Company lists · Data refreshed September 2026

Top 23 Robo advisory software companies based in Australia

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

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 48 companies tracked

RevenueBase identified 48 robo advisory software companies headquartered in Australia as of September 2026 and tracks 425 professional contacts across them, including 154 with verified work emails. Sydney is the largest hub.

This list covers robo advisory 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

48Companies

425Contacts tracked

154Verified emails

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The 23 largest robo advisory software companies based in Australia

Ranked by team size

Top 23 of 48 robo advisory 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 robo advisory 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Midwinter Financial Services	Partial evidence	Sydney, AustraliaHQ checked Sep 14, 2026	51-200	48 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
2	Investsmart Group Limited	Indirect evidence	Sydney, AustraliaHQ checked Sep 14, 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 14, 2026
3	Stockspot	Indirect evidence	Barangaroo, AustraliaHQ checked Sep 14, 2026	11-50	27 contacts →
	Indirect evidence “Stockspot is Australia's first and largest digital investment adviser.” Source: RevenueBase Database · checked Sep 14, 2026
4	Halo Technologies PTY LTD	Partial evidence	Sydney, AustraliaHQ checked Sep 14, 2026	51-200	24 contacts →
	Partial evidence “HALO Technologies is the advisor platform for modern digital wealth management.” Source: RevenueBase Database · checked Sep 14, 2026
5	Lumiant	Partial evidence	Sydney, AustraliaHQ checked Sep 14, 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 14, 2026
6	Implemented Portfolios	Indirect evidence	Sydney, AustraliaHQ checked Sep 14, 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 14, 2026
7	Sustainable Life Solutions	Indirect evidence	Sydney, AustraliaHQ checked Sep 14, 2026	1-10	12 contacts →
	Indirect 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 14, 2026
8	Share Wealth Systems	Indirect evidence	Cheltenham, AustraliaHQ checked Sep 14, 2026	11-50	11 contacts →
	Indirect evidence “Discover a Mechanised Investment Strategy with a demonstrated track record that generates more profit and protects that profit better than managed/mutual funds, financial planners…” Source: RevenueBase Database · checked Sep 14, 2026
9	Pure Private Wealth	Indirect evidence	Pottsville, AustraliaHQ checked Sep 14, 2026	1-10	9 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 14, 2026
10	Jaaims	Indirect evidence	Surry Hills, AustraliaHQ checked Sep 14, 2026	11-50	7 contacts →
	Indirect evidence “Save time, invest smart Jaaims is an award-winning, first-to-market in Australia AI investing app that is designed to enhance investing strategies for the everyday investor.” Source: RevenueBase Database · checked Sep 14, 2026
11	Portfoliocloud	Partial evidence	South Melbourne, AustraliaHQ checked Sep 14, 2026	1-10	6 contacts →
	Partial evidence “PortfolioCloud offers investment technology solutions to help financial advisors work smarter, not harder.” Source: RevenueBase Database · checked Sep 14, 2026
12	Navexa	Indirect evidence	Melbourne, AustraliaHQ checked Sep 14, 2026	1-10	6 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 14, 2026
13	M3 Investment Group	Indirect evidence	Sydney, AustraliaHQ checked Sep 14, 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 14, 2026
14	Platformplus	Indirect evidence	Maroochydore, AustraliaHQ checked Sep 14, 2026	51-200	4 contacts →
	Indirect evidence “We’re proud to offer the financial advice profession’s only complete end-to-end advice technology eco-system: Platformplus.” Source: RevenueBase Database · checked Sep 14, 2026
15	Paradino	Indirect evidence	Sydney, AustraliaHQ checked Sep 14, 2026	11-50	4 contacts →
	Indirect 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 14, 2026
16	Continuum Financial Planners PTY LTD	Partial evidence	Upper Mount Gravatt, AustraliaHQ checked Sep 14, 2026	1-10	4 contacts →
	Partial evidence “Continuum Financial Planners bring their extensive financial advisory experience to the table and working together with their clients, tailor advice to the specific financial…” Source: RevenueBase Database · checked Sep 14, 2026
17	Briefcase	Indirect evidence	Sydney, AustraliaHQ checked Sep 14, 2026	1-10	4 contacts →
	Indirect evidence “Active personalisation is the new active investing.” Source: RevenueBase Database · checked Sep 14, 2026
18	Nucleus Wealth	Indirect evidence	Melbourne, AustraliaHQ checked Sep 14, 2026	11-50	4 contacts →
	Indirect evidence “Professional‑grade investing made personal, flexible and easy to understand.” Source: RevenueBase Database · checked Sep 14, 2026
19	Primesolve	Partial evidence	Brighton, AustraliaHQ checked Sep 14, 2026	1-10	3 contacts →
	Partial 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
20	Swinbourne Wealth & Protection	Indirect evidence	Surfers Paradise, AustraliaHQ checked Sep 14, 2026	1-10	2 contacts →
	Indirect evidence “Swinbourne Wealth and Protection have been providing advice to our clients for over 15 years & dedicated to understanding their goals, hopes & dreams.” Source: RevenueBase Database · checked Sep 14, 2026
21	Fincast	Indirect evidence	Pyrmont, AustraliaHQ checked Sep 14, 2026	1-10	2 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
22	SIX Park	Indirect evidence	Melbourne, AustraliaHQ checked Sep 14, 2026	1-10	2 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 14, 2026
23	Advisewell	Indirect evidence	Melbourne, AustraliaHQ checked Sep 14, 2026	1-10	1 contacts →
	Indirect 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 14, 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 advisory software 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 advisory software companies.
Partial evidence: Its own public description names part of robo advisory software companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name robo advisory software 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 23 of 48 robo advisory software companies based in Australia

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Robo advisory software companies based in Australia at a glance

As of Sep 14, 2026

36.2%Verified-email coverage

8.9Average contacts per company

1-10Median size (employees)

35.4%Largest-city concentration · Sydney

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 48 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 advisory 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 “robo advisory 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 robo advisory 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 robo advisory 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, 154 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 robo advisory 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 robo advisory software companies are there based in Australia?

RevenueBase identified 48 robo advisory 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 robo advisory software companies?

Sydney leads with 17 headquartered companies, followed by Melbourne (11) and Barangaroo (1).

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 154 verified decision-maker contacts tracked across these 48 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.