Company lists · Data refreshed September 2026

Top 25 Specialist investment managers based in Australia

Name: Specialist investment managers based in Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 1,443 companies tracked

RevenueBase identified 1,443 specialist investment managers headquartered in 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 specialist investment managers 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 22, 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 22, 2026 86% judged on-target in blind review

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 specialist investment managers based in Australia, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to specialist investment managers: 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	Findex	Indirect evidence	Melbourne, AustraliaHQ checked Sep 22, 2026	1,001-5,000	1,664 contacts →
	Indirect evidence “We’re here to help you build financial security and grow your wealth with confidence.” Source: RevenueBase Database · checked Sep 22, 2026
2	Perpetual Limited	Indirect evidence	Sydney, AustraliaHQ checked Sep 22, 2026	1,001-5,000	1,261 contacts →
	Indirect evidence “Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity.” Source: RevenueBase Database · checked Sep 22, 2026
3	QIC	Strong evidence	Brisbane, AustraliaHQ checked Sep 22, 2026	1,001-5,000	1,183 contacts →
	Strong evidence “QIC is one of Australia’s largest institutional investment managers, with A$135bn+ in assets under management.” Source: RevenueBase Database · checked Sep 22, 2026
4	Netwealth	Partial evidence	Melbourne, AustraliaHQ checked Sep 22, 2026	201-500	644 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 22, 2026
5	ORD Minnett	Strong evidence	Sydney, AustraliaHQ checked Sep 22, 2026	201-500	556 contacts →
	Strong evidence “Ord Minnett is an Australian owned wealth management and investment services firm.” Source: RevenueBase Database · checked Sep 22, 2026
6	Bell Potter Securities	Indirect evidence	Melbourne, AustraliaHQ checked Sep 22, 2026	501-1,000	528 contacts →
	Indirect evidence “Bell Potter is one of Australia’s leading full service stockbroking and financial advisory firms.” Source: RevenueBase Database · checked Sep 22, 2026
7	LA Trobe Financial	Strong evidence	Melbourne, AustraliaHQ checked Sep 22, 2026	501-1,000	457 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 22, 2026
8	MA Financial Group	Strong evidence	Sydney, AustraliaHQ checked Sep 22, 2026	501-1,000	453 contacts →
	Strong evidence “MA Financial Group is a global alternative asset manager specialising in private credit, real estate and hospitality.” Source: RevenueBase Database · checked Sep 22, 2026
9	Shaw And Partners Financial Services	Strong evidence	Sydney, AustraliaHQ checked Sep 22, 2026	201-500	412 contacts →
	Strong evidence “Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.” Source: RevenueBase Database · checked Sep 22, 2026
10	Centuria Capital Group	Strong evidence	Sydney, AustraliaHQ checked Sep 22, 2026	201-500	355 contacts →
	Strong evidence “Centuria Capital Group is an ASX-200 listed investment manager specialising in real estate funds and investment bonds.” Source: RevenueBase Database · checked Sep 22, 2026
11	Praemium	Partial evidence	Melbourne, AustraliaHQ checked Sep 22, 2026	201-500	336 contacts →
	Partial evidence “Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market.” Source: RevenueBase Database · checked Sep 22, 2026
12	Shadforth Financial Group LTD	Strong evidence	North Sydney, AustraliaHQ checked Sep 22, 2026	201-500	295 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 22, 2026
13	Canaccord Genuity Australia	Indirect evidence	Melbourne, AustraliaHQ checked Sep 22, 2026	201-500	264 contacts →
	Indirect evidence “Canaccord Genuity is a leading Australian financial services firm.” Source: RevenueBase Database · checked Sep 22, 2026
14	Metrics Credit Partners	Partial evidence	Sydney, AustraliaHQ checked Sep 22, 2026	201-500	220 contacts →
	Partial evidence “About us We are an alternative asset manager with significant expertise in fixed income, private credit, equity and capital markets.” Source: RevenueBase Database · checked Sep 22, 2026
15	Betashares	Strong evidence	Sydney, AustraliaHQ checked Sep 22, 2026	51-200	191 contacts →
	Strong 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 22, 2026
16	Pinnacle Investment Management Group	Strong evidence	Sydney, AustraliaHQ checked Sep 22, 2026	51-200	184 contacts →
	Strong evidence “Pinnacle Investment Management Group (ASX:PNI) provides specialist investment managers with superior global distribution, fund infrastructure and support services to enable them…” Source: RevenueBase Database · checked Sep 22, 2026
17	Jana Investment Advisers	Partial evidence	Melbourne, AustraliaHQ checked Sep 22, 2026	51-200	183 contacts →
	Partial evidence “JANA is an established investment advisory firm with 38 years’ of experience and over $1.6tn funds under advice.” Source: RevenueBase Database · checked Sep 22, 2026
18	Prime Financial Group	Partial evidence	Southbank, AustraliaHQ checked Sep 22, 2026	201-500	169 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 22, 2026
19	Wingate	Strong evidence	Melbourne, AustraliaHQ checked Sep 22, 2026	51-200	167 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 22, 2026
20	Wilsons Advisory	Indirect evidence	Sydney, AustraliaHQ checked Sep 22, 2026	51-200	156 contacts →
	Indirect evidence “Wilsons Advisory has a distinguished history in financial services that spans over 125 years.” Source: RevenueBase Database · checked Sep 22, 2026
21	Evans & Partners	Partial evidence	Melbourne, AustraliaHQ checked Sep 22, 2026	51-200	150 contacts →
	Partial evidence “Evans and Partners provide tailored advice and services to help you build, manage and preserve wealth.” Source: RevenueBase Database · checked Sep 22, 2026
22	Koda Capital	Partial evidence	Sydney, AustraliaHQ checked Sep 22, 2026	51-200	144 contacts →
	Partial evidence “At Koda Capital we are taking an innovative approach to private wealth management - an approach that places our clients’ needs first.” Source: RevenueBase Database · checked Sep 22, 2026
23	Tattarang	Partial evidence	Perth, AustraliaHQ checked Sep 22, 2026	51-200	140 contacts →
	Partial evidence “Tattarang is the private investment group of Andrew and Nicola Forrest.” Source: RevenueBase Database · checked Sep 22, 2026
24	MLC Asset Management	Strong evidence	Sydney, AustraliaHQ checked Sep 22, 2026	201-500	138 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 22, 2026
25	Qualitas	Strong evidence	Melbourne, AustraliaHQ checked Sep 22, 2026	51-200	127 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 22, 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: specialist investment managers. 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 specialist investment managers.
Partial evidence: Its own public description names part of specialist investment managers, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name specialist investment managers. 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 1,443 specialist investment managers based in Australia

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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

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among specialist investment managers, 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 “specialist investment managers”. 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 specialist investment managers), 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 specialist investment managers, 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, 13,621 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 22, 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.

Specialist investment managers by metro

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 specialist investment managers, 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 specialist investment managers are there based in Australia?

RevenueBase identified 1,443 specialist investment managers 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?

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

Which city has the most specialist investment managers?

Sydney leads with 494 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 13,621 verified decision-maker contacts tracked across these 1,443 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 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 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.