Company lists · Data refreshed September 2026

Top 25 Philanthropic advisory firms based in Sydney, Australia

Name: Philanthropic advisory firms based in Sydney, Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 92 companies tracked

RevenueBase identified 92 philanthropic advisory firms headquartered in Sydney, Australia as of September 2026 and tracks 1,043 professional contacts across them, including 477 with verified work emails. Sydney is the largest hub.

This list covers philanthropic advisory firms 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 20, 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 20, 2026 86% judged on-target in blind review

92Companies

1,043Contacts tracked

477Verified emails

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The 25 largest philanthropic advisory firms based in Sydney, Australia

Ranked by team size

Top 25 of 92 philanthropic advisory firms based in Sydney, Australia, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to philanthropic advisory firms: 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	AGEIS	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	150 contacts →
	Partial evidence “AGEIS takes pride in revolutionising the landscape of accounting, tax, legal advisory.” Source: RevenueBase Database · checked Sep 20, 2026
2	Koda Capital	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 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 20, 2026
3	Alteris Financial Group	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	51 contacts →
	Partial evidence “Alteris Financial Group provides financial advisory and management for individuals and families across generations.” Source: RevenueBase Database · checked Sep 20, 2026
4	Australian Philanthropic Services	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	41 contacts →
	Partial evidence “Australian Philanthropic Services (APS) makes philanthropy and structured giving simple, so our clients can focus on supporting the causes that matter to them.” Source: RevenueBase Database · checked Sep 20, 2026
5	Lipman Burgon & Partners	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 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 20, 2026
6	Ethinvest	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	32 contacts →
	Partial evidence “Founded in 1989, we are Australia’s oldest ethical and impact investment advisory practice.” Source: RevenueBase Database · checked Sep 20, 2026
7	Treysta Wealth	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 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 20, 2026
8	Chapman Eastway	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	51-200	25 contacts →
	Partial evidence “Chapman Eastway is not just a leading chartered accounting Firm providing family and business advisory services.” Source: RevenueBase Database · checked Sep 20, 2026
9	Providence Wealth Advisory Group	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 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 20, 2026
10	Lorica Partners	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 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 20, 2026
11	Diamond Blue Financial Services	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	16 contacts →
	Partial 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 20, 2026
12	Port Jackson Family Office	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	1-10	15 contacts →
	Partial evidence “Port Jackson Family Office is a boutique advisory firm partnering with highly successful individuals and their families to provide bespoke financial advice, privileged access to a…” Source: RevenueBase Database · checked Sep 20, 2026
13	Scendar	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	14 contacts →
	Partial evidence “We're Scendar, an accounting and advisory practice better described as Finance as a Service (FaaS).” Source: RevenueBase Database · checked Sep 20, 2026
14	Account.Able Advisory	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	1-10	11 contacts →
	Indirect evidence “What is more important: The journey or the destination?” Source: RevenueBase Database · checked Sep 20, 2026
15	Walsh BAY Partners	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	1-10	11 contacts →
	Indirect evidence “Walsh Bay Partners is a personal institution which endeavours to help families use their wealth wisely to achieve enduring family wellbeing.” Source: RevenueBase Database · checked Sep 20, 2026
16	Adara Partners	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	7 contacts →
	Partial evidence “Adara Partners is a leading boutique corporate advisory firm, providing independent and conflict-free financial and strategic advice on top-tier Australian transactions.” Source: RevenueBase Database · checked Sep 20, 2026
17	Denison Partners	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	1-10	7 contacts →
	Partial evidence “Denison Partners is an independent advisory firm focused on providing independent, trusted advice that leverages the extensive experience of the executives.” Source: RevenueBase Database · checked Sep 20, 2026
18	Harper Bernays	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	6 contacts →
	Indirect evidence “Founded in 1988, Harper Bernays is one of Australia's longest standing independent investment managers servicing high net worth individuals, family offices and not for profit…” Source: RevenueBase Database · checked Sep 20, 2026
19	Omnia Capital Partners	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “Omnia Capital Partners is a multi-disciplinary private family office – servicing a select group of individuals, families, communities, charities and foundations across all aspects…” Source: RevenueBase Database · checked Sep 20, 2026
20	For Purpose Advisory	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	6 contacts →
	Partial evidence “For Purpose Advisory is a specialised and multidisciplinary firm dedicated to supporting clients operating for a social or community purpose to realise and achieve their…” Source: RevenueBase Database · checked Sep 20, 2026
21	Noble Ambition	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “Noble Ambition is an Australian leader in philanthropy and fundraising strategy and capacity building in the for-purpose sector.” Source: RevenueBase Database · checked Sep 20, 2026
22	Horizon Wealth Management - Australia	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “At Horizon Wealth Management, we work with a select group of private clients, entrepreneurs, senior executives, business owners and their families to help them make the best use…” Source: RevenueBase Database · checked Sep 20, 2026
23	The Robb Group	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “The Robb Group is a wealth management and international trade consulting company founded in 2018 by The Hon Andrew Robb and his son Tom.” Source: RevenueBase Database · checked Sep 20, 2026
24	Franc Mark Sterling	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “Whether you want to increase your assets and income or simply preserve and protect them, Franc Mark Sterling is here to help.” Source: RevenueBase Database · checked Sep 20, 2026
25	Portum Private Wealth	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “Portum Private Wealth® provides private investors, families, charities and not-for-profits with high-level investment advice and services.” Source: RevenueBase Database · checked Sep 20, 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: philanthropic advisory firms. 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 philanthropic advisory firms.
Partial evidence: Its own public description names part of philanthropic advisory firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name philanthropic advisory firms. 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 92 philanthropic advisory firms based in Sydney, Australia

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Philanthropic advisory firms based in Sydney, Australia at a glance

As of Sep 20, 2026

45.7%Verified-email coverage

11.3Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · Sydney

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 92 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 philanthropic advisory firms, 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 “philanthropic advisory firms”. 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 philanthropic advisory firms), 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 philanthropic advisory firms, 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, 477 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 20, 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.

Philanthropic advisory firms by metro in Australia

Philanthropic advisory firms in Sydney92
Philanthropic advisory firms in Melbourne64
Philanthropic advisory firms in Brisbane26

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 philanthropic advisory firms, 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 philanthropic advisory firms are there based in Sydney, Australia?

RevenueBase identified 92 philanthropic advisory firms 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?

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

Which city has the most philanthropic advisory firms?

Sydney leads with 92 headquartered companies, followed by Melbourne (64) and Brisbane (26).

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 477 verified decision-maker contacts tracked across these 92 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 20, 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.