Best Financial Services Companies in New South Wales, Australia
The 687 best Financial Services companies in New South Wales, Australia in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Challenger.
Ranked: Best Financial Services companies in New South Wales
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Challenger Retirement focused investment management firm | $1.4B | 59 mo ago | Public | — | 1985 | Node.jsVimeoYouTube+30 | 1 partnership |
| 2 | Greenstone Developer of high-brightness microdisplays for augmented reality applications | $500M | 57 mo ago | Series C | — | 2007 | Kontent.aiApple iCloud MailAmazon ALB+8 | 5 job openings · 1 award |
| 3 | Dynamoney Provider of business finance including asset, vehicle, equipment, and insurance funding 40Funding top 39%Tech top 40%Growth top 45%Talent bottom 49% All 7 signals ▾Fundingtop 39% Techtop 40% Growthtop 45% Talentbottom 49% Globalbottom 36% Marketbottom 34% Newsbottom 22% Funding: Raised $285M across 1 rounds · 1 rounds over 2 yrs (0.5/yr) Tech: 32 technologies across 5/8 capability areas · Cloud: Cloudflare rank vs industry peers · Fliar Intelligence Index 40/100 | $285M | 27 mo ago | Funding Raised | David Verschoor Chief Executive Officer | 2015 | WordPressApple iCloud MailMicrosoft 365+26 | — |
| 4 | Bluestone Provider of home loan solutions for varied financial circumstances in Australia | $255M | 81 mo ago | Acquired | — | 2000 | WordPressMySQLPHP+23 | 1 award |
| 5 | Brighten Home Loans Provider of non-bank home and commercial loans | $250M | 76 mo ago | Funding Raised | — | 2017 | WebflowWordPressMySQL+29 | 1 partnership · 1 award |
| 6 | Athena Online mortgage platform for home loans 62Moat top 22%Product top 29%Funding top 30%Innovation top 33% All 10 signals ▾Moattop 22% Producttop 29% Fundingtop 30% Innovationtop 33% Techtop 38% Talenttop 38% Growthtop 45% Marketbottom 47% Globalbottom 37% Newsbottom 18% Moat: Editorial + unicorn rating 8/10 · Soonicorn Product: 12 distinct product lines · 1 published app (7.8k installs) rank vs industry peers · Fliar Intelligence Index 62/100 | $200M | 61 mo ago | Series D | Michael Starkey Co-Founder & COO | 2017 | ContentfulSentryApple iCloud Mail+27 | — |
| 7 | Pinnacle Investment Management Diversified investment management firm | $129M | 72 mo ago | Public | Adrian Whittingham Executive Director | 2006 | WordPressApple iCloud MailMicrosoft 365+24 | — |
| 8 | IMF Bentham Legal finance and risk management company | $117M | 88 mo ago | Series D | Andrew Saker CEO & Managing Director | 2001 | — | — |
| 9 | AUB Group Provider of insurance broking and underwriting agency services | $99M | 37 mo ago | Public | — | 1985 | WordPressMySQLPHP+16 | — |
| 10 | Pepper Money Online platform offering diversified loans | $98M | 138 mo ago | Public | — | 2000 | Adobe Experience ManagerJavaYouTube+26 | 3 awards |
| 11 | Barrenjoey Provider of financial services | $53M | 49 mo ago | Series C | — | 2020 | WordPressMySQLPHP+29 | — |
| 12 | Integrity Life Life insurance carrier | $53M | 68 mo ago | Series B | — | 2018 | — | — |
| 13 | Viridios Capital Diversified asset management firm | $36M | 38 mo ago | Series B | Geoff Clear Co-Founder & EVP/ Group COO | 2019 | WordPressApple iCloud MailGoogle Workspace+20 | — |
| 14 | Australian Securities Exchange Operator of financial markets providing trading, clearing, and settlement services | $27M | 155 mo ago | Public | Helen Lofthouse Managing Director and CEO | 1987 | Adobe Experience ManagerApple iCloud MailJava+26 | 2 partnerships |
| 15 | Funda Provider of working capital loans | $10M | 78 mo ago | Funding Raised | Mark Owen Co-Founder | 2013 | — | — |
| 16 | Verve Investment & wealth management firm | $6M | 35 mo ago | Seed | Zoe Lamont Co-Founder | 2018 | DatoCMSNode.jsReact+18 | — |
| 17 | Fundabl Provider of venture debt financing for high-growth businesses. | $3M | 22 mo ago | Series A | — | — | — | — |
| 18 | Vero Provider of diversified insurance services | $3M | 108 mo ago | Series A | — | 2003 | Adobe Experience ManagerJavaYouTube+20 | 1 launch · 4 awards |
| 19 | AMP Commercial bank | $900K | 82 mo ago | Acquired | — | 1849 | Adobe Experience ManagerApple iCloud MailSwiftype+24 | 1 partnership · 2 awards |
Top 12 Financial Services companies in New South Wales
#1
Funding Raised · Sydney, New South Wales · founded 2015$285Mraised▾
Provider of business finance including asset, vehicle, equipment, and insurance funding. It offers specialized products designed to meet the needs of growing businesses. The company provides options to manage cash flow, purchase stock, or invest in business assets. It aims to deliver an easier, faster customer experience through digital platforms.
- Mar 2024Conventional Debt$188.9M
#2
Series A · Sydney, New South Wales · 4 employees$3.2Mraised▾
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#3
Public · Sydney, New South Wales · founded 1985 · 817 employees$1.4Braised▾
Retirement focused investment management firm
- Jul 2021Post IPO$539.6M
- Oct 2020Post IPO$179.3M
- Jun 2020Post IPO$187.1M
- Aug 2018Post IPO$481M
#4
Public · Sydney, New South Wales · founded 1985 · 1600 employees$99.5Mraised▾
Provider of insurance broking and underwriting agency services. It offers a network connecting clients with insurers for placement of insurance premiums. The business model involves facilitating insurance transactions and providing risk management solutions. Services encompass retail and wholesale broking, along with underwriting agency functions. It supports various business areas, including member services and specialized agencies.
- May 2023Post IPO$99.5M
#5
Series C · Sydney, New South Wales · founded 2007 · 730 employees$500Mraised▾
Developer of high-brightness microdisplays for augmented reality applications. This company specializes in semiconductor technology, focusing on microdisplay technology for AR and other display applications. The team comprises experienced display and semiconductor professionals and engineers with expertise in TFT design and fabrication, micro-LED processing and integration, and system design. They are actively seeking talented individuals to contribute to their ongoing projects. The company's technology is venture-backed.
- Sep 2021Series C—
- Jun 2016Series C$500M
#6
Series B · Mosman, New South Wales · founded 2019$35.5Mraised▾
Diversified asset management firm
- Apr 2023Series B—
- Oct 2022Series B$55M
#7
Series D · Sydney, New South Wales · founded 2017 · 152 employees$200Mraised▾
Online mortgage platform for home loans. It features automated rate matching for customers, direct debit repayment, redraw facility, direct salary payment, automatic future payments, and more. It offers a home loan calculator to calculate mortgage repayments or ongoing repayments and also compare current loans.
- May 2021Series D$90M
- Oct 2019Series C$48M
- Nov 2018Series B$18.1M
- May 2018Series A$11.3M
#8
Seed · Byron Bay, New South Wales · founded 2018 · 20 employees$5.6Mraised▾
Investment & wealth management firm
- Jul 2023Seed$3M
- Sep 2021Seed$2.6M
#9
Series C · Sydney, New South Wales · founded 2020 · 442 employees$53Mraised▾
Provider of financial services
- May 2022Series C$53M
#10
Public · Sydney, New South Wales · founded 2006 · 118 employees$129Mraised▾
Diversified investment management firm
- Jun 2020Post IPO$112.9K
- 2018Post IPO$60M
- Jun 2017Post IPO$30M
- May 2016Post IPO$38.9M
#11
Funding Raised · Sydney, New South Wales · founded 2017 · 78 employees$250Mraised▾
Provider of non-bank home and commercial loans. It offers various loan products, including full-documentation, alternative-documentation, expat, non-resident, bridging, construction, and vacant land loans. The firm also provides commercial lending options. It focuses on creating innovative lending solutions and utilizes a proprietary technology platform to streamline the loan origination process. The company is supported by established warehouse funding arrangements with multiple banks and public RMBS programs.
- Jan 2020Conventional Debt$250M
#12
Acquired · Sydney, New South Wales · founded 2000 · 174 employees$255.3Mraised▾
Provider of home loan solutions for varied financial circumstances in Australia. The company offers options for owner-occupiers, residential investors, and SMSF property investments. It also provides loans for commercial property, residential construction, and expat investors. Resources include guides, calculators, and support for borrowers and brokers.
- Sep 2019Conventional Debt$255.3M
- Oct 2017Conventional Debt—
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Financial Services coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.