Company lists · Data refreshed September 2026
Top 25 Wealth management software firms based in Melbourne, Australia
RevenueBase identified 50 wealth management software firms headquartered in Melbourne, Australia as of September 2026 and tracks 2,151 professional contacts across them, including 1,350 with verified work emails. Across Australia, Sydney is the largest hub for this category (89 companies); Melbourne follows with 50.
This list covers wealth management software firms headquartered in Melbourne, 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.
The 25 largest wealth management software firms based in Melbourne, Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,664 contacts → | ||||
Partial evidence “We’re here to help you build financial security and grow your wealth with confidence.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 61 contacts → | ||||
Indirect evidence “Your goals.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 33 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 25 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 22 contacts → | ||||
Indirect evidence “Drummond Capital Partners is a leading provider of investment solutions to financial advisory firms and family offices.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 16 contacts → | ||||
Indirect evidence “Since our establishment in 2016, Greenrock Advisory Pty Ltd has remained committed to pursuing excellence in the realm of property investment.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 15 contacts → | ||||
Partial evidence “OpenInvest is a Melbourne-based managed accounts investment platform that configures and underpins engaging online investing solutions for wealth/asset managers, advice firms and…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 13 contacts → | ||||
Strong evidence “WARR HUNT is an independent Financial and Wealth Management firm, helping individuals and families live their ideal life.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 11 contacts → | ||||
Strong evidence “Xantias is the leading wealth management firm for professionals, renowned for our personalised approach, exceptional service, and unwavering commitment to our clients' financial…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 9 contacts → | ||||
Strong evidence “Heritage Capital Group (HCG) provide integrated, sophisticated wealth management solutions for individual investors and their families.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 9 contacts → | ||||
Strong evidence “Wealth Arena is a dynamic Wealth Advisory business, with collective experience that spans over 25 years in financial advising, banking and client management.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 7 contacts → | ||||
Indirect evidence “Eikon Financial Pty Ltd (Eikon) is a Melbourne-based financial services firm operating since 2007, wholly owned by its employees.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 7 contacts → | ||||
Partial evidence “Steward Wealth provides strategic, personalised financial advice to high-net-worth individuals, families and business owners navigating complex wealth decisions.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 6 contacts → | ||||
Partial evidence “We believe… Being trusted to manage and invest someone's wealth is a true honour and privilege.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 6 contacts → | ||||
Partial evidence “Navexa helps private investors, accountants and wealth professionals track, analyse and report on investment portfolios without relying on messy spreadsheets.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 5 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 4 contacts → | ||||
Strong evidence “Keep Wealth Partners is a privately owned, boutique wealth management business.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 4 contacts → | ||||
Indirect evidence “Our clients are the heart and soul of everything that we do - they are Our People.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 4 contacts → | ||||
Strong evidence “At Blue Ocean Wealth Management, our purpose is to help you get the most out of your money so that you can achieve your goals, reclaim your time, and focus on what is important to…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 contacts → | ||||
Partial evidence “PGP Wealth Pty Ltd is boutique advisory firm with a team of skilled specialists.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3 contacts → | ||||
Partial evidence “At Capital Wealth Advisers, we strive to provide excellence in service.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 3 contacts → | ||||
Strong evidence “Reva Wealth Management is a boutique Melbourne based Wealth Management firm.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Indirect evidence “Giles Wade is a boutique strategic and investment advisory firm established in 2011.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Partial evidence “Welcome to Wealth Alliance!” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 contacts → | ||||
Partial evidence “Creating wealth for our clients is our passion.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: wealth management software firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names wealth management software firms.
- Partial evidence
- Its own public description names part of wealth management software firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name wealth management software firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 50 wealth management software firms based in Melbourne, Australia
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,350 reachable decision-makers.
Free signup · no credit card
Wealth management software firms based in Melbourne, Australia at a glance
As of Sep 29, 2026Companies by employee count
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 50 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 software firms, 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 Melbourne, Australia whose own description of what they do matches “wealth management software firms”. 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 software firms), 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 software firms, and records with no verified work email. Companies headquartered outside Melbourne are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 1,350 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 29, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Wealth management software firms by metro in Australia
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 software firms, 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 software firms are there based in Melbourne, Australia?
RevenueBase identified 50 wealth management software firms headquartered in Melbourne, 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 in Australia has the most wealth management software firms?
Sydney leads Australia with 89 headquartered companies, followed by Melbourne (50) and Brisbane (13).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 1,350 verified decision-maker contacts tracked across these 50 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 2026.
Ready to reach these companies? Verified emails and direct dials for all 50 wealth management software firms based in Melbourne, Australia. Start with a free account, no credit card.
Download this list →Related lists
Wealth management software firms by geography
- Wealth management software firms based in Sydney, Australia
- Wealth management software firms based in Rio De Janeiro, Brazil
- Wealth management software firms based in Sao Paulo, Brazil
- Wealth management software firms based in Calgary, Canada
- Wealth management software firms based in Montreal, Canada
- Wealth management software firms based in Toronto, Canada
- Wealth management software firms based in Vancouver, Canada
- Wealth management software firms based in Bordeaux, France
- Wealth management software firms based in Lyon, France
- Wealth management software firms based in Paris, France
- Wealth management software firms based in Toulouse, France
- Wealth management software firms based in Munich, Germany
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Wealth management software firms based in Sydney, Australia
- Wealth management software firms based in Rio De Janeiro, Brazil
- Wealth management software firms based in Sao Paulo, Brazil
- Wealth management software firms based in Calgary, Canada
- Wealth management software firms based in Montreal, Canada
- Wealth management software firms based in Toronto, Canada