Company lists · Data refreshed September 2026

Top 25 Wealth management software firms based in Sydney, Australia

Name: Wealth management software firms based in Sydney, Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 89 companies tracked

RevenueBase identified 89 wealth management software firms headquartered in Sydney, Australia as of September 2026 and tracks 3,236 professional contacts across them, including 1,938 with verified work emails. Across Australia, Sydney is the largest hub for this category.

This list covers wealth management software firms headquartered in Sydney, 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

89Companies

3,236Contacts tracked

1,938Verified emails

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The 25 largest wealth management software firms based in Sydney, Australia

Ranked by team size

Top 25 of 89 wealth management software firms based in Sydney, 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 software firms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Hub24 Limited	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	501-1,000	750 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 29, 2026
2	ORD Minnett	Strong evidence	Sydney, AustraliaHQ checked Sep 29, 2026	201-500	556 contacts →
	Strong evidence “Ord Minnett is an Australian owned wealth management and investment services firm.” Source: RevenueBase Database · checked Sep 29, 2026
3	GBST	Strong evidence	Sydney, AustraliaHQ checked Sep 29, 2026	201-500	519 contacts →
	Strong evidence “GBST delivers technology and digital solutions to enable, support and scale wealth management and advice organisations globally.” Source: RevenueBase Database · checked Sep 29, 2026
4	Shaw And Partners Financial Services	Strong evidence	Sydney, AustraliaHQ checked Sep 29, 2026	201-500	412 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
5	COUNT	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	51-200	147 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
6	Koda Capital	Strong evidence	Sydney, AustraliaHQ checked Sep 29, 2026	51-200	144 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
7	DASH	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	51-200	106 contacts →
	Partial evidence “DASH is redefining wealth technology by helping financial advisers scale their businesses, operate more efficiently, and deliver better client outcomes.” Source: RevenueBase Database · checked Sep 29, 2026
8	Mason Stevens	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	51-200	68 contacts →
	Partial evidence “Formed in 2010, Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes.” Source: RevenueBase Database · checked Sep 29, 2026
9	Midwinter Financial Services	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	51-200	48 contacts →
	Partial evidence “Midwinter creates sophisticated financial advice software that makes it simple to engage, comply and grow your practice, dealer group or industry fund.” Source: RevenueBase Database · checked Sep 29, 2026
10	Lipman Burgon & Partners	Strong evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	37 contacts →
	Strong evidence “Lipman Burgon & Partners is a specialist wealth management firm providing sophisticated solutions to private clients, family offices and not-for-profit portfolios.” Source: RevenueBase Database · checked Sep 29, 2026
11	Elemnta	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	25 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 29, 2026
12	Providence Wealth Advisory Group	Strong evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	24 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026
13	Halo Technologies PTY LTD	Strong evidence	Sydney, AustraliaHQ checked Sep 29, 2026	51-200	24 contacts →
	Strong evidence “HALO Technologies is the advisor platform for modern digital wealth management.” Source: RevenueBase Database · checked Sep 29, 2026
14	QI Wealth	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	21 contacts →
	Partial evidence “Qi Wealth is a leading financial services company based in Sydney.” Source: RevenueBase Database · checked Sep 29, 2026
15	Integral Private Wealth	Strong evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	17 contacts →
	Strong evidence “Integral Private Wealth specialises in delivering bespoke wealth management solutions tailored to help clients build, manage, and preserve their wealth.” Source: RevenueBase Database · checked Sep 29, 2026
16	Woodbury Private	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	14 contacts →
	Partial evidence “At Woodbury, we help people address the challenges of creating, protecting and transferring wealth by using the best of breed solutions.” Source: RevenueBase Database · checked Sep 29, 2026
17	Financial Simplicity	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	12 contacts →
	Indirect evidence “Portfolio Assurance is the continuous verification that investment portfolios remain aligned to mandate, client preferences, regulatory obligations, and risk tolerances, across…” Source: RevenueBase Database · checked Sep 29, 2026
18	Implemented Portfolios	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	12 contacts →
	Partial evidence “Implemented Portfolios is changing the way that investment management conversations take place in advice practices across the country.” Source: RevenueBase Database · checked Sep 29, 2026
19	Adviserlogic	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	51-200	12 contacts →
	Partial evidence “AdviserLogic is an easy-to-use, modern financial planning software designed to help you power your advice business and enhance client engagement.” Source: RevenueBase Database · checked Sep 29, 2026
20	Velaris Private Wealth	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	11 contacts →
	Partial evidence “Our purpose at Velaris Private Wealth is to understand what matters most and structure our advice to match.” Source: RevenueBase Database · checked Sep 29, 2026
21	Renaissance Wealth Advisors	Strong evidence	Sydney, AustraliaHQ checked Sep 29, 2026	1-10	9 contacts →
	Strong evidence “Renaissance Wealth Advisors is a boutique Wealth Management Firm and Financial Planning.” Source: RevenueBase Database · checked Sep 29, 2026
22	Tecassa	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	8 contacts →
	Indirect evidence “Tecassa is a technology and innovation company specialising in financial markets.” Source: RevenueBase Database · checked Sep 29, 2026
23	Firstunity Wealth Management	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	8 contacts →
	Indirect evidence “Firstunity With decades of experience in advice, we are trusted to manage the finances of successful individuals and families.” Source: RevenueBase Database · checked Sep 29, 2026
24	Burcheart	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	1-10	7 contacts →
	Indirect evidence “Welcome to Burcheart.” Source: RevenueBase Database · checked Sep 29, 2026
25	Asendium	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	1-10	7 contacts →
	Indirect evidence “Asendium offers you an easy solution to help you navigate the complexity of providing advice in the 21st Century.” Source: RevenueBase Database · checked Sep 29, 2026

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 89 wealth management software firms based in Sydney, Australia

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Wealth management software firms based in Sydney, Australia at a glance

As of Sep 29, 2026

59.9%Verified-email coverage

36.4Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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 89 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 Sydney, 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 Sydney 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, 1,938 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

Wealth management software firms in Melbourne50

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 Sydney, Australia?

RevenueBase identified 89 wealth management software firms headquartered in Sydney, 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?

Hub24 Limited, headquartered in Sydney, 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 1,938 verified decision-maker contacts tracked across these 89 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.