Company lists · Data refreshed September 2026
Top 25 Wealth transfer specialists based in Australia
RevenueBase identified 182 company matches for wealth transfer specialists associated with 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 company matches for wealth transfer specialists associated with Australia, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 22, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 transfer specialists based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,664 contacts → | ||||
Exact match “We’re here to help you build financial security and grow your wealth with confidence.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 2 | 150 contacts → | ||||
Exact match “AGEIS takes pride in revolutionising the landscape of accounting, tax, legal advisory.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 3 | 147 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 4 | 144 contacts → | ||||
Exact match “At Koda Capital we are taking an innovative approach to private wealth management - an approach that places our clients’ needs first.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 5 | 132 contacts → | ||||
Exact match “We cut through complexity and deliver with clarity, precision and pace.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 6 | 73 contacts → | ||||
Exact match “Fitzpatricks are a professional advisory firm dedicated to partnering with our clients to develop pathways that enrich their lives and future generations.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 7 | 67 contacts → | ||||
Exact match “At CIB, we go beyond the numbers.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 8 | 61 contacts → | ||||
Exact match “Your goals.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 9 | 51 contacts → | ||||
Exact match “Alteris Financial Group provides financial advisory and management for individuals and families across generations.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 10 | 50 contacts → | ||||
Exact match “At Solomons, we believe in the transformative power of personalised service and collaborative strategy, guided by the principles of wisdom, fairness, and enduring wealth.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 11 | 29 contacts → | ||||
Exact match “Midsec Financial Advisors is a privately-owned financial advisory firm based in Adelaide, offering strategic, personalised advice grounded in a practical,(un)common-sense…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 12 | 27 contacts → | ||||
Exact match “HK Partners is an independent, privately owned, progressive accounting, tax and advisory practice that helps shape a better future for businesses and families.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 13 | 25 contacts → | ||||
Exact match “Maxim Chartered Accountants is a private client accounting and taxation advisory practice with over 25 years of experience.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 14 | 24 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 15 | 23 contacts → | ||||
Exact match “Johnson Partners has been delivering advice such as Accounting and Business Services, Wealth Creation and Protection, Taxation Services, Superannuation and Retirement, to wealthy…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 16 | 21 contacts → | ||||
Exact match “Private Multi Family Office Preserving wealth.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 17 | 19 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 18 | 18 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 19 | 18 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 20 | 17 contacts → | ||||
Exact match “For five decades, we have been providing support and Financial Advice to individuals and families across Australia.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 21 | 17 contacts → | ||||
Exact match “HPartners has been helping clients to take control of their financial future for more than 20 years.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 22 | 17 contacts → | ||||
Exact match “ZM Partners is an accounting firm geared towards individual, business and financial strategy.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 23 | 17 contacts → | ||||
Exact match “Merthyr Law provide innovative legal solutions to meet the needs of clients with complex estate, business and investment needs.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 24 | 14 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 25 | 14 contacts → | ||||
Exact match “Up Wealth provides financial advice and wealth management services to clients across the Sydney, ACT and NSW South Coast regions.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “wealth transfer specialists”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 182 wealth transfer specialists based in Australia
See the full list, filter by size, metro and specialty, and access 1,956 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Wealth transfer specialists based in Australia at a glance
As of Sep 22, 2026Companies by employee count
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
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Australia whose business descriptions match “wealth transfer specialists” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 1,956 professional contacts with verified work emails across the full matched dataset. 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.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “wealth transfer specialists”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth transfer specialists are there based in Australia?
RevenueBase identified 182 company matches for wealth transfer specialists associated with Australia as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Findex tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most wealth transfer specialists?
Sydney leads with 57 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 1,956 professional contacts with verified work emails tracked across these 182 companies; direct dials are available where recorded.
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.
Ready to reach these companies? Verified emails and direct dials for all 182 wealth transfer specialists based in Australia. Start with a free account, no credit card.
Download this list →Related lists
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- Wealth transfer specialists based in Toulouse, France
- Wealth transfer specialists based in Geneva, Switzerland
- Wealth transfer specialists based in Zurich, Switzerland
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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 SmartSearch, 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 transfer specialists based in Calgary, Canada
- Wealth transfer specialists based in Toronto, Canada
- Wealth transfer specialists based in Vancouver, Canada
- Wealth transfer specialists based in Bordeaux, France
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Company intelligence · public preview
Top 25 wealth transfer specialists based in Australia
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 182 matching company records for wealth transfer specialists based in Australia, with 3,669 tracked contacts and 1,956 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 22, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 wealth transfer specialists based in Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Findexfindex.com.auHQ: Melbourne, AustraliaReported employees: 1,001-5,000 | Melbourne, Australia | 1,001-5,000 | Exact match | 1,664 contacts → |
“We’re here to help you build financial security and grow your wealth with confidence.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  AGEISageis.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 150 contacts → |
“AGEIS takes pride in revolutionising the landscape of accounting, tax, legal advisory.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  COUNTcount.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 147 contacts → |
“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…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Koda Capitalkodacapital.comHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 144 contacts → |
“At Koda Capital we are taking an innovative approach to private wealth management - an approach that places our clients’ needs first.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Modorasmodoras.comHQ: Upper Mount Gravatt, AustraliaReported employees: 201-500 | Upper Mount Gravatt, Australia | 201-500 | Exact match | 132 contacts → |
“We cut through complexity and deliver with clarity, precision and pace.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Fitzpatricks Advice Partnersfitz.com.auHQ: Sydney Cbd, AustraliaReported employees: 11-50 | Sydney Cbd, Australia | 11-50 | Exact match | 73 contacts → |
“Fitzpatricks are a professional advisory firm dedicated to partnering with our clients to develop pathways that enrich their lives and future generations.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  CIB Accountants & Adviserscibaccountants.com.auHQ: Parramatta, AustraliaReported employees: 51-200 | Parramatta, Australia | 51-200 | Exact match | 67 contacts → |
“At CIB, we go beyond the numbers.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Hewison Private Wealthhewison.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 61 contacts → |
“Your goals.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Alteris Financial Groupalteris.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 51 contacts → |
“Alteris Financial Group provides financial advisory and management for individuals and families across generations.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Solomons Groupthesolomons.com.auHQ: Brisbane, AustraliaReported employees: 51-200 | Brisbane, Australia | 51-200 | Exact match | 50 contacts → |
“At Solomons, we believe in the transformative power of personalised service and collaborative strategy, guided by the principles of wisdom, fairness, and enduring wealth.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Midsec Financial Advisorsmidsec.com.auHQ: Parkside, AustraliaReported employees: 11-50 | Parkside, Australia | 11-50 | Exact match | 29 contacts → |
“Midsec Financial Advisors is a privately-owned financial advisory firm based in Adelaide, offering strategic, personalised advice grounded in a practical,(un)common-sense…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  HK Partnershkpartners.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 27 contacts → |
“HK Partners is an independent, privately owned, progressive accounting, tax and advisory practice that helps shape a better future for businesses and families.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Maxim Chartered Accountantsmaximca.com.au HQ: Kingston, AustraliaReported employees: 11-50 | Kingston, Australia | 11-50 | Exact match | 25 contacts → |
“Maxim Chartered Accountants is a private client accounting and taxation advisory practice with over 25 years of experience.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Providence Wealth Advisory Groupprovidencewealth.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 24 contacts → |
“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…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Johnson Partners PTY LTDjohnsonpartners.com.au HQ: Richmond, AustraliaReported employees: 11-50 | Richmond, Australia | 11-50 | Exact match | 23 contacts → |
“Johnson Partners has been delivering advice such as Accounting and Business Services, Wealth Creation and Protection, Taxation Services, Superannuation and Retirement, to wealthy…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Private Multi Family Officepmfo.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 21 contacts → |
“Private Multi Family Office Preserving wealth.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Cameron Harrisoncameronharrison.com.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 19 contacts → |
“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…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Vista Financial Groupvistafinancial.com.au HQ: Beaumaris, AustraliaReported employees: 11-50 | Beaumaris, Australia | 11-50 | Exact match | 18 contacts → |
“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…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Lorica Partnersloricapartners.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 18 contacts → |
“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.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Calder Wealth Managementcalderwm.com.auHQ: Unley, AustraliaReported employees: 11-50 | Unley, Australia | 11-50 | Exact match | 17 contacts → |
“For five decades, we have been providing support and Financial Advice to individuals and families across Australia.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Hpartnershpartners.com.au HQ: Toowoomba, AustraliaReported employees: 11-50 | Toowoomba, Australia | 11-50 | Exact match | 17 contacts → |
“HPartners has been helping clients to take control of their financial future for more than 20 years.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | ZM Partnerszmp.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 17 contacts → |
“ZM Partners is an accounting firm geared towards individual, business and financial strategy.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Merthyr LAWmerthyrlaw.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 17 contacts → |
“Merthyr Law provide innovative legal solutions to meet the needs of clients with complex estate, business and investment needs.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Arrive Wealth Managementarrivewealthmanagement.com.auHQ: Brisbane City, AustraliaReported employees: 11-50 | Brisbane City, Australia | 11-50 | Exact match | 14 contacts → |
“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…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | UP Wealth Managementupwealthmanagement.com.au HQ: Canberra, AustraliaReported employees: 11-50 | Canberra, Australia | 11-50 | Exact match | 14 contacts → |
“Up Wealth provides financial advice and wealth management services to clients across the Sydney, ACT and NSW South Coast regions.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 182 company matches
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Wealth transfer specialists: dataset insights
September 22, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
179 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 22, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for wealth transfer specialists?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many wealth transfer specialists did RevenueBase find based in Australia?
The saved snapshot records 182 matching company records, 3,669 tracked contacts and 1,956 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 22, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Wealth transfer specialists by geography
- Wealth transfer specialists based in Calgary, Canada
- Wealth transfer specialists based in Toronto, Canada
- Wealth transfer specialists based in Vancouver, Canada
- Wealth transfer specialists based in Bordeaux, France
- Wealth transfer specialists based in Lyon, France
- Wealth transfer specialists based in Paris, France
- Wealth transfer specialists based in Toulouse, France
- Wealth transfer specialists based in Geneva, Switzerland
- Wealth transfer specialists based in Zurich, Switzerland
- Wealth transfer specialists based in Atlanta, United States
- Wealth transfer specialists based in Austin, United States
- Wealth transfer specialists based in Boca Raton, United States
Cite this list
RevenueBase Data Team. Top 25 wealth transfer specialists based in Australia. Snapshot: September 22, 2026. https://revenuebase.ai/companies/wealth-transfer-specialists/australia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Wealth transfer specialists based in Calgary, Canada
- Wealth transfer specialists based in Toronto, Canada
- Wealth transfer specialists based in Vancouver, Canada
- Wealth transfer specialists based in Bordeaux, France
- Wealth transfer specialists based in Lyon, France
- Wealth transfer specialists based in Paris, France
Company intelligence · public preview
Top 25 wealth transfer specialists based in Australia
RevenueBase records 182 matching company records for wealth transfer specialists based in Australia, with 3,669 tracked contacts and 1,956 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 22, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 wealth transfer specialists based in Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Findexfindex.com.au HQ: Melbourne, AustraliaReported employees: 1,001-5,000 | Melbourne, Australia | 1,001-5,000 | Exact match | 1,664 contacts → |
“We’re here to help you build financial security and grow your wealth with confidence.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | AGEISageis.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 150 contacts → |
“AGEIS takes pride in revolutionising the landscape of accounting, tax, legal advisory.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | COUNTcount.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 147 contacts → |
“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…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Koda Capitalkodacapital.com HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 144 contacts → |
“At Koda Capital we are taking an innovative approach to private wealth management - an approach that places our clients’ needs first.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Modorasmodoras.com HQ: Upper Mount Gravatt, AustraliaReported employees: 201-500 | Upper Mount Gravatt, Australia | 201-500 | Exact match | 132 contacts → |
“We cut through complexity and deliver with clarity, precision and pace.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Fitzpatricks Advice Partnersfitz.com.au HQ: Sydney Cbd, AustraliaReported employees: 11-50 | Sydney Cbd, Australia | 11-50 | Exact match | 73 contacts → |
“Fitzpatricks are a professional advisory firm dedicated to partnering with our clients to develop pathways that enrich their lives and future generations.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | CIB Accountants & Adviserscibaccountants.com.au HQ: Parramatta, AustraliaReported employees: 51-200 | Parramatta, Australia | 51-200 | Exact match | 67 contacts → |
“At CIB, we go beyond the numbers.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Hewison Private Wealthhewison.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 61 contacts → |
“Your goals.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Alteris Financial Groupalteris.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 51 contacts → |
“Alteris Financial Group provides financial advisory and management for individuals and families across generations.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Solomons Groupthesolomons.com.au HQ: Brisbane, AustraliaReported employees: 51-200 | Brisbane, Australia | 51-200 | Exact match | 50 contacts → |
“At Solomons, we believe in the transformative power of personalised service and collaborative strategy, guided by the principles of wisdom, fairness, and enduring wealth.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Midsec Financial Advisorsmidsec.com.au HQ: Parkside, AustraliaReported employees: 11-50 | Parkside, Australia | 11-50 | Exact match | 29 contacts → |
“Midsec Financial Advisors is a privately-owned financial advisory firm based in Adelaide, offering strategic, personalised advice grounded in a practical,(un)common-sense…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HK Partnershkpartners.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 27 contacts → |
“HK Partners is an independent, privately owned, progressive accounting, tax and advisory practice that helps shape a better future for businesses and families.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Maxim Chartered Accountantsmaximca.com.au HQ: Kingston, AustraliaReported employees: 11-50 | Kingston, Australia | 11-50 | Exact match | 25 contacts → |
“Maxim Chartered Accountants is a private client accounting and taxation advisory practice with over 25 years of experience.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Providence Wealth Advisory Groupprovidencewealth.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 24 contacts → |
“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…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Johnson Partners PTY LTDjohnsonpartners.com.au HQ: Richmond, AustraliaReported employees: 11-50 | Richmond, Australia | 11-50 | Exact match | 23 contacts → |
“Johnson Partners has been delivering advice such as Accounting and Business Services, Wealth Creation and Protection, Taxation Services, Superannuation and Retirement, to wealthy…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Private Multi Family Officepmfo.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 21 contacts → |
“Private Multi Family Office Preserving wealth.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Cameron Harrisoncameronharrison.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 19 contacts → |
“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…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Vista Financial Groupvistafinancial.com.au HQ: Beaumaris, AustraliaReported employees: 11-50 | Beaumaris, Australia | 11-50 | Exact match | 18 contacts → |
“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…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Lorica Partnersloricapartners.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 18 contacts → |
“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.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Calder Wealth Managementcalderwm.com.au HQ: Unley, AustraliaReported employees: 11-50 | Unley, Australia | 11-50 | Exact match | 17 contacts → |
“For five decades, we have been providing support and Financial Advice to individuals and families across Australia.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Hpartnershpartners.com.au HQ: Toowoomba, AustraliaReported employees: 11-50 | Toowoomba, Australia | 11-50 | Exact match | 17 contacts → |
“HPartners has been helping clients to take control of their financial future for more than 20 years.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | ZM Partnerszmp.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 17 contacts → |
“ZM Partners is an accounting firm geared towards individual, business and financial strategy.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Merthyr LAWmerthyrlaw.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 17 contacts → |
“Merthyr Law provide innovative legal solutions to meet the needs of clients with complex estate, business and investment needs.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Arrive Wealth Managementarrivewealthmanagement.com.au HQ: Brisbane City, AustraliaReported employees: 11-50 | Brisbane City, Australia | 11-50 | Exact match | 14 contacts → |
“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…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | UP Wealth Managementupwealthmanagement.com.au HQ: Canberra, AustraliaReported employees: 11-50 | Canberra, Australia | 11-50 | Exact match | 14 contacts → |
“Up Wealth provides financial advice and wealth management services to clients across the Sydney, ACT and NSW South Coast regions.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 182 company matches
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Wealth transfer specialists: dataset insights
September 22, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
179 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 22, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for wealth transfer specialists?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many wealth transfer specialists did RevenueBase find based in Australia?
The saved snapshot records 182 matching company records, 3,669 tracked contacts and 1,956 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 22, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 wealth transfer specialists based in Australia. Snapshot: September 22, 2026. https://revenuebase.ai/companies/wealth-transfer-specialists/australia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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