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
Crunchbase Website Twitter Facebook Linkedin
Practifi is a business management platform for financial services that provide financial advice for businesses and firms.
Picturewealth
Crunchbase Website Twitter Facebook Linkedin
PictureWealth is a technology company focused on improving the financial know-how of people across the planet.
Powerwrap
Crunchbase Website Twitter Facebook Linkedin
Powerwrap delivers a comprehensive suite of investment administration and shared services.
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
Ardiden Limited
Crunchbase Website Twitter Facebook Linkedin
Ardiden is an Australian mineral exploration company seeking to generate shareholder wealth by identifying
Bravura Solutions
Crunchbase Website Twitter Facebook Linkedin
Bravura Solutions is a leading global supplier of superannuation / pension, life insurance, investment, private wealth and portfolio
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.
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
Crystal Delta
Crunchbase Website Twitter Facebook Linkedin
Crystal Delta has helped organisations find simpler solutions to complex problems.
Bendigo Bank
Crunchbase Website Twitter Facebook Linkedin
Bendigo Bank offers personal, business, wealth and community banking services.
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.
Bourke Group
Crunchbase Website Twitter Facebook Linkedin
Bourke Group provides accounting, advisory, and wealth management services.
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.
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.
Fincast
Crunchbase Website Twitter Facebook Linkedin
Fincast is a financial services technology company that specializes in wealth management applications.
Bank of Melbourne
Crunchbase Website Twitter Facebook Linkedin
Bank of Melbourne offers wealth management solutions, personal, business and corporate banking.
Enzumo
Crunchbase Website Twitter Facebook Linkedin
Enzumo provides software solutions and research services.
Sequoia Financial Group
Crunchbase Website Twitter Facebook Linkedin
Sequoia Financial Group provides software development, wealth management, training, general insurance and financial services.
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.
Barwon Investment Partners
Crunchbase Website Twitter Facebook Linkedin
Barwon Investment Partners is a fund management firm specialising in alternative investments.
Canaccord Genuity
Crunchbase Website Twitter Facebook Linkedin
Canaccord Genuity is a wealth management company that offers investment management and financial planning solutions.
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.
IQ Group
Crunchbase Website Twitter Facebook Linkedin
IQ Group is a consulting and financial service provider company.
Empower Wealth
Crunchbase Website Twitter Facebook Linkedin
Empower Wealth is a multi-award professional property and financial advisory firm.
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?
Morrows
Crunchbase Website Twitter Facebook Linkedin
Morrows offers business advice, wealth management, legal, audit, human resources, aged care advice, superannuation and lending solutions.
Premium Private Wealth
Crunchbase Website Twitter Facebook Linkedin
Premium Private Wealth provides integrated financial services through personalised financial reviews and wealth creation plans.
Prosperity Advisers Group
Crunchbase Website Twitter Facebook Linkedin
Prosperity has the technical expertise, industry experience and resources to assist clients meet their financial objectives.
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.
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.
AWA Alliance Bank
Crunchbase Website Twitter Facebook Linkedin
AWA Alliance Bank is a mutual financial services organization that provides home loans and savings accounts.
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.
BFF Group
Crunchbase Website Twitter Facebook Linkedin
BFF Group offers financial planning, debt solution, insurance, investment management, retirement planning and wealth management services.
Viridian Advisory
Crunchbase Website Twitter Facebook Linkedin
Viridian Advisory provides wealth management services.
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.
Private Reporting
Crunchbase Website Twitter Facebook Linkedin
Private Reporting is an investment reporting platform.
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.
CapitalRoad
Crunchbase Website Twitter Facebook Linkedin
CapitalRoad provides cloud-based retirement saving and wealth management platform for financial advisors
Dixon Advisory
Crunchbase Website Twitter Facebook Linkedin
Dixon Advisory is a financial solutions firm that offers wealth management, asset protection strategies and consultation services.
Local Government Super
Crunchbase Website Twitter Facebook Linkedin
Local Government Super offers financial advice, retirement benefits, investment management & financial planning for government employees.
AMG Super
Crunchbase Website Twitter Facebook Linkedin
AMG Super is a retail superannuation platform that offers provides personal and corporate superannuation products.
Your Wealth Hub
Crunchbase Website Twitter Facebook Linkedin
Your Wealth Hub offers wealth management, superannuation, insurance, and financial advisory services.
Invest Blue
Crunchbase Website Twitter Facebook Linkedin
Invest Blue offers tailor financial advice on wealth management, financial planning, retirement, wealth protection, banking and lending.
Frontier
Crunchbase Website Twitter Facebook Linkedin
Frontier specializes in providing asset allocation, capital markets insights, retirement solutions and investment advisory services.
Crunchbase Website Twitter Facebook Linkedin
Navag8 is providing software solutions to the wealth management industry.
Warakirri Asset Management
Crunchbase Website Twitter Facebook Linkedin
Warakirri is an Asset Management company which provides Agricultural Investments, Global Equities & Currency Management 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.
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.
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.
DFK Crosbie
Crunchbase Website Twitter Facebook Linkedin
DFK Crosbie offer specialist tax and business advice, accounting services, knowledge and experience for businesses and professionals.
First Samuel
Crunchbase Website Twitter Facebook Linkedin
First Samuel is a consultancy firm that provides auditing, retirement, investment, wealth management planning and advisory services.
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.
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.
My State Limited
Crunchbase Website Twitter Facebook Linkedin
My State Limited provides business banking, retail banking, estate planning, wealth management, agribusiness and insurance services.
Euroz
Crunchbase Website Twitter Facebook Linkedin
Euroz offers a spectrum of financial services that range from stockbroking, corporate finance, wealth management to institutional dealings.
The Moreton Group
Crunchbase Website Twitter Facebook Linkedin
The Moreton Group offers wealth protection, insurance advice, and retirement advisory services.
Fiducian Group
Crunchbase Website Twitter Facebook Linkedin
Fiducian Group is a financial services company and provides investment, superannuation and retirement services.
CIB
Crunchbase Website Twitter Facebook Linkedin
CIB offers audit and assurance, bookkeeping, support Xero software, tax, trust account audits, benchmarking and financial planning services.
Dodgshun Medlin
Crunchbase Website Twitter Facebook Linkedin
Dodgshun Medlin is a professional services business, with specialists in finance, business development, wealth improvement and agriculture.
Dominium Capital
Crunchbase Website Twitter Facebook Linkedin
Dominium Capital offers consulting, wealth management, estate planning, asset protection, credit and financial services.
LDB Group Australia
Crunchbase Website Twitter Facebook Linkedin
LDB are a financial advisory firm helping businesses, individuals and families.
YML Group
Crunchbase Website Twitter Facebook Linkedin
YML Group is a wealth management and financial advisory company.
Cooee
Crunchbase Website Twitter Facebook Linkedin
Cooee is a financial institutions that provides loan, tax, retirement, property investment solutions and financial advisory services.
Ulton
Crunchbase Website Twitter Facebook Linkedin
Ulton offers accounting, wealth management, tax advisory, audit, bookkeeping, litigation support, and consulting services.
Citilink Finance
Crunchbase Website Twitter Facebook Linkedin
Citilink Finance is a financial institute offering a variety of services.
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.
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.
Delft Partners
Crunchbase Website Twitter Facebook Linkedin
Delft Partners is a fund management firm that specializes in providing sophisticated investment management solutions and 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.
APIR
Crunchbase Website Twitter Facebook Linkedin
APIR provides critical components of the wealth management industry’s infrastructure.
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.
BlueRock
Crunchbase Website Twitter Facebook Linkedin
BlueRock is an entrepreneurial advisory firm that provides solutions in accounting, law and wealth management.
Bishop Collins
Crunchbase Website Twitter Facebook Linkedin
Bishop Collins specializes in offering accounting, audit, assurance, bookkeeping, tax preparation, financial & retirement planning services.
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.
Astute Financial Management
Crunchbase Website Twitter Facebook Linkedin
Astute Financial Management offers financial, insurance and wealth management solutions.
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.
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.
FinClear
Crunchbase Website Twitter Facebook Linkedin
FinClear renders financial planners, stockbrokers, wealth managers, lending, securities borrowing, IPO and placement settlement services.
Everalls Group
Crunchbase Website Twitter Facebook Linkedin
Everalls Group provides wealth management and financial advice and support services.
Australian Executor Trustees
Crunchbase Website Twitter Facebook Linkedin
Australian Executor Trustees offers estate planning, trustee, executor, philanthropic and self-managed superannuation services.
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.
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.
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.
