Company lists · Data refreshed September 2026

Top 25 Robo-advisor platforms based in Sydney, Australia

Name: Robo-advisor platforms based in Sydney, Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 13, 2026 70 companies tracked

RevenueBase identified 70 robo-advisor platforms headquartered in Sydney, Australia as of September 2026 and tracks 2,032 professional contacts across them, including 1,143 with verified work emails and 160 with mobile numbers. Sydney is the largest hub.

This list covers robo-advisor platforms headquartered in Sydney, 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

70Companies

2,032Contacts tracked

1,143Verified emails

160Mobile numbers

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The 25 largest robo-advisor platforms based in Sydney, Australia

Ranked by team size

Top 25 of 70 robo-advisor platforms based in Sydney, 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Hub24 Limited	Partial evidence	Sydney, AustraliaHQ checked Sep 13, 2026	501-1,000	750 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 13, 2026
2	Betashares	Indirect evidence	Sydney, AustraliaHQ checked Sep 13, 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 13, 2026
3	STAKE	Partial evidence	Sydney, AustraliaHQ checked Sep 13, 2026	51-200	175 contacts →
	Partial evidence “Stake is an investing platform that breaks barriers between ambition and financial progress.” Source: RevenueBase Database · checked Sep 13, 2026
4	Milestone Group	Indirect evidence	Sydney, AustraliaHQ checked Sep 13, 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 13, 2026
5	Superhero	Partial evidence	Sydney, AustraliaHQ checked Sep 13, 2026	51-200	81 contacts →
	Partial evidence “Superhero is an award-winning Australian superannuation and share trading platform built for the new generation of investors.” Source: RevenueBase Database · checked Sep 13, 2026
6	Mason Stevens	Partial evidence	Sydney, AustraliaHQ checked Sep 13, 2026	51-200	68 contacts →
	Partial evidence “Formed in 2010, Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes.” Source: RevenueBase Database · checked Sep 13, 2026
7	Centric	Strong evidence	Sydney, AustraliaHQ checked Sep 13, 2026	11-50	65 contacts →
	Strong 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 13, 2026
8	Raiz Invest	Partial evidence	Sydney, AustraliaHQ checked Sep 13, 2026	11-50	60 contacts →
	Partial evidence “Raiz Invest is a first of its kind Australian, micro-investing platform that allows you to invest your spare change from everyday purchases.” Source: RevenueBase Database · checked Sep 13, 2026
9	Spaceship	Indirect evidence	Sydney, AustraliaHQ checked Sep 13, 2026	51-200	50 contacts →
	Indirect evidence “Spaceship makes investing easy, for everyone.” Source: RevenueBase Database · checked Sep 13, 2026
10	Investsmart Group Limited	Partial evidence	Sydney, AustraliaHQ checked Sep 13, 2026	11-50	32 contacts →
	Partial evidence “InvestSMART is a low-cost digital investing platform that helps bring your financial goals to life.” Source: RevenueBase Database · checked Sep 13, 2026
11	Elemnta	Partial evidence	Sydney, AustraliaHQ checked Sep 13, 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 13, 2026
12	Halo Technologies PTY LTD	Strong evidence	Sydney, AustraliaHQ checked Sep 13, 2026	51-200	24 contacts →
	Strong evidence “HALO Technologies is the advisor platform for modern digital wealth management.” Source: RevenueBase Database · checked Sep 13, 2026
13	CACHE	Indirect evidence	Sydney, AustraliaHQ checked Sep 13, 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 13, 2026
14	Human Financial	Partial evidence	Sydney, AustraliaHQ checked Sep 13, 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 13, 2026
15	Integrated	Indirect evidence	Sydney, AustraliaHQ checked Sep 13, 2026	11-50	13 contacts →
	Indirect evidence “At Integrated, we simplify the complex.” Source: RevenueBase Database · checked Sep 13, 2026
16	Lumiant	Strong evidence	Sydney, AustraliaHQ checked Sep 13, 2026	11-50	12 contacts →
	Strong 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 13, 2026
17	Implemented Portfolios	Indirect evidence	Sydney, AustraliaHQ checked Sep 13, 2026	11-50	12 contacts →
	Indirect evidence “Implemented Portfolios is changing the way that investment management conversations take place in advice practices across the country.” Source: RevenueBase Database · checked Sep 13, 2026
18	Sustainable Life Solutions	Partial evidence	Sydney, AustraliaHQ checked Sep 13, 2026	1-10	12 contacts →
	Partial evidence “Sustainable Life Solutions is a technology driven general advice solution for advisers who thrive on empowering their customers to make informed financial decisions.” Source: RevenueBase Database · checked Sep 13, 2026
19	Newquantum	Indirect evidence	Sydney, AustraliaHQ checked Sep 13, 2026	11-50	7 contacts →
	Indirect evidence “At New Quantum, we are redefining the future of superannuation and financial advice.” Source: RevenueBase Database · checked Sep 13, 2026
20	DLSM	Partial evidence	Sydney, AustraliaHQ checked Sep 13, 2026	11-50	6 contacts →
	Partial evidence “DLSM leverages the latest technology to provide retail investors with a convenient and cost-effective platform to invest in global markets, offering a comprehensive range of…” Source: RevenueBase Database · checked Sep 13, 2026
21	M3 Investment Group	Indirect evidence	Sydney, AustraliaHQ checked Sep 13, 2026	1-10	5 contacts →
	Indirect evidence “M3 Investment Group provides investment management services to clients and specialise in identifying opportunities in equity markets.” Source: RevenueBase Database · checked Sep 13, 2026
22	Habittrade Securities	Indirect evidence	Sydney, AustraliaHQ checked Sep 13, 2026	201-500	5 contacts →
	Indirect evidence “HabitTrade is a broker dedicated to revolutionizing global asset allocation, making it faster and more accessible for investors.” Source: RevenueBase Database · checked Sep 13, 2026
23	Anelen Amplify	Indirect evidence	Sydney, AustraliaHQ checked Sep 13, 2026	1-10	5 contacts →
	Indirect evidence “Faster.” Source: RevenueBase Database · checked Sep 13, 2026
24	Paradino	Strong evidence	Sydney, AustraliaHQ checked Sep 13, 2026	11-50	4 contacts →
	Strong evidence “Paradino is an AI and automation platform that enables financial advisers to scale their practices by automating file notes and providing an AI assistant to help prepare for…” Source: RevenueBase Database · checked Sep 13, 2026
25	Briefcase	Indirect evidence	Sydney, AustraliaHQ checked Sep 13, 2026	1-10	4 contacts →
	Indirect evidence “Active personalisation is the new active investing.” Source: RevenueBase Database · checked Sep 13, 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 platforms. 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 platforms.
Partial evidence: Its own public description names part of robo-advisor platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name robo-advisor platforms. 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 70 robo-advisor platforms based in Sydney, Australia

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

As of Sep 13, 2026

56.2%Verified-email coverage

7.9%Mobile-number coverage

29.0Average contacts per company

11-50Median size (employees)

94.3%Largest-city concentration · Sydney

Sep 13, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

Freshness & accuracy

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

Email last verified

Median 16.0d

8750–30

25531–60

661–90

390–180

4180+

Company record updated

Median 62.0d

00–30

97531–60

77761–90

15390–180

127180+

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 Sydney, 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 Sydney 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, 1,143 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

Robo-advisor platforms in Sydney66
Robo-advisor platforms in Melbourne33

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 Sydney, Australia?

RevenueBase identified 70 robo-advisor platforms headquartered in Sydney, 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 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 1,143 verified decision-maker contacts tracked across these 70 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.