Company lists · Data refreshed September 2026

Top 25 Specialist investment managers based in Melbourne, Australia

RevenueBase identified 245 specialist investment managers headquartered in Melbourne, Australia as of September 2026 and tracks 7,672 professional contacts across them, including 4,624 with verified work emails. Sydney is the largest hub.

This list covers specialist investment managers 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 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
245Companies
7,672Contacts tracked
4,624Verified emails
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The 25 largest specialist investment managers based in Melbourne, Australia

Ranked by team size
Top 25 of 245 specialist investment managers based in Melbourne, 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceMelbourne, AustraliaHQ checked Sep 22, 20261,001-5,0001,664 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
2Partial evidenceMelbourne, AustraliaHQ checked Sep 22, 2026201-500644 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
3Indirect evidenceMelbourne, AustraliaHQ checked Sep 22, 2026501-1,000528 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
4Strong evidenceMelbourne, AustraliaHQ checked Sep 22, 2026501-1,000457 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
5Partial evidenceMelbourne, AustraliaHQ checked Sep 22, 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 22, 2026
6Indirect evidenceMelbourne, AustraliaHQ checked Sep 22, 2026201-500264 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 22, 2026
7Partial evidenceMelbourne, AustraliaHQ checked Sep 22, 202651-200183 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
8Strong evidenceMelbourne, AustraliaHQ checked Sep 22, 202651-200167 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
9Partial evidenceMelbourne, AustraliaHQ checked Sep 22, 202651-200150 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
10Strong evidenceMelbourne, AustraliaHQ checked Sep 22, 202651-200127 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
11Indirect evidenceMelbourne, AustraliaHQ checked Sep 22, 202651-200124 contacts →

Indirect evidence

“Helping you to navigate life's financial decisions.”

Source: RevenueBase Database · checked Sep 22, 2026
12Indirect evidenceMelbourne, AustraliaHQ checked Sep 22, 202651-200101 contacts →

Indirect evidence

“Who is First Financial?”

Source: RevenueBase Database · checked Sep 22, 2026
13Partial evidenceMelbourne, AustraliaHQ checked Sep 22, 202651-20088 contacts →

Partial evidence

“Salter Brothers is a global alternatives asset manager with offices and operations across Australia, Singapore, Japan, Dubai and the USA.”

Source: RevenueBase Database · checked Sep 22, 2026
14Indirect evidenceMelbourne, AustraliaHQ checked Sep 22, 202651-20087 contacts →

Indirect evidence

“Warakirri is an Australian Aboriginal word meaning "to grow".”

Source: RevenueBase Database · checked Sep 22, 2026
15Partial evidenceMelbourne, AustraliaHQ checked Sep 22, 202651-20075 contacts →

Partial evidence

“We build and manage property portfolios for sophisticated investors.”

Source: RevenueBase Database · checked Sep 22, 2026
16Partial evidenceMelbourne, AustraliaHQ checked Sep 22, 202651-20072 contacts →

Partial evidence

“Yarra Capital Management is one of Australia’s largest independently owned active fund managers, with a strong heritage in the domestic market and funds under management of…”

Source: RevenueBase Database · checked Sep 22, 2026
17Indirect evidenceMelbourne, AustraliaHQ checked Sep 22, 202651-20061 contacts →

Indirect evidence

“Your goals.”

Source: RevenueBase Database · checked Sep 22, 2026
18Indirect evidenceMelbourne, AustraliaHQ checked Sep 22, 202651-20061 contacts →

Indirect evidence

“We are a team of dedicated professionals working in harmony to liberate your lifestyle by helping you grow and protect your business and personal wealth.”

Source: RevenueBase Database · checked Sep 22, 2026
19Strong evidenceMelbourne, AustraliaHQ checked Sep 22, 202651-20060 contacts →

Strong evidence

“Cooper Investors ("CI") is a specialist, long only equities fund manager.”

Source: RevenueBase Database · checked Sep 22, 2026
20Indirect evidenceMelbourne, AustraliaHQ checked Sep 22, 202611-5060 contacts →

Indirect evidence

“Founded in 2011, we have proudly served High Net Worth and Ultra High Net Worth individuals and families.”

Source: RevenueBase Database · checked Sep 22, 2026
21Indirect evidenceMelbourne, AustraliaHQ checked Sep 22, 202611-5059 contacts →

Indirect evidence

“Our experienced advisers know health, wealth and happiness is what most people want from life.”

Source: RevenueBase Database · checked Sep 22, 2026
22Strong evidenceMelbourne, AustraliaHQ checked Sep 22, 202651-20055 contacts →

Strong evidence

“Zenith Investment Partners is a leading provider of investment research, managed accounts, and portfolio consulting solutions for the Australian financial services industry.”

Source: RevenueBase Database · checked Sep 22, 2026
23Strong evidenceMelbourne, AustraliaHQ checked Sep 22, 202651-20054 contacts →

Strong evidence

“Prime Value Asset Management is a multi-award winning, boutique Australian investment manager with an impressive history of building wealth with investors since 1998.”

Source: RevenueBase Database · checked Sep 22, 2026
24Strong evidenceMelbourne, AustraliaHQ checked Sep 22, 202611-5042 contacts →

Strong evidence

“SG Hiscock & Company, trading as SGHiscock Investment Management (SGHiscock) is a multi-award winning boutique fund manager that was established in Melbourne in 2001 and is…”

Source: RevenueBase Database · checked Sep 22, 2026
25Strong evidenceMelbourne, AustraliaHQ checked Sep 22, 202611-5038 contacts →

Strong evidence

“Munro Partners is a global investment management partnership specialising in growth equities.”

Source: RevenueBase Database · checked Sep 22, 2026

Showing 25 of 245 specialist investment managers based in Melbourne, Australia

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Specialist investment managers based in Melbourne, Australia at a glance

As of Sep 22, 2026
60.3%Verified-email coverage
31.3Average contacts per company
1-10Median size (employees)
201.6%Largest-city concentration · Sydney
Sep 22, 2026Page data refreshed

Companies by employee count

1-10
139
11-50
75
51-200
20
201-500
6
501-1,000
3
1,001-5,000
1

Email recency for this list is measured across the whole Australia list rather than for Melbourne, so it is reported there. Company counts and contact totals on this page are exact for Melbourne, over 245 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 Melbourne, 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 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, 4,624 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.

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 Melbourne, Australia?

RevenueBase identified 245 specialist investment managers 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?

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 4,624 verified decision-maker contacts tracked across these 245 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.