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92 Best Australia Based Wealth Management Startups and Companies 2021

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This article showcases our top picks for the best Australia 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 Australia Wealth Management Startups

Data sourced from Crunchbase and SemRush.

Practifi

Practifi

Crunchbase Website Twitter Facebook Linkedin

Practifi is a business management platform for financial services that provide financial advice for businesses and firms.

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Picturewealth

Crunchbase Website Twitter Facebook Linkedin

PictureWealth is a technology company focused on improving the financial know-how of people across the planet.

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Powerwrap

Crunchbase Website Twitter Facebook Linkedin

Powerwrap delivers a comprehensive suite of investment administration and shared services.

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Good Super

Crunchbase Website Twitter Facebook Linkedin

Social impact superannuation fund

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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

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Ardiden Limited

Crunchbase Website Twitter Facebook Linkedin

Ardiden is an Australian mineral exploration company seeking to generate shareholder wealth by identifying

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Bravura Solutions

Crunchbase Website Twitter Facebook Linkedin

Bravura Solutions is a leading global supplier of superannuation / pension, life insurance, investment, private wealth and portfolio

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Australia and New Zealand Banking Group

Crunchbase Website Twitter Facebook Linkedin

Australia and New Zealand Banking Group provides online banking services to individuals and businesses.

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Microequities

Crunchbase Website Twitter Facebook Linkedin

Microequities is a boutique fund manager specialized in microcap listed stocks.

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QuietGrowth

Crunchbase Website Twitter Facebook Linkedin

Most advanced digital investment management service in Australia

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Crystal Delta

Crunchbase Website Twitter Facebook Linkedin

Crystal Delta has helped organisations find simpler solutions to complex problems.

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Bendigo Bank

Crunchbase Website Twitter Facebook Linkedin

Bendigo Bank offers personal, business, wealth and community banking services.

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FirstStep

Crunchbase Website Twitter Facebook Linkedin

At FirstStep, we want to offer every Australian a simple low-cost way to begin investing by removing the current barriers.

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Bourke Group

Crunchbase Website Twitter Facebook Linkedin

Bourke Group provides accounting, advisory, and wealth management services.

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Cleva

Crunchbase Website Twitter Facebook Linkedin

Financial freedom made super simple. That’s Cleva.

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DigitalChameleon

Crunchbase Website Twitter Facebook Linkedin

DigitalChameleon is an AI-driven digital engagement platform for banks and financial institutions.

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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.

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Pure Market Broker

Crunchbase Website Twitter Facebook Linkedin

Pure Market is the new way of trading with extremely low market spreads, no requotes, Real STP and DMA, using the latest trading technology.

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Fincast

Crunchbase Website Twitter Facebook Linkedin

Fincast is a financial services technology company that specializes in wealth management applications.

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Bank of Melbourne

Crunchbase Website Twitter Facebook Linkedin

Bank of Melbourne offers wealth management solutions, personal, business and corporate banking.

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Enzumo

Crunchbase Website Twitter Facebook Linkedin

Enzumo provides software solutions and research services.

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Sequoia Financial Group

Crunchbase Website Twitter Facebook Linkedin

Sequoia Financial Group provides software development, wealth management, training, general insurance and financial services.

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Credit Card Compare

Crunchbase Website Twitter Facebook Linkedin

Credit Card Compare are updated as and when the banks update their offers so you’ll always be comparing fresh information.

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Barwon Investment Partners

Crunchbase Website Twitter Facebook Linkedin

Barwon Investment Partners is a fund management firm specialising in alternative investments.

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Canaccord Genuity

Crunchbase Website Twitter Facebook Linkedin

Canaccord Genuity is a wealth management company that offers investment management and financial planning solutions.

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Crestone Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Crestone Wealth Management provides customized advisory solutions for the complex financial needs of clients from various market sectors.

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IQ Group

Crunchbase Website Twitter Facebook Linkedin

IQ Group is a consulting and financial service provider company.

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Empower Wealth

Crunchbase Website Twitter Facebook Linkedin

Empower Wealth is a multi-award professional property and financial advisory firm.

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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?

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Morrows

Crunchbase Website Twitter Facebook Linkedin

Morrows offers business advice, wealth management, legal, audit, human resources, aged care advice, superannuation and lending solutions.

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Premium Private Wealth

Crunchbase Website Twitter Facebook Linkedin

Premium Private Wealth provides integrated financial services through personalised financial reviews and wealth creation plans.

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Prosperity Advisers Group

Crunchbase Website Twitter Facebook Linkedin

Prosperity has the technical expertise, industry experience and resources to assist clients meet their financial objectives.

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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.

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AspectFP

Crunchbase Website Twitter Facebook Linkedin

AspectFP is an advisory firm that deals in investments, insurance, estate and bookkeeping services along with personal and business advice.

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AWA Alliance Bank

Crunchbase Website Twitter Facebook Linkedin

AWA Alliance Bank is a mutual financial services organization that provides home loans and savings accounts.

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Maxima Private

Crunchbase Website Twitter Facebook Linkedin

Maxima Private is an accounting and advisory firm that helps families to manage, grow and protect their wealth.

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BFF Group

Crunchbase Website Twitter Facebook Linkedin

BFF Group offers financial planning, debt solution, insurance, investment management, retirement planning and wealth management services.

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Viridian Advisory

Crunchbase Website Twitter Facebook Linkedin

Viridian Advisory provides wealth management services.

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Prime Financial Group

Crunchbase Website Twitter Facebook Linkedin

Prime Financial Group specializes in accounting, advice, wealth management, self-managed funds, capital advisory and protection services.

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Private Reporting

Crunchbase Website Twitter Facebook Linkedin

Private Reporting is an investment reporting platform.

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PremierOne Tax & Accounting Pty Ltd

Crunchbase Website Twitter Facebook Linkedin

A Leading CPA firm in Melbourne comprised of top Accountants offering best-in-class Accounting & Bookkeeping services in Melbourne.

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CapitalRoad

Crunchbase Website Twitter Facebook Linkedin

CapitalRoad provides cloud-based retirement saving and wealth management platform for financial advisors

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Dixon Advisory

Crunchbase Website Twitter Facebook Linkedin

Dixon Advisory is a financial solutions firm that offers wealth management, asset protection strategies and consultation services.

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Local Government Super

Crunchbase Website Twitter Facebook Linkedin

Local Government Super offers financial advice, retirement benefits, investment management & financial planning for government employees.

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AMG Super

Crunchbase Website Twitter Facebook Linkedin

AMG Super is a retail superannuation platform that offers provides personal and corporate superannuation products.

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Your Wealth Hub

Crunchbase Website Twitter Facebook Linkedin

Your Wealth Hub offers wealth management, superannuation, insurance, and financial advisory services.

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Invest Blue

Crunchbase Website Twitter Facebook Linkedin

Invest Blue offers tailor financial advice on wealth management, financial planning, retirement, wealth protection, banking and lending.

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Frontier

Crunchbase Website Twitter Facebook Linkedin

Frontier specializes in providing asset allocation, capital markets insights, retirement solutions and investment advisory services.

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Navag8

Crunchbase Website Twitter Facebook Linkedin

Navag8 is providing software solutions to the wealth management industry.

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Warakirri Asset Management

Crunchbase Website Twitter Facebook Linkedin

Warakirri is an Asset Management company which provides Agricultural Investments, Global Equities & Currency Management services.

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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.

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Stanford Brown

Crunchbase Website Twitter Facebook Linkedin

Stanford Brown provides investment strategies, financial planning, wealth management, tax planning, insurance and risk management services.

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Snelleman Tom

Crunchbase Website Twitter Facebook Linkedin

Snelleman Tom provides accounting, risk management and advisory services on insurance and financial planning for individuals and businesses.

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Hayes Knight

Crunchbase Website Twitter Facebook Linkedin

Hayes Knight offers accounting, audits, assurance, taxation, business valuation, financial advisory and wealth management services.

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Quantum Financial

Crunchbase Website Twitter Facebook Linkedin

Quantum Financial is an independent financial planning firm.

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DFK Crosbie

Crunchbase Website Twitter Facebook Linkedin

DFK Crosbie offer specialist tax and business advice, accounting services, knowledge and experience for businesses and professionals.

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First Samuel

Crunchbase Website Twitter Facebook Linkedin

First Samuel is a consultancy firm that provides auditing, retirement, investment, wealth management planning and advisory services.

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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.

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Lucerne Investment Partners

Crunchbase Website Twitter Facebook Linkedin

Lucerne Investment Partners is a company which specializes in private wealth advice, funds management and family office services.

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My State Limited

Crunchbase Website Twitter Facebook Linkedin

My State Limited provides business banking, retail banking, estate planning, wealth management, agribusiness and insurance services.

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Euroz

Crunchbase Website Twitter Facebook Linkedin

Euroz offers a spectrum of financial services that range from stockbroking, corporate finance, wealth management to institutional dealings.

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The Moreton Group

Crunchbase Website Twitter Facebook Linkedin

The Moreton Group offers wealth protection, insurance advice, and retirement advisory services.

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Fiducian Group

Crunchbase Website Twitter Facebook Linkedin

Fiducian Group is a financial services company and provides investment, superannuation and retirement services.

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CIB

Crunchbase Website Twitter Facebook Linkedin

CIB offers audit and assurance, bookkeeping, support Xero software, tax, trust account audits, benchmarking and financial planning services.

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Dodgshun Medlin

Crunchbase Website Twitter Facebook Linkedin

Dodgshun Medlin is a professional services business, with specialists in finance, business development, wealth improvement and agriculture.

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Dominium Capital

Crunchbase Website Twitter Facebook Linkedin

Dominium Capital offers consulting, wealth management, estate planning, asset protection, credit and financial services.

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Videre Group

Crunchbase Website Twitter Facebook Linkedin

Independent Investment Consultancy

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LDB Group Australia

Crunchbase Website Twitter Facebook Linkedin

LDB are a financial advisory firm helping businesses, individuals and families.

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YML Group

Crunchbase Website Twitter Facebook Linkedin

YML Group is a wealth management and financial advisory company.

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Cooee

Crunchbase Website Twitter Facebook Linkedin

Cooee is a financial institutions that provides loan, tax, retirement, property investment solutions and financial advisory services.

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Ulton

Crunchbase Website Twitter Facebook Linkedin

Ulton offers accounting, wealth management, tax advisory, audit, bookkeeping, litigation support, and consulting services.

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Citilink Finance

Crunchbase Website Twitter Facebook Linkedin

Citilink Finance is a financial institute offering a variety of services.

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The MBA Partnership

Crunchbase Website Twitter Facebook Linkedin

The MBA Partnership is a financial company that provides wealth management, tax, accounting and consulting services for organizations.

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Meydan Group

Crunchbase Website Twitter Facebook Linkedin

Meydan Group is a company which provides Property Development, Software, Finance, Fintech, Retail, Gaming and Asset Management services.

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Delft Partners

Crunchbase Website Twitter Facebook Linkedin

Delft Partners is a fund management firm that specializes in providing sophisticated investment management solutions and services.

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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.

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APIR

Crunchbase Website Twitter Facebook Linkedin

APIR provides critical components of the wealth management industry’s infrastructure.

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Sandon Capital

Crunchbase Website Twitter Facebook Linkedin

Sandon Capital is an investment firm that provides activist funds, investment strategies, trusts and wealth management services.

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GPS Wealth

Crunchbase Website Twitter Facebook Linkedin

GPS Wealth provides financial services like accounting, lending, risk management and business planning.

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BlueRock

Crunchbase Website Twitter Facebook Linkedin

BlueRock is an entrepreneurial advisory firm that provides solutions in accounting, law and wealth management.

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Bishop Collins

Crunchbase Website Twitter Facebook Linkedin

Bishop Collins specializes in offering accounting, audit, assurance, bookkeeping, tax preparation, financial & retirement planning services.

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Award Accounting

Crunchbase Website Twitter Facebook Linkedin

Award Accounting is an accounting firm that offers wealth creation, SMSF’s, compliance, taxation and fast tax return services.

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Astute Financial Management

Crunchbase Website Twitter Facebook Linkedin

Astute Financial Management offers financial, insurance and wealth management solutions.

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Henderson Matusch

Crunchbase Website Twitter Facebook Linkedin

Henderson Matusch is a financial planning firm that specializes in wealth creation, home loans, investments, insurance and advice.

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Inspired Money

Crunchbase Website Twitter Facebook Linkedin

Inspired Money’s passion is to bring information and awareness to all those seeking a fully transparent financial planning & consultancy.

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FinClear

Crunchbase Website Twitter Facebook Linkedin

FinClear renders financial planners, stockbrokers, wealth managers, lending, securities borrowing, IPO and placement settlement services.

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Everalls Group

Crunchbase Website Twitter Facebook Linkedin

Everalls Group provides wealth management and financial advice and support services.

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Australian Executor Trustees

Crunchbase Website Twitter Facebook Linkedin

Australian Executor Trustees offers estate planning, trustee, executor, philanthropic and self-managed superannuation services.

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EWM Group

Crunchbase Website Twitter Facebook Linkedin

EWM Group offers a range of advisory services in the areas of family governance, investment, philanthropy, asset and wealth management.

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ADF Financial Services Consumer Centre

Crunchbase Website Twitter Facebook Linkedin

ADF Financial Services Consumer Centre provides financial investment, savings, insurance & advisory for defense department members.

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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.

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Kodari Securities

Crunchbase Website Twitter Facebook Linkedin

Kodari Securities is a stock advisory firm that provides wealth management, portfolio management, and corporate finance services.

Written by Tenner Smith

Tenner Smith - I have experience in financial intelligence and automated intelligence. In industry I have worked on artificial intelligence and machine learning. Tenner Smith is a reporter at DF media.

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