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29 Best Sydney Based Wealth Management Startups and Companies 2021

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

Practifi

Crunchbase Website Twitter Facebook Linkedin

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

Investfit

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

Investfit

Bravura Solutions

Crunchbase Website Twitter Facebook Linkedin

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

Investfit

Microequities

Crunchbase Website Twitter Facebook Linkedin

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

Investfit

QuietGrowth

Crunchbase Website Twitter Facebook Linkedin

Most advanced digital investment management service in Australia

Investfit

DigitalChameleon

Crunchbase Website Twitter Facebook Linkedin

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

Investfit

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.

Investfit

Fincast

Crunchbase Website Twitter Facebook Linkedin

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

Investfit

Sequoia Financial Group

Crunchbase Website Twitter Facebook Linkedin

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

Investfit

Barwon Investment Partners

Crunchbase Website Twitter Facebook Linkedin

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

Investfit

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?

Investfit

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.

Investfit

BFF Group

Crunchbase Website Twitter Facebook Linkedin

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

Investfit

Local Government Super

Crunchbase Website Twitter Facebook Linkedin

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

Investfit

Your Wealth Hub

Crunchbase Website Twitter Facebook Linkedin

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

Investfit

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.

Investfit

Stanford Brown

Crunchbase Website Twitter Facebook Linkedin

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

Investfit

Hayes Knight

Crunchbase Website Twitter Facebook Linkedin

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

Investfit

Quantum Financial

Crunchbase Website Twitter Facebook Linkedin

Quantum Financial is an independent financial planning firm.

Investfit

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.

Investfit

Fiducian Group

Crunchbase Website Twitter Facebook Linkedin

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

Investfit

Cooee

Crunchbase Website Twitter Facebook Linkedin

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

Investfit

Citilink Finance

Crunchbase Website Twitter Facebook Linkedin

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

Investfit

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.

Investfit

Sandon Capital

Crunchbase Website Twitter Facebook Linkedin

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

Investfit

GPS Wealth

Crunchbase Website Twitter Facebook Linkedin

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

Investfit

FinClear

Crunchbase Website Twitter Facebook Linkedin

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

Investfit

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.

Investfit

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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