Company lists · Data refreshed September 2026

Top 24 Portfolio monitoring platforms based in Australia

RevenueBase identified 39 portfolio monitoring platforms headquartered in Australia as of September 2026 and tracks 458 professional contacts across them, including 193 with verified work emails. Sydney is the largest hub.

This list covers portfolio monitoring platforms 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
39Companies
458Contacts tracked
193Verified emails
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The 24 largest portfolio monitoring platforms based in Australia

Ranked by team size
Top 24 of 39 portfolio monitoring platforms 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 monitoring 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceMaroochydore, AustraliaHQ checked Sep 29, 2026201-500119 contacts →

Indirect evidence

“Infocus is in the business, of the business of financial advice.”

Source: RevenueBase Database · checked Sep 29, 2026
2Indirect evidenceSurry Hills, AustraliaHQ checked Sep 29, 202611-5043 contacts →

Indirect evidence

“At Simply Wall St, we help retail investors make smarter, more confident investment decisions.”

Source: RevenueBase Database · checked Sep 29, 2026
3Partial evidenceSydney, AustraliaHQ checked Sep 29, 202611-5038 contacts →

Partial evidence

“Sharesight is an award-winning online investment portfolio tracker used by over DIY investors and finance professionals worldwide.”

Source: RevenueBase Database · checked Sep 29, 2026
4Indirect evidenceSydney, AustraliaHQ checked Sep 29, 202611-5025 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
5Partial evidenceSydney, AustraliaHQ checked Sep 29, 202651-20024 contacts →

Partial evidence

“HALO Technologies is the advisor platform for modern digital wealth management.”

Source: RevenueBase Database · checked Sep 29, 2026
6Indirect evidenceSydney, AustraliaHQ checked Sep 29, 202611-5013 contacts →

Indirect evidence

“At Integrated, we simplify the complex.”

Source: RevenueBase Database · checked Sep 29, 2026
7Partial evidenceSydney, AustraliaHQ checked Sep 29, 202611-5012 contacts →

Partial evidence

“Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances, helping them make…”

Source: RevenueBase Database · checked Sep 29, 2026
8Partial evidenceSydney, AustraliaHQ checked Sep 29, 202611-5012 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
9Indirect evidenceCarlton North, AustraliaHQ checked Sep 29, 20261-109 contacts →

Indirect 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
10Partial evidenceWyong, AustraliaHQ checked Sep 29, 20261-109 contacts →

Partial evidence

“Jazoodle is an Australian company focused on creating platforms that improve financial decision-making.”

Source: RevenueBase Database · checked Sep 29, 2026
11Partial evidenceMelbourne, AustraliaHQ checked Sep 29, 20261-109 contacts →

Partial evidence

“LENSELL is a Melbourne-based FinTech/WealthTech delivering an investment research and technology platform.”

Source: RevenueBase Database · checked Sep 29, 2026
12Indirect evidenceBrisbane, AustraliaHQ checked Sep 29, 202611-508 contacts →

Indirect evidence

“Optuma is primarily a financial software company established in 1996.”

Source: RevenueBase Database · checked Sep 29, 2026
13Indirect evidenceSydney, AustraliaHQ checked Sep 29, 202611-508 contacts →

Indirect evidence

“PO Capital Markets is a financial services company with its employees providing decades of experience coupled with next gen technology to enhance savings for trading books.”

Source: RevenueBase Database · checked Sep 29, 2026
14Partial evidenceSouth Melbourne, AustraliaHQ checked Sep 29, 20261-106 contacts →

Partial evidence

“PortfolioCloud offers investment technology solutions to help financial advisors work smarter, not harder.”

Source: RevenueBase Database · checked Sep 29, 2026
15Partial evidenceMelbourne, AustraliaHQ checked Sep 29, 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 29, 2026
16Indirect evidenceSydney, AustraliaHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

“Active personalisation is the new active investing.”

Source: RevenueBase Database · checked Sep 29, 2026
17Partial evidencePerth, AustraliaHQ checked Sep 29, 20261-104 contacts →

Partial evidence

“We've been building online trading platforms in Australia for 20 years, with a focus on empowering businesses with access to leading data and tools.”

Source: RevenueBase Database · checked Sep 29, 2026
18Indirect evidenceMelbourne, AustraliaHQ checked Sep 29, 202611-504 contacts →

Indirect evidence

“Professional‑grade investing made personal, flexible and easy to understand.”

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect evidenceMelbourne / Sydney, AustraliaHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“Cubis is cloud based software to make tracking and managing your investments easier.”

Source: RevenueBase Database · checked Sep 29, 2026
20Indirect evidenceAdelaide, AustraliaHQ checked Sep 29, 202611-502 contacts →

Indirect evidence

“Xeppo is a world-first tool for financial advisors, business advisors and accountants.”

Source: RevenueBase Database · checked Sep 29, 2026
21Indirect evidencePyrmont, AustraliaHQ checked Sep 29, 20261-102 contacts →

Indirect 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
22Partial evidenceNorth Sydney, AustraliaHQ checked Sep 29, 20261-102 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
23Partial evidenceMelbourne, AustraliaHQ checked Sep 29, 20261-102 contacts →

Partial evidence

“FirstStep is a financial technology company specialising in providing investment platforms to financial institutions in the financial services and wealth management sectors.”

Source: RevenueBase Database · checked Sep 29, 2026
24Partial evidenceSydney, AustraliaHQ checked Sep 29, 20261-101 contacts →

Partial evidence

“Circlo simplifies portfolio governance by providing real-time progress tracking and insightful reporting on ROI and outcome progress.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 24 of 39 portfolio monitoring platforms based in Australia

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Portfolio monitoring platforms based in Australia at a glance

As of Sep 29, 2026
42.1%Verified-email coverage
11.7Average contacts per company
11-50Median size (employees)
33.3%Largest-city concentration · Sydney
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
16
11-50
16
51-200
6
201-500
1

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 39 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 monitoring 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 Australia whose own description of what they do matches “portfolio monitoring 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 portfolio monitoring 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 portfolio monitoring platforms, 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, 193 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 monitoring 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 portfolio monitoring platforms are there based in Australia?

RevenueBase identified 39 portfolio monitoring platforms 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?

Infocus, headquartered in Maroochydore, tops this list with the largest team on record.

Which city has the most portfolio monitoring platforms?

Sydney leads with 13 headquartered companies, followed by Melbourne (9) and North Sydney (3).

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 193 verified decision-maker contacts tracked across these 39 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.