Best Financial Services Companies in Victoria, Australia
The 412 best Financial Services companies in Victoria, Australia in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: National Australia Bank.
Ranked: Best Financial Services companies in Victoria
| # | Company | Disclosed funding | Last round | Stage | Employees | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | a.i.s. insurance brokers A.I.S. Insurance Brokers offers insurance and risk management solutions like business and promotional… | — | — | Acquired | 12 | 1990 | — | — |
| 2 | Abacus Indemnity insurance broker | — | — | Unfunded | — | 1989 | — | — |
| 3 | Acceler8 Corporate advisory firm | — | — | Unfunded | — | 2020 | — | — |
| 4 | account(able) Account(able) is a firm that provides accounting services. | — | — | — | — | 2018 | WordPressMySQLPHP+19 | — |
| 5 | accountancy group Accountancy Group is a consultancy specializing in accounting, auditing, financial planning, business… | — | — | Unfunded | — | 2001 | — | — |
| 6 | accounts nextgen We are a registered tax agent and best tax accountant in Melbourne have more than 6 office worldwide. | — | — | — | 20 | 2003 | WordPressZohoMySQL+30 | 1 job opening · 1 award |
| 7 | Acorn Capital Diversified investment management firm | — | — | Public | — | 1998 | WordPressMySQLPHP+17 | — |
| 8 | ADA Group Provider of accounting, tax, bookkeeping and financial advisory services | — | — | Unfunded | — | 2004 | — | — |
Top 12 Financial Services 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
Public · Melbourne, Victoria · founded 1981 · 33000 employees$3.8Braised▾
National Australia Bank is a commercial bank engaged in banking and financial services for consumers and businesses. Their products and services include business banking, consumer banking, wholesale banking and wealth management insurance. The company has operations in Australia, New Zealand, the United Kingdom, and Asia. It offers a solution for consumer & business loans, investments, travel & overseas banking, credit & debit cards, payment processing, and other finacial services. In 2022, the company recorded annual revenues of $26.27B and a net profit of $4.99B.
- Apr 2020Post IPO$3B
- Feb 2015Conventional Debt$750M
#3
Series A · Melbourne, Victoria · founded 2016 · 54 employees$119.7Mraised▾
Provider of credit line for businesses
- Jul 2023Conventional Debt$451M
- Feb 2019Series A$119.7M
- Feb 2019Conventional Debt—
#4
Series C · Fitzroy, Victoria · founded 2016 · 52 employees$37.6Mraised▾
Provider of home loans
- Oct 2022Series C$37.6M
- Dec 2021Conventional Debt$300M
- Mar 2020Series B—
#5
Public · Melbourne, Victoria · founded 1996 · 65 employees$87.2Mraised▾
APN Property Group is a real estate investment trust that manages real estate investment funds on behalf of institutional and retail investors. The company aims to invest, acquire and manage in undervalued properties are aim to derive a superior return. As of December 31, 2015 the company manages a real estate and securities portfolio of $2.4 Billion.
- Jun 2020Post IPO$55M
- May 2016Venture Debt$10.8M
- Apr 2015Post IPO$21.4M
#6
Acquired · Hawthorn East, Victoria · founded 2016 · 64 employees$24Mraised▾
Provider of buy now, pay later plans for retail purchases. The company facilitates payment plans for consumers, allowing them to spread costs over time. It offers options for both smaller and larger purchases through its network. The company provides a mobile application for managing transactions and updating payment details.
- Jul 2020Series B$12M
- Jul 2019Series A$5M
- Jul 2019Conventional Debt$22M
- Mar 2019Series A$7M
#7
Seed · Glen Waverley, Victoria · founded 2009$500Kraised▾
Provider of financial planning, mortgage, and insurance services. It offers services encompassing financial planning, superannuation, retirement planning, mortgage consulting, investment advice, estate planning, home loan assistance, personal insurance, and superannuation management. The firm assists clients in achieving their financial goals through personalized strategies tailored to individual needs and circumstances. Services include creating financial roadmaps, managing assets, and securing suitable home loans. They also provide guidance on retirement planning and personal insurance options.
- Aug 2023Seed$500K
#8
Seed · Melbourne, Victoria · founded 2021 · 10 employees$1.3Mraised▾
Institution focused on financial services
- Dec 2022Seed$1.3M
#9
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
#10
Late Stage · Melbourne, Victoria · founded 2006 · 36 employees$3.7Mraised▾
Provider of insurance solutions for construction, plant, and various industries. It offers insurance products tailored to construction, engineering, and contract works, as well as plant and machinery risks. Additional coverage includes trade insurance for electricians and renewable energy contractors, injury and sickness protection for workers, and insurance for sports, leisure, and events. Cyber insurance is also provided, covering cyberattacks and related liabilities. The company provides proposal forms and claim forms for each of its insurance offerings.
- Jul 2018PE$3.7M
#11
Seed · Wurruk, Victoria · founded 2001 · 41 employees$2Mraised▾
Provider of accounting, audit, advisory, financial planing and tax related services
- Nov 2019Seed$2M
#12
Public · Melbourne, Victoria · founded 1840 · 7000 employees—raised▾
Provider of health insurance, aged care, home care, and financial services. It delivers services focused on health, wealth, and care for members. The company offers retirement living options and support for those exploring aged care. Personalised home health assistance helps individuals age actively and independently.
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
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