Company lists · Data refreshed September 2026
Top 17 Specialist investment managers based in Perth, Australia
RevenueBase identified 39 specialist investment managers headquartered in Perth, Australia as of September 2026 and tracks 489 professional contacts across them, including 326 with verified work emails. Sydney is the largest hub.
This list covers specialist investment managers headquartered in Perth, 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.
The 17 largest specialist investment managers based in Perth, Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 140 contacts → | ||||
Partial evidence “Tattarang is the private investment group of Andrew and Nicola Forrest.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 2 | 36 contacts → | ||||
Partial evidence “At Integro Private Wealth we combine the craft of wealth management with personalised strategies for financial wellbeing.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 3 | 15 contacts → | ||||
Indirect evidence “Entrust was established in 2002; some twenty years ago.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 4 | 9 contacts → | ||||
Partial evidence “Primewest, part of the Centuria Capital Group, is a property fund manager based out of Level 27, 140 St Georges Terrace, Perth, WA, Australia.*As at December 2022” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 5 | 9 contacts → | ||||
Indirect evidence “Many people associate financial planning with retirement – but it is much more than that.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 6 | 9 contacts → | ||||
Strong evidence “Sentinel Financial Group is a specialist investment, wealth management and technology company.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 7 | 8 contacts → | ||||
Partial evidence “Wyllie identifies and creates investment opportunities with broad benefits for this generation and beyond, protecting our legacy by allocating smart money to things that matter.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 8 | 5 contacts → | ||||
Indirect evidence “Your Wealth Financial Services is privately owned and not associated with any financial institution.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 9 | 3 contacts → | ||||
Strong evidence “Excellence in Corporate Advisory, Equities, and Asset Management Emerald Capital Australia specializes in advisory services, providing investment opportunities and capital…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 10 | 3 contacts → | ||||
Strong evidence “BaileyHenry Global Investment Partners was created to allow Australian investors uncomplicated access to exceptional international investment managers and their performance.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 11 | 3 contacts → | ||||
Indirect evidence “Wealth Safe ™ is fast becoming Australia’s No.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 12 | 2 contacts → | ||||
Partial evidence “Indian Ocean Securities Pty Ltd (ACN 621 321 891)(IOS) as an established Boutique Financial Services firm; its Directors and Executive Management Team with their widespread…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 contacts → | ||||
Strong evidence “RMBlack is a wealth advisory business specialising in direct equity investments, portfolio management and financial planning.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 contacts → | ||||
Indirect evidence “Moiler Wealth is known for helping high net wealth individuals and family groups, professionals, business owners and pre-retirees to live life, your way!” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Partial evidence “Baron Vanilla, established in 2021 following the merger of two leading Australian property syndicators, is a commercial and industrial real estate investment group with combined…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Indirect evidence “Financial Advice” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Partial evidence “Provides asset management advisory services.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
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 17 of 39 specialist investment managers based in Perth, Australia
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Specialist investment managers based in Perth, Australia at a glance
As of Sep 22, 2026Companies by employee count
Email recency for this list is measured across the whole Australia list rather than for Perth, so it is reported there. Company counts and contact totals on this page are exact for Perth, over 39 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 Perth, 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 Perth 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, 326 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 in Australia
- Specialist investment managers in Sydney494
- Specialist investment managers in Melbourne245
- Specialist investment managers in Brisbane68
- Specialist investment managers in Perth39
- Specialist investment managers in North Sydney28
- Specialist investment managers in Adelaide27
- Specialist investment managers in Brisbane City25
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 Perth, Australia?
RevenueBase identified 39 specialist investment managers headquartered in Perth, 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?
Tattarang, headquartered in Perth, 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 326 verified decision-maker contacts tracked across these 39 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.
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