Company lists · Data refreshed September 2026
Top 25 Personal finance coaching platforms based in Melbourne, Australia
RevenueBase identified 54 company matches for personal finance coaching platforms associated with Melbourne, Australia as of September 2026 and tracks 535 professional contacts across them, including 358 with verified work emails. Across Australia, Sydney is the largest hub for this category (70 companies); Melbourne follows with 54.
This list covers company matches for personal finance coaching platforms associated with Melbourne, 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 25 largest personal finance coaching platforms based in Melbourne, Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 295 contacts → | ||||
Exact match “Viridian Financial Group is a leading Australian diversified financial services business.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 2 | 28 contacts → | ||||
Exact match “At Verse, we take a wildly different approach to financial advice.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 3 | 14 contacts → | ||||
Exact match “We take your personal finances, your individual goals, and your own considerations into account when designing financial solutions that will achieve the outcomes you decide are…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 4 | 12 contacts → | ||||
Exact match “We are a team of enthusiastic financial experts who have been helping community people over the last ten years.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 5 | 11 contacts → | ||||
Exact match “APC provides personalised financial solutions that take into account all aspects of your financial life and offer guidance to you and family groups when making important financial…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 6 | 10 contacts → | ||||
Exact match “Connecting you to the financial guidance you need” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 7 | 9 contacts → | ||||
Exact match “Vision: Is to empower people to make better financial decisions now, for a better future.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 8 | 8 contacts → | ||||
Exact match “Most people didn’t grow up talking about money openly; certainly not at a level where our past & future financial decisions were being assessed or questioned.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 9 | 8 contacts → | ||||
Exact match “Break free of the Financial Matrix and accelerate your path to Freedom, Wealth and Independence” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 10 | 7 contacts → | ||||
Exact match “Our service model is designed to cater for each client's unique needs.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 7 contacts → | ||||
Exact match “Eikon Financial Pty Ltd (Eikon) is a Melbourne-based financial services firm operating since 2007, wholly owned by its employees.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 12 | 7 contacts → | ||||
Exact match “We've been creating Australia's best digital financial wellness programs and engaging interactive modules since 2004, establishing Money101 as the leading provider of financial…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 13 | 6 contacts → | ||||
Exact match “Lowe Lippmann Wealth Advisers has origins dating back to 1992.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 6 contacts → | ||||
Exact match “The Principals of Woods & Partners commenced operations in September 1984, providing investment and Financial Services to individual and corporate clients.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 15 | 6 contacts → | ||||
Exact match “Finnacle started as a response to everyday Aussies looking for high quality, reliable financial advice that was truly accessible – because the size of your income shouldn’t be a…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 4 contacts → | ||||
Exact match “Maybe your life’s not on the steady, or maybe you’re just not numbers ready, whatever the case may be, you need an adviser that’s at the ready.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 17 | 3 contacts → | ||||
Exact match “A well structured financial household leaves no money on the table.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 18 | 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 | |||||
| 19 | 2 contacts → | ||||
Exact match “Our objective is to provide the best ethical, innovative and strategic investment and education services for Investors.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “If you have ever been curious about taking control of your financial future but feel you are too busy to “learn how to do it” – or – if you have been sitting on the fence…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “You know, I often get asked what a typical Wealtheon client looks like.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “Welcome to Your Success Club, a place where success is not just about the dollars in your bank account, but the richness of your experiences, the depth of your impact and the joy…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “At Greene Financial, we understand that a solid financial plan is invaluable.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “At thought financial, as our name sounds our thoughts and proposed solutions will be centred around customer needs and helping them to have dream outcome for their dream journey.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “Did you know?* 1 in 2 Australian workers are concerned about their financial situation * 1 in 3 are financially stressed and it keeps them up at night affecting their work * 1 in…” 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 coaching platforms”. 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 54 personal finance coaching platforms based in Melbourne, Australia
See the full list, filter by size, metro and specialty, and access 358 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Personal finance coaching platforms based in Melbourne, Australia at a glance
As of Sep 29, 2026Companies by employee count
Email recency for this list is measured across the whole Australia list rather than for Melbourne, so it is reported there. Company counts and contact totals on this page are exact for Melbourne, over 54 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 Melbourne, Australia whose business descriptions match “personal finance coaching platforms” 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 358 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.
Personal finance coaching platforms 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 “personal finance coaching platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many personal finance coaching platforms are there based in Melbourne, Australia?
RevenueBase identified 54 company matches for personal finance coaching platforms associated with Melbourne, 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?
Viridian Financial Group tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in Australia has the most personal finance coaching platforms?
Sydney leads Australia with 70 company records, followed by Melbourne (54) and Brisbane (19).
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 358 professional contacts with verified work emails tracked across these 54 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 54 personal finance coaching platforms based in Melbourne, Australia. Start with a free account, no credit card.
Download this list →Related lists
Personal finance coaching platforms by geography
- Personal finance coaching platforms based in Sydney, Australia
- Personal finance coaching platforms based in Sao Paulo, Brazil
- Personal finance coaching platforms based in Toronto, Canada
- Personal finance coaching platforms based in Paris, France
- Personal finance coaching platforms based in Bangalore, India
- Personal finance coaching platforms based in Mumbai, India
- Personal finance coaching platforms based in Pune, India
- Personal finance coaching platforms based in Auckland, New Zealand
- Personal finance coaching platforms based in Cape Town, South Africa
- Personal finance coaching platforms based in Dubai, United Arab Emirates
- Personal finance coaching platforms based in London, United Kingdom
- Personal finance coaching platforms based in Atlanta, United States
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 coaching platforms based in Sydney, Australia
- Personal finance coaching platforms based in Sao Paulo, Brazil
- Personal finance coaching platforms based in Toronto, Canada
- Personal finance coaching platforms based in Paris, France
- Personal finance coaching platforms based in Bangalore, India
- Personal finance coaching platforms based in Mumbai, India
Company intelligence · public preview
Top 25 personal finance coaching platforms based in Melbourne, Australia
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 54 matching company records for personal finance coaching platforms based in Melbourne, Australia, with 535 tracked contacts and 358 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: 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 25 personal finance coaching platforms based in Melbourne, 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 |  Viridian Financial Groupviridianfinancialgroup.com.auHQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 295 contacts → |
“Viridian Financial Group is a leading Australian diversified financial services business.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Verse Wealthversewealth.com.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 28 contacts → |
“At Verse, we take a wildly different approach to financial advice.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Freedom Strategy Managementfreedomstrategy.com.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 14 contacts → |
“We take your personal finances, your individual goals, and your own considerations into account when designing financial solutions that will achieve the outcomes you decide are…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Agile Financial Services PTY LTDagilefs.com.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 12 contacts → |
“We are a team of enthusiastic financial experts who have been helping community people over the last ten years.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Australian Private Capitalapcas.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 11 contacts → |
“APC provides personalised financial solutions that take into account all aspects of your financial life and offer guidance to you and family groups when making important financial…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Finitofinito.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 10 contacts → |
“Connecting you to the financial guidance you need” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Forward Path Advisoryforwardpathadvisory.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 9 contacts → |
“Vision: Is to empower people to make better financial decisions now, for a better future.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Finspectivefinspective.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 8 contacts → |
“Most people didn’t grow up talking about money openly; certainly not at a level where our past & future financial decisions were being assessed or questioned.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Breakout Solutionsbreakoutsolutions.com HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 8 contacts → |
“Break free of the Financial Matrix and accelerate your path to Freedom, Wealth and Independence” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Annex Wealthannexwealth.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 7 contacts → |
“Our service model is designed to cater for each client's unique needs.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Eikon Financialeikonfs.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 7 contacts → |
“Eikon Financial Pty Ltd (Eikon) is a Melbourne-based financial services firm operating since 2007, wholly owned by its employees.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Money101money101.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 7 contacts → |
“We've been creating Australia's best digital financial wellness programs and engaging interactive modules since 2004, establishing Money101 as the leading provider of financial…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Lowe Lippmann Wealth Advisersllwa.com.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 6 contacts → |
“Lowe Lippmann Wealth Advisers has origins dating back to 1992.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Woods & Partnerswoodspartners.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 6 contacts → |
“The Principals of Woods & Partners commenced operations in September 1984, providing investment and Financial Services to individual and corporate clients.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Finnaclefinnacle.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 6 contacts → |
“Finnacle started as a response to everyday Aussies looking for high quality, reliable financial advice that was truly accessible – because the size of your income shouldn’t be a…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Gain Financialgainfinancial.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 4 contacts → |
“Maybe your life’s not on the steady, or maybe you’re just not numbers ready, whatever the case may be, you need an adviser that’s at the ready.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | The Finance Alliancethefinancealliance.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 3 contacts → |
“A well structured financial household leaves no money on the table.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  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. | |||||
| 19 | Flack Groupflackgroup.com HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 2 contacts → |
“Our objective is to provide the best ethical, innovative and strategic investment and education services for Investors.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Klear Picture PTY LTDklearpicture.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 2 contacts → |
“If you have ever been curious about taking control of your financial future but feel you are too busy to “learn how to do it” – or – if you have been sitting on the fence…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Wealtheonwealtheon.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 2 contacts → |
“You know, I often get asked what a typical Wealtheon client looks like.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Your Success Clubyoursuccessclub.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 1 contacts → |
“Welcome to Your Success Club, a place where success is not just about the dollars in your bank account, but the richness of your experiences, the depth of your impact and the joy…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Greene Financialgreenefinancial.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 1 contacts → |
“At Greene Financial, we understand that a solid financial plan is invaluable.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Thought Financialthoughtfinancial.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 1 contacts → |
“At thought financial, as our name sounds our thoughts and proposed solutions will be centred around customer needs and helping them to have dream outcome for their dream journey.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | MAP MY Futuremapmyfuture.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 1 contacts → |
“Did you know?* 1 in 2 Australian workers are concerned about their financial situation * 1 in 3 are financially stressed and it keeps them up at night affecting their work * 1 in…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 54 company matches
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Personal finance coaching platforms: 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
52 records in the displayed employee bands.
2 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 Melbourne, so it is reported there. Company counts and contact totals on this page are exact for Melbourne, over 54 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 ↗
Personal finance coaching platforms by metro in Australia
Questions about this company list
What does Exact match mean for personal finance coaching platforms?
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 coaching platforms did RevenueBase find based in Melbourne, Australia?
The saved snapshot records 54 matching company records, 535 tracked contacts and 358 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: 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 coaching platforms by geography
- Personal finance coaching platforms based in Sydney, Australia
- Personal finance coaching platforms based in Sao Paulo, Brazil
- Personal finance coaching platforms based in Toronto, Canada
- Personal finance coaching platforms based in Paris, France
- Personal finance coaching platforms based in Bangalore, India
- Personal finance coaching platforms based in Mumbai, India
- Personal finance coaching platforms based in Pune, India
- Personal finance coaching platforms based in Auckland, New Zealand
- Personal finance coaching platforms based in Cape Town, South Africa
- Personal finance coaching platforms based in Dubai, United Arab Emirates
- Personal finance coaching platforms based in London, United Kingdom
- Personal finance coaching platforms based in Atlanta, United States
Cite this list
RevenueBase Data Team. Top 25 personal finance coaching platforms based in Melbourne, Australia. Snapshot: September 29, 2026. https://revenuebase.ai/companies/personal-finance-coaching-platforms/australia/melbourne.
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 coaching platforms based in Sydney, Australia
- Personal finance coaching platforms based in Sao Paulo, Brazil
- Personal finance coaching platforms based in Toronto, Canada
- Personal finance coaching platforms based in Paris, France
- Personal finance coaching platforms based in Bangalore, India
- Personal finance coaching platforms based in Mumbai, India
Company intelligence · public preview
Top 25 personal finance coaching platforms based in Melbourne, Australia
RevenueBase records 54 matching company records for personal finance coaching platforms based in Melbourne, Australia, with 535 tracked contacts and 358 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: 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 25 personal finance coaching platforms based in Melbourne, 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 | Viridian Financial Groupviridianfinancialgroup.com.au HQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 295 contacts → |
“Viridian Financial Group is a leading Australian diversified financial services business.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Verse Wealthversewealth.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 28 contacts → |
“At Verse, we take a wildly different approach to financial advice.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Freedom Strategy Managementfreedomstrategy.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 14 contacts → |
“We take your personal finances, your individual goals, and your own considerations into account when designing financial solutions that will achieve the outcomes you decide are…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Agile Financial Services PTY LTDagilefs.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 12 contacts → |
“We are a team of enthusiastic financial experts who have been helping community people over the last ten years.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Australian Private Capitalapcas.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 11 contacts → |
“APC provides personalised financial solutions that take into account all aspects of your financial life and offer guidance to you and family groups when making important financial…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Finitofinito.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 10 contacts → |
“Connecting you to the financial guidance you need” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Forward Path Advisoryforwardpathadvisory.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 9 contacts → |
“Vision: Is to empower people to make better financial decisions now, for a better future.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Finspectivefinspective.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 8 contacts → |
“Most people didn’t grow up talking about money openly; certainly not at a level where our past & future financial decisions were being assessed or questioned.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Breakout Solutionsbreakoutsolutions.com HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 8 contacts → |
“Break free of the Financial Matrix and accelerate your path to Freedom, Wealth and Independence” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Annex Wealthannexwealth.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 7 contacts → |
“Our service model is designed to cater for each client's unique needs.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Eikon Financialeikonfs.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 7 contacts → |
“Eikon Financial Pty Ltd (Eikon) is a Melbourne-based financial services firm operating since 2007, wholly owned by its employees.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Money101money101.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 7 contacts → |
“We've been creating Australia's best digital financial wellness programs and engaging interactive modules since 2004, establishing Money101 as the leading provider of financial…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Lowe Lippmann Wealth Advisersllwa.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 6 contacts → |
“Lowe Lippmann Wealth Advisers has origins dating back to 1992.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Woods & Partnerswoodspartners.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 6 contacts → |
“The Principals of Woods & Partners commenced operations in September 1984, providing investment and Financial Services to individual and corporate clients.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Finnaclefinnacle.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 6 contacts → |
“Finnacle started as a response to everyday Aussies looking for high quality, reliable financial advice that was truly accessible – because the size of your income shouldn’t be a…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Gain Financialgainfinancial.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 4 contacts → |
“Maybe your life’s not on the steady, or maybe you’re just not numbers ready, whatever the case may be, you need an adviser that’s at the ready.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | The Finance Alliancethefinancealliance.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 3 contacts → |
“A well structured financial household leaves no money on the table.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | 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. | |||||
| 19 | Flack Groupflackgroup.com HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 2 contacts → |
“Our objective is to provide the best ethical, innovative and strategic investment and education services for Investors.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Klear Picture PTY LTDklearpicture.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 2 contacts → |
“If you have ever been curious about taking control of your financial future but feel you are too busy to “learn how to do it” – or – if you have been sitting on the fence…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Wealtheonwealtheon.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 2 contacts → |
“You know, I often get asked what a typical Wealtheon client looks like.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Your Success Clubyoursuccessclub.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 1 contacts → |
“Welcome to Your Success Club, a place where success is not just about the dollars in your bank account, but the richness of your experiences, the depth of your impact and the joy…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Greene Financialgreenefinancial.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 1 contacts → |
“At Greene Financial, we understand that a solid financial plan is invaluable.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Thought Financialthoughtfinancial.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 1 contacts → |
“At thought financial, as our name sounds our thoughts and proposed solutions will be centred around customer needs and helping them to have dream outcome for their dream journey.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | MAP MY Futuremapmyfuture.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 1 contacts → |
“Did you know?* 1 in 2 Australian workers are concerned about their financial situation * 1 in 3 are financially stressed and it keeps them up at night affecting their work * 1 in…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Personal finance coaching platforms: 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
52 records in the displayed employee bands.
2 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 Melbourne, so it is reported there. Company counts and contact totals on this page are exact for Melbourne, over 54 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 ↗
Personal finance coaching platforms by metro in Australia
Questions about this company list
What does Exact match mean for personal finance coaching platforms?
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 coaching platforms did RevenueBase find based in Melbourne, Australia?
The saved snapshot records 54 matching company records, 535 tracked contacts and 358 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: 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.
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Cite this list
RevenueBase Data Team. Top 25 personal finance coaching platforms based in Melbourne, Australia. Snapshot: September 29, 2026. https://revenuebase.ai/companies/personal-finance-coaching-platforms/australia/melbourne.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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