Company lists · Data refreshed October 2026
Top 25 Wealth management all-in-one advisor desktop platform companies based in Sydney, Australia
RevenueBase identified 119 company matches for wealth management all-in-one advisor desktop platform companies associated with Sydney, Australia as of October 2026 and tracks 4,015 professional contacts across them, including 2,266 with verified work emails. Across Australia, Sydney is the largest hub for this category.
This list covers company matches for wealth management all-in-one advisor desktop platform companies associated with Sydney, 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 October 20, 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.
The 25 largest wealth management all-in-one advisor desktop platform companies based in Sydney, Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 841 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 2 | 593 contacts → | ||||
Exact match “Ord Minnett is an Australian owned wealth management and investment services firm.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 3 | 568 contacts → | ||||
Exact match “GBST delivers technology and digital solutions to enable, support and scale wealth management and advice organisations globally.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 4 | 418 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 · Oct 20, 2026 · View company records in RevenueBase | |||||
| 5 | 203 contacts → | ||||
Exact match “Founded in 2009, Betashares is one of the country’s largest investment managers, with over $60 billion in assets under management.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 6 | 150 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 · Oct 20, 2026 · View company records in RevenueBase | |||||
| 7 | 117 contacts → | ||||
Exact match “DASH is redefining wealth technology by helping financial advisers scale their businesses, operate more efficiently, and deliver better client outcomes.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 8 | 104 contacts → | ||||
Exact match “Wilsons Advisory has a distinguished history in financial services that spans over 125 years.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 9 | 78 contacts → | ||||
Exact match “Formed in 2010, Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 10 | 70 contacts → | ||||
Exact match “We spent five years consulting advisers, their clients and the broader industry to develop a platform that helps advisers scale their business, serve more clients, and manage it…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 11 | 49 contacts → | ||||
Exact match “Midwinter creates sophisticated financial advice software that makes it simple to engage, comply and grow your practice, dealer group or industry fund.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 12 | 29 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 · Oct 20, 2026 · View company records in RevenueBase | |||||
| 13 | 29 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 14 | 23 contacts → | ||||
Exact match “For 25 years, Providence Wealth Advisory Group has delivered client-first investment advice and bespoke wealth management strategies to high-net-worth individuals, families, and…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 15 | 20 contacts → | ||||
Exact match “HALO Technologies is the advisor platform for modern digital wealth management.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 16 | 19 contacts → | ||||
Exact match “Peloton Capital specialises in providing investment, corporate advisory & transactions, mergers and acquisitions, initial public offerings, securities trading and wealth…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 17 | 18 contacts → | ||||
Exact match “Diamond Blue Financial Services is a leading, privately-owned financial advisory firm, delivering personalised and intelligent strategies primarily to sophisticated investors.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 18 | 16 contacts → | ||||
Exact match “Mavin Advisory Group is a specialist investment and wealth management consulting firm that provides tailored solutions to meet the unique needs of its clients.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 19 | 16 contacts → | ||||
Exact match “Walker Lane is a boutique Financial Advisory and investment management firm, built by professional financial advisers to deliver high quality financial advice to clients.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 20 | 15 contacts → | ||||
Exact match “Integral Private Wealth specialises in delivering bespoke wealth management solutions tailored to help clients build, manage, and preserve their wealth.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 21 | 15 contacts → | ||||
Exact match “At Ryker Capital, we are a holistic financial advisory firm dedicated to serving clients at every stage of life, for both individuals and corporate entities.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 22 | 15 contacts → | ||||
Exact match “Our purpose at Velaris Private Wealth is to understand what matters most and structure our advice to match.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 23 | 15 contacts → | ||||
Exact match “Sustainable Life Solutions is a technology driven general advice solution for advisers who thrive on empowering their customers to make informed financial decisions.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 24 | 14 contacts → | ||||
Exact match “Implemented Portfolios is changing the way that investment management conversations take place in advice practices across the country.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 25 | 13 contacts → | ||||
Exact match “At Woodbury, we help people address the challenges of creating, protecting and transferring wealth by using the best of breed solutions.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “wealth management all-in-one advisor desktop platform companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 119 wealth management all-in-one advisor desktop platform companies based in Sydney, Australia
See the full list, filter by size, metro and specialty, and access 2,266 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Wealth management all-in-one advisor desktop platform companies based in Sydney, Australia at a glance
As of Oct 20, 2026Companies by employee count
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 119 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 Sydney, Australia whose business descriptions match “wealth management all-in-one advisor desktop platform 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 2,266 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 October 20, 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.
Wealth management all-in-one advisor desktop platform companies by metro in Australia
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 “wealth management all-in-one advisor desktop platform companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth management all-in-one advisor desktop platform companies are there based in Sydney, Australia?
RevenueBase identified 119 company matches for wealth management all-in-one advisor desktop platform companies associated with Sydney, Australia as of October 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?
Hub24 Limited tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in Australia has the most wealth management all-in-one advisor desktop platform companies?
Sydney leads Australia with 119 company records, followed by Melbourne (54) and Brisbane (14).
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 2,266 professional contacts with verified work emails tracked across these 119 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 October 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 119 wealth management all-in-one advisor desktop platform companies based in Sydney, Australia. Start with a free account, no credit card.
Download this list →Related lists
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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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Wealth management all-in-one advisor desktop platform companies based in Melbourne, Australia
- Wealth management all-in-one advisor desktop platform companies based in Rio De Janeiro, Brazil
- Wealth management all-in-one advisor desktop platform companies based in Sao Paulo, Brazil
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Company intelligence · public preview
Top 25 wealth management all-in-one advisor desktop platform companies based in Sydney, Australia
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 119 matching company records for wealth management all-in-one advisor desktop platform companies based in Sydney, Australia, with 4,015 tracked contacts and 2,266 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 wealth management all-in-one advisor desktop platform companies based in Sydney, Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Hub24 Limitedhub24.com.auHQ: Sydney, AustraliaReported employees: 501-1,000 | Sydney, Australia | 501-1,000 | Exact match | 841 contacts → |
“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.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  ORD Minnettords.com.auHQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 593 contacts → |
“Ord Minnett is an Australian owned wealth management and investment services firm.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  GBSTgbst.comHQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 568 contacts → |
“GBST delivers technology and digital solutions to enable, support and scale wealth management and advice organisations globally.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Shaw And Partners Financial Servicesshawandpartners.com.auHQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 418 contacts → |
“Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Betasharesbetashares.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 203 contacts → |
“Founded in 2009, Betashares is one of the country’s largest investment managers, with over $60 billion in assets under management.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Koda Capitalkodacapital.comHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 150 contacts → |
“At Koda Capital we are taking an innovative approach to private wealth management - an approach that places our clients’ needs first.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  DASHdash.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 117 contacts → |
“DASH is redefining wealth technology by helping financial advisers scale their businesses, operate more efficiently, and deliver better client outcomes.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Wilsons Advisorywilsonsadvisory.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 104 contacts → |
“Wilsons Advisory has a distinguished history in financial services that spans over 125 years.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Mason Stevensmasonstevens.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 78 contacts → |
“Formed in 2010, Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Centriccentricwealth.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 70 contacts → |
“We spent five years consulting advisers, their clients and the broader industry to develop a platform that helps advisers scale their business, serve more clients, and manage it…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Midwinter Financial Servicesmidwinter.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 49 contacts → |
“Midwinter creates sophisticated financial advice software that makes it simple to engage, comply and grow your practice, dealer group or industry fund.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Lipman Burgon & Partnerslipmanburgon.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 29 contacts → |
“Lipman Burgon & Partners is a specialist wealth management firm providing sophisticated solutions to private clients, family offices and not-for-profit portfolios.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Elemntaelemnta.comHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 29 contacts → |
“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.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Providence Wealth Advisory Groupprovidencewealth.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 23 contacts → |
“For 25 years, Providence Wealth Advisory Group has delivered client-first investment advice and bespoke wealth management strategies to high-net-worth individuals, families, and…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Halo Technologies PTY LTDhalo-technologies.comHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 20 contacts → |
“HALO Technologies is the advisor platform for modern digital wealth management.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Peloton Capitalpelotoncapital.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 19 contacts → |
“Peloton Capital specialises in providing investment, corporate advisory & transactions, mergers and acquisitions, initial public offerings, securities trading and wealth…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Diamond Blue Financial Servicesdbfs.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 18 contacts → |
“Diamond Blue Financial Services is a leading, privately-owned financial advisory firm, delivering personalised and intelligent strategies primarily to sophisticated investors.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Mavin Advisory Groupmavinadvisorygroup.comHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 16 contacts → |
“Mavin Advisory Group is a specialist investment and wealth management consulting firm that provides tailored solutions to meet the unique needs of its clients.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Walker Lanewalkerlane.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 16 contacts → |
“Walker Lane is a boutique Financial Advisory and investment management firm, built by professional financial advisers to deliver high quality financial advice to clients.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Integral Private Wealthintegralprivatewealth.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 15 contacts → |
“Integral Private Wealth specialises in delivering bespoke wealth management solutions tailored to help clients build, manage, and preserve their wealth.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Ryker Capitalrykercapital.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 15 contacts → |
“At Ryker Capital, we are a holistic financial advisory firm dedicated to serving clients at every stage of life, for both individuals and corporate entities.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Velaris Private Wealthvelarisprivatewealth.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 15 contacts → |
“Our purpose at Velaris Private Wealth is to understand what matters most and structure our advice to match.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Sustainable Life Solutionsslife.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 15 contacts → |
“Sustainable Life Solutions is a technology driven general advice solution for advisers who thrive on empowering their customers to make informed financial decisions.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Implemented Portfoliosevidentiagroup.comHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 14 contacts → |
“Implemented Portfolios is changing the way that investment management conversations take place in advice practices across the country.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Woodbury Privatewoodburyfs.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 13 contacts → |
“At Woodbury, we help people address the challenges of creating, protecting and transferring wealth by using the best of breed solutions.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 119 company matches
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Wealth management all-in-one advisor desktop platform companies: dataset insights
October 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
119 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 119 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Wealth management all-in-one advisor desktop platform companies by metro in Australia
Questions about this company list
What does Exact match mean for wealth management all-in-one advisor desktop platform companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many wealth management all-in-one advisor desktop platform companies did RevenueBase find based in Sydney, Australia?
The saved snapshot records 119 matching company records, 4,015 tracked contacts and 2,266 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 wealth management all-in-one advisor desktop platform companies based in Sydney, Australia. Snapshot: October 20, 2026. https://revenuebase.ai/companies/wealth-management-all-in-one-advisor-desktop-platform-companies/australia/sydney.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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Company intelligence · public preview
Top 25 wealth management all-in-one advisor desktop platform companies based in Sydney, Australia
RevenueBase records 119 matching company records for wealth management all-in-one advisor desktop platform companies based in Sydney, Australia, with 4,015 tracked contacts and 2,266 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 wealth management all-in-one advisor desktop platform companies based in Sydney, Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Hub24 Limitedhub24.com.au HQ: Sydney, AustraliaReported employees: 501-1,000 | Sydney, Australia | 501-1,000 | Exact match | 841 contacts → |
“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.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | ORD Minnettords.com.au HQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 593 contacts → |
“Ord Minnett is an Australian owned wealth management and investment services firm.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | GBSTgbst.com HQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 568 contacts → |
“GBST delivers technology and digital solutions to enable, support and scale wealth management and advice organisations globally.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Shaw And Partners Financial Servicesshawandpartners.com.au HQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 418 contacts → |
“Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Betasharesbetashares.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 203 contacts → |
“Founded in 2009, Betashares is one of the country’s largest investment managers, with over $60 billion in assets under management.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Koda Capitalkodacapital.com HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 150 contacts → |
“At Koda Capital we are taking an innovative approach to private wealth management - an approach that places our clients’ needs first.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | DASHdash.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 117 contacts → |
“DASH is redefining wealth technology by helping financial advisers scale their businesses, operate more efficiently, and deliver better client outcomes.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Wilsons Advisorywilsonsadvisory.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 104 contacts → |
“Wilsons Advisory has a distinguished history in financial services that spans over 125 years.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Mason Stevensmasonstevens.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 78 contacts → |
“Formed in 2010, Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Centriccentricwealth.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 70 contacts → |
“We spent five years consulting advisers, their clients and the broader industry to develop a platform that helps advisers scale their business, serve more clients, and manage it…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Midwinter Financial Servicesmidwinter.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 49 contacts → |
“Midwinter creates sophisticated financial advice software that makes it simple to engage, comply and grow your practice, dealer group or industry fund.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Lipman Burgon & Partnerslipmanburgon.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 29 contacts → |
“Lipman Burgon & Partners is a specialist wealth management firm providing sophisticated solutions to private clients, family offices and not-for-profit portfolios.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Elemntaelemnta.com HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 29 contacts → |
“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.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Providence Wealth Advisory Groupprovidencewealth.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 23 contacts → |
“For 25 years, Providence Wealth Advisory Group has delivered client-first investment advice and bespoke wealth management strategies to high-net-worth individuals, families, and…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Halo Technologies PTY LTDhalo-technologies.com HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 20 contacts → |
“HALO Technologies is the advisor platform for modern digital wealth management.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Peloton Capitalpelotoncapital.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 19 contacts → |
“Peloton Capital specialises in providing investment, corporate advisory & transactions, mergers and acquisitions, initial public offerings, securities trading and wealth…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Diamond Blue Financial Servicesdbfs.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 18 contacts → |
“Diamond Blue Financial Services is a leading, privately-owned financial advisory firm, delivering personalised and intelligent strategies primarily to sophisticated investors.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Mavin Advisory Groupmavinadvisorygroup.com HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 16 contacts → |
“Mavin Advisory Group is a specialist investment and wealth management consulting firm that provides tailored solutions to meet the unique needs of its clients.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Walker Lanewalkerlane.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 16 contacts → |
“Walker Lane is a boutique Financial Advisory and investment management firm, built by professional financial advisers to deliver high quality financial advice to clients.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Integral Private Wealthintegralprivatewealth.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 15 contacts → |
“Integral Private Wealth specialises in delivering bespoke wealth management solutions tailored to help clients build, manage, and preserve their wealth.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Ryker Capitalrykercapital.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 15 contacts → |
“At Ryker Capital, we are a holistic financial advisory firm dedicated to serving clients at every stage of life, for both individuals and corporate entities.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Velaris Private Wealthvelarisprivatewealth.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 15 contacts → |
“Our purpose at Velaris Private Wealth is to understand what matters most and structure our advice to match.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Sustainable Life Solutionsslife.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 15 contacts → |
“Sustainable Life Solutions is a technology driven general advice solution for advisers who thrive on empowering their customers to make informed financial decisions.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Implemented Portfoliosevidentiagroup.com HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 14 contacts → |
“Implemented Portfolios is changing the way that investment management conversations take place in advice practices across the country.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Woodbury Privatewoodburyfs.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 13 contacts → |
“At Woodbury, we help people address the challenges of creating, protecting and transferring wealth by using the best of breed solutions.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 119 company matches
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Wealth management all-in-one advisor desktop platform companies: dataset insights
October 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
119 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 119 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Wealth management all-in-one advisor desktop platform companies by metro in Australia
Questions about this company list
What does Exact match mean for wealth management all-in-one advisor desktop platform companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many wealth management all-in-one advisor desktop platform companies did RevenueBase find based in Sydney, Australia?
The saved snapshot records 119 matching company records, 4,015 tracked contacts and 2,266 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 wealth management all-in-one advisor desktop platform companies based in Sydney, Australia. Snapshot: October 20, 2026. https://revenuebase.ai/companies/wealth-management-all-in-one-advisor-desktop-platform-companies/australia/sydney.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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