Company lists · Data refreshed September 2026

Top 25 Portfolio management software developers based in Australia

Name: Portfolio management software developers based in Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 50 companies tracked

RevenueBase identified 50 portfolio management software developers headquartered in Australia as of September 2026 and tracks 365 professional contacts across them, including 197 with verified work emails. Sydney is the largest hub.

This list covers portfolio management software developers 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

50Companies

365Contacts tracked

197Verified emails

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The 25 largest portfolio management software developers based in Australia

Ranked by team size

Top 25 of 50 portfolio management software developers 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 portfolio management software developers: 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	Midwinter Financial Services	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	51-200	48 contacts →
	Partial evidence “Midwinter creates sophisticated financial advice software that makes it simple to engage, comply and grow your practice, dealer group or industry fund.” Source: RevenueBase Database · checked Sep 29, 2026
2	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
3	Elemnta	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	25 contacts →
	Indirect evidence “Elemnta is an award-winning Australian financial technology company founded by former financial advisers who have a first-hand understanding of the industry's challenges.” Source: RevenueBase Database · checked Sep 29, 2026
4	Drummond Capital Partners	Indirect evidence	Melbourne, AustraliaHQ checked Sep 29, 2026	11-50	22 contacts →
	Indirect evidence “Drummond Capital Partners is a leading provider of investment solutions to financial advisory firms and family offices.” Source: RevenueBase Database · checked Sep 29, 2026
5	Bondadviser	Indirect evidence	Melbourne, AustraliaHQ checked Sep 29, 2026	11-50	17 contacts →
	Indirect evidence “BondAdviser is an Australian financial services and technology company.” Source: RevenueBase Database · checked Sep 29, 2026
6	Matrix Idm, A Rimes Company	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	17 contacts →
	Partial evidence “Asset owners, pension plans, fund managers and insurance companies rely on Matrix IDM to help solve their most complex investment, risk and data management challenges.” Source: RevenueBase Database · checked Sep 29, 2026
7	Alpha Vista Financial Services	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	14 contacts →
	Indirect evidence “Alpha Vista is an investment manager applying rigorous scientific research and quantitative analysis to global capital markets.” Source: RevenueBase Database · checked Sep 29, 2026
8	Financial Simplicity	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	12 contacts →
	Partial evidence “Portfolio Assurance is the continuous verification that investment portfolios remain aligned to mandate, client preferences, regulatory obligations, and risk tolerances, across…” Source: RevenueBase Database · checked Sep 29, 2026
9	Ifactfind	Partial evidence	Carlton North, AustraliaHQ checked Sep 29, 2026	1-10	9 contacts →
	Partial evidence “Software for holistic, goals-based FinancialAdvisers and Planners who want to capture and manage detailed client data, including comprehensive multi-time period goals, that can be…” Source: RevenueBase Database · checked Sep 29, 2026
10	Optuma	Partial evidence	Brisbane, AustraliaHQ checked Sep 29, 2026	11-50	8 contacts →
	Partial evidence “Optuma is primarily a financial software company established in 1996.” Source: RevenueBase Database · checked Sep 29, 2026
11	Vested Equities	Partial evidence	Surfers Paradise, AustraliaHQ checked Sep 29, 2026	11-50	8 contacts →
	Partial evidence “Using Nobel Prize winning portfolio theories, our asset allocation platform allows investors to optimise portfolio exposures across the major global and domestic asset classes…” Source: RevenueBase Database · checked Sep 29, 2026
12	Tecassa	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	8 contacts →
	Indirect evidence “Tecassa is a technology and innovation company specialising in financial markets.” Source: RevenueBase Database · checked Sep 29, 2026
13	Titanium Digital	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	1-10	7 contacts →
	Indirect evidence “Take control with Titanium!” Source: RevenueBase Database · checked Sep 29, 2026
14	Asendium	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	1-10	7 contacts →
	Indirect evidence “Asendium offers you an easy solution to help you navigate the complexity of providing advice in the 21st Century.” Source: RevenueBase Database · checked Sep 29, 2026
15	Portfoliocloud	Partial evidence	South Melbourne, AustraliaHQ checked Sep 29, 2026	1-10	6 contacts →
	Partial evidence “PortfolioCloud offers investment technology solutions to help financial advisors work smarter, not harder.” Source: RevenueBase Database · checked Sep 29, 2026
16	Navexa	Partial evidence	Melbourne, AustraliaHQ checked Sep 29, 2026	1-10	6 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 29, 2026
17	Suitabilityhub	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	1-10	5 contacts →
	Indirect evidence “SuitabilityHub was founded in 2021 with the ultimate goal of helping advisers get good advice to as many people as possible.” Source: RevenueBase Database · checked Sep 29, 2026
18	Briefcase	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	1-10	4 contacts →
	Indirect evidence “Active personalisation is the new active investing.” Source: RevenueBase Database · checked Sep 29, 2026
19	Optimo Financial PTY LTD	Indirect evidence	Crows Nest, AustraliaHQ checked Sep 29, 2026	11-50	3 contacts →
	Indirect evidence “Optimo Pathfinder is a financial modelling and strategy development platform for financial advisers.” Source: RevenueBase Database · checked Sep 29, 2026
20	Zovanti	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	3 contacts →
	Indirect evidence “At Zovanti, our mission is simple.” Source: RevenueBase Database · checked Sep 29, 2026
21	Global Mutual Funds	Indirect evidence	Mascot, AustraliaHQ checked Sep 29, 2026	1-10	3 contacts →
	Indirect evidence “Global Mutual Funds is a licensed securities dealer and boutique investment advisory business established in 2001.” Source: RevenueBase Database · checked Sep 29, 2026
22	Wealthx	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	1-10	3 contacts →
	Indirect evidence “The most advanced broker & client PFM in the market with industry leading features.” Source: RevenueBase Database · checked Sep 29, 2026
23	Fincast	Partial evidence	Pyrmont, AustraliaHQ checked Sep 29, 2026	1-10	2 contacts →
	Partial evidence “Fincast is a financial services technology company, with offices in Australia and Singapore, that creates applications for investment advisers, wealth management groups and…” Source: RevenueBase Database · checked Sep 29, 2026
24	Private Reporting	Indirect evidence	North Sydney, AustraliaHQ checked Sep 29, 2026	1-10	2 contacts →
	Indirect evidence “Private Reporting is an investment reporting platform for wealth managers.” Source: RevenueBase Database · checked Sep 29, 2026
25	Quantflo	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	1-10	2 contacts →
	Partial evidence “Quantflo is a quantitative investment platform for institutional fund-of-fund investors that helps optimise the building, monitoring and researching of investment portfolios.” 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: portfolio management software developers. 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 portfolio management software developers.
Partial evidence: Its own public description names part of portfolio management software developers, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio management software developers. 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 50 portfolio management software developers based in Australia

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Portfolio management software developers based in Australia at a glance

As of Sep 29, 2026

54.0%Verified-email coverage

7.3Average contacts per company

1-10Median size (employees)

46.0%Largest-city concentration · Sydney

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 50 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 portfolio management software developers, 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 management software developers”. 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 management software developers), 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 management software developers, 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, 197 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.

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 management software developers, 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 management software developers are there based in Australia?

RevenueBase identified 50 portfolio management software developers 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?

Midwinter Financial Services, headquartered in Sydney, tops this list with the largest team on record.

Which city has the most portfolio management software developers?

Sydney leads with 23 headquartered companies, followed by Melbourne (11) 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 197 verified decision-maker contacts tracked across these 50 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.