Company lists · Data refreshed September 2026

Top 25 Trust management companies based in Australia

RevenueBase identified 400 trust management companies headquartered in Australia as of September 2026 and tracks 8,048 professional contacts across them, including 4,818 with verified work emails. Sydney is the largest hub.

This list covers trust management 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 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
400Companies
8,048Contacts tracked
4,818Verified emails
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The 25 largest trust management companies based in Australia

Ranked by team size
Top 25 of 400 trust management companies 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 trust management 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.
#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
2Indirect evidenceSydney, AustraliaHQ checked Sep 22, 20261,001-5,0001,261 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
3Partial evidenceSydney, AustraliaHQ checked Sep 22, 2026201-500556 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 22, 2026
4Partial evidenceSydney, AustraliaHQ checked Sep 22, 2026201-500412 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 22, 2026
5Indirect evidenceMelbourne, AustraliaHQ checked Sep 22, 2026201-500393 contacts →

Indirect evidence

“Equity Trustees is Australia's leading specialist trustee company.”

Source: RevenueBase Database · checked Sep 22, 2026
6Partial evidenceSouthbank, AustraliaHQ checked Sep 22, 2026201-500169 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
7Indirect evidenceSydney, AustraliaHQ checked Sep 22, 202611-50150 contacts →

Indirect evidence

“AGEIS takes pride in revolutionising the landscape of accounting, tax, legal advisory.”

Source: RevenueBase Database · checked Sep 22, 2026
8Indirect evidenceSydney, AustraliaHQ checked Sep 22, 202651-200147 contacts →

Indirect evidence

“We have a bold ambition to be the leading provider of integrated accounting and wealth services, helping clients through our dynamic perspective that identifies insights from…”

Source: RevenueBase Database · checked Sep 22, 2026
9Partial evidenceSydney, AustraliaHQ checked Sep 22, 202651-200144 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
10Indirect evidenceAdelaide, AustraliaHQ checked Sep 22, 2026201-50079 contacts →

Indirect evidence

“Australian Executor Trustees Limited (AET) is now proudly a part of the Equity Trustees group of companies.”

Source: RevenueBase Database · checked Sep 22, 2026
11Indirect evidenceSydney Cbd, AustraliaHQ checked Sep 22, 202611-5073 contacts →

Indirect evidence

“Fitzpatricks are a professional advisory firm dedicated to partnering with our clients to develop pathways that enrich their lives and future generations.”

Source: RevenueBase Database · checked Sep 22, 2026
12Indirect evidenceParramatta, AustraliaHQ checked Sep 22, 202651-20067 contacts →

Indirect evidence

“At CIB, we go beyond the numbers.”

Source: RevenueBase Database · checked Sep 22, 2026
13Indirect evidenceMelbourne, AustraliaHQ checked Sep 22, 202651-20061 contacts →

Indirect evidence

“Your goals.”

Source: RevenueBase Database · checked Sep 22, 2026
14Indirect 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
15Indirect evidenceHamilton, AustraliaHQ checked Sep 22, 202611-5053 contacts →

Indirect evidence

“Our vision is to create wealth* for all business owners.”

Source: RevenueBase Database · checked Sep 22, 2026
16Indirect evidenceHawthorn East, AustraliaHQ checked Sep 22, 202651-20052 contacts →

Indirect evidence

“At Aintree Group, we bring together accounting, wealth, law and business advisory under one roof to help individuals, families and businesses make confident decisions.”

Source: RevenueBase Database · checked Sep 22, 2026
17Partial evidenceSydney, AustraliaHQ checked Sep 22, 202611-5051 contacts →

Partial evidence

“Alteris Financial Group provides financial advisory and management for individuals and families across generations.”

Source: RevenueBase Database · checked Sep 22, 2026
18Partial evidenceMelbourne Sydney, AustraliaHQ checked Sep 22, 202651-20050 contacts →

Partial evidence

“Escala Partners is the new standard in personalised wealth management.”

Source: RevenueBase Database · checked Sep 22, 2026
19Indirect evidenceBrisbane, AustraliaHQ checked Sep 22, 202651-20050 contacts →

Indirect evidence

“At Solomons, we believe in the transformative power of personalised service and collaborative strategy, guided by the principles of wisdom, fairness, and enduring wealth.”

Source: RevenueBase Database · checked Sep 22, 2026
20Indirect evidenceMont Albert, AustraliaHQ checked Sep 22, 202651-20047 contacts →

Indirect evidence

“Our purpose is to enable you to achieve your ambitions with confidence and fulfil your lifestyle aspirations.”

Source: RevenueBase Database · checked Sep 22, 2026
21Partial evidenceBrisbane City, AustraliaHQ checked Sep 22, 202651-20043 contacts →

Partial evidence

“VISIS Private Wealth is one of Australia’s leading privately owned and independent wealth management firms.”

Source: RevenueBase Database · checked Sep 22, 2026
22Indirect evidenceUpper Mount Gravatt, AustraliaHQ checked Sep 22, 202651-20037 contacts →

Indirect evidence

“Founded in 2006 by four advisers with a passion for helping Australians achieve financial wellbeing, MiQ Private Wealth is now a team of 18 highly skilled advisers dedicated to…”

Source: RevenueBase Database · checked Sep 22, 2026
23Partial evidenceSydney, AustraliaHQ checked Sep 22, 202611-5037 contacts →

Partial evidence

“Lipman Burgon & Partners is a specialist wealth management firm providing sophisticated solutions to private clients, family offices and not-for-profit portfolios.”

Source: RevenueBase Database · checked Sep 22, 2026
24Partial evidencePerth, AustraliaHQ checked Sep 22, 202611-5036 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, 2026
25Indirect evidenceHobart, AustraliaHQ checked Sep 22, 2026201-50036 contacts →

Indirect evidence

“Since 1887, we have been part of the Australian financial landscape professionally managing and administering cherished estates while for the latter years helping countless…”

Source: RevenueBase Database · checked Sep 22, 2026

Showing 25 of 400 trust management companies based in Australia

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 4,818 reachable decision-makers.

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Trust management companies based in Australia at a glance

As of Sep 22, 2026
59.9%Verified-email coverage
20.1Average contacts per company
1-10Median size (employees)
23.0%Largest-city concentration · Sydney
Sep 22, 2026Page data refreshed

Companies by employee count

1-10
256
11-50
114
51-200
14
201-500
7
501-1,000
2
1,001-5,000
4

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 400 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 trust management 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 “trust management 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 trust management 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 trust management 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, 4,818 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.

Trust management companies by metro

  • Trust management companies in Sydney92
  • Trust management companies in Melbourne45

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 trust management 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 trust management companies are there based in Australia?

RevenueBase identified 400 trust management 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?

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

Which city has the most trust management companies?

Sydney leads with 92 headquartered companies, followed by Melbourne (45) and Brisbane (17).

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 4,818 verified decision-maker contacts tracked across these 400 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.