Company lists · Data refreshed September 2026

Top 22 Portfolio accounting firms based in Australia

RevenueBase identified 34 portfolio accounting firms headquartered in Australia as of September 2026 and tracks 133 professional contacts across them, including 71 with verified work emails and 12 with mobile numbers. Sydney is the largest hub.

This list covers portfolio accounting firms 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 5, 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 5, 2026 86% judged on-target in blind review
34Companies
133Contacts tracked
71Verified emails
12Mobile numbers
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The 22 largest portfolio accounting firms based in Australia

Ranked by team size
Top 22 of 34 portfolio accounting firms based in Australia, ranked by team size, largest first. Data refreshed Sep 5, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio accounting 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceBurnie, AustraliaHQ checked Sep 5, 202611-5014 contacts →

Indirect evidence

“Mancell Financial Group was founded in February 1980.”

Source: RevenueBase Database · checked Sep 5, 2026
2Indirect evidenceManly, AustraliaHQ checked Sep 5, 202611-5014 contacts →

Indirect evidence

“At TMS Private Wealth, we deliver bespoke wealth management for individuals and their families.”

Source: RevenueBase Database · checked Sep 5, 2026
3Partial evidenceSydney, AustraliaHQ checked Sep 5, 202611-5013 contacts →

Partial evidence

“InvestSense is a portfolio management and investment consultancy founded in 2014.”

Source: RevenueBase Database · checked Sep 5, 2026
4Partial evidenceBrisbane, AustraliaHQ checked Sep 5, 20261-109 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 5, 2026
5Partial evidenceMelbourne, AustraliaHQ checked Sep 5, 20261-108 contacts →

Partial evidence

“As a PEAK Asset Management client, you will receive full service portfolio management, portfolio administration (multi-asset, multi-currency), reporting and personalized advice…”

Source: RevenueBase Database · checked Sep 5, 2026
6Partial evidenceSydney, AustraliaHQ checked Sep 5, 20261-107 contacts →

Partial evidence

“Bringing institutional grade portfolio management and markets expertise to tailored managed accounts.”

Source: RevenueBase Database · checked Sep 5, 2026
7Partial evidenceBrisbane, AustraliaHQ checked Sep 5, 20261-106 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 5, 2026
8Partial evidenceMelbourne, AustraliaHQ checked Sep 5, 20261-106 contacts →

Partial evidence

“Navexa helps private investors, accountants and wealth professionals track, analyse and report on investment portfolios without relying on messy spreadsheets.”

Source: RevenueBase Database · checked Sep 5, 2026
9Partial evidenceSydney, AustraliaHQ checked Sep 5, 20261-104 contacts →

Partial evidence

“VAM delivers financial freedom to our clients by offering tailored investment portfolios to suit our client’s needs and financial objectives.”

Source: RevenueBase Database · checked Sep 5, 2026
10Indirect evidenceSouthbank, AustraliaHQ checked Sep 5, 20261-103 contacts →

Indirect evidence

“OUR COMPANY MOTTO IS ‘A LIFE WELL PLANNED’.”

Source: RevenueBase Database · checked Sep 5, 2026
11Partial evidenceDouble Bay, AustraliaHQ checked Sep 5, 20261-102 contacts →

Partial evidence

“MCG Wealth Management is a private investment firm that provides portfolio solutions for high-net-worth individuals, families and small to mid-size institutions.”

Source: RevenueBase Database · checked Sep 5, 2026
12Partial evidenceSydney, AustraliaHQ checked Sep 5, 20261-102 contacts →

Partial evidence

“We provide an independent advisory and portfolio management service.”

Source: RevenueBase Database · checked Sep 5, 2026
13Indirect evidenceSydney, AustraliaHQ checked Sep 5, 20261-102 contacts →

Indirect evidence

“Dynamic Asset manages class-leading managed accounts for Australian financial advisers and their clients.”

Source: RevenueBase Database · checked Sep 5, 2026
14Indirect evidenceNorth Sydney, AustraliaHQ checked Sep 5, 20261-102 contacts →

Indirect evidence

“Private Reporting is an investment reporting platform for wealth managers.”

Source: RevenueBase Database · checked Sep 5, 2026
15Indirect evidenceNoosa Heads, AustraliaHQ checked Sep 5, 202611-501 contacts →

Indirect evidence

“WEALTH – KNOWLEDGE - TRUST First Point Asset Management, co-advised by JANA and Brad Matthews Investment Strategies, is an investment services organisation opening its bespoke…”

Source: RevenueBase Database · checked Sep 5, 2026
16Indirect evidenceBrighton, AustraliaHQ checked Sep 5, 202611-501 contacts →

Indirect evidence

“The Antaeus Managed Accounts is an investment solution exclusively available to Morgans Financial Brighton advisors to use with suitable clients.”

Source: RevenueBase Database · checked Sep 5, 2026
17Partial evidenceSydney, AustraliaHQ checked Sep 5, 20261-101 contacts →

Partial evidence

“We provide attractive portfolio returns with consideration given to protecting our clients' capital through market cycles.”

Source: RevenueBase Database · checked Sep 5, 2026
18Partial evidenceRobina, AustraliaHQ checked Sep 5, 20261-101 contacts →

Partial evidence

“Gamma Asset Management provides clients with a discretionary portfolio management service.”

Source: RevenueBase Database · checked Sep 5, 2026
19Partial evidenceSydney, AustraliaHQ checked Sep 5, 20261-101 contacts →

Partial evidence

“We develop transparent portfolios for clients and advice businesses alike, designed specifically to achieve investment goals.”

Source: RevenueBase Database · checked Sep 5, 2026
20Partial evidenceSydney, AustraliaHQ checked Sep 5, 20261-101 contacts →

Partial evidence

“We provide proactive management of share portfolios for our clients.”

Source: RevenueBase Database · checked Sep 5, 2026
21Indirect evidenceGold Coast, AustraliaHQ checked Sep 5, 20261-101 contacts →

Indirect evidence

“Investment Management”

Source: RevenueBase Database · checked Sep 5, 2026
22Indirect evidenceCamden, AustraliaHQ checked Sep 5, 20261-101 contacts →

Indirect evidence

“Pritchett Financial Group is a financial planning firm offering true non-biased financial advice.”

Source: RevenueBase Database · checked Sep 5, 2026

Showing 22 of 34 portfolio accounting firms based in Australia

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Portfolio accounting firms based in Australia at a glance

As of Sep 5, 2026
53.4%Verified-email coverage
9.0%Mobile-number coverage
3.9Average contacts per company
1-10Median size (employees)
38.2%Largest-city concentration · Sydney
Sep 5, 2026Page data refreshed

Companies by employee count

1-10
26
11-50
7

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

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 portfolio accounting 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 Australia whose own description of what they do matches “portfolio accounting 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 portfolio accounting 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 portfolio accounting firms, 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, 71 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 5, 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.

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 portfolio accounting 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 portfolio accounting firms are there based in Australia?

RevenueBase identified 34 portfolio accounting firms 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?

Mancell Financial Group, headquartered in Burnie, tops this list with the largest team on record.

Which city has the most portfolio accounting firms?

Sydney leads with 13 headquartered companies, followed by Melbourne (3) and Brisbane (2).

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 71 verified decision-maker contacts tracked across these 34 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 5, 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.