Company lists · Data refreshed November 2026
Top 25 Retirement planning platforms based in Australia
RevenueBase identified 117 company matches for retirement planning platforms associated with Australia as of November 2026 and tracks 878 professional contacts across them, including 472 with verified work emails. Sydney is the largest hub.
This list covers company matches for retirement planning platforms associated with Australia, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 5, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 retirement planning platforms based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 161 contacts → | ||||
Exact match “PictureWealth connects more advice to more lives.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 73 contacts → | ||||
Exact match “We spent five years consulting advisers, their clients and the broader industry to develop a platform that helps advisers scale their business, serve more clients, and manage it…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 41 contacts → | ||||
Exact match “myprosperity is an award-winning collaboration platform for personal wealth, used by accountants and planners to better engage clients, and help them achieve their financial goals.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 30 contacts → | ||||
Exact match “We partner with businesses and people who want to get more out of life.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 26 contacts → | ||||
Exact match “Pearler is an Aussie startup that simplifies investing for financial independence.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 25 contacts → | ||||
Exact match “At Oracle Group, our primary focus is to ensure that each and every client has the very best financial strategy in place for both their retirement and life goals.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 22 contacts → | ||||
Exact match “Stratus Financial Group advises professionals, executives and business owners, retirees, individual and family groups to manage their often-complex financial planning and…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 21 contacts → | ||||
Exact match “HALO Technologies is the advisor platform for modern digital wealth management.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 20 contacts → | ||||
Exact match “For many Australians, finance and superannuation can often seem confusing.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 20 contacts → | ||||
Exact match “We offer a service to Australians aged 50 - 75 where we project and stress test your retirement plans and savings so you know you're on track and can make fully informed decisions…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 18 contacts → | ||||
Exact match “Whether you're looking for strategic advice, or want to achieve better returns for your business, greater financial security for your family, or the benefits that come with…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 17 contacts → | ||||
Exact match “Sustainable Life Solutions is a technology driven general advice solution for advisers who thrive on empowering their customers to make informed financial decisions.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 14 contacts → | ||||
Exact match “Our approach is centered around truly listening to our clients’ needs and crafting personalised strategies that align with their unique financial situations.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 12 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 11 contacts → | ||||
Exact match “Ours is a long history serving the people of Cairns.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 10 contacts → | ||||
Exact match “At Virtual Financial Advice we are passionate about helping make financial advice accessible for our clients.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 8 contacts → | ||||
Exact match “Welcome to Burcheart.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 8 contacts → | ||||
Exact match “Mancell Financial Group was founded in February 1980.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 8 contacts → | ||||
Exact match “At Templetons Financial, your goals are at the heart of our advice because we believe that the path to realising your goals begins with a clear understanding of who you are, and…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 8 contacts → | ||||
Exact match “The words ‘retirement’ and ‘relaxation’ should be synonymous.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 8 contacts → | ||||
Exact match “We are a human-centered goals based financial firm who pride ourselves on innovating the way people receive advice by using today’s most advanced advice technologies.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 7 contacts → | ||||
Exact match “Sphere Financial Services is an experienced advisory firm located in Balwyn North in Melbourne.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 7 contacts → | ||||
Exact match “At Calm Wealth, we believe the financial advice we provide can really make a difference.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 24 | 7 contacts → | ||||
Exact match “PortfolioCloud offers investment technology solutions to help financial advisors work smarter, not harder.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 25 | 7 contacts → | ||||
Exact match “AstuteWheel provides Financial Planning Software used by premium advisers across Australia to provide a better level of advice to their clients in a way they can understand and…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “retirement planning platforms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 117 retirement planning platforms based in Australia
See the full list, filter by size, metro and specialty, and access 472 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Retirement planning platforms based in Australia at a glance
As of Nov 5, 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 117 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Australia whose business descriptions match “retirement planning platforms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 472 professional contacts with verified work emails across the full matched dataset. 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 November 5, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “retirement planning platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many retirement planning platforms are there based in Australia?
RevenueBase identified 117 company matches for retirement planning platforms associated with Australia as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Picturewealth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most retirement planning platforms?
Sydney leads with 19 company records, followed by Melbourne (11) and Brisbane (7).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 472 professional contacts with verified work emails tracked across these 117 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 117 retirement planning platforms based in Australia. Start with a free account, no credit card.
Download this list →Related lists
Retirement planning platforms by geography
- Retirement planning platforms based in Toronto, Canada
- Retirement planning platforms based in Paris, France
- Retirement planning platforms based in Bangalore, India
- Retirement planning platforms based in Mumbai, India
- Retirement planning platforms based in London, United Kingdom
- Retirement planning platforms based in New York, United States
- Retirement planning platforms based in San Diego, United States
- Retirement planning platforms based in Scottsdale, United States
- Retirement planning platforms based in Brazil
- Retirement planning platforms based in Canada
- Retirement planning platforms based in France
- Retirement planning platforms based in Germany
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 SmartSearch, 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Retirement planning platforms based in Toronto, Canada
- Retirement planning platforms based in Paris, France
- Retirement planning platforms based in Bangalore, India
- Retirement planning platforms based in Mumbai, India
- Retirement planning platforms based in London, United Kingdom
- Retirement planning platforms based in New York, United States
Company intelligence · public preview
Top 25 retirement planning platforms based in Australia
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 117 matching company records for retirement planning platforms based in Australia, with 878 tracked contacts and 472 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 retirement planning platforms based in Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Picturewealthpicturewealth.comHQ: Perth, AustraliaReported employees: 51-200 | Perth, Australia | 51-200 | Exact match | 161 contacts → |
“PictureWealth connects more advice to more lives.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Centriccentricwealth.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 73 contacts → |
“We spent five years consulting advisers, their clients and the broader industry to develop a platform that helps advisers scale their business, serve more clients, and manage it…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Myprosperitymyprosperity.com.auHQ: Hawthorn, AustraliaReported employees: 11-50 | Hawthorn, Australia | 11-50 | Exact match | 41 contacts → |
“myprosperity is an award-winning collaboration platform for personal wealth, used by accountants and planners to better engage clients, and help them achieve their financial goals.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Primeadvisoryprimeadvisory.com.auHQ: Chatswood, AustraliaReported employees: 11-50 | Chatswood, Australia | 11-50 | Exact match | 30 contacts → |
“We partner with businesses and people who want to get more out of life.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Pearlerpearler.comHQ: Kensington, AustraliaReported employees: 11-50 | Kensington, Australia | 11-50 | Exact match | 26 contacts → |
“Pearler is an Aussie startup that simplifies investing for financial independence.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Oracle Grouporacleplan.com.auHQ: South Yarra, AustraliaReported employees: 11-50 | South Yarra, Australia | 11-50 | Exact match | 25 contacts → |
“At Oracle Group, our primary focus is to ensure that each and every client has the very best financial strategy in place for both their retirement and life goals.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Stratus Financial Groupstratusfinancialgroup.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 22 contacts → |
“Stratus Financial Group advises professionals, executives and business owners, retirees, individual and family groups to manage their often-complex financial planning and…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Halo Technologies PTY LTDhalo-technologies.comHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 21 contacts → |
“HALO Technologies is the advisor platform for modern digital wealth management.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Honeywell Capitalhoneywellcapital.com.auHQ: Newcastle, AustraliaReported employees: 11-50 | Newcastle, Australia | 11-50 | Exact match | 20 contacts → |
“For many Australians, finance and superannuation can often seem confusing.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Jubilacionjubilacion.com.auHQ: Hobart (service Is Delivered Live Online Across Australia), AustraliaReported employees: 1-10 | Hobart (service Is Delivered Live Online Across Australia), Australia | 1-10 | Exact match | 20 contacts → |
“We offer a service to Australians aged 50 - 75 where we project and stress test your retirement plans and savings so you know you're on track and can make fully informed decisions…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Dmca Advisorydmca.com.auHQ: Dulwich, AustraliaReported employees: 11-50 | Dulwich, Australia | 11-50 | Exact match | 18 contacts → |
“Whether you're looking for strategic advice, or want to achieve better returns for your business, greater financial security for your family, or the benefits that come with…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Sustainable Life Solutionsslife.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 17 contacts → |
“Sustainable Life Solutions is a technology driven general advice solution for advisers who thrive on empowering their customers to make informed financial decisions.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Custodian Financial Groupcustodianfinancial.com.auHQ: Barton, AustraliaReported employees: 11-50 | Barton, Australia | 11-50 | Exact match | 14 contacts → |
“Our approach is centered around truly listening to our clients’ needs and crafting personalised strategies that align with their unique financial situations.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Lumiantlumiant.ioHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 12 contacts → |
“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…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  MTP Financialmtpfinancial.com.auHQ: Westcourt, AustraliaReported employees: 11-50 | Westcourt, Australia | 11-50 | Exact match | 11 contacts → |
“Ours is a long history serving the people of Cairns.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Virtual Financial Advicevirtualfinancial.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 10 contacts → |
“At Virtual Financial Advice we are passionate about helping make financial advice accessible for our clients.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Burcheartburcheart.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 8 contacts → |
“Welcome to Burcheart.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Mancell Financial Groupmfg.com.auHQ: Burnie, AustraliaReported employees: 11-50 | Burnie, Australia | 11-50 | Exact match | 8 contacts → |
“Mancell Financial Group was founded in February 1980.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Templetons Financialtempletons.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 8 contacts → |
“At Templetons Financial, your goals are at the heart of our advice because we believe that the path to realising your goals begins with a clear understanding of who you are, and…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Partners In Wealthpartnersinwealth.com.auHQ: East Gosford, AustraliaReported employees: 11-50 | East Gosford, Australia | 11-50 | Exact match | 8 contacts → |
“The words ‘retirement’ and ‘relaxation’ should be synonymous.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Pure Private Wealthpureprivatewealth.com.auHQ: Pottsville, AustraliaReported employees: 1-10 | Pottsville, Australia | 1-10 | Exact match | 8 contacts → |
“We are a human-centered goals based financial firm who pride ourselves on innovating the way people receive advice by using today’s most advanced advice technologies.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Sphere Financial Servicesspherefs.com.auHQ: North Balwyn, AustraliaReported employees: 11-50 | North Balwyn, Australia | 11-50 | Exact match | 7 contacts → |
“Sphere Financial Services is an experienced advisory firm located in Balwyn North in Melbourne.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Calm Wealth Managementcalmwealth.com.auHQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 7 contacts → |
“At Calm Wealth, we believe the financial advice we provide can really make a difference.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Portfoliocloudportfoliocloud.comHQ: South Melbourne, AustraliaReported employees: 1-10 | South Melbourne, Australia | 1-10 | Exact match | 7 contacts → |
“PortfolioCloud offers investment technology solutions to help financial advisors work smarter, not harder.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Astutewheelastutewheel.com.auHQ: St Leonards, AustraliaReported employees: 11-50 | St Leonards, Australia | 11-50 | Exact match | 7 contacts → |
“AstuteWheel provides Financial Planning Software used by premium advisers across Australia to provide a better level of advice to their clients in a way they can understand and…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 117 company matches
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Retirement planning platforms: dataset insights
November 5, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
115 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 117 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for retirement planning platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many retirement planning platforms did RevenueBase find based in Australia?
The saved snapshot records 117 matching company records, 878 tracked contacts and 472 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Retirement planning platforms by geography
- Retirement planning platforms based in Toronto, Canada
- Retirement planning platforms based in Paris, France
- Retirement planning platforms based in Bangalore, India
- Retirement planning platforms based in Mumbai, India
- Retirement planning platforms based in London, United Kingdom
- Retirement planning platforms based in New York, United States
- Retirement planning platforms based in San Diego, United States
- Retirement planning platforms based in Scottsdale, United States
- Retirement planning platforms based in Brazil
- Retirement planning platforms based in Canada
- Retirement planning platforms based in France
- Retirement planning platforms based in Germany
Cite this list
RevenueBase Data Team. Top 25 retirement planning platforms based in Australia. Snapshot: November 5, 2026. https://revenuebase.ai/companies/retirement-planning-platforms/australia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Retirement planning platforms based in Toronto, Canada
- Retirement planning platforms based in Paris, France
- Retirement planning platforms based in Bangalore, India
- Retirement planning platforms based in Mumbai, India
- Retirement planning platforms based in London, United Kingdom
- Retirement planning platforms based in New York, United States
Company intelligence · public preview
Top 25 retirement planning platforms based in Australia
RevenueBase records 117 matching company records for retirement planning platforms based in Australia, with 878 tracked contacts and 472 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 retirement planning platforms based in Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Picturewealthpicturewealth.com HQ: Perth, AustraliaReported employees: 51-200 | Perth, Australia | 51-200 | Exact match | 161 contacts → |
“PictureWealth connects more advice to more lives.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Centriccentricwealth.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 73 contacts → |
“We spent five years consulting advisers, their clients and the broader industry to develop a platform that helps advisers scale their business, serve more clients, and manage it…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Myprosperitymyprosperity.com.au HQ: Hawthorn, AustraliaReported employees: 11-50 | Hawthorn, Australia | 11-50 | Exact match | 41 contacts → |
“myprosperity is an award-winning collaboration platform for personal wealth, used by accountants and planners to better engage clients, and help them achieve their financial goals.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Primeadvisoryprimeadvisory.com.au HQ: Chatswood, AustraliaReported employees: 11-50 | Chatswood, Australia | 11-50 | Exact match | 30 contacts → |
“We partner with businesses and people who want to get more out of life.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Pearlerpearler.com HQ: Kensington, AustraliaReported employees: 11-50 | Kensington, Australia | 11-50 | Exact match | 26 contacts → |
“Pearler is an Aussie startup that simplifies investing for financial independence.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Oracle Grouporacleplan.com.au HQ: South Yarra, AustraliaReported employees: 11-50 | South Yarra, Australia | 11-50 | Exact match | 25 contacts → |
“At Oracle Group, our primary focus is to ensure that each and every client has the very best financial strategy in place for both their retirement and life goals.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Stratus Financial Groupstratusfinancialgroup.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 22 contacts → |
“Stratus Financial Group advises professionals, executives and business owners, retirees, individual and family groups to manage their often-complex financial planning and…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Halo Technologies PTY LTDhalo-technologies.com HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 21 contacts → |
“HALO Technologies is the advisor platform for modern digital wealth management.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Honeywell Capitalhoneywellcapital.com.au HQ: Newcastle, AustraliaReported employees: 11-50 | Newcastle, Australia | 11-50 | Exact match | 20 contacts → |
“For many Australians, finance and superannuation can often seem confusing.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Jubilacionjubilacion.com.au HQ: Hobart (service Is Delivered Live Online Across Australia), AustraliaReported employees: 1-10 | Hobart (service Is Delivered Live Online Across Australia), Australia | 1-10 | Exact match | 20 contacts → |
“We offer a service to Australians aged 50 - 75 where we project and stress test your retirement plans and savings so you know you're on track and can make fully informed decisions…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Dmca Advisorydmca.com.au HQ: Dulwich, AustraliaReported employees: 11-50 | Dulwich, Australia | 11-50 | Exact match | 18 contacts → |
“Whether you're looking for strategic advice, or want to achieve better returns for your business, greater financial security for your family, or the benefits that come with…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Sustainable Life Solutionsslife.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 17 contacts → |
“Sustainable Life Solutions is a technology driven general advice solution for advisers who thrive on empowering their customers to make informed financial decisions.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Custodian Financial Groupcustodianfinancial.com.au HQ: Barton, AustraliaReported employees: 11-50 | Barton, Australia | 11-50 | Exact match | 14 contacts → |
“Our approach is centered around truly listening to our clients’ needs and crafting personalised strategies that align with their unique financial situations.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Lumiantlumiant.io HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 12 contacts → |
“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…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | MTP Financialmtpfinancial.com.au HQ: Westcourt, AustraliaReported employees: 11-50 | Westcourt, Australia | 11-50 | Exact match | 11 contacts → |
“Ours is a long history serving the people of Cairns.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Virtual Financial Advicevirtualfinancial.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 10 contacts → |
“At Virtual Financial Advice we are passionate about helping make financial advice accessible for our clients.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Burcheartburcheart.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 8 contacts → |
“Welcome to Burcheart.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Mancell Financial Groupmfg.com.au HQ: Burnie, AustraliaReported employees: 11-50 | Burnie, Australia | 11-50 | Exact match | 8 contacts → |
“Mancell Financial Group was founded in February 1980.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Templetons Financialtempletons.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 8 contacts → |
“At Templetons Financial, your goals are at the heart of our advice because we believe that the path to realising your goals begins with a clear understanding of who you are, and…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Partners In Wealthpartnersinwealth.com.au HQ: East Gosford, AustraliaReported employees: 11-50 | East Gosford, Australia | 11-50 | Exact match | 8 contacts → |
“The words ‘retirement’ and ‘relaxation’ should be synonymous.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Pure Private Wealthpureprivatewealth.com.au HQ: Pottsville, AustraliaReported employees: 1-10 | Pottsville, Australia | 1-10 | Exact match | 8 contacts → |
“We are a human-centered goals based financial firm who pride ourselves on innovating the way people receive advice by using today’s most advanced advice technologies.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Sphere Financial Servicesspherefs.com.au HQ: North Balwyn, AustraliaReported employees: 11-50 | North Balwyn, Australia | 11-50 | Exact match | 7 contacts → |
“Sphere Financial Services is an experienced advisory firm located in Balwyn North in Melbourne.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Calm Wealth Managementcalmwealth.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 7 contacts → |
“At Calm Wealth, we believe the financial advice we provide can really make a difference.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Portfoliocloudportfoliocloud.com HQ: South Melbourne, AustraliaReported employees: 1-10 | South Melbourne, Australia | 1-10 | Exact match | 7 contacts → |
“PortfolioCloud offers investment technology solutions to help financial advisors work smarter, not harder.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Astutewheelastutewheel.com.au HQ: St Leonards, AustraliaReported employees: 11-50 | St Leonards, Australia | 11-50 | Exact match | 7 contacts → |
“AstuteWheel provides Financial Planning Software used by premium advisers across Australia to provide a better level of advice to their clients in a way they can understand and…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 117 company matches
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Retirement planning platforms: dataset insights
November 5, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
115 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 117 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for retirement planning platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many retirement planning platforms did RevenueBase find based in Australia?
The saved snapshot records 117 matching company records, 878 tracked contacts and 472 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 retirement planning platforms based in Australia. Snapshot: November 5, 2026. https://revenuebase.ai/companies/retirement-planning-platforms/australia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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