Company lists · Data refreshed September 2026
Top 25 Financial advisory platforms based in New Zealand
RevenueBase identified 157 financial advisory platforms headquartered in New Zealand as of September 2026 and tracks 2,153 professional contacts across them, including 1,217 with verified work emails. Auckland is the largest hub.
This list covers financial advisory platforms headquartered in New Zealand, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest financial advisory platforms based in New Zealand
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 607 contacts → | ||||
Partial evidence “We are one of New Zealand’s leading investment advisory firms.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 205 contacts → | ||||
Indirect evidence “Sharesies is an empowering wealth app on a mission to give someone with $5 and someone with $5 million the same money opportunities.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 93 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 85 contacts → | ||||
Partial evidence “Adminis delivers technology-driven wealth solutions for wealth managers, fund managers, self-directed investment platforms, and wealthy private individuals and their families.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 84 contacts → | ||||
Indirect evidence “The SecuritEase® System is a sophisticated, multi asset class, market & currency capital market, middle & back office settlement and wealth management solution.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 68 contacts → | ||||
Partial evidence “Our friendly team of dedicated and experienced financial advisers are on your side.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 62 contacts → | ||||
Indirect evidence “At Finsol, we help Kiwis think bigger picture.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 52 contacts → | ||||
Partial evidence “Consilium offers a wide range of innovation solutions for independent financial adviser practices and financial institutions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 37 contacts → | ||||
Partial evidence “Foxplan work one to one with clients as well as facilitating workshops with corporate groups to increase New Zealand's financial literacy through financial planning.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 37 contacts → | ||||
Partial evidence “Cambridge Partners is one of New Zealand's leading fee-only investment advisory and wealth management firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 34 contacts → | ||||
Indirect evidence “Since Quantum's inception in 2016, we've set out to disrupt the finance industry status-quo.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 32 contacts → | ||||
Partial evidence “TAP’s modern CRM + AI-powered platform, compliance and admin services help advice businesses across any group run smarter, serve clients better and grow into high-performing firms…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 25 contacts → | ||||
Partial evidence “Welcome to Cole Murray Financial Advisers, Hawke's Bay's home of all things financial.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 22 contacts → | ||||
Indirect evidence “With Tempo, you know what to invest in right from the start, without having to spend hours to find the right investments.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 22 contacts → | ||||
Indirect evidence “In 1987, Stewart Group (then called DL Stewart & Associates) was established by Don Stewart in Hawke's Bay with one purpose - to provide tailored investment and insurance advice…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 21 contacts → | ||||
Partial evidence “Enjoy better financial results and confidence because of advice and support from SurePlan Financial.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 17 contacts → | ||||
Partial evidence “At NZFP, we believe that solid financial planning is the best place to start your financial wellbeing journey.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 16 contacts → | ||||
Strong evidence “Originally founded in 1988 as Broadview Financial Management Limited, Saturn Advice Limited is a financial advisory business helping people make the right financial decisions for…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 15 contacts → | ||||
Partial evidence “RIVAL Wealth was established in 2008 with a unique approach to financial planning.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 15 contacts → | ||||
Strong evidence “Rutherford Rede is a national financial advisory practice that has been providing leadership in investment strategy and financial planning since 1992.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 14 contacts → | ||||
Indirect evidence “Become Wealth helps New Zealanders build, manage, and protect their wealth.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 13 contacts → | ||||
Indirect evidence “Our focus is to help clients get the right tailored finance and insurance advice for their situation and ensure it fits their needs now and into the future.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 13 contacts → | ||||
Indirect evidence “Serious about Kiwis who are serious about their future.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 12 contacts → | ||||
Partial evidence “Whether you need a Mortgage Aggregator, Insurance Partner, CRM, or Fire and General partner, Link Financial Group has the solution.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 11 contacts → | ||||
Partial evidence “When it comes to securing your financial future, we know there is a lot for you to think about – which is why so many people are tempted to put financial planning in the “too…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial advisory platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names financial advisory platforms.
- Partial evidence
- Its own public description names part of financial advisory platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial advisory platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 157 financial advisory platforms based in New Zealand
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Financial advisory platforms based in New Zealand at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for New Zealand, so it is reported there. Company counts and contact totals on this page are exact for New Zealand, over 157 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial advisory platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in New Zealand whose own description of what they do matches “financial advisory platforms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial advisory platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among financial advisory platforms, and records with no verified work email. Companies headquartered outside New Zealand are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 1,217 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Financial advisory platforms by metro
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial advisory platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many financial advisory platforms are there based in New Zealand?
RevenueBase identified 157 financial advisory platforms headquartered in New Zealand as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Craigs Investment Partners, headquartered in Tauranga, tops this list with the largest team on record.
Which city has the most financial advisory platforms?
Auckland leads with 68 headquartered companies, followed by Christchurch (18) and Wellington (13).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 1,217 verified decision-maker contacts tracked across these 157 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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