This article showcases our top picks for the best Sydney based Wealth Management companies. These startups and companies are taking a variety of approaches to innovating the Wealth Management industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
Top Sydney Wealth Management Startups
Data sourced from Crunchbase and SemRush.
Practifi
Crunchbase Website Twitter Facebook Linkedin
Practifi is a business management platform for financial services that provide financial advice for businesses and firms.
Investfit
Crunchbase Website Twitter Facebook Linkedin
A world-leading financial advice application that enables advisers to better engage with clients and improve their financial outcomes
Bravura Solutions
Crunchbase Website Twitter Facebook Linkedin
Bravura Solutions is a leading global supplier of superannuation / pension, life insurance, investment, private wealth and portfolio
Microequities
Crunchbase Website Twitter Facebook Linkedin
Microequities is a boutique fund manager specialized in microcap listed stocks.
QuietGrowth
Crunchbase Website Twitter Facebook Linkedin
Most advanced digital investment management service in Australia
DigitalChameleon
Crunchbase Website Twitter Facebook Linkedin
DigitalChameleon is an AI-driven digital engagement platform for banks and financial institutions.
Koda Capital
Crunchbase Website Twitter Facebook Linkedin
Koda is an wealth management firm providing solutions in structuring & tax, investment strategy, social capital, and family leadership.
Fincast
Crunchbase Website Twitter Facebook Linkedin
Fincast is a financial services technology company that specializes in wealth management applications.
Sequoia Financial Group
Crunchbase Website Twitter Facebook Linkedin
Sequoia Financial Group provides software development, wealth management, training, general insurance and financial services.
Barwon Investment Partners
Crunchbase Website Twitter Facebook Linkedin
Barwon Investment Partners is a fund management firm specialising in alternative investments.
Carrott
Crunchbase Website Twitter Facebook Linkedin
The micro-savings app using ‘lazy cash’ (spare change) to help boost your retirement savings. Isn’t it time you used sense to make cents?
Accru – Chartered Accountants
Crunchbase Website Twitter Facebook Linkedin
Accru Melbourne has been delivering practical advice and successful strategies to clients for more than 50 years.
BFF Group
Crunchbase Website Twitter Facebook Linkedin
BFF Group offers financial planning, debt solution, insurance, investment management, retirement planning and wealth management services.
Local Government Super
Crunchbase Website Twitter Facebook Linkedin
Local Government Super offers financial advice, retirement benefits, investment management & financial planning for government employees.
Your Wealth Hub
Crunchbase Website Twitter Facebook Linkedin
Your Wealth Hub offers wealth management, superannuation, insurance, and financial advisory services.
WealthO2
Crunchbase Website Twitter Facebook Linkedin
WealthO2 is a comprehensive and integrated suite of wealth management software solutions for advisers lowering the costs, and flexibility.
Stanford Brown
Crunchbase Website Twitter Facebook Linkedin
Stanford Brown provides investment strategies, financial planning, wealth management, tax planning, insurance and risk management services.
Hayes Knight
Crunchbase Website Twitter Facebook Linkedin
Hayes Knight offers accounting, audits, assurance, taxation, business valuation, financial advisory and wealth management services.
Quantum Financial
Crunchbase Website Twitter Facebook Linkedin
Quantum Financial is an independent financial planning firm.
Kaizen Global Investments
Crunchbase Website Twitter Facebook Linkedin
Kaizen Global Investments is an investment management firm that provides wealth, portfolio, equity management & finance for investors.
Fiducian Group
Crunchbase Website Twitter Facebook Linkedin
Fiducian Group is a financial services company and provides investment, superannuation and retirement services.
Cooee
Crunchbase Website Twitter Facebook Linkedin
Cooee is a financial institutions that provides loan, tax, retirement, property investment solutions and financial advisory services.
Citilink Finance
Crunchbase Website Twitter Facebook Linkedin
Citilink Finance is a financial institute offering a variety of services.
Fitzpatricks Private Wealth
Crunchbase Website Twitter Facebook Linkedin
Fitzpatricks is a high quality financial services firm dedicated to providing an unmatched level of service to a niche clientele.
Sandon Capital
Crunchbase Website Twitter Facebook Linkedin
Sandon Capital is an investment firm that provides activist funds, investment strategies, trusts and wealth management services.
GPS Wealth
Crunchbase Website Twitter Facebook Linkedin
GPS Wealth provides financial services like accounting, lending, risk management and business planning.
FinClear
Crunchbase Website Twitter Facebook Linkedin
FinClear renders financial planners, stockbrokers, wealth managers, lending, securities borrowing, IPO and placement settlement services.
David Hicks & Co
Crunchbase Website Twitter Facebook Linkedin
David Hicks & Co is an accounting firm that specializes in audit, business advisory, taxation consulting and wealth management.
Kodari Securities
Crunchbase Website Twitter Facebook Linkedin
Kodari Securities is a stock advisory firm that provides wealth management, portfolio management, and corporate finance services.
