Company lists · Data refreshed September 2026

Top 25 Trust management companies based in Australia

RevenueBase identified 400 company matches for trust management companies associated with 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 company matches for trust management companies 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
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 company matches for trust management companies 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 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
4Exact 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
5Exact matchMelbourne, AustraliaHQ recorded Sep 22, 2026201-500393 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
6Exact 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
7Exact matchSydney, AustraliaHQ recorded Sep 22, 202611-50150 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8Exact matchSydney, AustraliaHQ recorded Sep 22, 202651-200147 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9Exact 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
10Exact matchAdelaide, AustraliaHQ recorded Sep 22, 2026201-50079 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
11Exact matchSydney Cbd, AustraliaHQ recorded Sep 22, 202611-5073 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
12Exact matchParramatta, AustraliaHQ recorded Sep 22, 202651-20067 contacts →

Exact match

“At CIB, we go beyond the numbers.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13Exact matchMelbourne, AustraliaHQ recorded Sep 22, 202651-20061 contacts →

Exact match

“Your goals.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14Exact matchMelbourne, AustraliaHQ recorded Sep 22, 202611-5060 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15Exact matchHamilton, AustraliaHQ recorded Sep 22, 202611-5053 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
16Exact matchHawthorn East, AustraliaHQ recorded Sep 22, 202651-20052 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
17Exact matchSydney, AustraliaHQ recorded Sep 22, 202611-5051 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
18Exact matchMelbourne Sydney, AustraliaHQ recorded Sep 22, 202651-20050 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
19Exact matchBrisbane, AustraliaHQ recorded Sep 22, 202651-20050 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
20Exact matchMont Albert, AustraliaHQ recorded Sep 22, 202651-20047 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
21Exact matchBrisbane City, AustraliaHQ recorded Sep 22, 202651-20043 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
22Exact matchUpper Mount Gravatt, AustraliaHQ recorded Sep 22, 202651-20037 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
23Exact matchSydney, AustraliaHQ recorded Sep 22, 202611-5037 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
24Exact matchPerth, AustraliaHQ recorded Sep 22, 202611-5036 contacts →

Exact match

“At Integro Private Wealth we combine the craft of wealth management with personalised strategies for financial wellbeing.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
25Exact matchHobart, AustraliaHQ recorded Sep 22, 2026201-50036 contacts →

Exact match

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

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

Showing 25 of 400 trust management companies based in Australia

See the full list, filter by size, metro and specialty, and access 4,818 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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

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 “trust management companies” 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 4,818 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 “trust management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many trust management companies are there based in Australia?

RevenueBase identified 400 company matches for trust management companies 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 trust management companies?

Sydney leads with 92 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 4,818 professional contacts with verified work emails tracked across these 400 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.