Company lists · Data refreshed September 2026

Top 23 Retirement planning software companies based in Australia

RevenueBase identified 36 retirement planning software companies headquartered in Australia as of September 2026 and tracks 225 professional contacts across them, including 119 with verified work emails. Sydney is the largest hub.

This list covers retirement planning software companies 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 14, 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 14, 2026 86% judged on-target in blind review
36Companies
225Contacts tracked
119Verified emails
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The 23 largest retirement planning software companies based in Australia

Ranked by team size
Top 23 of 36 retirement planning software companies based in Australia, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to retirement planning software companies: 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 14, 202651-20048 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 14, 2026
2Partial evidenceSouth Yarra, AustraliaHQ checked Sep 14, 202611-5025 contacts →

Partial evidence

“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.”

Source: RevenueBase Database · checked Sep 14, 2026
3Partial evidenceHobart (service Is Delivered Live Online Across Australia), AustraliaHQ checked Sep 14, 20261-1014 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 14, 2026
4Strong evidenceSt Leonards, AustraliaHQ checked Sep 14, 202611-5010 contacts →

Strong evidence

“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…”

Source: RevenueBase Database · checked Sep 14, 2026
5Partial evidenceCarlton North, AustraliaHQ checked Sep 14, 20261-109 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 14, 2026
6Indirect evidenceAdelaide, AustraliaHQ checked Sep 14, 20261-109 contacts →

Indirect evidence

“At Calm Wealth, we believe the financial advice we provide can really make a difference.”

Source: RevenueBase Database · checked Sep 14, 2026
7Indirect evidenceSydney, AustraliaHQ checked Sep 14, 20261-107 contacts →

Indirect evidence

“Welcome to Burcheart.”

Source: RevenueBase Database · checked Sep 14, 2026
8Partial evidenceEast Gosford, AustraliaHQ checked Sep 14, 202611-507 contacts →

Partial evidence

“The words ‘retirement’ and ‘relaxation’ should be synonymous.”

Source: RevenueBase Database · checked Sep 14, 2026
9Indirect evidenceSydney, AustraliaHQ checked Sep 14, 20261-107 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 14, 2026
10Partial evidenceOsborne Park, AustraliaHQ checked Sep 14, 20261-105 contacts →

Partial evidence

“We take the time to understand your individual circumstances and listen to your retirement goals to help you plan for the future.”

Source: RevenueBase Database · checked Sep 14, 2026
11Indirect evidenceSydney, AustraliaHQ checked Sep 14, 20261-105 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 14, 2026
12Partial evidenceWest End, AustraliaHQ checked Sep 14, 20261-104 contacts →

Partial evidence

“Money Over 50 Financial Advisers - Working together in your transition to a confident, self-funded retirement

Source: RevenueBase Database · checked Sep 14, 2026
13Indirect evidenceCrows Nest, AustraliaHQ checked Sep 14, 202611-503 contacts →

Indirect evidence

“Optimo Pathfinder is a financial modelling and strategy development platform for financial advisers.”

Source: RevenueBase Database · checked Sep 14, 2026
14Indirect evidenceCastle Hill, AustraliaHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“Your relationship with your Financial Adviser is important.”

Source: RevenueBase Database · checked Sep 14, 2026
15Partial evidenceBrisbane, AustraliaHQ checked Sep 14, 20261-103 contacts →

Partial evidence

“MOAS is a Financial Planning web application that is focussed on delivering client-friendly advice documents that are easy to produce.”

Source: RevenueBase Database · checked Sep 14, 2026
16Indirect evidenceSydney, AustraliaHQ checked Sep 14, 202611-503 contacts →

Indirect evidence

“At Zovanti, our mission is simple.”

Source: RevenueBase Database · checked Sep 14, 2026
17Strong evidenceBrighton, AustraliaHQ checked Sep 14, 20261-103 contacts →

Strong evidence

“Financial planning software that leverages our powerful optimisation algorithm to generate a comprehensive financial plan in minutes!”

Source: RevenueBase Database · checked Sep 14, 2026
18Indirect evidencePyrmont, AustraliaHQ checked Sep 14, 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 14, 2026
19Strong evidenceAdelaide, AustraliaHQ checked Sep 14, 20261-101 contacts →

Strong evidence

“People come to Wallis-Smith Financial Planning for one of two reasons – to plan for their retirement, or to build wealth.”

Source: RevenueBase Database · checked Sep 14, 2026
20Strong evidenceUnley, AustraliaHQ checked Sep 14, 20261-101 contacts →

Strong evidence

“Time, planning, strategy and execution is what is required to achieve your dream for a comfortable retirement.”

Source: RevenueBase Database · checked Sep 14, 2026
21Partial evidenceBurleigh Heads, AustraliaHQ checked Sep 14, 20261-101 contacts →

Partial evidence

“Is maintaining your current lifestyle into retirement important to you?”

Source: RevenueBase Database · checked Sep 14, 2026
22Partial evidenceCanning Vale South, AustraliaHQ checked Sep 14, 20261-101 contacts →

Partial evidence

“Your retirement should be a time of freedom, security and joy - and we're here to help you achieve just that.”

Source: RevenueBase Database · checked Sep 14, 2026
23Partial evidenceGold Coast, AustraliaHQ checked Sep 14, 20261-101 contacts →

Partial evidence

“At Your Path Finder our aim is to help you visualise your ideal retirement and set you and path to help you thrive now and achieve your retirement dreams.”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 23 of 36 retirement planning software companies based in Australia

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Retirement planning software companies based in Australia at a glance

As of Sep 14, 2026
52.9%Verified-email coverage
6.2Average contacts per company
1-10Median size (employees)
16.7%Largest-city concentration · Sydney
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
26
11-50
8
51-200
2

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 36 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 retirement planning software companies, 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 “retirement planning software companies”. 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 retirement planning software companies), 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 retirement planning software companies, 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, 119 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 14, 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 retirement planning software companies, 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 retirement planning software companies are there based in Australia?

RevenueBase identified 36 retirement planning software companies 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 retirement planning software companies?

Sydney leads with 6 headquartered companies, followed by Adelaide (2) 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 119 verified decision-maker contacts tracked across these 36 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 14, 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.