Company lists · Data refreshed September 2026

Top 25 Wealth management marketing agencies based in Australia

RevenueBase identified 1,275 wealth management marketing agencies headquartered in Australia as of September 2026 and tracks 12,509 professional contacts across them, including 6,670 with verified work emails. Sydney is the largest hub.

This list covers wealth management marketing agencies 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 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
1,275Companies
12,509Contacts tracked
6,670Verified emails
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The 25 largest wealth management marketing agencies based in Australia

Ranked by team size
Top 25 of 1,275 wealth management marketing agencies based in Australia, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management marketing agencies: 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
1Partial evidenceMelbourne, AustraliaHQ checked Sep 29, 20261,001-5,0001,664 contacts →

Partial evidence

“We’re here to help you build financial security and grow your wealth with confidence.”

Source: RevenueBase Database · checked Sep 29, 2026
2Indirect evidenceSydney, AustraliaHQ checked Sep 29, 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 29, 2026
3Strong evidenceSydney, AustraliaHQ checked Sep 29, 2026201-500556 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
4Strong evidenceSydney, AustraliaHQ checked Sep 29, 2026201-500412 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
5Indirect evidenceMelbourne, AustraliaHQ checked Sep 29, 2026201-500264 contacts →

Indirect evidence

“Canaccord Genuity is a leading Australian financial services firm.”

Source: RevenueBase Database · checked Sep 29, 2026
6Partial evidenceSouthbank, AustraliaHQ checked Sep 29, 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 29, 2026
7Partial evidenceSydney, AustraliaHQ checked Sep 29, 2026n/a164 contacts →

Partial evidence

“Turnkey Solution for Independent Financial Advisors, RIAs, Wealth Managers and Insurance Brokers to Predictably and Consistently increase their clientele by getting them in front…”

Source: RevenueBase Database · checked Sep 29, 2026
8Indirect evidenceSydney, AustraliaHQ checked Sep 29, 202651-200156 contacts →

Indirect evidence

“Wilsons Advisory has a distinguished history in financial services that spans over 125 years.”

Source: RevenueBase Database · checked Sep 29, 2026
9Partial evidenceMelbourne, AustraliaHQ checked Sep 29, 202651-200150 contacts →

Partial evidence

“Evans and Partners provide tailored advice and services to help you build, manage and preserve wealth.”

Source: RevenueBase Database · checked Sep 29, 2026
10Partial evidenceSydney, AustraliaHQ checked Sep 29, 202651-200147 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
11Strong evidenceSydney, AustraliaHQ checked Sep 29, 202651-200144 contacts →

Strong 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 29, 2026
12Strong evidenceSydney, AustraliaHQ checked Sep 29, 202651-200142 contacts →

Strong evidence

“Fiducian Financial Services is a nationwide network of financial planners and is a pivotal part of a wealth management group, Fiducian Group Limited, that is dedicated to sourcing…”

Source: RevenueBase Database · checked Sep 29, 2026
13Indirect evidenceMelbourne, AustraliaHQ checked Sep 29, 202651-200124 contacts →

Indirect evidence

“Helping you to navigate life's financial decisions.”

Source: RevenueBase Database · checked Sep 29, 2026
14Indirect evidenceMaroochydore, AustraliaHQ checked Sep 29, 2026201-500119 contacts →

Indirect evidence

“Infocus is in the business, of the business of financial advice.”

Source: RevenueBase Database · checked Sep 29, 2026
15Indirect evidenceFortitude Valley, AustraliaHQ checked Sep 29, 202651-200106 contacts →

Indirect evidence

“Elston is one of the largest privately owned and operated financial services companies in Australia, currently managing over $7 billion dollars in assets, making us one of…”

Source: RevenueBase Database · checked Sep 29, 2026
16Indirect evidenceMelbourne, AustraliaHQ checked Sep 29, 202651-200101 contacts →

Indirect evidence

“Who is First Financial?”

Source: RevenueBase Database · checked Sep 29, 2026
17Indirect evidenceSydney Cbd, AustraliaHQ checked Sep 29, 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 29, 2026
18Indirect evidenceBrisbane, AustraliaHQ checked Sep 29, 202651-20067 contacts →

Indirect evidence

“We are a boutique financial services firm that specialises in providing quality tailored financial solutions for individuals, families, businesses, and corporates Australia-wide.”

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect evidenceParramatta, AustraliaHQ checked Sep 29, 202651-20067 contacts →

Indirect evidence

“At CIB, we go beyond the numbers.”

Source: RevenueBase Database · checked Sep 29, 2026
20Partial evidenceSydney, AustraliaHQ checked Sep 29, 202611-5065 contacts →

Partial evidence

“Digital marketing consultancy serving real estate professionals IG @theiconmediaco FB @theiconmediaco YT @iconmediaco”

Source: RevenueBase Database · checked Sep 29, 2026
21Indirect evidenceMelbourne, AustraliaHQ checked Sep 29, 202651-20061 contacts →

Indirect evidence

“Your goals.”

Source: RevenueBase Database · checked Sep 29, 2026
22Partial evidenceMelbourne, AustraliaHQ checked Sep 29, 202611-5059 contacts →

Partial evidence

“Our experienced advisers know health, wealth and happiness is what most people want from life.”

Source: RevenueBase Database · checked Sep 29, 2026
23Indirect evidenceMosman, AustraliaHQ checked Sep 29, 202651-20053 contacts →

Indirect evidence

“Minchin Moore’s reason for existing is to help successful people make sensible, well thought out decisions about their money.”

Source: RevenueBase Database · checked Sep 29, 2026
24Partial evidenceSydney, AustraliaHQ checked Sep 29, 202611-5051 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
25Strong evidenceMelbourne Sydney, AustraliaHQ checked Sep 29, 202651-20050 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 29, 2026

Showing 25 of 1,275 wealth management marketing agencies based in Australia

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Wealth management marketing agencies based in Australia at a glance

As of Sep 29, 2026
53.3%Verified-email coverage
9.8Average contacts per company
1-10Median size (employees)
21.7%Largest-city concentration · Sydney
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
942
11-50
284
51-200
34
201-500
7
501-1,000
2
1,001-5,000
3

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 1,275 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 management marketing agencies, 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 “wealth management marketing agencies”. 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 management marketing agencies), 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 management marketing agencies, 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, 6,670 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.

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 management marketing agencies, 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 management marketing agencies are there based in Australia?

RevenueBase identified 1,275 wealth management marketing agencies 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 wealth management marketing agencies?

Sydney leads with 277 headquartered companies, followed by Melbourne (159) and Brisbane (68).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 6,670 verified decision-maker contacts tracked across these 1,275 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.

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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.