Company lists · Data refreshed September 2026

Top 16 Robo-advisor platforms based in Melbourne, Australia

RevenueBase identified 34 robo-advisor platforms headquartered in Melbourne, Australia as of September 2026 and tracks 543 professional contacts across them, including 283 with verified work emails and 32 with mobile numbers. Sydney is the largest hub.

This list covers robo-advisor platforms headquartered in Melbourne, 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 13, 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 13, 2026 86% judged on-target in blind review
34Companies
543Contacts tracked
283Verified emails
32Mobile numbers
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The 16 largest robo-advisor platforms based in Melbourne, Australia

Ranked by team size
Top 16 of 34 robo-advisor platforms based in Melbourne, Australia, ranked by team size, largest first. Data refreshed Sep 13, 2026. RevenueBase Smart Search rates how each company's information relates to robo-advisor 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 evidenceMelbourne, AustraliaHQ checked Sep 13, 2026201-500336 contacts →

Partial evidence

“Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market.”

Source: RevenueBase Database · checked Sep 13, 2026
2Indirect evidenceMelbourne, AustraliaHQ checked Sep 13, 202611-5020 contacts →

Indirect evidence

“At Reach Markets, we invest in Australian growth companies with the potential to go global.”

Source: RevenueBase Database · checked Sep 13, 2026
3Partial evidenceMelbourne, AustraliaHQ checked Sep 13, 202611-5015 contacts →

Partial 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 13, 2026
4Partial evidenceMelbourne, AustraliaHQ checked Sep 13, 20261-109 contacts →

Partial evidence

“LENSELL is a Melbourne-based FinTech/WealthTech delivering an investment research and technology platform.”

Source: RevenueBase Database · checked Sep 13, 2026
5Indirect evidenceMelbourne, AustraliaHQ checked Sep 13, 20261-108 contacts →

Indirect evidence

“As a PEAK Asset Management client, you will receive full service portfolio management, portfolio administration (multi-asset, multi-currency), reporting and personalized advice…”

Source: RevenueBase Database · checked Sep 13, 2026
6Indirect evidenceMelbourne, AustraliaHQ checked Sep 13, 20261-107 contacts →

Indirect evidence

“Eikon Financial Pty Ltd (Eikon) is a Melbourne-based financial services firm operating since 2007, wholly owned by its employees.”

Source: RevenueBase Database · checked Sep 13, 2026
7Indirect evidenceMelbourne, AustraliaHQ checked Sep 13, 20261-106 contacts →

Indirect evidence

“Navexa helps private investors, accountants and wealth professionals track, analyse and report on investment portfolios without relying on messy spreadsheets.”

Source: RevenueBase Database · checked Sep 13, 2026
8Partial evidenceMelbourne, AustraliaHQ checked Sep 13, 20261-104 contacts →

Partial evidence

“RetireMap isn't just another planning tool - it's the game-changing solution for Advisors who are ready to break free from the frustrating limitations of clunky, outdated systems.”

Source: RevenueBase Database · checked Sep 13, 2026
9Indirect evidenceMelbourne, AustraliaHQ checked Sep 13, 202611-504 contacts →

Indirect evidence

“Professional‑grade investing made personal, flexible and easy to understand.”

Source: RevenueBase Database · checked Sep 13, 2026
10Indirect evidenceMelbourne, AustraliaHQ checked Sep 13, 20261-103 contacts →

Indirect evidence

“Fiduciary provides financial advice to the 80% of working Australians who cannot afford or access traditional financial advice.”

Source: RevenueBase Database · checked Sep 13, 2026
11Partial evidenceMelbourne, AustraliaHQ checked Sep 13, 20261-103 contacts →

Partial evidence

“Emerald Financial was founded by a team of experienced financial advisers who wanted to give clients simple, low cost portfolio options.”

Source: RevenueBase Database · checked Sep 13, 2026
12Indirect evidenceMelbourne, AustraliaHQ checked Sep 13, 20261-102 contacts →

Indirect evidence

“At Six Park, our vision is to give you Australia’s best investment management without the high costs.”

Source: RevenueBase Database · checked Sep 13, 2026
13Partial evidenceMelbourne, AustraliaHQ checked Sep 13, 20261-102 contacts →

Partial 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 13, 2026
14Partial evidenceMelbourne, AustraliaHQ checked Sep 13, 202611-501 contacts →

Partial evidence

“DomaCom Limited (ASX:DCL) is the operator of an innovative fractional investment platform for a wide range of assets across wholesale and retail markets.”

Source: RevenueBase Database · checked Sep 13, 2026
15Indirect evidenceMelbourne, AustraliaHQ checked Sep 13, 202611-501 contacts →

Indirect evidence

“Stone Capital Group is one of a leading boutique investment services company, came to inception after decades of experience with the aim of delivering integrity, transparency and…”

Source: RevenueBase Database · checked Sep 13, 2026
16Partial evidenceMelbourne, AustraliaHQ checked Sep 13, 20261-101 contacts →

Partial evidence

“At AdviseWell, we’re on a mission to make quality financial advice accessible to everyone, fostering a more equitable and prosperous world.”

Source: RevenueBase Database · checked Sep 13, 2026

Showing 16 of 34 robo-advisor platforms based in Melbourne, Australia

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 283 reachable decision-makers.

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Robo-advisor platforms based in Melbourne, Australia at a glance

As of Sep 13, 2026
52.1%Verified-email coverage
5.9%Mobile-number coverage
16.0Average contacts per company
1-10Median size (employees)
194.1%Largest-city concentration · Sydney
Sep 13, 2026Page data refreshed

Companies by employee count

1-10
20
11-50
10
51-200
3
201-500
1

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 15.0d

Company record updated

Median 63.0d

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 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 Melbourne, Australia whose own description of what they do matches “robo-advisor 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 robo-advisor 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 robo-advisor platforms, and records with no verified work email. Companies headquartered outside Melbourne 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, 283 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 13, 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 platforms by metro in Australia

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 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 robo-advisor platforms are there based in Melbourne, Australia?

RevenueBase identified 34 robo-advisor platforms headquartered in Melbourne, 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 platforms?

Sydney leads with 66 headquartered companies, followed by Melbourne (33) and Brisbane (8).

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 283 verified decision-maker contacts tracked across these 34 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 13, 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.