Best Services for Investment Industry Companies in Australia
The 174 best Services for Investment Industry companies in Australia in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Barrenjoey.
Services for Investment Industry companies in Australia don't get ranked this way often — 174 firms tracked, total disclosed funding sitting at $54M, and the numbers tell a sharp story before you even read a name. Barrenjoey accounts for $53M of that pool almost single-handedly, which means the rest of the field is essentially bootstrapped or pre-disclosure. No unicorns. Plenty of ambition. The global market behind all this activity is valued at around $1.3B, and the demand drivers are real: security concerns, shifting interaction preferences, and the highly regulated nature of the industry keep raising the bar for every firm trying to win institutional clients.
So what's actually moving right now? App adoption is one signal worth watching. Median install growth is running at roughly +25% YoY across 82 investment banking and management apps, which tells you digital access to this sector is accelerating fast. 2018 research showed early warning signs that technology adoption in financial services compounds quickly once it crosses certain thresholds, and that's looking prescient. Hot themes in coverage this quarter are stock performance, stock indices, and investment deal flow. If you're evaluating providers here, the funding gap between Barrenjoey and the rest of the directory is, I'd say, the defining structural fact to keep in mind.
- Grand View Research
Ranked: Best Services for Investment Industry companies in Australia
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Market signals (1y) | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Barrenjoey Provider of financial services | $53M | 49 mo ago | Series C | — | 2020 | WordPressMySQLPHP+29 | 4 signals ▲300% M&A · Contracts | — |
| 2 | Planet Wealth Provider of financial planning, mortgage, and insurance services | $500K | 34 mo ago | Seed | Ali Mohammed Founder | 2009 | — | — | — |
| 3 | PMY Group Provider of investment and technology advisory services | — | 34 mo ago | Seed | Paul Yeomans CEO | 2009 | WordPress Block EditorWordPressMySQL+20 | 4 signals ▲33% Leadership | — |
| 4 | Carbon Investment management firm | — | 56 mo ago | Seed | Adam Townley CEO | 2013 | WordPressMySQLPHP+17 | — | — |
| 5 | Financial & Corporate Relations Provider of financial communication and management services | — | 85 mo ago | Late Stage | — | 1985 | — | — | — |
| 6 | Macquarie Provider of financial services and solutions | — | 89 mo ago | Public | Michael Silverton Senior Managing Director | 1969 | Adobe Experience ManagerApple iCloud MailJava+14 | 76 signals Acquisition · M&A · Leadership | 1 partnership |
| 7 | 4Dinfra Home | 4D Infrastructure - A Bennelong boutique | — | — | Unfunded | Sarah Shaw CEO & Chief Investment Officer | — | DrupalPHPTailwind CSS+13 | — | — |
| 8 | Abgaustralia home - ABG Australia | | — | — | Unfunded | — | 2010 | — | — | — |
Top 6 Services for Investment Industry companies in Australia
#1
Series C · Sydney, New South Wales · founded 2020 · 442 employees$53Mraised▾
Provider of financial services
- May 2022Series C$53M
#2
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
#3
Seed · Melbourne, Victoria · founded 2009 · 108 employees—raised▾
Provider of investment and technology advisory services
- Jul 2023Seed—
#4
Seed · Adelaide, South Australia · founded 2013 · 9 employees—raised▾
Investment management firm
- Sep 2021Seed—
- Jul 2021Seed—
#5
Late Stage · Sydney, New South Wales · founded 1985 · 15 employees—raised▾
Provider of financial communication and management services
- May 2019PE—
#6
Public · Sydney, New South Wales · founded 1969 · 14469 employees—raised▾
Provider of financial services and solutions. The organization operates in asset management, retail and business banking, wealth management, as well as advisory, and risk and capital solutions across debt, equity, financial markets and commodities. It offers investment opportunities and facilitates economic activity. The company also addresses community needs.
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Services for Investment Industry coverage by sub-theme.
Regulatory-risk over time flat
Funding & growth over time
funding rising · growth rising