Company lists · Data refreshed September 2026

Top 25 Wealth management platform developers based in Australia

RevenueBase identified 326 company matches for wealth management platform developers associated with Australia as of September 2026 and tracks 8,436 professional contacts across them, including 5,004 with verified work emails. Sydney is the largest hub.

This list covers company matches for wealth management platform developers 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 29, 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 29, 2026 How this list was built
326Companies
8,436Contacts tracked
5,004Verified emails
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The 25 largest wealth management platform developers based in Australia

Ranked by team size
Top 25 of 326 company matches for wealth management platform developers based in Australia, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 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 29, 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 29, 2026 · View company records in RevenueBase
2Exact matchSydney, AustraliaHQ recorded Sep 29, 2026501-1,000750 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 · Sep 29, 2026 · View company records in RevenueBase
3Exact matchMelbourne, AustraliaHQ recorded Sep 29, 2026201-500644 contacts →

Exact match

“Founded in Netwealth was established to provide astute investors and wealth professionals with a better way to invest, protect and manage their current and future wealth.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4Exact matchSydney, AustraliaHQ recorded Sep 29, 2026201-500519 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 · Sep 29, 2026 · View company records in RevenueBase
5Exact matchSydney, AustraliaHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
6Exact matchMelbourne, AustraliaHQ recorded Sep 29, 2026201-500336 contacts →

Exact match

“Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7Exact matchSydney, AustraliaHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
8Exact matchMaroochydore, AustraliaHQ recorded Sep 29, 2026201-500119 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9Exact matchSydney, AustraliaHQ recorded Sep 29, 202651-200106 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 · Sep 29, 2026 · View company records in RevenueBase
10Exact matchSydney, AustraliaHQ recorded Sep 29, 202651-200105 contacts →

Exact match

“Milestone Group, a subsidiary of BNY, is an institutional fintech firm serving the global investment industry and is recognized as the architect of a new class of digital…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11Exact matchSydney, AustraliaHQ recorded Sep 29, 202651-20068 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 · Sep 29, 2026 · View company records in RevenueBase
12Exact matchMelbourne, AustraliaHQ recorded Sep 29, 202651-20061 contacts →

Exact match

“Your goals.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13Exact matchMelbourne Sydney, AustraliaHQ recorded Sep 29, 202651-20050 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14Exact matchSydney, AustraliaHQ recorded Sep 29, 202651-20048 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 · Sep 29, 2026 · View company records in RevenueBase
15Exact matchVictoria 3123, AustraliaHQ recorded Sep 29, 202651-20045 contacts →

Exact match

“Market Leading Technology Integrated Application Development (IntegraDev) is a wholly owned subsidiary of Integrafin Holdings plc (Transact) in the UK.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16Exact matchHawthorn, AustraliaHQ recorded Sep 29, 202611-5043 contacts →

Exact match

“myprosperity is an award-winning collaboration platform for personal wealth, used by accountants and planners to better engage clients, and help them achieve their financial goals.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17Exact matchBrisbane City, AustraliaHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
18Exact matchSydney, AustraliaHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
19Exact matchPerth, AustraliaHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
20Exact matchMelbourne, AustraliaHQ recorded Sep 29, 202611-5033 contacts →

Exact match

“For more than 30 years, Intralink Wealth Management has been committed to enhancing the quality of our clients’ lives by creating and implementing wealth strategies and managing…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21Exact matchMelbourne, AustraliaHQ recorded Sep 29, 202651-20031 contacts →

Exact match

“Reventon is a fully-integrated holistic wealth and financial planning provider founded by serial entrepreneur, international speaker, wealth specialist and company CEO Chris…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22Exact matchMelbourne, AustraliaHQ recorded Sep 29, 202611-5025 contacts →

Exact match

“First Samuel has been providing an integrated wealth management service to individuals, families, charities and not-for-prot organisations since Based on the model of a European…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23Exact matchSydney, AustraliaHQ recorded Sep 29, 202611-5025 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 · Sep 29, 2026 · View company records in RevenueBase
24Exact matchSydney, AustraliaHQ recorded Sep 29, 202611-5024 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 · Sep 29, 2026 · View company records in RevenueBase
25Exact matchSydney, AustraliaHQ recorded Sep 29, 202651-20024 contacts →

Exact match

“HALO Technologies is the advisor platform for modern digital wealth management.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase

Showing 25 of 326 wealth management platform developers based in Australia

See the full list, filter by size, metro and specialty, and access 5,004 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management platform developers based in Australia at a glance

As of Sep 29, 2026
59.3%Verified-email coverage
25.9Average contacts per company
1-10Median size (employees)
31.9%Largest-city concentration · Sydney
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
194
11-50
99
51-200
23
201-500
5
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 326 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 “wealth management platform developers” 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 5,004 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 29, 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 “wealth management platform developers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management platform developers are there based in Australia?

RevenueBase identified 326 company matches for wealth management platform developers 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 wealth management platform developers?

Sydney leads with 104 company records, followed by Melbourne (59) and Perth (9).

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 5,004 professional contacts with verified work emails tracked across these 326 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 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 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.