Best Services for Investment Industry Companies in Victoria, Australia
The 33 best Services for Investment Industry companies in Victoria, Australia in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Planet Wealth.
Ranked: Best Services for Investment Industry companies in Victoria
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Planet Wealth Provider of financial planning, mortgage, and insurance services | $500K | 38 mo ago | Seed | Ali Mohammed Founder | 2009 | — | — |
| 2 | PMY Group Provider of investment and technology advisory services | — | 39 mo ago | Seed | Paul Yeomans CEO | 2009 | WordPress Block EditorWordPressMySQL+20 | — |
| 3 | Adventureconsultancysolutions Provider of financial technology consulting and staff augmentation services. | — | — | Unfunded | Michael Musgrove Chief Executive Officer | 2019 | — | — |
| 4 | Apollo League Business brokerage firm | — | — | Unfunded | Simon Ward Founder & CEO | 2016 | — | — |
| 5 | Aurum Data Provider of financial services | — | — | Unfunded | Eugene Dubossarsky Co-Founder | 2018 | — | — |
| 6 | Computershare Client communication solutions for capital markets | — | — | Public | — | 1978 | BootstrapReactReact Router+9 | — |
| 7 | Cosmos Capital Wealth management firm providing solutions for startups | — | — | Deadpooled | Christopher Khoury Founder & CEO | 2018 | — | — |
| 8 | Dealside Provider of portfolio management services | — | — | Unfunded | — | 2020 | — | — |
Top 2 Services for Investment Industry companies in Victoria
#1
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
#2
Seed · Melbourne, Victoria · founded 2009 · 108 employees—raised▾
Provider of investment and technology advisory services
- Jul 2023Seed—
Funding & investor landscape
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
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.