Company lists · Data refreshed September 2026

Top 25 Wealth tech companies based in Australia

Name: Wealth tech companies based in Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 71 companies tracked

RevenueBase identified 71 wealth tech companies headquartered in Australia as of September 2026 and tracks 2,347 professional contacts across them, including 1,343 with verified work emails. Sydney is the largest hub.

This list covers wealth tech companies headquartered in 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 22, 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 22, 2026 86% judged on-target in blind review

71Companies

2,347Contacts tracked

1,343Verified emails

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The 25 largest wealth tech companies based in Australia

Ranked by team size

Top 25 of 71 wealth tech companies based in Australia, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to wealth tech companies: 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 22, 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 22, 2026
2	GBST	Partial evidence	Sydney, AustraliaHQ checked Sep 22, 2026	201-500	519 contacts →
	Partial evidence “GBST delivers technology and digital solutions to enable, support and scale wealth management and advice organisations globally.” Source: RevenueBase Database · checked Sep 22, 2026
3	Praemium	Indirect evidence	Melbourne, AustraliaHQ checked Sep 22, 2026	201-500	336 contacts →
	Indirect evidence “Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market.” Source: RevenueBase Database · checked Sep 22, 2026
4	Infocus	Indirect evidence	Maroochydore, AustraliaHQ checked Sep 22, 2026	201-500	119 contacts →
	Indirect evidence “Infocus is in the business, of the business of financial advice.” Source: RevenueBase Database · checked Sep 22, 2026
5	Mason Stevens	Partial evidence	Sydney, AustraliaHQ checked Sep 22, 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 22, 2026
6	Centric	Indirect evidence	Sydney, AustraliaHQ checked Sep 22, 2026	11-50	65 contacts →
	Indirect evidence “We spent five years consulting advisers, their clients and the broader industry to develop a platform that helps advisers scale their business, serve more clients, and manage it…” Source: RevenueBase Database · checked Sep 22, 2026
7	Myprosperity	Partial evidence	Hawthorn, AustraliaHQ checked Sep 22, 2026	11-50	43 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 22, 2026
8	Investsmart Group Limited	Indirect evidence	Sydney, AustraliaHQ checked Sep 22, 2026	11-50	32 contacts →
	Indirect evidence “InvestSMART is a low-cost digital investing platform that helps bring your financial goals to life.” Source: RevenueBase Database · checked Sep 22, 2026
9	Stockspot	Indirect evidence	Barangaroo, AustraliaHQ checked Sep 22, 2026	11-50	27 contacts →
	Indirect evidence “Stockspot is Australia's first and largest digital investment adviser.” Source: RevenueBase Database · checked Sep 22, 2026
10	Elemnta	Indirect evidence	Sydney, AustraliaHQ checked Sep 22, 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 22, 2026
11	Halo Technologies PTY LTD	Partial evidence	Sydney, AustraliaHQ checked Sep 22, 2026	51-200	24 contacts →
	Partial evidence “HALO Technologies is the advisor platform for modern digital wealth management.” Source: RevenueBase Database · checked Sep 22, 2026
12	CACHE	Indirect evidence	Sydney, AustraliaHQ checked Sep 22, 2026	11-50	23 contacts →
	Indirect evidence “Cache is Australia’s #1 Investing-as-a-Service provider, enabling companies of all sizes to launch and operate digital investment products.” Source: RevenueBase Database · checked Sep 22, 2026
13	Openinvest	Partial evidence	Melbourne, AustraliaHQ checked Sep 22, 2026	11-50	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 22, 2026
14	Integrated	Indirect evidence	Sydney, AustraliaHQ checked Sep 22, 2026	11-50	13 contacts →
	Indirect evidence “At Integrated, we simplify the complex.” Source: RevenueBase Database · checked Sep 22, 2026
15	Lumiant	Indirect evidence	Sydney, AustraliaHQ checked Sep 22, 2026	11-50	12 contacts →
	Indirect evidence “Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances, helping them make…” Source: RevenueBase Database · checked Sep 22, 2026
16	Implemented Portfolios	Indirect evidence	Sydney, AustraliaHQ checked Sep 22, 2026	11-50	12 contacts →
	Indirect evidence “Implemented Portfolios is changing the way that investment management conversations take place in advice practices across the country.” Source: RevenueBase Database · checked Sep 22, 2026
17	Sustainable Life Solutions	Indirect evidence	Sydney, AustraliaHQ checked Sep 22, 2026	1-10	12 contacts →
	Indirect evidence “Sustainable Life Solutions is a technology driven general advice solution for advisers who thrive on empowering their customers to make informed financial decisions.” Source: RevenueBase Database · checked Sep 22, 2026
18	Share Wealth Systems	Indirect evidence	Cheltenham, AustraliaHQ checked Sep 22, 2026	11-50	11 contacts →
	Indirect evidence “Discover a Mechanised Investment Strategy with a demonstrated track record that generates more profit and protects that profit better than managed/mutual funds, financial planners…” Source: RevenueBase Database · checked Sep 22, 2026
19	Future Wealth Planners	Indirect evidence	Perth, AustraliaHQ checked Sep 22, 2026	1-10	9 contacts →
	Indirect evidence “Many people associate financial planning with retirement – but it is much more than that.” Source: RevenueBase Database · checked Sep 22, 2026
20	Lensell	Partial evidence	Melbourne, AustraliaHQ checked Sep 22, 2026	1-10	9 contacts →
	Partial evidence “LENSELL is a Melbourne-based FinTech/WealthTech delivering an investment research and technology platform.” Source: RevenueBase Database · checked Sep 22, 2026
21	3lane Finance	Indirect evidence	Marrickville, AustraliaHQ checked Sep 22, 2026	1-10	7 contacts →
	Indirect evidence “At 3LANE Finance, we believe good enough just isn’t good enough when making decisions about finances!” Source: RevenueBase Database · checked Sep 22, 2026
22	Burcheart	Indirect evidence	Sydney, AustraliaHQ checked Sep 22, 2026	1-10	7 contacts →
	Indirect evidence “Welcome to Burcheart.” Source: RevenueBase Database · checked Sep 22, 2026
23	Portfoliocloud	Indirect evidence	South Melbourne, AustraliaHQ checked Sep 22, 2026	1-10	6 contacts →
	Indirect evidence “PortfolioCloud offers investment technology solutions to help financial advisors work smarter, not harder.” Source: RevenueBase Database · checked Sep 22, 2026
24	Navexa	Partial evidence	Melbourne, AustraliaHQ checked Sep 22, 2026	1-10	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 22, 2026
25	Continuum Financial Planners PTY LTD	Indirect evidence	Upper Mount Gravatt, AustraliaHQ checked Sep 22, 2026	1-10	4 contacts →
	Indirect evidence “Continuum Financial Planners bring their extensive financial advisory experience to the table and working together with their clients, tailor advice to the specific financial…” Source: RevenueBase Database · checked Sep 22, 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 tech companies. 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 tech companies.
Partial evidence: Its own public description names part of wealth tech companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth tech companies. 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 71 wealth tech companies based in Australia

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Wealth tech companies based in Australia at a glance

As of Sep 22, 2026

57.2%Verified-email coverage

33.1Average contacts per company

11-50Median size (employees)

36.6%Largest-city concentration · Sydney

Sep 22, 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 worldwide rather than for Australia, so it is reported there. Company counts and contact totals on this page are exact for Australia, over 71 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 tech companies, 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 Australia whose own description of what they do matches “wealth tech companies”. 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 tech companies), 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 tech companies, and records with no verified work email. Companies headquartered outside Australia 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, 1,343 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 22, 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 tech companies by metro

Wealth tech companies in Sydney26

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 tech companies, 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 tech companies are there based in Australia?

RevenueBase identified 71 wealth tech companies headquartered in 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 has the most wealth tech companies?

Sydney leads with 26 headquartered companies, followed by Melbourne (13) and Perth (3).

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 1,343 verified decision-maker contacts tracked across these 71 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 22, 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.