Company lists · Data refreshed September 2026

Top 25 Personalized investment platforms based in Australia

Name: Personalized investment platforms based in Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 1,256 companies tracked

RevenueBase identified 1,256 personalized investment platforms headquartered in Australia as of September 2026 and tracks 10,307 professional contacts across them, including 5,680 with verified work emails. Sydney is the largest hub.

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

1,256Companies

10,307Contacts tracked

5,680Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest personalized investment platforms based in Australia

Ranked by team size

Top 25 of 1,256 personalized investment platforms based in Australia, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to personalized investment 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Findex	Indirect evidence	Melbourne, AustraliaHQ checked Sep 29, 2026	1,001-5,000	1,664 contacts →
	Indirect evidence “We’re here to help you build financial security and grow your wealth with confidence.” Source: RevenueBase Database · checked Sep 29, 2026
2	Shaw And Partners Financial Services	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	201-500	412 contacts →
	Partial evidence “Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.” Source: RevenueBase Database · checked Sep 29, 2026
3	Praemium	Strong evidence	Melbourne, AustraliaHQ checked Sep 29, 2026	201-500	336 contacts →
	Strong evidence “Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market.” Source: RevenueBase Database · checked Sep 29, 2026
4	Evans & Partners	Indirect evidence	Melbourne, AustraliaHQ checked Sep 29, 2026	51-200	150 contacts →
	Indirect evidence “Evans and Partners provide tailored advice and services to help you build, manage and preserve wealth.” Source: RevenueBase Database · checked Sep 29, 2026
5	Koda Capital	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	51-200	144 contacts →
	Indirect evidence “At Koda Capital we are taking an innovative approach to private wealth management - an approach that places our clients’ needs first.” Source: RevenueBase Database · checked Sep 29, 2026
6	Channel Capital	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	51-200	100 contacts →
	Partial evidence “Channel Capital is a global fund services business providing end-to-end infrastructure, governance, and distribution solutions to some of the worldʼs most prominent investment…” Source: RevenueBase Database · checked Sep 29, 2026
7	Hillross Financial Services	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	201-500	87 contacts →
	Indirect evidence “WHAT'S YOUR IDEA OF FINANCIAL FREEDOM?” We believe our kind of passion is a rare quality in the conservative and corporate world of wealth management.” Source: RevenueBase Database · checked Sep 29, 2026
8	KOSEC	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	51-200	81 contacts →
	Indirect evidence “KOSEC - Kodari Securities is a pioneering force in the financial industry, renowned for its unwavering commitment to innovation, success, and exceptional performance.” Source: RevenueBase Database · checked Sep 29, 2026
9	Taylor Collison Limited	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	51-200	68 contacts →
	Indirect evidence “Taylor Collison is a leading financial services firm, providing advice and wealth creation services to private and institutional investors and corporate clients throughout…” Source: RevenueBase Database · checked Sep 29, 2026
10	Mason Stevens	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	51-200	68 contacts →
	Partial evidence “Formed in 2010, Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes.” Source: RevenueBase Database · checked Sep 29, 2026
11	MGD Wealth	Indirect evidence	Brisbane, AustraliaHQ checked Sep 29, 2026	51-200	67 contacts →
	Indirect evidence “We are a boutique financial services firm that specialises in providing quality tailored financial solutions for individuals, families, businesses, and corporates Australia-wide.” Source: RevenueBase Database · checked Sep 29, 2026
12	Northeast Wealth	Indirect evidence	Chadstone, AustraliaHQ checked Sep 29, 2026	n/a	62 contacts →
	Indirect evidence “Northeast Wealth is an award-winning financial advice firm that’s helping create a new era in advice.” Source: RevenueBase Database · checked Sep 29, 2026
13	Hewison Private Wealth	Indirect evidence	Melbourne, AustraliaHQ checked Sep 29, 2026	51-200	61 contacts →
	Indirect evidence “Your goals.” Source: RevenueBase Database · checked Sep 29, 2026
14	Stanford Brown	Indirect evidence	North Sydney, AustraliaHQ checked Sep 29, 2026	51-200	60 contacts →
	Indirect evidence “The invaluables.” Source: RevenueBase Database · checked Sep 29, 2026
15	FMD Financial	Indirect evidence	Melbourne, AustraliaHQ checked Sep 29, 2026	11-50	59 contacts →
	Indirect evidence “Our experienced advisers know health, wealth and happiness is what most people want from life.” Source: RevenueBase Database · checked Sep 29, 2026
16	Alteris Financial Group	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	51 contacts →
	Indirect evidence “Alteris Financial Group provides financial advisory and management for individuals and families across generations.” Source: RevenueBase Database · checked Sep 29, 2026
17	Escala	Indirect evidence	Melbourne Sydney, AustraliaHQ checked Sep 29, 2026	51-200	50 contacts →
	Indirect evidence “Escala Partners is the new standard in personalised wealth management.” Source: RevenueBase Database · checked Sep 29, 2026
18	HMH Advisory	Indirect evidence	Mont Albert, AustraliaHQ checked Sep 29, 2026	51-200	47 contacts →
	Indirect evidence “Our purpose is to enable you to achieve your ambitions with confidence and fulfil your lifestyle aspirations.” Source: RevenueBase Database · checked Sep 29, 2026
19	MY Wealth Solutions	Indirect evidence	Newstead, AustraliaHQ checked Sep 29, 2026	11-50	46 contacts →
	Indirect evidence “My Wealth Solutions is a financial planning firm with offices in Brisbane & Sydney.” Source: RevenueBase Database · checked Sep 29, 2026
20	Sherrin Partners	Indirect evidence	Brisbane City, AustraliaHQ checked Sep 29, 2026	51-200	44 contacts →
	Indirect evidence “Sherrin Partners is a financial advice firm that focuses on more than just your wealth.” Source: RevenueBase Database · checked Sep 29, 2026
21	DNR Capital	Partial evidence	Brisbane, AustraliaHQ checked Sep 29, 2026	11-50	38 contacts →
	Partial evidence “DNR Capital is an Australian investment management company that delivers client-focused, quality investment solutions to institutions, advisers and individual investors.” Source: RevenueBase Database · checked Sep 29, 2026
22	MIQ Private Wealth	Indirect evidence	Upper Mount Gravatt, AustraliaHQ checked Sep 29, 2026	51-200	37 contacts →
	Indirect evidence “Founded in 2006 by four advisers with a passion for helping Australians achieve financial wellbeing, MiQ Private Wealth is now a team of 18 highly skilled advisers dedicated to…” Source: RevenueBase Database · checked Sep 29, 2026
23	Lipman Burgon & Partners	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	37 contacts →
	Indirect evidence “Lipman Burgon & Partners is a specialist wealth management firm providing sophisticated solutions to private clients, family offices and not-for-profit portfolios.” Source: RevenueBase Database · checked Sep 29, 2026
24	Provident Financial Services	Indirect evidence	Nedlands, AustraliaHQ checked Sep 29, 2026	11-50	37 contacts →
	Indirect evidence “We aim to deliver financial security with a deep understanding of what is important to you.” Source: RevenueBase Database · checked Sep 29, 2026
25	Tupicoffs, The Independent Financial Planners	Indirect evidence	Brisbane, AustraliaHQ checked Sep 29, 2026	11-50	37 contacts →
	Indirect evidence “Tupicoffs provide advice on a fee for service basis.” Source: RevenueBase Database · checked Sep 29, 2026

RevenueBase Smart Search

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

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

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

Showing 25 of 1,256 personalized investment platforms based in Australia

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 5,680 reachable decision-makers.

Free signup · no credit card

View the full list →

Personalized investment platforms based in Australia at a glance

As of Sep 29, 2026

55.1%Verified-email coverage

8.2Average contacts per company

1-10Median size (employees)

18.3%Largest-city concentration · Sydney

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

897

11-50

313

51-200

201-500

501-1,000

1,001-5,000

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 1,256 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 personalized investment 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 Australia whose own description of what they do matches “personalized investment 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 personalized investment 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 personalized investment platforms, and records with no verified work email. Companies headquartered outside Australia are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 5,680 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.

Personalized investment platforms by metro

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 personalized investment 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 personalized investment platforms are there based in Australia?

RevenueBase identified 1,256 personalized investment platforms headquartered in Australia as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

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

Which city has the most personalized investment platforms?

Sydney leads with 230 headquartered companies, followed by Melbourne (134) and Brisbane (45).

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 5,680 verified decision-maker contacts tracked across these 1,256 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.

Ready to reach these companies? Verified emails and direct dials for all 1,256 personalized investment platforms based in Australia. Start with a free account, no credit card.

Download this list →

Related lists

Personalized investment platforms by geography

Browse the directory

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.