Company lists · Data refreshed September 2026
Top 25 Personalized investment platforms based in Brisbane, Australia
RevenueBase identified 45 personalized investment platforms headquartered in Brisbane, Australia as of September 2026 and tracks 386 professional contacts across them, including 213 with verified work emails. Across Australia, Sydney is the largest hub for this category (230 companies); Brisbane has 45.
This list covers personalized investment platforms headquartered in Brisbane, 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.
The 25 largest personalized investment platforms based in Brisbane, Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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, 2026Thanks. The Data Team will review it. | |||||
| 3 | 37 contacts → | ||||
Indirect evidence “Tupicoffs provide advice on a fee for service basis.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 33 contacts → | ||||
Indirect evidence “Tynans is a boutique financial advisory firm in Brisbane.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 29 contacts → | ||||
Indirect evidence “Stonehouse Wealth Management is an privately-owned financial advisory firm with offices in Brisbane, Sydney, Sunshine Coast and the Gold Coast.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 23 contacts → | ||||
Indirect evidence “Stratus Financial Group advises professionals, executives and business owners, retirees, individual and family groups to manage their often-complex financial planning and…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 14 contacts → | ||||
Indirect evidence “Bright Advice Partners has been helping individuals, business owners and corporations (as an employee benefit for their employees), achieve sound financial futures since the…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 12 contacts → | ||||
Indirect evidence “Goodman Private Wealth is a privately owned financial services firm supporting successful individuals and families.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 9 contacts → | ||||
Partial evidence “Guardian Investments (Guardian) began operations as a boutique investment advisory and portfolio manager with its own Securities Dealers Licence in 1989.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 8 contacts → | ||||
Partial evidence “We help clients meet their retirement aspirations, through the use of proven reliable investment and insurance strategies.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 7 contacts → | ||||
Indirect evidence “Life Assets is a long standing, well known and respected financial planning firm that is 100% privately owned and operates under it own Australian Financial Services License.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 7 contacts → | ||||
Indirect evidence “We’re focused on delivering a full financial advisory service, assisting our clients to build, manage, and protect the wealth they have worked hard to accumulate.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 6 contacts → | ||||
Partial evidence “Affluence Funds Management is a boutique investment management firm that specialises in providing investors with a high quality, vastly diversified portfolio of investments.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 5 contacts → | ||||
Indirect evidence “At CFL Financial Planning we pride ourselves on being 'cutting edge','forward thinking' and delivering a 'service oriented' solution to Successful and Motivated business owners &…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 5 contacts → | ||||
Partial evidence “We are a boutique financial planning and investment firm based in the heart of Brisbane CBD.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 4 contacts → | ||||
Indirect evidence “Marin Wealth is a Brisbane-based financial advice firm helping high-income professionals, business owners, and pre-retirees build wealth that outlasts them.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Indirect evidence “Horizon Wealth Advisory is a boutique wealth management firm dedicated to offering a suite of financial services to help you get your finances under control.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 contacts → | ||||
Indirect evidence “At RM Wealth, we provide financial advice that helps our clients to realise their financial potential, open opportunities, and create space for the things that are important to…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 3 contacts → | ||||
Indirect evidence “Founded by Managing Director, David Reynolds, Panoptic Wealth is a boutique, client-centric wealth management firm with offices in Sydney and Brisbane.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 contacts → | ||||
Indirect evidence “Retirewell is recognised as a leading boutique financial planning practice.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Indirect evidence “Ridgeman Bennett McLeod Private Wealth is a Brisbane based financial advisory firm which helps clients to articulate, prioritise and implement personalised financial planning…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Indirect evidence “At Ikigai Wealth, we redefine financial planning by intertwining your economic decisions with your personal vision and values.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Partial evidence “Castle Hall Partners is an independent investment wealth advisory firm founded by investment professionals with extensive experience in the development and management of…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Indirect evidence “Since our inception, Aspire Financial Planning Group has been totally focused on building a unique, quality advice practice.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Indirect evidence “We provide a Managed Discretionary Account service for our clients and others using direct listed shares and other securities.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
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 45 personalized investment platforms based in Brisbane, Australia
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Personalized investment platforms based in Brisbane, 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 Brisbane, so it is reported there. Company counts and contact totals on this page are exact for Brisbane, over 45 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 Brisbane, 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 Brisbane 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, 213 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 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 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 Brisbane, Australia?
RevenueBase identified 45 personalized investment platforms headquartered in Brisbane, 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?
MGD Wealth, headquartered in Brisbane, tops this list with the largest team on record.
Which city in Australia has the most personalized investment platforms?
Sydney leads Australia 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 213 verified decision-maker contacts tracked across these 45 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.
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