Company lists · Data refreshed September 2026

Top 25 Wealth transfer specialists based in Australia

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

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 182 companies tracked

RevenueBase identified 182 wealth transfer specialists headquartered in Australia as of September 2026 and tracks 3,669 professional contacts across them, including 1,956 with verified work emails. Sydney is the largest hub.

This list covers wealth transfer specialists 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

182Companies

3,669Contacts tracked

1,956Verified emails

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The 25 largest wealth transfer specialists based in Australia

Ranked by team size

Top 25 of 182 wealth transfer specialists 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 transfer specialists: 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	Findex	Partial evidence	Melbourne, AustraliaHQ checked Sep 22, 2026	1,001-5,000	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 22, 2026
2	AGEIS	Indirect evidence	Sydney, AustraliaHQ checked Sep 22, 2026	11-50	150 contacts →
	Indirect evidence “AGEIS takes pride in revolutionising the landscape of accounting, tax, legal advisory.” Source: RevenueBase Database · checked Sep 22, 2026
3	COUNT	Partial evidence	Sydney, AustraliaHQ checked Sep 22, 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 22, 2026
4	Koda Capital	Partial evidence	Sydney, AustraliaHQ checked Sep 22, 2026	51-200	144 contacts →
	Partial 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 22, 2026
5	Modoras	Indirect evidence	Upper Mount Gravatt, AustraliaHQ checked Sep 22, 2026	201-500	132 contacts →
	Indirect evidence “We cut through complexity and deliver with clarity, precision and pace.” Source: RevenueBase Database · checked Sep 22, 2026
6	Fitzpatricks Advice Partners	Indirect evidence	Sydney Cbd, AustraliaHQ checked Sep 22, 2026	11-50	73 contacts →
	Indirect evidence “Fitzpatricks are a professional advisory firm dedicated to partnering with our clients to develop pathways that enrich their lives and future generations.” Source: RevenueBase Database · checked Sep 22, 2026
7	CIB Accountants & Advisers	Indirect evidence	Parramatta, AustraliaHQ checked Sep 22, 2026	51-200	67 contacts →
	Indirect evidence “At CIB, we go beyond the numbers.” Source: RevenueBase Database · checked Sep 22, 2026
8	Hewison Private Wealth	Indirect evidence	Melbourne, AustraliaHQ checked Sep 22, 2026	51-200	61 contacts →
	Indirect evidence “Your goals.” Source: RevenueBase Database · checked Sep 22, 2026
9	Alteris Financial Group	Indirect evidence	Sydney, AustraliaHQ checked Sep 22, 2026	11-50	51 contacts →
	Indirect evidence “Alteris Financial Group provides financial advisory and management for individuals and families across generations.” Source: RevenueBase Database · checked Sep 22, 2026
10	Solomons Group	Strong evidence	Brisbane, AustraliaHQ checked Sep 22, 2026	51-200	50 contacts →
	Strong evidence “At Solomons, we believe in the transformative power of personalised service and collaborative strategy, guided by the principles of wisdom, fairness, and enduring wealth.” Source: RevenueBase Database · checked Sep 22, 2026
11	Midsec Financial Advisors	Indirect evidence	Parkside, AustraliaHQ checked Sep 22, 2026	11-50	29 contacts →
	Indirect evidence “Midsec Financial Advisors is a privately-owned financial advisory firm based in Adelaide, offering strategic, personalised advice grounded in a practical,(un)common-sense…” Source: RevenueBase Database · checked Sep 22, 2026
12	HK Partners	Indirect evidence	Sydney, AustraliaHQ checked Sep 22, 2026	11-50	27 contacts →
	Indirect evidence “HK Partners is an independent, privately owned, progressive accounting, tax and advisory practice that helps shape a better future for businesses and families.” Source: RevenueBase Database · checked Sep 22, 2026
13	Maxim Chartered Accountants	Indirect evidence	Kingston, AustraliaHQ checked Sep 22, 2026	11-50	25 contacts →
	Indirect evidence “Maxim Chartered Accountants is a private client accounting and taxation advisory practice with over 25 years of experience.” Source: RevenueBase Database · checked Sep 22, 2026
14	Providence Wealth Advisory Group	Partial evidence	Sydney, AustraliaHQ checked Sep 22, 2026	11-50	24 contacts →
	Partial 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 22, 2026
15	Johnson Partners PTY LTD	Partial evidence	Richmond, AustraliaHQ checked Sep 22, 2026	11-50	23 contacts →
	Partial evidence “Johnson Partners has been delivering advice such as Accounting and Business Services, Wealth Creation and Protection, Taxation Services, Superannuation and Retirement, to wealthy…” Source: RevenueBase Database · checked Sep 22, 2026
16	Private Multi Family Office	Partial evidence	Sydney, AustraliaHQ checked Sep 22, 2026	11-50	21 contacts →
	Partial evidence “Private Multi Family Office Preserving wealth.” Source: RevenueBase Database · checked Sep 22, 2026
17	Cameron Harrison	Partial evidence	Melbourne, AustraliaHQ checked Sep 22, 2026	11-50	19 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 22, 2026
18	Vista Financial Group	Partial evidence	Beaumaris, AustraliaHQ checked Sep 22, 2026	11-50	18 contacts →
	Partial evidence “At Vista Financial, we understand that financial decisions go beyond numbers-they're about securing your family's future, creating lasting wealth, and finding the peace of mind…” Source: RevenueBase Database · checked Sep 22, 2026
19	Lorica Partners	Indirect evidence	Sydney, AustraliaHQ checked Sep 22, 2026	11-50	18 contacts →
	Indirect evidence “Lorica Partners is an independent advice firm seeking to find ever more thoughtful and effective ways to help our clients live their best life possible.” Source: RevenueBase Database · checked Sep 22, 2026
20	Calder Wealth Management	Indirect evidence	Unley, AustraliaHQ checked Sep 22, 2026	11-50	17 contacts →
	Indirect evidence “For five decades, we have been providing support and Financial Advice to individuals and families across Australia.” Source: RevenueBase Database · checked Sep 22, 2026
21	Hpartners	Indirect evidence	Toowoomba, AustraliaHQ checked Sep 22, 2026	11-50	17 contacts →
	Indirect evidence “HPartners has been helping clients to take control of their financial future for more than 20 years.” Source: RevenueBase Database · checked Sep 22, 2026
22	ZM Partners	Indirect evidence	Sydney, AustraliaHQ checked Sep 22, 2026	11-50	17 contacts →
	Indirect evidence “ZM Partners is an accounting firm geared towards individual, business and financial strategy.” Source: RevenueBase Database · checked Sep 22, 2026
23	Merthyr LAW	Indirect evidence	Brisbane, AustraliaHQ checked Sep 22, 2026	11-50	17 contacts →
	Indirect evidence “Merthyr Law provide innovative legal solutions to meet the needs of clients with complex estate, business and investment needs.” Source: RevenueBase Database · checked Sep 22, 2026
24	Arrive Wealth Management	Partial evidence	Brisbane City, AustraliaHQ checked Sep 22, 2026	11-50	14 contacts →
	Partial evidence “With solid foundations dating back to 2002, Arrive Wealth Management is a boutique wealth management firm that helps our clients to achieve their financial goals and secure their…” Source: RevenueBase Database · checked Sep 22, 2026
25	UP Wealth Management	Partial evidence	Canberra, AustraliaHQ checked Sep 22, 2026	11-50	14 contacts →
	Partial evidence “Up Wealth provides financial advice and wealth management services to clients across the Sydney, ACT and NSW South Coast regions.” 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 transfer specialists. 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 transfer specialists.
Partial evidence: Its own public description names part of wealth transfer specialists, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth transfer specialists. 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 182 wealth transfer specialists based in Australia

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Wealth transfer specialists based in Australia at a glance

As of Sep 22, 2026

53.3%Verified-email coverage

20.2Average contacts per company

1-10Median size (employees)

31.3%Largest-city concentration · Sydney

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

111

11-50

51-200

201-500

1,001-5,000

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 182 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 transfer specialists, 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 transfer specialists”. 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 transfer specialists), 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 transfer specialists, 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, 1,956 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 transfer specialists by metro

Wealth transfer specialists in Sydney57

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 transfer specialists, 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 transfer specialists are there based in Australia?

RevenueBase identified 182 wealth transfer specialists 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?

Findex, headquartered in Melbourne, tops this list with the largest team on record.

Which city has the most wealth transfer specialists?

Sydney leads with 57 headquartered companies, followed by Melbourne (21) and Brisbane (8).

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 1,956 verified decision-maker contacts tracked across these 182 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.