Company lists · Data refreshed September 2026

Top 19 Financial consulting firms based in Auckland, New Zealand

RevenueBase identified 74 financial consulting firms headquartered in Auckland, New Zealand as of September 2026 and tracks 825 professional contacts across them, including 372 with verified work emails and 24 with mobile numbers. Across New Zealand, Auckland is the largest hub for this category.

This list covers financial consulting firms headquartered in Auckland, 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 12, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 12, 2026 86% judged on-target in blind review
74Companies
825Contacts tracked
372Verified emails
24Mobile numbers
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The 19 largest financial consulting firms based in Auckland, New Zealand

Ranked by team size
Top 19 of 74 financial consulting firms based in Auckland, New Zealand, ranked by team size, largest first. Data refreshed Sep 12, 2026. RevenueBase Smart Search rates how each company's information relates to financial consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceAuckland, New ZealandHQ checked Sep 12, 2026201-500348 contacts →

Indirect evidence

“Jarden is a leading independent investment and advisory group.”

Source: RevenueBase Database · checked Sep 12, 2026
2Partial evidenceAuckland, New ZealandHQ checked Sep 12, 202651-20068 contacts →

Partial evidence

“Our friendly team of dedicated and experienced financial advisers are on your side.”

Source: RevenueBase Database · checked Sep 12, 2026
3Indirect evidenceAuckland, New ZealandHQ checked Sep 12, 202611-5062 contacts →

Indirect evidence

“At Finsol, we help Kiwis think bigger picture.”

Source: RevenueBase Database · checked Sep 12, 2026
4Indirect evidenceAuckland, New ZealandHQ checked Sep 12, 202651-20038 contacts →

Indirect evidence

“Alvarium offers a connected world of investment opportunities.”

Source: RevenueBase Database · checked Sep 12, 2026
5Indirect evidenceAuckland, New ZealandHQ checked Sep 12, 202651-20023 contacts →

Indirect evidence

“Guiding you to better wealth.”

Source: RevenueBase Database · checked Sep 12, 2026
6Partial evidenceAuckland, New ZealandHQ checked Sep 12, 202611-5020 contacts →

Partial evidence

“Picture a powerhouse of business growth, a beacon of financial wisdom, a catalyst for success - that's Biz Solutions.”

Source: RevenueBase Database · checked Sep 12, 2026
7Partial evidenceAuckland, New ZealandHQ checked Sep 12, 202611-5017 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 12, 2026
8Partial evidenceAuckland, New ZealandHQ checked Sep 12, 202611-5013 contacts →

Partial evidence

“We take pride in our job to translate financial information into practical and useful recommendations to help your business grow.”

Source: RevenueBase Database · checked Sep 12, 2026
9Indirect evidenceAuckland, New ZealandHQ checked Sep 12, 202611-509 contacts →

Indirect evidence

“Welcome to Bancorp, New Zealand's most innovative and dynamic investment banking organisation.”

Source: RevenueBase Database · checked Sep 12, 2026
10Partial evidenceAuckland, New ZealandHQ checked Sep 12, 202611-508 contacts →

Partial evidence

“Founded in 2006, VCFO provides insightful business and financial advice to private clients, business owners and investment managers.”

Source: RevenueBase Database · checked Sep 12, 2026
11Partial evidenceAuckland, New ZealandHQ checked Sep 12, 20261-108 contacts →

Partial evidence

“The Private Office (TPO) is an independent Financial Planning firm specialised in the provision of tailored wealth management services.”

Source: RevenueBase Database · checked Sep 12, 2026
12Strong evidenceAuckland, New ZealandHQ checked Sep 12, 20261-108 contacts →

Strong evidence

“Financial services management consulting, specialising marketing and distribution consulting for insurers, banks, fund managers, and financial advice businesses.”

Source: RevenueBase Database · checked Sep 12, 2026
13Partial evidenceAuckland, New ZealandHQ checked Sep 12, 202611-506 contacts →

Partial evidence

“We offer a range of financial products and services, including mortgage, insurance, investment and retirement strategies, to help our clients achieve their financial goals.”

Source: RevenueBase Database · checked Sep 12, 2026
14Partial evidenceAuckland, New ZealandHQ checked Sep 12, 20261-106 contacts →

Partial evidence

“At Strategic Wealth Management, our mission is to help our clients make the most of their financial lives.”

Source: RevenueBase Database · checked Sep 12, 2026
15Indirect evidenceAuckland, New ZealandHQ checked Sep 12, 20261-105 contacts →

Indirect evidence

“We believe that mortgages are a tool that needs to be well-managed, just like any other investment.”

Source: RevenueBase Database · checked Sep 12, 2026
16Indirect evidenceAuckland, New ZealandHQ checked Sep 12, 202611-504 contacts →

Indirect evidence

“For over 30 years we've helped grow generational wealth for a range of clients through responsible stewardship, careful and conservative management and high-quality service.”

Source: RevenueBase Database · checked Sep 12, 2026
17Indirect evidenceAuckland, New ZealandHQ checked Sep 12, 20261-104 contacts →

Indirect evidence

“At The Olive Group, we understand a need and fill it with what works best for you.”

Source: RevenueBase Database · checked Sep 12, 2026
18Indirect evidenceAuckland, New ZealandHQ checked Sep 12, 20261-104 contacts →

Indirect evidence

“Imak Advice is an independent insurance and investment advisory practice built around one simple belief: good advice should feel clear, considered, and genuinely supportive.”

Source: RevenueBase Database · checked Sep 12, 2026
19Indirect evidenceAuckland, New ZealandHQ checked Sep 12, 20261-104 contacts →

Indirect evidence

“QUARTZ WEALTH specialises in partnering with wealthy, successful and ambitious New Zealanders to help them achieve what's important to them.”

Source: RevenueBase Database · checked Sep 12, 2026

Showing 19 of 74 financial consulting firms based in Auckland, New Zealand

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Financial consulting firms based in Auckland, New Zealand at a glance

As of Sep 12, 2026
45.1%Verified-email coverage
2.9%Mobile-number coverage
11.1Average contacts per company
1-10Median size (employees)
Sep 12, 2026Page data refreshed

Companies by employee count

1-10
57
11-50
13
51-200
3
201-500
1

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 14.0d

Company record updated

Median 62.0d

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 consulting firms, 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 Auckland, New Zealand whose own description of what they do matches “financial consulting firms”. 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 consulting firms), 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 consulting firms, and records with no verified work email. Companies headquartered outside Auckland 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, 372 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 12, 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.

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 consulting firms, 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 consulting firms are there based in Auckland, New Zealand?

RevenueBase identified 74 financial consulting firms headquartered in Auckland, 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?

Jarden, headquartered in Auckland, tops this list with the largest team on record.

Which city in New Zealand has the most financial consulting firms?

Auckland leads New Zealand with 69 headquartered companies, followed by Christchurch (23) and Wellington (12).

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 372 verified decision-maker contacts tracked across these 74 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 12, 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.