Company lists · Data refreshed November 2026

Top 25 Wealth management pr agencies based in Melbourne, Australia

RevenueBase identified 76 company matches for wealth management pr agencies associated with Melbourne, Australia as of November 2026 and tracks 2,180 professional contacts across them, including 1,287 with verified work emails. Across Australia, Sydney is the largest hub for this category (164 companies); Melbourne follows with 76.

This list covers company matches for wealth management pr agencies associated with Melbourne, 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 November 6, 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 Nov 6, 2026 How this list was built
76Companies
2,180Contacts tracked
1,287Verified emails
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The 25 largest wealth management pr agencies based in Melbourne, Australia

Ranked by team size
Top 25 of 76 company matches for wealth management pr agencies based in Melbourne, Australia, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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 Nov 6, 20261,001-5,0001,706 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchMelbourne, AustraliaHQ recorded Nov 6, 202651-20070 contacts →

Exact match

“Your goals.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchMelbourne, AustraliaHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
4Exact matchMelbourne, AustraliaHQ recorded Nov 6, 202611-5016 contacts →

Exact match

“For over 50 years, Cameron Harrison Partners have been navigating journeys for private investors and families with significant wealth to help their businesses succeed, and their…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchMelbourne, AustraliaHQ recorded Nov 6, 202611-5015 contacts →

Exact match

“A growth marketing and communications agency, specialising in all things PR, strategy, data, creative and content.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchMelbourne, AustraliaHQ recorded Nov 6, 202611-5014 contacts →

Exact match

“Carnbrea & Co.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchMelbourne, AustraliaHQ recorded Nov 6, 202611-5014 contacts →

Exact match

“Xantias is the leading wealth management firm for professionals, renowned for our personalised approach, exceptional service, and unwavering commitment to our clients' financial…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchMelbourne, AustraliaHQ recorded Nov 6, 202611-5013 contacts →

Exact match

“WARR HUNT is an independent Financial and Wealth Management firm, helping individuals and families live their ideal life.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchMelbourne, AustraliaHQ recorded Nov 6, 20261-1011 contacts →

Exact match

“Our team of ex-journos and comms gurus have helped 300+ businesses and NFPs build & protect their brands, Our Services Include: Public Relations Crisis Media Management Media…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchMelbourne, AustraliaHQ recorded Nov 6, 20261-109 contacts →

Exact match

“Our philosophy is to help you make smart choices with your finances so you can spend your time focussing on the things far more important to you and your family.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchMelbourne, AustraliaHQ recorded Nov 6, 20261-109 contacts →

Exact match

“Wealth Arena is a dynamic Wealth Advisory business, with collective experience that spans over 25 years in financial advising, banking and client management.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchMelbourne, AustraliaHQ recorded Nov 6, 202611-507 contacts →

Exact match

“A full-service, exclusive, boutique financial adviser.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchMelbourne, AustraliaHQ recorded Nov 6, 20261-107 contacts →

Exact match

“Heritage Capital Group (HCG) provide integrated, sophisticated wealth management solutions for individual investors and their families.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchMelbourne, AustraliaHQ recorded Nov 6, 20261-107 contacts →

Exact match

“Steward Wealth provides strategic, personalised financial advice to high-net-worth individuals, families and business owners navigating complex wealth decisions.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchMelbourne, AustraliaHQ recorded Nov 6, 20261-107 contacts →

Exact match

“As a PEAK Asset Management client, you will receive full service portfolio management, portfolio administration (multi-asset, multi-currency), reporting and personalized advice…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchMelbourne, AustraliaHQ recorded Nov 6, 20261-106 contacts →

Exact match

“We believe… Being trusted to manage and invest someone's wealth is a true honour and privilege.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchMelbourne, AustraliaHQ recorded Nov 6, 202611-505 contacts →

Exact match

“Redgum Wealth Group is a boutique firm of financial advisers and wealth managers based in the heart of Melbourne.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchMelbourne, AustraliaHQ recorded Nov 6, 20261-104 contacts →

Exact match

“Keep Wealth Partners is a privately owned, boutique wealth management business.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchMelbourne, AustraliaHQ recorded Nov 6, 20261-104 contacts →

Exact match

“We are a privately owned boutique wealth management business that was established in 2009 to assist clients and their families with meeting their long term financial and lifestyle…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchMelbourne, AustraliaHQ recorded Nov 6, 202611-504 contacts →

Exact match

“PGP Wealth Pty Ltd is boutique advisory firm with a team of skilled specialists.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchMelbourne, AustraliaHQ recorded Nov 6, 20261-104 contacts →

Exact match

“Portet Partners is a boutique marketing and communications consultancy specialising in financial and professional services.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchMelbourne, AustraliaHQ recorded Nov 6, 20261-103 contacts →

Exact match

“The Lush Group is a public relations and event management firm, based in Melbourne.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchMelbourne, AustraliaHQ recorded Nov 6, 20261-103 contacts →

Exact match

“At Capital Wealth Advisers, we strive to provide excellence in service.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchMelbourne, AustraliaHQ recorded Nov 6, 20261-103 contacts →

Exact match

“Reva Wealth Management is a boutique Melbourne based Wealth Management firm.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchMelbourne, AustraliaHQ recorded Nov 6, 20261-103 contacts →

Exact match

“At HeadlinePR we know News.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 25 of 76 wealth management pr agencies based in Melbourne, Australia

See the full list, filter by size, metro and specialty, and access 1,287 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management pr agencies based in Melbourne, Australia at a glance

As of Nov 6, 2026
59.0%Verified-email coverage
28.7Average contacts per company
1-10Median size (employees)
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
48
11-50
25
51-200
2
1,001-5,000
1

Email recency for this list is measured across the whole Australia list rather than for Melbourne, so it is reported there. Company counts and contact totals on this page are exact for Melbourne, over 76 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 Melbourne, Australia whose business descriptions match “wealth management pr agencies” 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 1,287 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 November 6, 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 pr agencies 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 pr agencies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management pr agencies are there based in Melbourne, Australia?

RevenueBase identified 76 company matches for wealth management pr agencies associated with Melbourne, Australia as of November 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 in Australia has the most wealth management pr agencies?

Sydney leads Australia with 164 company records, followed by Melbourne (76) and Brisbane (28).

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 1,287 professional contacts with verified work emails tracked across these 76 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 November 6, 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.