Radar › Companies › Services for Investment Industry · Australia
Radar · Services for Investment Industry in Australia

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.

174companies tracked
$53.5Mdisclosed funding
0unicorns
5have raised

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.

Sources & further reading
  • Grand View Research

Ranked: Best Services for Investment Industry companies in Australia

#CompanyDisclosed fundingLast roundStageFounderFoundedTech stackMarket signals (1y)Recent signals
1Barrenjoey
Provider of financial services
$53M49 mo agoSeries C—2020WordPressMySQLPHP+294 signals ▲300%
M&A · Contracts
—
2Planet Wealth
Provider of financial planning, mortgage, and insurance services
$500K34 mo agoSeedAli Mohammed
Founder
2009———
3PMY Group
Provider of investment and technology advisory services
—34 mo agoSeedPaul Yeomans
CEO
2009WordPress Block EditorWordPressMySQL+204 signals ▲33%
Leadership
—
4Carbon
Investment management firm
—56 mo agoSeedAdam Townley
CEO
2013WordPressMySQLPHP+17——
5Financial & Corporate Relations
Provider of financial communication and management services
—85 mo agoLate Stage—1985———
6Macquarie
Provider of financial services and solutions
—89 mo agoPublicMichael Silverton
Senior Managing Director
1969Adobe Experience ManagerApple iCloud MailJava+1476 signals
Acquisition · M&A · Leadership
1 partnership
74Dinfra
Home | 4D Infrastructure - A Bennelong boutique
——UnfundedSarah Shaw
CEO & Chief Investment Officer
—DrupalPHPTailwind CSS+13——
8Abgaustralia
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

LinkedIn Pulse recent public activity · Jul 2026
Audience: 25k LinkedIn followers — 2.7% of this cohort's audience
Activity: 1 awards announced in 12 mo
Funding rounds
  • May 2022Series C$53M
Investors
Barclays
Tech stack
Amazon Web ServicesCloudflareCloudflare Bot ManagementContact Form 7CookieyesCore-Js
#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.

Funding rounds
  • Aug 2023Seed$500K
Founders & team
Ali MohammedFounder
#3
Seed · Melbourne, Victoria · founded 2009 · 108 employees
—raised
▾

Provider of investment and technology advisory services

LinkedIn Pulse recent public activity · Jul 2026
Audience: 14k LinkedIn followers
Funding rounds
  • Jul 2023Seed—
Founders & team
Paul YeomansCEO
Investors
Bluestone Equity Partners
Tech stack
Amazon Web ServicesCloudflareCloudflare Bot ManagementComplianzContentsquareGoogle Analytics
#4
Seed · Adelaide, South Australia · founded 2013 · 9 employees
—raised
▾

Investment management firm

LinkedIn Pulse recent public activity · Jul 2026
Audience: 1k LinkedIn followers
Funding rounds
  • Sep 2021Seed—
  • Jul 2021Seed—
Founders & team
Adam TownleyCEO
Investors
Mitsubishi Corporation, Nippon Yusen Kabushiki Kaisha
Tech stack
WordpressMysqlPhpCivicthemeOxygenRankmath Seo
#5
Late Stage · Sydney, New South Wales · founded 1985 · 15 employees
—raised
▾

Provider of financial communication and management services

Funding rounds
  • May 2019PE—
Investors
SPRG
#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.

LinkedIn Pulse recent public activity · Jul 2026
Audience: 815k LinkedIn followers — 88.3% of this cohort's audience
Activity: 1 partnerships (incl. ACT) announced in 12 mo
Founders & team
Michael SilvertonSenior Managing DirectorGreg WardManaging DirectorIan SainesNon Executive Director
Investors
CIT, Rabobank, Sumitomo Mitsui Financial Group, Europa, Pace Industries, Argo Investments
Tech stack
Adobe Experience ManagerAkamaiApple Icloud MailCloudflareCloudflare Bot ManagementDocusign

Funding & investor landscape

$53.5Mtotal disclosed funding
2companies funded
2disclosed rounds
0rounds last 90 days
Most active investors
Argo Investments2 rounds
4A Capital1 rounds
AMCIL1 rounds
Angeleno Group1 rounds
Antler1 rounds
Arnold Bloch Leibler1 rounds
Barclays1 rounds
Behind the Counter1 rounds
Bluestone Equity Partners1 rounds
British International Investment1 rounds

Notable founders

Ali Mohammed
Founder · Planet Wealth
Paul Yeomans
CEO · PMY Group
Adam Townley
CEO · Carbon
Michael Silverton
Senior Managing Director · Macquarie
Greg Ward
Managing Director · Macquarie
Prism market signals · Australia · country-scoped Prism corpus, 3,614,488 docs

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

Common questions

How many Services for Investment Industry companies are there in Australia?
Radar tracks 174 indexable Services for Investment Industry companies headquartered in Australia that meet our profile-completeness bar.
What is the total funding raised by Services for Investment Industry companies in Australia?
The Services for Investment Industry companies in Australia on this list have raised a combined $53.5M in disclosed equity funding across 2 funded companies.
Which is the highest-funded Services for Investment Industry company in Australia?
Barrenjoey is the highest-funded Services for Investment Industry company in Australia, with $53M in disclosed equity funding.
How many Services for Investment Industry companies in Australia are funded?
2 of the 174 Services for Investment Industry companies in Australia on this list have disclosed at least one equity funding round.
How many Services for Investment Industry unicorns are there in Australia?
None of the Services for Investment Industry companies in Australia on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Australia Services for Investment Industry companies?
The most active investors in Australia Services for Investment Industry companies on this list include Argo Investments, 4A Capital, AMCIL, Angeleno Group, Antler.
Rohit KhannaTrends & Stories

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.

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