Best Asset Management Companies in Victoria, Australia
The 137 best Asset Management companies in Victoria, Australia in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Hejaz Financial Services.
Ranked: Best Asset Management companies in Victoria
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Hejaz Financial Services Diversified investment management and wealth management firm | $110M | 14 mo ago | Funding Raised | — | 2007 | SanityBugHerdNode.js+28 | 1 launch · 1 partnership |
| 2 | Diversa Diversified investment management firm | $9M | 171 mo ago | Acquired | Connie Mckeage Director & Co-CEO | 2009 | WordPressMySQLPHP+13 | — |
| 3 | Industry Super Research and advocacy body that represents a collective of industry-based superannuation funds, promoting the… | — | 16 mo ago | Seed | Alana Burnside CEO | 2006 | SilverstripePHPUbuntu+21 | 1 award |
| 4 | SCM Financial Group Provider of financial advisory services | — | 42 mo ago | Funding Raised | Aubrey Roga CEO | 1986 | — | — |
| 5 | Equity Trustees Wealth management firm | — | 45 mo ago | Public | — | 1888 | TurbopackApple iCloud MailNode.js+21 | — |
| 6 | Yarra Funds Management Limited Funds investment management firm | — | 108 mo ago | Seed | — | 2017 | WordPressMySQLPHP+19 | 3 awards |
| 7 | MWL Financial Group Financial planning firm | — | 121 mo ago | Late Stage | — | 2001 | WordPress Block EditorElementorWordPress+24 | — |
| 8 | First Financial Wealth Management Firm | — | 132 mo ago | Series A | Chris White Founder & MD | 2014 | WordPressMySQLPHP+22 | — |
Top 8 Asset Management companies in Victoria
#1
Funding Raised · Thomastown, Victoria · founded 2007 · 85 employees$110Mraised▾
Diversified investment management and wealth management firm
- Apr 2025Conventional Debt$110M
#2
Acquired · Melbourne, Victoria · founded 2009 · 16 employees$8.9Mraised▾
Diversified investment management firm
- Mar 2012Series A$1.5M
- Mar 2009Seed$4.4M
- Mar 2009Seed$3M
#3
Seed · Melbourne, Victoria · founded 2006—raised▾
Industry Super is a research and advocacy body that represents Industry SuperFunds, which are low-fee funds that prioritize the interests of members. The organization provides data-driven insights and guidance to help individuals make informed decisions about their superannuation and retirement planning. Industry Super also engages in policy research and advocacy to shape the superannuation landscape and promote the interests of members. Its aim is to empower Australians to make the most of their superannuation and achieve a more secure financial future.
- Feb 2025Seed—
#4
Funding Raised · Surrey Hills, Victoria · founded 1986—raised▾
Provider of financial advisory services
- Nov 2022Unattributed—
#5
Public · Melbourne, Victoria · founded 1888 · 264 employees—raised▾
Wealth management firm
#6
Seed · Melbourne, Victoria · founded 2017 · 75 employees—raised▾
Funds investment management firm
- 2017Seed—
#7
Late Stage · Melbourne, Victoria · founded 2001 · 51 employees—raised▾
Financial planning firm
- May 2016PE—
#8
Series A · Melbourne, Victoria · founded 2014 · 60 employees—raised▾
Provider of asset management services intended to manage diverse portfolio of investments. The company specializes in financial planning and superannuation management services, enabling its customers to obtain optimum long-term returns.
- Jun 2015Series A—
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Asset Management coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising