Company lists · Data refreshed September 2026

Top 25 Specialist investment managers based in Australia

RevenueBase identified 1,443 company matches for specialist investment managers associated with Australia as of September 2026 and tracks 23,659 professional contacts across them, including 13,621 with verified work emails. Sydney is the largest hub.

This list covers company matches for specialist investment managers associated with Australia, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 22, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 22, 2026 How this list was built
1,443Companies
23,659Contacts tracked
13,621Verified emails
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The 25 largest specialist investment managers based in Australia

Ranked by team size
Top 25 of 1,443 company matches for specialist investment managers based in Australia, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 22, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchMelbourne, AustraliaHQ recorded Sep 22, 20261,001-5,0001,664 contacts →

Exact match

“We’re here to help you build financial security and grow your wealth with confidence.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
2Exact matchSydney, AustraliaHQ recorded Sep 22, 20261,001-5,0001,261 contacts →

Exact match

“Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
3Exact matchBrisbane, AustraliaHQ recorded Sep 22, 20261,001-5,0001,183 contacts →

Exact match

“QIC is one of Australia’s largest institutional investment managers, with A$135bn+ in assets under management.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4Exact matchMelbourne, AustraliaHQ recorded Sep 22, 2026201-500644 contacts →

Exact match

“Founded in Netwealth was established to provide astute investors and wealth professionals with a better way to invest, protect and manage their current and future wealth.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
5Exact matchSydney, AustraliaHQ recorded Sep 22, 2026201-500556 contacts →

Exact match

“Ord Minnett is an Australian owned wealth management and investment services firm.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
6Exact matchMelbourne, AustraliaHQ recorded Sep 22, 2026501-1,000528 contacts →

Exact match

“Bell Potter is one of Australia’s leading full service stockbroking and financial advisory firms.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
7Exact matchMelbourne, AustraliaHQ recorded Sep 22, 2026501-1,000457 contacts →

Exact match

“Established in 1952, with $25 billion in assets under management, La Trobe Financial is Australia’s premier alternative asset manager, specialising in finance and credit…”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8Exact matchSydney, AustraliaHQ recorded Sep 22, 2026501-1,000453 contacts →

Exact match

“MA Financial Group is a global alternative asset manager specialising in private credit, real estate and hospitality.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9Exact matchSydney, AustraliaHQ recorded Sep 22, 2026201-500412 contacts →

Exact match

“Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
10Exact matchSydney, AustraliaHQ recorded Sep 22, 2026201-500355 contacts →

Exact match

“Centuria Capital Group is an ASX-200 listed investment manager specialising in real estate funds and investment bonds.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
11Exact matchMelbourne, AustraliaHQ recorded Sep 22, 2026201-500336 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
12Exact matchNorth Sydney, AustraliaHQ recorded Sep 22, 2026201-500295 contacts →

Exact match

“Shadforth is a highly awarded wealth management and advisory firm specialising in the provision of implemented advice, and service to private clients and organisations throughout…”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13Exact matchMelbourne, AustraliaHQ recorded Sep 22, 2026201-500264 contacts →

Exact match

“Canaccord Genuity is a leading Australian financial services firm.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14Exact matchSydney, AustraliaHQ recorded Sep 22, 2026201-500220 contacts →

Exact match

“About us We are an alternative asset manager with significant expertise in fixed income, private credit, equity and capital markets.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15Exact matchSydney, AustraliaHQ recorded Sep 22, 202651-200191 contacts →

Exact match

“Founded in 2009, Betashares is one of the country’s largest investment managers, with over $60 billion in assets under management.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
16Exact matchSydney, AustraliaHQ recorded Sep 22, 202651-200184 contacts →

Exact match

“Pinnacle Investment Management Group (ASX:PNI) provides specialist investment managers with superior global distribution, fund infrastructure and support services to enable them…”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
17Exact matchMelbourne, AustraliaHQ recorded Sep 22, 202651-200183 contacts →

Exact match

“JANA is an established investment advisory firm with 38 years’ of experience and over $1.6tn funds under advice.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
18Exact matchSouthbank, AustraliaHQ recorded Sep 22, 2026201-500169 contacts →

Exact match

“Prime Financial Group is an ASX-listed, market-leading financial service firm, delivering integrated Advice, Capital, and Asset Management solutions to high-net-worth individuals…”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
19Exact matchMelbourne, AustraliaHQ recorded Sep 22, 202651-200167 contacts →

Exact match

“Wingate, a CapitaLand Investment (CLI) Group company, is a leading Australian private credit investment manager that specialises in real estate and mid-market corporate debt…”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
20Exact matchSydney, AustraliaHQ recorded Sep 22, 202651-200156 contacts →

Exact match

“Wilsons Advisory has a distinguished history in financial services that spans over 125 years.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
21Exact matchMelbourne, AustraliaHQ recorded Sep 22, 202651-200150 contacts →

Exact match

“Evans and Partners provide tailored advice and services to help you build, manage and preserve wealth.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
22Exact matchSydney, AustraliaHQ recorded Sep 22, 202651-200144 contacts →

Exact match

“At Koda Capital we are taking an innovative approach to private wealth management - an approach that places our clients’ needs first.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
23Exact matchPerth, AustraliaHQ recorded Sep 22, 202651-200140 contacts →

Exact match

“Tattarang is the private investment group of Andrew and Nicola Forrest.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
24Exact matchSydney, AustraliaHQ recorded Sep 22, 2026201-500138 contacts →

Exact match

“At MLC Asset Management, clients have trusted us to manage their investments for almost 40 years, and we have a strong history of innovation and growth.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
25Exact matchMelbourne, AustraliaHQ recorded Sep 22, 202651-200127 contacts →

Exact match

“Qualitas (ASX:QAL) is an ASX-listed Australian alternative investment manager, with committed funds under management of A$10.9 billion^ across credit and equity fund mandates…”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase

Showing 25 of 1,443 specialist investment managers based in Australia

See the full list, filter by size, metro and specialty, and access 13,621 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Specialist investment managers based in Australia at a glance

As of Sep 22, 2026
57.6%Verified-email coverage
16.4Average contacts per company
1-10Median size (employees)
34.2%Largest-city concentration · Sydney
Sep 22, 2026Page data refreshed

Companies by employee count

1-10
912
11-50
405
51-200
83
201-500
20
501-1,000
11
1,001-5,000
6
5,001-10,000
1
10001+
1

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 1,443 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with Australia whose business descriptions match “specialist investment managers” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 13,621 professional contacts with verified work emails across the full matched dataset. 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 22, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “specialist investment managers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many specialist investment managers are there based in Australia?

RevenueBase identified 1,443 company matches for specialist investment managers associated with Australia as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Findex tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most specialist investment managers?

Sydney leads with 494 company records, followed by Melbourne (245) and Brisbane (68).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 13,621 professional contacts with verified work emails tracked across these 1,443 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 22, 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 SmartSearch, 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.