This article showcases our top picks for the best New South Wales 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 New South Wales 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
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Bravura Solutions is a leading global supplier of superannuation / pension, life insurance, investment, private wealth and portfolio
Microequities
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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
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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
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Sequoia Financial Group provides software development, wealth management, training, general insurance and financial services.
Credit Card Compare
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Credit Card Compare are updated as and when the banks update their offers so you’ll always be comparing fresh information.
Barwon Investment Partners
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Barwon Investment Partners is a fund management firm specialising in alternative investments.
Carrott
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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?
Prosperity Advisers Group
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Prosperity has the technical expertise, industry experience and resources to assist clients meet their financial objectives.
Accru – Chartered Accountants
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Accru Melbourne has been delivering practical advice and successful strategies to clients for more than 50 years.
Maxima Private
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Maxima Private is an accounting and advisory firm that helps families to manage, grow and protect their wealth.
BFF Group
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BFF Group offers financial planning, debt solution, insurance, investment management, retirement planning and wealth management services.
Private Reporting
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Private Reporting is an investment reporting platform.
Local Government Super
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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.
Invest Blue
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Invest Blue offers tailor financial advice on wealth management, financial planning, retirement, wealth protection, banking and lending.
WealthO2
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WealthO2 is a comprehensive and integrated suite of wealth management software solutions for advisers lowering the costs, and flexibility.
Stanford Brown
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Stanford Brown provides investment strategies, financial planning, wealth management, tax planning, insurance and risk management services.
Hayes Knight
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Hayes Knight offers accounting, audits, assurance, taxation, business valuation, financial advisory and wealth management services.
Quantum Financial
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Quantum Financial is an independent financial planning firm.
DFK Crosbie
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DFK Crosbie offer specialist tax and business advice, accounting services, knowledge and experience for businesses and professionals.
Kaizen Global Investments
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Kaizen Global Investments is an investment management firm that provides wealth, portfolio, equity management & finance for investors.
Fiducian Group
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Fiducian Group is a financial services company and provides investment, superannuation and retirement services.
CIB
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CIB offers audit and assurance, bookkeeping, support Xero software, tax, trust account audits, benchmarking and financial planning services.
YML Group
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YML Group is a wealth management and financial advisory company.
Cooee
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Cooee is a financial institutions that provides loan, tax, retirement, property investment solutions and financial advisory services.
Citilink Finance
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Citilink Finance is a financial institute offering a variety of services.
Fitzpatricks Private Wealth
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Fitzpatricks is a high quality financial services firm dedicated to providing an unmatched level of service to a niche clientele.
Sandon Capital
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Sandon Capital is an investment firm that provides activist funds, investment strategies, trusts and wealth management services.
GPS Wealth
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GPS Wealth provides financial services like accounting, lending, risk management and business planning.
Bishop Collins
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Bishop Collins specializes in offering accounting, audit, assurance, bookkeeping, tax preparation, financial & retirement planning services.
Award Accounting
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Award Accounting is an accounting firm that offers wealth creation, SMSF’s, compliance, taxation and fast tax return services.
FinClear
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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
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Kodari Securities is a stock advisory firm that provides wealth management, portfolio management, and corporate finance services.
