Company lists · Data refreshed September 2026

Top 25 Personal finance coaching platforms based in Sydney, Australia

RevenueBase identified 70 personal finance coaching platforms headquartered in Sydney, Australia as of September 2026 and tracks 328 professional contacts across them, including 140 with verified work emails. Across Australia, Sydney is the largest hub for this category.

This list covers personal finance coaching platforms headquartered in Sydney, Australia, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
70Companies
328Contacts tracked
140Verified emails
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The 25 largest personal finance coaching platforms based in Sydney, Australia

Ranked by team size
Top 25 of 70 personal finance coaching platforms based in Sydney, Australia, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to personal finance coaching platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceSydney, AustraliaHQ checked Sep 29, 202611-5041 contacts →

Indirect evidence

“We solve first world problems: Paying too much tax?”

Source: RevenueBase Database · checked Sep 29, 2026
2Partial evidenceSydney, AustraliaHQ checked Sep 29, 202611-5032 contacts →

Partial evidence

“We’re proud to have been in business for over 30 years, and to have helped so many people on their journey to financial confidence.”

Source: RevenueBase Database · checked Sep 29, 2026
3Partial evidenceSydney, AustraliaHQ checked Sep 29, 202611-5018 contacts →

Partial evidence

“Helping you live a great life At Financial Spectrum, we focus on one thing – helping you live a great life by making smart decisions with your money.”

Source: RevenueBase Database · checked Sep 29, 2026
4Partial evidenceSydney, AustraliaHQ checked Sep 29, 202611-5013 contacts →

Partial evidence

“We work with clients who want to make smarter financial decisions.”

Source: RevenueBase Database · checked Sep 29, 2026
5Partial evidenceSydney, AustraliaHQ checked Sep 29, 202611-5012 contacts →

Partial evidence

“We specialising in helping people make good financial decision.”

Source: RevenueBase Database · checked Sep 29, 2026
6Partial evidenceSydney, AustraliaHQ checked Sep 29, 202611-508 contacts →

Partial evidence

“Financial planning is not just about investments and, not only for the wealthy either.”

Source: RevenueBase Database · checked Sep 29, 2026
7Partial evidenceSydney, AustraliaHQ checked Sep 29, 20261-108 contacts →

Partial evidence

“Ladies Finance Club mission is simple to make women RICH!”

Source: RevenueBase Database · checked Sep 29, 2026
8Partial evidenceSydney, AustraliaHQ checked Sep 29, 20261-108 contacts →

Partial evidence

“Track your net worth in one place, plan your journey to financial independence and grow your wealth Copyright © 2024, Upworth, registered business name of corporate entity RC2…”

Source: RevenueBase Database · checked Sep 29, 2026
9Indirect evidenceSydney, AustraliaHQ checked Sep 29, 20261-107 contacts →

Indirect evidence

“Welcome to Burcheart.”

Source: RevenueBase Database · checked Sep 29, 2026
10Strong evidenceSydney, AustraliaHQ checked Sep 29, 202611-507 contacts →

Strong evidence

“Moneysoft is an automated personal financial management solution, allowing financial professionals and their clients, to collaborate in the areas of cash-flow, budgeting and…”

Source: RevenueBase Database · checked Sep 29, 2026
11Partial evidenceSydney, AustraliaHQ checked Sep 29, 20261-107 contacts →

Partial evidence

“EC Financial is a boutique financial planning and advice business in the Sydney CBD.”

Source: RevenueBase Database · checked Sep 29, 2026
12Partial evidenceSydney, AustraliaHQ checked Sep 29, 20261-106 contacts →

Partial evidence

“At Shape, we provide bespoke financial advice and tailor a plan to suit your individual situation.”

Source: RevenueBase Database · checked Sep 29, 2026
13Partial evidenceSydney, AustraliaHQ checked Sep 29, 20261-105 contacts →

Partial evidence

“Wealth Journey was formed in 2009 with a clear vision – to guide and educated clients through their most important financial decisions”

Source: RevenueBase Database · checked Sep 29, 2026
14Partial evidenceSydney, AustraliaHQ checked Sep 29, 20261-105 contacts →

Partial evidence

“We are a Financial Services Company, operating out of Sydney.”

Source: RevenueBase Database · checked Sep 29, 2026
15Partial evidenceSydney, AustraliaHQ checked Sep 29, 20261-104 contacts →

Partial evidence

“At Capitalwise, our team can offer clear, simple advice to help empower your decision making processes to assist you in taking control of your financial future.”

Source: RevenueBase Database · checked Sep 29, 2026
16Partial evidenceSydney, AustraliaHQ checked Sep 29, 20261-104 contacts →

Partial evidence

“Empowering your financial journey with care”

Source: RevenueBase Database · checked Sep 29, 2026
17Partial evidenceSydney, AustraliaHQ checked Sep 29, 20261-103 contacts →

Partial evidence

“Seeking Financial Advice for the first time, can be daunting.”

Source: RevenueBase Database · checked Sep 29, 2026
18Partial evidenceSydney, AustraliaHQ checked Sep 29, 20261-103 contacts →

Partial evidence

“CreationWealth is a financial advice service focused on helping clients understand what is happening with their investments and ensuring that they are comfortable with their…”

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect evidenceSydney, AustraliaHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“The most advanced broker & client PFM in the market with industry leading features.”

Source: RevenueBase Database · checked Sep 29, 2026
20Indirect evidenceSydney, AustraliaHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“We offer wealth advice and planning to enable our clients to live well and sleep well.”

Source: RevenueBase Database · checked Sep 29, 2026
21Partial evidenceSydney, AustraliaHQ checked Sep 29, 20261-102 contacts →

Partial evidence

“Financial advice to fit you where you're at in life Whether you're making all the money decisions for your family, finding your feet again after a divorce or loss, or at that…”

Source: RevenueBase Database · checked Sep 29, 2026
22Partial evidenceSydney, AustraliaHQ checked Sep 29, 20261-102 contacts →

Partial evidence

“Experts in financial literacy, financial capability and economic empowerment training.”

Source: RevenueBase Database · checked Sep 29, 2026
23Partial evidenceSydney, AustraliaHQ checked Sep 29, 20261-102 contacts →

Partial evidence

“We help people understand and set their lifestyle and financial goals, as we believe they go hand in hand.”

Source: RevenueBase Database · checked Sep 29, 2026
24Indirect evidenceSydney, AustraliaHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“Importantly, our initial advice isn't a 'set and forget' service.”

Source: RevenueBase Database · checked Sep 29, 2026
25Indirect evidenceSydney, AustraliaHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“Let’s build and grow your assets Do you want to retire comfortably and debt free?”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 25 of 70 personal finance coaching platforms based in Sydney, Australia

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Personal finance coaching platforms based in Sydney, Australia at a glance

As of Sep 29, 2026
42.7%Verified-email coverage
4.7Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
56
11-50
14

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

How this list was built

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

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Sydney, Australia whose own description of what they do matches “personal finance coaching platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names personal finance coaching platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among personal finance coaching platforms, and records with no verified work email. Companies headquartered outside Sydney are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 140 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 29, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Personal finance coaching platforms by metro in Australia

Frequently asked

What is RevenueBase Smart Search?

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

How many personal finance coaching platforms are there based in Sydney, Australia?

RevenueBase identified 70 personal finance coaching platforms headquartered in Sydney, Australia as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Pivot Wealth, headquartered in Sydney, tops this list with the largest team on record.

Which city in Australia has the most personal finance coaching platforms?

Sydney leads Australia with 70 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 140 verified decision-maker contacts tracked across these 70 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.