Company lists · Data refreshed September 2026

Top 19 Retail financial management platforms based in Australia

RevenueBase identified 41 retail financial management platforms headquartered in Australia as of September 2026 and tracks 1,285 professional contacts across them, including 708 with verified work emails. Sydney is the largest hub.

This list covers retail financial management 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
41Companies
1,285Contacts tracked
708Verified emails
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The 19 largest retail financial management platforms based in Australia

Ranked by team size
Top 19 of 41 retail financial management 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 retail financial management 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
1Partial evidenceSydney, AustraliaHQ checked Sep 29, 2026501-1,000750 contacts →

Partial evidence

“HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.”

Source: RevenueBase Database · checked Sep 29, 2026
2Partial evidencePenrith, AustraliaHQ checked Sep 29, 2026n/a217 contacts →

Partial evidence

“Futurenet is a software company that develops and sells point of sale systems to help retailers efficiently manage the front and back end operations in their stores.”

Source: RevenueBase Database · checked Sep 29, 2026
3Strong evidenceWayville, AustraliaHQ checked Sep 29, 202651-20060 contacts →

Strong evidence

“Worldsmart is a leading provider of integrated retail technology solutions, delivering point of sale (POS), loyalty, e-commerce and business intelligence platforms to independent…”

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

Partial 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
5Strong evidenceSydney, AustraliaHQ checked Sep 29, 202651-20024 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
6Indirect evidenceGeelong Cbd, AustraliaHQ checked Sep 29, 202611-5020 contacts →

Indirect evidence

“Interfi Systems PTY LTD is a company based out of Australia.”

Source: RevenueBase Database · checked Sep 29, 2026
7Partial evidenceQueenscliff, AustraliaHQ checked Sep 29, 202611-509 contacts →

Partial evidence

“Your Corner 360 is a comprehensive and integrated investment & finance practice that includes wealth management, tax, accounting, legal, and mortgage services.”

Source: RevenueBase Database · checked Sep 29, 2026
8Strong evidenceSydney, AustraliaHQ checked Sep 29, 202611-507 contacts →

Strong evidence

“Moneysoft is an automated personal financial management solution, allowing financial professionals and their clients, to collaborate in the areas of cash-flow, budgeting and…”

Source: RevenueBase Database · checked Sep 29, 2026
9Strong evidenceNorth Sydney, AustraliaHQ checked Sep 29, 202651-2005 contacts →

Strong evidence

“Roar Software, wholly owned subsidiary of Dash Technology Group is a simplified and centralised technology platform for financial service businesses.”

Source: RevenueBase Database · checked Sep 29, 2026
10Partial evidenceBrisbane, AustraliaHQ checked Sep 29, 20261-104 contacts →

Partial evidence

“Techweave provides essential finance and technology solutions to your inventory management and point of sales systems.”

Source: RevenueBase Database · checked Sep 29, 2026
11Partial evidenceBox Hill, AustraliaHQ checked Sep 29, 20261-104 contacts →

Partial evidence

“At iAbrahamPOS, we offer products that lead to profitable operations - Restaurant & Retail POS, Online Ordering, & Kiosk Solutions.”

Source: RevenueBase Database · checked Sep 29, 2026
12Strong evidenceGeelong, AustraliaHQ checked Sep 29, 202611-503 contacts →

Strong evidence

“The Axcess Relationship Manager (ARMnet) is a complete financial product management platform designed by Axcess Consulting Group Pty Ltd.”

Source: RevenueBase Database · checked Sep 29, 2026
13Indirect evidenceSydney, AustraliaHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“The most advanced broker & client PFM in the market with industry leading features.”

Source: RevenueBase Database · checked Sep 29, 2026
14Indirect evidenceLiverpool, AustraliaHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“KBServices is your go-to partner for comprehensive business solutions.”

Source: RevenueBase Database · checked Sep 29, 2026
15Strong evidencePyrmont, AustraliaHQ checked Sep 29, 20261-102 contacts →

Strong 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
16Partial 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
17Strong evidenceMelbourne, AustraliaHQ checked Sep 29, 20261-102 contacts →

Strong 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
18Strong evidenceSydney, AustraliaHQ checked Sep 29, 20261-102 contacts →

Strong evidence

“360° Retail And Wholesale Solutions Webtize helps major retailers with custom web development, custom POS integrations, reporting, analytics, stock management and POS solutions”

Source: RevenueBase Database · checked Sep 29, 2026
19Strong evidenceSydney, AustraliaHQ checked Sep 29, 202611-501 contacts →

Strong evidence

“Catalyst Private Wealth was formed to provide an integrated financial solution for clients, offering high quality advice and bespoke investment management services for both retail…”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 19 of 41 retail financial management platforms based in Australia

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Retail financial management platforms based in Australia at a glance

As of Sep 29, 2026
55.1%Verified-email coverage
31.3Average contacts per company
11-50Median size (employees)
29.3%Largest-city concentration · Sydney
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
14
11-50
17
51-200
8
501-1,000
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 41 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 retail financial management 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 “retail financial management 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 retail financial management 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 retail financial management 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, 708 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 retail financial management 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 retail financial management platforms are there based in Australia?

RevenueBase identified 41 retail financial management 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?

Hub24 Limited, headquartered in Sydney, tops this list with the largest team on record.

Which city has the most retail financial management platforms?

Sydney leads with 12 headquartered companies, followed by Brisbane (3) and Hawthorn (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 708 verified decision-maker contacts tracked across these 41 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.