Australia | 1-10 | Exact match | 2 contacts → |
“Every Australian can prosper.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Fincastfincast.com.auHQ: Pyrmont, AustraliaReported employees: 1-10 | Pyrmont, Australia | 1-10 | Exact match | 2 contacts → |
“Fincast is a financial services technology company, with offices in Australia and Singapore, that creates applications for investment advisers, wealth management groups and…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  MOORRmoorr.com.auHQ: North Melbourne, AustraliaReported employees: 1-10 | North Melbourne, Australia | 1-10 | Exact match | 1 contacts → |
“Moorr is an all-in-one money management solution that helps you to plan for and achieve your goals in less than 10 minutes a month.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Argent Cashflowargentcashflow.comHQ: Toorak, AustraliaReported employees: 1-10 | Toorak, Australia | 1-10 | Exact match | 1 contacts → |
“At Argent Cashflow, we empower Australians to take control of their financial future with compassion and innovation.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Surmount Planning & Financial Servicessurmount.com.auHQ: Albion, AustraliaReported employees: 1-10 | Albion, Australia | 1-10 | Exact match | 1 contacts → |
“Our simple vision is to have you making your own financial decisions based on understanding exactly your current financial position.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  UBOMIubomi.com.auHQ: Gold Coast, AustraliaReported employees: 1-10 | Gold Coast, Australia | 1-10 | Exact match | 1 contacts → |
“UBOMI provides all the tools to help you make the right decisions with your financial goals.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Megalith Financial Groupmegalithfg.comHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 1 contacts → |
“Introducing Megalith: Pioneering the Future of Finance with AI-Driven Innovation Megalith is at the forefront of the fintech revolution, harnessing the power of Artificial…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Advisewelladvisewell.coHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 1 contacts → |
“At AdviseWell, we’re on a mission to make quality financial advice accessible to everyone, fostering a more equitable and prosperous world.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 21 of 46 company matches
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Personal finance AI companies: dataset insights
September 29, 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
46 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 worldwide rather than for Australia, so it is reported there. Company counts and contact totals on this page are exact for Australia, over 46 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: September 29, 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 ↗
Questions about this company list
What does Exact match mean for personal finance AI 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 personal finance AI companies did RevenueBase find based in Australia?
The saved snapshot records 46 matching company records, 422 tracked contacts and 165 verified emails. The public preview displays 21 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: September 29, 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
Personal finance AI companies by geography
- Personal finance AI companies based in Toronto, Canada
- Personal finance AI companies based in Bangalore, India
- Personal finance AI companies based in Mumbai, India
- Personal finance AI companies based in Dubai, United Arab Emirates
- Personal finance AI companies based in London, United Kingdom
- Personal finance AI companies based in New York, United States
- Personal finance AI companies based in San Francisco, United States
- Personal finance AI companies based in Brazil
- Personal finance AI companies based in Canada
- Personal finance AI companies based in France
- Personal finance AI companies based in India
- Personal finance AI companies based in Spain
Cite this list
RevenueBase Data Team. Top 21 personal finance AI companies based in Australia. Snapshot: September 29, 2026. https://revenuebase.ai/companies/personal-finance-ai-companies/australia.
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
- Personal finance AI companies based in Toronto, Canada
- Personal finance AI companies based in Bangalore, India
- Personal finance AI companies based in Mumbai, India
- Personal finance AI companies based in Dubai, United Arab Emirates
- Personal finance AI companies based in London, United Kingdom
- Personal finance AI companies based in New York, United States
Company intelligence · public preview
Top 21 personal finance AI companies based in Australia
RevenueBase records 46 matching company records for personal finance AI companies based in Australia, with 422 tracked contacts and 165 verified work emails.
This public preview shows 21 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 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 21 personal finance AI companies based in 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 | Picturewealthpicturewealth.com HQ: Perth, AustraliaReported employees: 51-200 | Perth, Australia | 51-200 | Exact match | 141 contacts → |
“PictureWealth connects more advice to more lives.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Beforepay Groupbeforepaygroup.com HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 76 contacts → |
“Beforepay Group (ASX: B4P) leverages advanced artificial intelligence, machine learning and sophisticated analytics to deliver safe and affordable financial products that empower…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Cognitivocognitivo.com.au HQ: Haymarket, AustraliaReported employees: 11-50 | Haymarket, Australia | 11-50 | Exact match | 27 contacts → |
“Cognitivo is the UI of AI.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Ebrokerebroker.com.au HQ: Bundall, AustraliaReported employees: 1-10 | Bundall, Australia | 1-10 | Exact match | 17 contacts → |
“The loan matching algorithm that works.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | City Finance Australiacityfinance.com.au HQ: Eight Mile Plains, AustraliaReported employees: 51-200 | Eight Mile Plains, Australia | 51-200 | Exact match | 16 contacts → |
“City Finance provides fast and flexible loans to those who are underserved by Australian banks.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Virtual Financial Advicevirtualfinancial.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 9 contacts → |
“At Virtual Financial Advice we are passionate about helping make financial advice accessible for our clients.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Burcheartburcheart.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 7 contacts → |
“Welcome to Burcheart.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Jaaimsjaaimsapp.com HQ: Surry Hills, AustraliaReported employees: 11-50 | Surry Hills, Australia | 11-50 | Exact match | 7 contacts → |
“Save time, invest smart Jaaims is an award-winning, first-to-market in Australia AI investing app that is designed to enhance investing strategies for the everyday investor.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Matias Group ALL Finance For ALL Businessmatiasgroup.com.au HQ: Brighton, AustraliaReported employees: 1-10 | Brighton, Australia | 1-10 | Exact match | 5 contacts → |
“The Matias Group provides All Finance, for All Business.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HEY Coachhey.coach HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 4 contacts → |
“Hey Coach solves the financial advice gap for everyday Australians.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Nucleus Wealthnucleuswealth.com HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 4 contacts → |
“Professional‑grade investing made personal, flexible and easy to understand.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Fiduciary Advicefiduciaryadvice.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 3 contacts → |
“Fiduciary provides financial advice to the 80% of working Australians who cannot afford or access traditional financial advice.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Flamingo Techflamingotech.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 3 contacts → |
“A personalised financial platform that helps users manage their finances & set savings goals based on their desired lifestyle.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Righttrac Planningrighttracplanning.com.au HQ: Toowoomba C, AustraliaReported employees: 1-10 | Toowoomba C, Australia | 1-10 | Exact match | 2 contacts → |
“Every Australian can prosper.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Fincastfincast.com.au HQ: Pyrmont, AustraliaReported employees: 1-10 | Pyrmont, Australia | 1-10 | Exact match | 2 contacts → |
“Fincast is a financial services technology company, with offices in Australia and Singapore, that creates applications for investment advisers, wealth management groups and…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | MOORRmoorr.com.au HQ: North Melbourne, AustraliaReported employees: 1-10 | North Melbourne, Australia | 1-10 | Exact match | 1 contacts → |
“Moorr is an all-in-one money management solution that helps you to plan for and achieve your goals in less than 10 minutes a month.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Argent Cashflowargentcashflow.com HQ: Toorak, AustraliaReported employees: 1-10 | Toorak, Australia | 1-10 | Exact match | 1 contacts → |
“At Argent Cashflow, we empower Australians to take control of their financial future with compassion and innovation.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Surmount Planning & Financial Servicessurmount.com.au HQ: Albion, AustraliaReported employees: 1-10 | Albion, Australia | 1-10 | Exact match | 1 contacts → |
“Our simple vision is to have you making your own financial decisions based on understanding exactly your current financial position.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | UBOMIubomi.com.au HQ: Gold Coast, AustraliaReported employees: 1-10 | Gold Coast, Australia | 1-10 | Exact match | 1 contacts → |
“UBOMI provides all the tools to help you make the right decisions with your financial goals.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Megalith Financial Groupmegalithfg.com HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 1 contacts → |
“Introducing Megalith: Pioneering the Future of Finance with AI-Driven Innovation Megalith is at the forefront of the fintech revolution, harnessing the power of Artificial…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Advisewelladvisewell.co HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 1 contacts → |
“At AdviseWell, we’re on a mission to make quality financial advice accessible to everyone, fostering a more equitable and prosperous world.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 21 of 46 company matches
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Personal finance AI companies: dataset insights
September 29, 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
46 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 worldwide rather than for Australia, so it is reported there. Company counts and contact totals on this page are exact for Australia, over 46 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: September 29, 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 ↗
Questions about this company list
What does Exact match mean for personal finance AI 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 personal finance AI companies did RevenueBase find based in Australia?
The saved snapshot records 46 matching company records, 422 tracked contacts and 165 verified emails. The public preview displays 21 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: September 29, 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
Personal finance AI companies by geography
- Personal finance AI companies based in Toronto, Canada
- Personal finance AI companies based in Bangalore, India
- Personal finance AI companies based in Mumbai, India
- Personal finance AI companies based in Dubai, United Arab Emirates
- Personal finance AI companies based in London, United Kingdom
- Personal finance AI companies based in New York, United States
- Personal finance AI companies based in San Francisco, United States
- Personal finance AI companies based in Brazil
- Personal finance AI companies based in Canada
- Personal finance AI companies based in France
- Personal finance AI companies based in India
- Personal finance AI companies based in Spain
Cite this list
RevenueBase Data Team. Top 21 personal finance AI companies based in Australia. Snapshot: September 29, 2026. https://revenuebase.ai/companies/personal-finance-ai-companies/australia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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