Company lists · Data refreshed September 2026

Top 25 Robo advisor companies based in Australia

Name: Robo advisor companies based in Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 170 companies tracked

RevenueBase identified 170 robo advisor companies headquartered in Australia as of September 2026 and tracks 1,989 professional contacts across them, including 1,032 with verified work emails. Sydney is the largest hub.

This list covers robo advisor 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 21, 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 21, 2026 86% judged on-target in blind review

170Companies

1,989Contacts tracked

1,032Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest robo advisor companies based in Australia

Ranked by team size

Top 25 of 170 robo advisor companies based in Australia, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to robo advisor 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Praemium	Indirect evidence	Melbourne, AustraliaHQ checked Sep 21, 2026	201-500	336 contacts →
	Indirect evidence “Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market.” Source: RevenueBase Database · checked Sep 21, 2026
2	Betashares	Indirect evidence	Sydney, AustraliaHQ checked Sep 21, 2026	51-200	191 contacts →
	Indirect evidence “Founded in 2009, Betashares is one of the country’s largest investment managers, with over $60 billion in assets under management.” Source: RevenueBase Database · checked Sep 21, 2026
3	STAKE	Indirect evidence	Sydney, AustraliaHQ checked Sep 21, 2026	51-200	175 contacts →
	Indirect evidence “Stake is an investing platform that breaks barriers between ambition and financial progress.” Source: RevenueBase Database · checked Sep 21, 2026
4	Infocus	Indirect evidence	Maroochydore, AustraliaHQ checked Sep 21, 2026	201-500	119 contacts →
	Indirect evidence “Infocus is in the business, of the business of financial advice.” Source: RevenueBase Database · checked Sep 21, 2026
5	Milestone Group	Indirect evidence	Sydney, AustraliaHQ checked Sep 21, 2026	51-200	105 contacts →
	Indirect evidence “Milestone Group, a subsidiary of BNY, is an institutional fintech firm serving the global investment industry and is recognized as the architect of a new class of digital…” Source: RevenueBase Database · checked Sep 21, 2026
6	Centric	Partial evidence	Sydney, AustraliaHQ checked Sep 21, 2026	11-50	65 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
7	Spaceship	Indirect evidence	Sydney, AustraliaHQ checked Sep 21, 2026	51-200	50 contacts →
	Indirect evidence “Spaceship makes investing easy, for everyone.” Source: RevenueBase Database · checked Sep 21, 2026
8	Investsmart Group Limited	Indirect evidence	Sydney, AustraliaHQ checked Sep 21, 2026	11-50	32 contacts →
	Indirect evidence “InvestSMART is a low-cost digital investing platform that helps bring your financial goals to life.” Source: RevenueBase Database · checked Sep 21, 2026
9	Stockspot	Partial evidence	Barangaroo, AustraliaHQ checked Sep 21, 2026	11-50	27 contacts →
	Partial evidence “Stockspot is Australia's first and largest digital investment adviser.” Source: RevenueBase Database · checked Sep 21, 2026
10	Quantiphy	Indirect evidence	Bondi Junction, AustraliaHQ checked Sep 21, 2026	11-50	25 contacts →
	Indirect evidence “Established in 2010 and located in Bondi Junction, Quantiphy provides practical solutions tailored to your specific financial goals.” Source: RevenueBase Database · checked Sep 21, 2026
11	Elemnta	Partial evidence	Sydney, AustraliaHQ checked Sep 21, 2026	11-50	25 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 21, 2026
12	Halo Technologies PTY LTD	Partial evidence	Sydney, AustraliaHQ checked Sep 21, 2026	51-200	24 contacts →
	Partial evidence “HALO Technologies is the advisor platform for modern digital wealth management.” Source: RevenueBase Database · checked Sep 21, 2026
13	CACHE	Indirect evidence	Sydney, AustraliaHQ checked Sep 21, 2026	11-50	23 contacts →
	Indirect evidence “Cache is Australia’s #1 Investing-as-a-Service provider, enabling companies of all sizes to launch and operate digital investment products.” Source: RevenueBase Database · checked Sep 21, 2026
14	Morgans Milton, Springfield And Townsville	Indirect evidence	Milton, AustraliaHQ checked Sep 21, 2026	11-50	21 contacts →
	Indirect evidence “The Milton office was established in October 2005 with a commitment to delivering excellence in financial advice for our clients.” Source: RevenueBase Database · checked Sep 21, 2026
15	Pearler	Indirect evidence	Kensington, AustraliaHQ checked Sep 21, 2026	11-50	20 contacts →
	Indirect evidence “Pearler is an Aussie startup that simplifies investing for financial independence.” Source: RevenueBase Database · checked Sep 21, 2026
16	Dmca Advisory	Indirect evidence	Dulwich, AustraliaHQ checked Sep 21, 2026	11-50	19 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
17	Vista Financial Group	Indirect evidence	Beaumaris, AustraliaHQ checked Sep 21, 2026	11-50	18 contacts →
	Indirect evidence “At Vista Financial, we understand that financial decisions go beyond numbers-they're about securing your family's future, creating lasting wealth, and finding the peace of mind…” Source: RevenueBase Database · checked Sep 21, 2026
18	Honeywell Capital	Indirect evidence	Newcastle, AustraliaHQ checked Sep 21, 2026	11-50	18 contacts →
	Indirect evidence “For many Australians, finance and superannuation can often seem confusing.” Source: RevenueBase Database · checked Sep 21, 2026
19	Human Financial	Partial evidence	Sydney, AustraliaHQ checked Sep 21, 2026	11-50	16 contacts →
	Partial evidence “Human Financial is an investment manager and technology innovator, delivering managed funds, model portfolios and customised investment solutions for the advised retail market.” Source: RevenueBase Database · checked Sep 21, 2026
20	Openinvest	Indirect evidence	Melbourne, AustraliaHQ checked Sep 21, 2026	11-50	15 contacts →
	Indirect evidence “OpenInvest is a Melbourne-based managed accounts investment platform that configures and underpins engaging online investing solutions for wealth/asset managers, advice firms and…” Source: RevenueBase Database · checked Sep 21, 2026
21	Mancell Financial Group	Indirect evidence	Burnie, AustraliaHQ checked Sep 21, 2026	11-50	14 contacts →
	Indirect evidence “Mancell Financial Group was founded in February 1980.” Source: RevenueBase Database · checked Sep 21, 2026
22	Nugents Group	Indirect evidence	Southbank, AustraliaHQ checked Sep 21, 2026	11-50	14 contacts →
	Indirect evidence “Firm Values and Goals Our highly qualified and experienced team works together under a shared set of values.” Source: RevenueBase Database · checked Sep 21, 2026
23	Integrated	Indirect evidence	Sydney, AustraliaHQ checked Sep 21, 2026	11-50	13 contacts →
	Indirect evidence “At Integrated, we simplify the complex.” Source: RevenueBase Database · checked Sep 21, 2026
24	Dobbrick Financial Services	Indirect evidence	Gympie, AustraliaHQ checked Sep 21, 2026	11-50	12 contacts →
	Indirect evidence “Dobbrick Financial Services is a Financial Planning business that has been operating in Queensland for over 40 years.” Source: RevenueBase Database · checked Sep 21, 2026
25	Lumiant	Partial evidence	Sydney, AustraliaHQ checked Sep 21, 2026	11-50	12 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 21, 2026

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: robo advisor companies. 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 robo advisor companies.
Partial evidence: Its own public description names part of robo advisor companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name robo advisor companies. 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 170 robo advisor companies based in Australia

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,032 reachable decision-makers.

Free signup · no credit card

View the full list →

Robo advisor companies based in Australia at a glance

As of Sep 21, 2026

51.9%Verified-email coverage

11.7Average contacts per company

1-10Median size (employees)

27.6%Largest-city concentration · Sydney

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

103

11-50

51-200

201-500

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 170 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 robo advisor 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 “robo advisor 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 robo advisor 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 robo advisor 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, 1,032 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 21, 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.

Robo advisor companies by metro

Robo advisor companies in Sydney47

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 robo advisor 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 robo advisor companies are there based in Australia?

RevenueBase identified 170 robo advisor 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?

Praemium, headquartered in Melbourne, tops this list with the largest team on record.

Which city has the most robo advisor companies?

Sydney leads with 47 headquartered companies, followed by Melbourne (19) and Brisbane (7).

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 1,032 verified decision-maker contacts tracked across these 170 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 21, 2026.

Ready to reach these companies? Verified emails and direct dials for all 170 robo advisor companies based in Australia. Start with a free account, no credit card.

Download this list →

Related lists

Robo advisor companies by geography

Browse the directory

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.