Company lists · Data refreshed September 2026

Top 25 Personalized investment platforms based in Sydney, Australia

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

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 230 companies tracked

RevenueBase identified 230 personalized investment platforms headquartered in Sydney, Australia as of September 2026 and tracks 2,370 professional contacts across them, including 1,239 with verified work emails. Across Australia, Sydney is the largest hub for this category.

This list covers personalized investment 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

230Companies

2,370Contacts tracked

1,239Verified emails

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The 25 largest personalized investment platforms based in Sydney, Australia

Ranked by team size

Top 25 of 230 personalized investment 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 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	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
2	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
3	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
4	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
5	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
6	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
7	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
8	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
9	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
10	River X	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	33 contacts →
	Indirect evidence “River X is a financial services firm built to serve clients across the full spectrum of the advice landscape, from retail investors taking their first serious steps toward…” Source: RevenueBase Database · checked Sep 29, 2026
11	Investsmart Group Limited	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	32 contacts →
	Partial evidence “InvestSMART is a low-cost digital investing platform that helps bring your financial goals to life.” Source: RevenueBase Database · checked Sep 29, 2026
12	Treysta Wealth	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	32 contacts →
	Indirect 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
13	Enrizen Financial Group	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	27 contacts →
	Indirect evidence “At Enrizen, we believe that every individual can create a successful life, and that every business is a success story waiting to happen.” Source: RevenueBase Database · checked Sep 29, 2026
14	Private Wealth Partners	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	26 contacts →
	Indirect evidence “Private Wealth Partners is a privately owned financial planning practice based in Sydney.” Source: RevenueBase Database · checked Sep 29, 2026
15	Providence Wealth Advisory Group	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	24 contacts →
	Partial evidence “For 25 years, Providence Wealth Advisory Group has delivered client-first investment advice and bespoke wealth management strategies to high-net-worth individuals, families, and…” Source: RevenueBase Database · checked Sep 29, 2026
16	Halo Technologies PTY LTD	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	51-200	24 contacts →
	Partial evidence “HALO Technologies is the advisor platform for modern digital wealth management.” Source: RevenueBase Database · checked Sep 29, 2026
17	Atrium Investment Management	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	23 contacts →
	Partial evidence “Atrium Investment Management is a specialist global investment management firm based in Sydney.” Source: RevenueBase Database · checked Sep 29, 2026
18	Peak Investment Partners	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	23 contacts →
	Partial evidence “Peak Investment Partners is a privately owned investment management firm based in Sydney, offering personalised investment services to wholesale investors.” Source: RevenueBase Database · checked Sep 29, 2026
19	CACHE	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	23 contacts →
	Partial evidence “Cache is Australia’s #1 Investing-as-a-Service provider, enabling companies of all sizes to launch and operate digital investment products.” Source: RevenueBase Database · checked Sep 29, 2026
20	QI Wealth	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	21 contacts →
	Indirect evidence “Qi Wealth is a leading financial services company based in Sydney.” Source: RevenueBase Database · checked Sep 29, 2026
21	Quilla Consulting PTY LTD	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	19 contacts →
	Partial evidence “We partner with financial advice and private wealth firms to create bespoke, smarter investment solutions that deliver valuable outcomes for their clients and business.” Source: RevenueBase Database · checked Sep 29, 2026
22	Lorica Partners	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	18 contacts →
	Indirect evidence “Lorica Partners is an independent advice firm seeking to find ever more thoughtful and effective ways to help our clients live their best life possible.” Source: RevenueBase Database · checked Sep 29, 2026
23	Financial Spectrum	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	18 contacts →
	Indirect 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
24	Integral Private Wealth	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	17 contacts →
	Indirect evidence “Integral Private Wealth specialises in delivering bespoke wealth management solutions tailored to help clients build, manage, and preserve their wealth.” Source: RevenueBase Database · checked Sep 29, 2026
25	Diamond Blue Financial Services	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	16 contacts →
	Indirect evidence “Diamond Blue Financial Services is a leading, privately-owned financial advisory firm, delivering personalised and intelligent strategies primarily to sophisticated investors.” 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 230 personalized investment platforms based in Sydney, Australia

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Personalized investment platforms based in Sydney, Australia at a glance

As of Sep 29, 2026

52.3%Verified-email coverage

10.3Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

156

11-50

51-200

201-500

501-1,000

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 230 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 Sydney, 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 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, 1,239 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 Sydney, Australia?

RevenueBase identified 230 personalized investment 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?

Shaw And Partners Financial Services, headquartered in Sydney, 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 1,239 verified decision-maker contacts tracked across these 230 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.