Company lists · Data refreshed September 2026

Top 25 Wealth management staffing based in Melbourne, Australia

RevenueBase identified 79 wealth management staffing headquartered in Melbourne, Australia as of September 2026 and tracks 2,942 professional contacts across them, including 1,859 with verified work emails. Sydney is the largest hub.

This list covers wealth management staffing 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 14, 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 14, 2026 86% judged on-target in blind review
79Companies
2,942Contacts tracked
1,859Verified emails
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The 25 largest wealth management staffing based in Melbourne, Australia

Ranked by team size
Top 25 of 79 wealth management staffing based in Melbourne, Australia, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management staffing: 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 14, 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 14, 2026
2Indirect evidenceMelbourne, AustraliaHQ checked Sep 14, 2026201-500264 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
3Indirect evidenceMelbourne, AustraliaHQ checked Sep 14, 202651-200124 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
4Indirect evidenceMelbourne, AustraliaHQ checked Sep 14, 202651-200101 contacts →

Indirect evidence

“Who is First Financial?”

Source: RevenueBase Database · checked Sep 14, 2026
5Indirect evidenceMelbourne, AustraliaHQ checked Sep 14, 202651-20061 contacts →

Indirect evidence

“Your goals.”

Source: RevenueBase Database · checked Sep 14, 2026
6Indirect evidenceMelbourne, AustraliaHQ checked Sep 14, 202611-5060 contacts →

Indirect evidence

“Founded in 2011, we have proudly served High Net Worth and Ultra High Net Worth individuals and families.”

Source: RevenueBase Database · checked Sep 14, 2026
7Partial evidenceMelbourne, AustraliaHQ checked Sep 14, 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 14, 2026
8Partial evidenceMelbourne, AustraliaHQ checked Sep 14, 202651-20036 contacts →

Partial evidence

“More than just a financial services company, the staff at MWL Financial Group are as passionate and ambitious about growing your wealth as you are.”

Source: RevenueBase Database · checked Sep 14, 2026
9Strong evidenceMelbourne, AustraliaHQ checked Sep 14, 202611-5033 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 14, 2026
10Partial evidenceMelbourne, AustraliaHQ checked Sep 14, 202651-20031 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
11Strong evidenceMelbourne, AustraliaHQ checked Sep 14, 202611-5025 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 14, 2026
12Partial evidenceMelbourne, AustraliaHQ checked Sep 14, 202611-5019 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 14, 2026
13Indirect evidenceMelbourne, AustraliaHQ checked Sep 14, 202611-5016 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 14, 2026
14Indirect evidenceMelbourne, AustraliaHQ checked Sep 14, 20261-1014 contacts →

Indirect evidence

“Integrate Recruitment was founded entirely on creating a simplified recruitment process whilst upholding our quality and our integrity.”

Source: RevenueBase Database · checked Sep 14, 2026
15Strong evidenceMelbourne, AustraliaHQ checked Sep 14, 202611-5013 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 14, 2026
16Indirect evidenceMelbourne, AustraliaHQ checked Sep 14, 202611-5011 contacts →

Indirect evidence

“Carnbrea & Co.”

Source: RevenueBase Database · checked Sep 14, 2026
17Strong evidenceMelbourne, AustraliaHQ checked Sep 14, 202611-5011 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 14, 2026
18Strong evidenceMelbourne, AustraliaHQ checked Sep 14, 20261-1010 contacts →

Strong evidence

“Rasiah Private is a wealth management firm with a difference.”

Source: RevenueBase Database · checked Sep 14, 2026
19Indirect evidenceMelbourne, AustraliaHQ checked Sep 14, 20261-109 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 14, 2026
20Strong evidenceMelbourne, AustraliaHQ checked Sep 14, 20261-109 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
21Strong evidenceMelbourne, AustraliaHQ checked Sep 14, 20261-109 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 14, 2026
22Partial evidenceMelbourne, AustraliaHQ checked Sep 14, 20261-109 contacts →

Partial evidence

“At Pacific Private Asset Management, our mission is to empower you with financial freedom, security and peace of mind.”

Source: RevenueBase Database · checked Sep 14, 2026
23Indirect evidenceMelbourne, AustraliaHQ checked Sep 14, 202611-508 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
24Strong evidenceMelbourne, AustraliaHQ checked Sep 14, 202611-508 contacts →

Strong evidence

“BOAG FINANCIAL was founded by bringing together a team of experienced professionals from asset management, wealth management and broking backgrounds to form a boutique private…”

Source: RevenueBase Database · checked Sep 14, 2026
25Partial evidenceMelbourne, AustraliaHQ checked Sep 14, 20261-108 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 14, 2026

Showing 25 of 79 wealth management staffing based in Melbourne, Australia

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Wealth management staffing based in Melbourne, Australia at a glance

As of Sep 14, 2026
63.2%Verified-email coverage
37.2Average contacts per company
1-10Median size (employees)
181.0%Largest-city concentration · Sydney
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
44
11-50
26
51-200
7
201-500
1
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 79 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 staffing, 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 staffing”. 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 staffing), 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 staffing, 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, 1,859 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 14, 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 staffing 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 staffing, 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 staffing are there based in Melbourne, Australia?

RevenueBase identified 79 wealth management staffing 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 has the most wealth management staffing?

Sydney leads with 143 headquartered companies, followed by Melbourne (79) and Brisbane (29).

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 1,859 verified decision-maker contacts tracked across these 79 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 14, 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.