Company lists · Data refreshed September 2026

Top 25 Wealth consolidation platforms based in Sydney, Australia

Name: Wealth consolidation platforms based in Sydney, Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 56 companies tracked

RevenueBase identified 56 wealth consolidation platforms headquartered in Sydney, Australia as of September 2026 and tracks 2,034 professional contacts across them, including 1,097 with verified work emails. Across Australia, Sydney is the largest hub for this category.

This list covers wealth consolidation platforms headquartered in Sydney, 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 29, 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 29, 2026 86% judged on-target in blind review

56Companies

2,034Contacts tracked

1,097Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest wealth consolidation platforms based in Sydney, Australia

Ranked by team size

Top 25 of 56 wealth consolidation platforms based in Sydney, Australia, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to wealth consolidation platforms: 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	Hub24 Limited	Strong evidence	Sydney, AustraliaHQ checked Sep 29, 2026	501-1,000	750 contacts →
	Strong evidence “HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.” Source: RevenueBase Database · checked Sep 29, 2026
2	GBST	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	201-500	519 contacts →
	Partial evidence “GBST delivers technology and digital solutions to enable, support and scale wealth management and advice organisations globally.” Source: RevenueBase Database · checked Sep 29, 2026
3	COUNT	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	51-200	147 contacts →
	Partial 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 29, 2026
4	DASH	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	51-200	106 contacts →
	Partial evidence “DASH is redefining wealth technology by helping financial advisers scale their businesses, operate more efficiently, and deliver better client outcomes.” Source: RevenueBase Database · checked Sep 29, 2026
5	Mason Stevens	Strong evidence	Sydney, AustraliaHQ checked Sep 29, 2026	51-200	68 contacts →
	Strong evidence “Formed in 2010, Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes.” Source: RevenueBase Database · checked Sep 29, 2026
6	Midwinter Financial Services	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	51-200	48 contacts →
	Indirect evidence “Midwinter creates sophisticated financial advice software that makes it simple to engage, comply and grow your practice, dealer group or industry fund.” Source: RevenueBase Database · checked Sep 29, 2026
7	Sharesight	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	38 contacts →
	Indirect evidence “Sharesight is an award-winning online investment portfolio tracker used by over DIY investors and finance professionals worldwide.” Source: RevenueBase Database · checked Sep 29, 2026
8	Elemnta	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	25 contacts →
	Indirect evidence “Elemnta is an award-winning Australian financial technology company founded by former financial advisers who have a first-hand understanding of the industry's challenges.” Source: RevenueBase Database · checked Sep 29, 2026
9	Halo Technologies PTY LTD	Strong evidence	Sydney, AustraliaHQ checked Sep 29, 2026	51-200	24 contacts →
	Strong evidence “HALO Technologies is the advisor platform for modern digital wealth management.” Source: RevenueBase Database · checked Sep 29, 2026
10	Integral Private Wealth	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	17 contacts →
	Partial evidence “Integral Private Wealth specialises in delivering bespoke wealth management solutions tailored to help clients build, manage, and preserve their wealth.” Source: RevenueBase Database · checked Sep 29, 2026
11	Diamond Blue Financial Services	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	16 contacts →
	Indirect evidence “Diamond Blue Financial Services is a leading, privately-owned financial advisory firm, delivering personalised and intelligent strategies primarily to sophisticated investors.” Source: RevenueBase Database · checked Sep 29, 2026
12	Integrated	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	13 contacts →
	Indirect evidence “At Integrated, we simplify the complex.” Source: RevenueBase Database · checked Sep 29, 2026
13	Lumiant	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	12 contacts →
	Partial evidence “Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances, helping them make…” Source: RevenueBase Database · checked Sep 29, 2026
14	Financial Simplicity	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	12 contacts →
	Indirect evidence “Portfolio Assurance is the continuous verification that investment portfolios remain aligned to mandate, client preferences, regulatory obligations, and risk tolerances, across…” Source: RevenueBase Database · checked Sep 29, 2026
15	Implemented Portfolios	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	12 contacts →
	Indirect evidence “Implemented Portfolios is changing the way that investment management conversations take place in advice practices across the country.” Source: RevenueBase Database · checked Sep 29, 2026
16	Sustainable Life Solutions	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	1-10	12 contacts →
	Indirect evidence “Sustainable Life Solutions is a technology driven general advice solution for advisers who thrive on empowering their customers to make informed financial decisions.” Source: RevenueBase Database · checked Sep 29, 2026
17	Velaris Private Wealth	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	11 contacts →
	Partial evidence “Our purpose at Velaris Private Wealth is to understand what matters most and structure our advice to match.” Source: RevenueBase Database · checked Sep 29, 2026
18	Walker Lane	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	11 contacts →
	Indirect evidence “Walker Lane is a boutique Financial Advisory and investment management firm, built by professional financial advisers to deliver high quality financial advice to clients.” Source: RevenueBase Database · checked Sep 29, 2026
19	Renaissance Wealth Advisors	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	1-10	9 contacts →
	Partial evidence “Renaissance Wealth Advisors is a boutique Wealth Management Firm and Financial Planning.” Source: RevenueBase Database · checked Sep 29, 2026
20	Advice Revolution	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	7 contacts →
	Indirect evidence “Provide your clients with a secure client portal, reducing the cost of advice and speeding up your delivery with a great client experience.” Source: RevenueBase Database · checked Sep 29, 2026
21	Moneysoft AU	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	7 contacts →
	Indirect evidence “Moneysoft is an automated personal financial management solution, allowing financial professionals and their clients, to collaborate in the areas of cash-flow, budgeting and…” Source: RevenueBase Database · checked Sep 29, 2026
22	Asendium	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	1-10	7 contacts →
	Indirect evidence “Asendium offers you an easy solution to help you navigate the complexity of providing advice in the 21st Century.” Source: RevenueBase Database · checked Sep 29, 2026
23	Tradingwaves	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	1-10	6 contacts →
	Indirect evidence “Tradingwaves is an Australian based financial services advisory firm which offers its clients a range of financial markets investment options.” Source: RevenueBase Database · checked Sep 29, 2026
24	Briefcase	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	1-10	4 contacts →
	Indirect evidence “Active personalisation is the new active investing.” Source: RevenueBase Database · checked Sep 29, 2026
25	Zovanti	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	3 contacts →
	Indirect evidence “At Zovanti, our mission is simple.” Source: RevenueBase Database · checked Sep 29, 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: wealth consolidation platforms. 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 wealth consolidation platforms.
Partial evidence: Its own public description names part of wealth consolidation platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth consolidation platforms. 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 56 wealth consolidation platforms based in Sydney, Australia

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,097 reachable decision-makers.

Free signup · no credit card

View the full list →

Wealth consolidation platforms based in Sydney, Australia at a glance

As of Sep 29, 2026

53.9%Verified-email coverage

36.3Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

Email recency for this list is measured across the whole Australia list rather than for Sydney, so it is reported there. Company counts and contact totals on this page are exact for Sydney, over 56 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 wealth consolidation platforms, 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 Sydney, Australia whose own description of what they do matches “wealth consolidation platforms”. 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 wealth consolidation platforms), 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 wealth consolidation platforms, and records with no verified work email. Companies headquartered outside Sydney 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, 1,097 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 29, 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.

Wealth consolidation platforms by metro in Australia

Wealth consolidation platforms in Melbourne30

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 wealth consolidation platforms, 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 wealth consolidation platforms are there based in Sydney, Australia?

RevenueBase identified 56 wealth consolidation platforms headquartered in Sydney, 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?

Hub24 Limited, headquartered in Sydney, tops this list with the largest team on record.

Which city in Australia has the most wealth consolidation platforms?

Sydney leads Australia with 56 headquartered companies, followed by Melbourne (30) and Perth (10).

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 1,097 verified decision-maker contacts tracked across these 56 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 29, 2026.

Ready to reach these companies? Verified emails and direct dials for all 56 wealth consolidation platforms based in Sydney, Australia. Start with a free account, no credit card.

Download this list →

Related lists

Wealth consolidation platforms by geography

Browse the directory

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.