Company lists · Data refreshed September 2026
Top 25 Private banking platforms based in Australia
RevenueBase identified 212 private banking platforms headquartered in Australia as of September 2026 and tracks 3,786 professional contacts across them, including 2,115 with verified work emails. Sydney is the largest hub.
This list covers private banking 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.
The 25 largest private banking platforms based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,664 contacts → | ||||
Indirect evidence “We’re here to help you build financial security and grow your wealth with confidence.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 412 contacts → | ||||
Indirect evidence “Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 156 contacts → | ||||
Indirect evidence “Wilsons Advisory has a distinguished history in financial services that spans over 125 years.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 144 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 5 | 60 contacts → | ||||
Indirect evidence “Founded in 2011, we have proudly served High Net Worth and Ultra High Net Worth individuals and families.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 50 contacts → | ||||
Indirect evidence “Escala Partners is the new standard in personalised wealth management.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 50 contacts → | ||||
Indirect evidence “At Solomons, we believe in the transformative power of personalised service and collaborative strategy, guided by the principles of wisdom, fairness, and enduring wealth.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 37 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 9 | 36 contacts → | ||||
Partial evidence “At Integro Private Wealth we combine the craft of wealth management with personalised strategies for financial wellbeing.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 33 contacts → | ||||
Indirect evidence “For more than 30 years, Intralink Wealth Management has been committed to enhancing the quality of our clients’ lives by creating and implementing wealth strategies and managing…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 24 contacts → | ||||
Indirect 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, 2026Thanks. The Data Team will review it. | |||||
| 12 | 24 contacts → | ||||
Strong evidence “At Bendigo Bank Private Banking, we specialise in accessible private banking, customised to your business and personal needs.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 20 contacts → | ||||
Indirect evidence “Interfi Systems PTY LTD is a company based out of Australia.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 19 contacts → | ||||
Indirect evidence “Peloton Capital specialises in providing investment, corporate advisory & transactions, mergers and acquisitions, initial public offerings, securities trading and wealth…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 19 contacts → | ||||
Partial evidence “For over 50 years, Cameron Harrison Partners have been navigating journeys for private investors and families with significant wealth to help their businesses succeed, and their…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 18 contacts → | ||||
Indirect evidence “Discover Rivkin, leveraging over 40 years of expertise from the heart of Sydney's Eastern Suburbs, Rivkin stands as your trusted partner in navigating the complexities of wealth…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 17 contacts → | ||||
Indirect evidence “For five decades, we have been providing support and Financial Advice to individuals and families across Australia.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 17 contacts → | ||||
Partial evidence “IJ Capital is committed to providing a trustworthy wealth management platform and providing high-quality financial products and services to high net-worth customers and…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 17 contacts → | ||||
Indirect evidence “Here at Nationwide Financial, we offer a suite of integrated financial solutions tailored to your needs.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 14 contacts → | ||||
Indirect evidence “With solid foundations dating back to 2002, Arrive Wealth Management is a boutique wealth management firm that helps our clients to achieve their financial goals and secure their…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 14 contacts → | ||||
Indirect evidence “Up Wealth provides financial advice and wealth management services to clients across the Sydney, ACT and NSW South Coast regions.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 14 contacts → | ||||
Indirect evidence “At Woodbury, we help people address the challenges of creating, protecting and transferring wealth by using the best of breed solutions.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 12 contacts → | ||||
Indirect evidence “Welcome to GreenBack Capital – your gateway to tailored financial solutions for high-net worth individuals and businesses.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 12 contacts → | ||||
Partial evidence “Goodman Private Wealth is a privately owned financial services firm supporting successful individuals and families.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 11 contacts → | ||||
Indirect evidence “Carnbrea & Co.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
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: private banking 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 private banking platforms.
- Partial evidence
- Its own public description names part of private banking platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name private banking 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 212 private banking platforms based in Australia
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Private banking platforms based in Australia at a glance
As of Sep 29, 2026Companies by employee count
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 212 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 private banking 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 “private banking 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 private banking 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 private banking 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, 2,115 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.
Private banking platforms by metro
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 private banking 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 private banking platforms are there based in Australia?
RevenueBase identified 212 private banking 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?
Findex, headquartered in Melbourne, tops this list with the largest team on record.
Which city has the most private banking platforms?
Sydney leads with 66 headquartered companies, followed by Melbourne (25) and Brisbane (13).
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 2,115 verified decision-maker contacts tracked across these 212 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.
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