Company lists · Data refreshed September 2026
Top 21 Financial service providers based in New Zealand
RevenueBase identified 40 company matches for financial service providers associated with New Zealand as of September 2026 and tracks 188 professional contacts across them, including 81 with verified work emails. Auckland is the largest hub.
This list covers company matches for financial service providers associated with New Zealand, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 21 largest financial service providers based in New Zealand
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 20 contacts → | ||||
Exact match âAt Invicta Financial, we provide personalized insurance and KiwiSaver solutions to protect your family's future.â Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 13 contacts → | ||||
Exact match âOur 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.â Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 11 contacts → | ||||
Exact match âAward-Winning Mortgage & Insurance Experts đ€ Trusted by Kiwis Since 2013 Build Your Nest With Us At SWIFT, we understand that financial success is about more than just numbers.â Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 8 contacts → | ||||
Exact match âphwealth offers investment advice, financial planning, retirement solutions and portfolio review services.â Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 6 contacts → | ||||
Exact match âWe can help you if you're looking to do the following.â Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 6 contacts → | ||||
Exact match âYour Home.â Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 6 contacts → | ||||
Exact match âWe offer a range of financial products and services, including mortgage, insurance, investment and retirement strategies, to help our clients achieve their financial goals.â Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 5 contacts → | ||||
Exact match âAt Orange Network, we're dedicated to empowering individuals and businesses to achieve their financial goals.â Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 5 contacts → | ||||
Exact match âAt The Loanary, our goal is to work closely with new and existing business owners to provide financial solutions for all their needs.â Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 5 contacts → | ||||
Exact match âNine Yards Financial Services is Christchurch based Financial Advisory Company.â Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 5 contacts → | ||||
Exact match âRayen & Wood Financial Services focuses on being able to provide our clients with the personalised and specialised advice that each individual requires.â Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 4 contacts → | ||||
Exact match âAt The Olive Group, we understand a need and fill it with what works best for you.â Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match âTrusted experts in comprehensive financial services for individuals and businessesâ Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match âWe do the leg work so you can have a greater sense of financial wellbeing and the extra time to browse Netflix.â Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match âFinancial decisions can be worrying.â Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match âCastle Trust Financial Planning is a company based out of 217 High Street, Motueka, New Zealand.â Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match âAt Kilworths Insurance & Investment we put people before products.â Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match âWith us, the difference is Legendary!â Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match âSunil Prakash Financial Services Limited is a Licence Financial Advice Provider issued by the Financial Markets Authority (FMA) to provide financial advice services.â Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match âWe are here to serve as a guide in helping our clients turn their dreams into reality; whether that is buying their new houseâ providing quality education for their childrenââŠâ Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for âfinancial service providersâ. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 21 of 40 financial service providers based in New Zealand
See the full list, filter by size, metro and specialty, and access 81 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial service providers based in New Zealand at a glance
As of Sep 20, 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 40 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a companyâs website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with New Zealand whose business descriptions match âfinancial service providersâ by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this pageâs location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 81 professional contacts with verified work emails across the full matched dataset. 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 20, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for âfinancial service providersâ; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial service providers are there based in New Zealand?
RevenueBase identified 40 company matches for financial service providers associated with New Zealand as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Invicta Financial tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial service providers?
Auckland leads with 13 company records, followed by Christchurch (5) and Wellington (3).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 81 professional contacts with verified work emails tracked across these 40 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 40 financial service providers based in New Zealand. Start with a free account, no credit card.
Download this list →Related lists
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- Financial service providers based in Argentina
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 SmartSearch, 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.
More company lists
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- Lists by location
- Lists A-Z
- New lists
- Financial service providers based in Bangalore, India
- Financial service providers based in Chennai, India
- Financial service providers based in Mumbai, India
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Company intelligence · public preview
Top 21 financial service providers based in New Zealand
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 40 matching company records for financial service providers based in New Zealand, with 188 tracked contacts and 81 verified work emails.
This public preview shows 21 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 21 financial service providers based in New Zealand
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Invicta Financialinvictafinancial.co.nzHQ: Christchurch, New ZealandReported employees: 11-50 | Christchurch, New Zealand | 11-50 | Exact match | 20 contacts â |
âAt Invicta Financial, we provide personalized insurance and KiwiSaver solutions to protect your family's future.â Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 2 |  DUX Financialduxfinancial.co.nzHQ: Wellington, New ZealandReported employees: 11-50 | Wellington, New Zealand | 11-50 | Exact match | 13 contacts â |
âOur 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.â Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 3 |  Swift Mortgages LTDswiftmortgages.co.nzHQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 11 contacts â |
âAward-Winning Mortgage & Insurance Experts đ€ Trusted by Kiwis Since 2013 Build Your Nest With Us At SWIFT, we understand that financial success is about more than just numbers.â Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 4 |  Phwealthphwealth.co.nzHQ: Dunedin, New ZealandReported employees: 1-10 | Dunedin, New Zealand | 1-10 | Exact match | 8 contacts â |
âphwealth offers investment advice, financial planning, retirement solutions and portfolio review services.â Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 5 |  Lifedirect Mortgagesloanmarket.co.nzHQ: Lower Hutt, New ZealandReported employees: 11-50 | Lower Hutt, New Zealand | 11-50 | Exact match | 6 contacts â |
âWe can help you if you're looking to do the following.â Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 6 |  Mortgagelifemortgagelife.co.nzHQ: Christchurch, New ZealandReported employees: 1-10 | Christchurch, New Zealand | 1-10 | Exact match | 6 contacts â |
âYour Home.â Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 7 |  AIFPaifp.co.nzHQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 6 contacts â |
âWe offer a range of financial products and services, including mortgage, insurance, investment and retirement strategies, to help our clients achieve their financial goals.â Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 8 |  Orange Networkorangenetwork.co.nzHQ: Paraparaumu, New ZealandReported employees: 11-50 | Paraparaumu, New Zealand | 11-50 | Exact match | 5 contacts â |
âAt Orange Network, we're dedicated to empowering individuals and businesses to achieve their financial goals.â Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 9 | The Loanarytheloanary.co.nz HQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 5 contacts â |
âAt The Loanary, our goal is to work closely with new and existing business owners to provide financial solutions for all their needs.â Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 10 |  9 Yards Financial Services9yardsfs.co.nzHQ: Christchurch, New ZealandReported employees: 1-10 | Christchurch, New Zealand | 1-10 | Exact match | 5 contacts â |
âNine Yards Financial Services is Christchurch based Financial Advisory Company.â Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 11 |  Rayen & Wood Financial Servicesrwfinancial.co.nzHQ: Christchurch, New ZealandReported employees: 1-10 | Christchurch, New Zealand | 1-10 | Exact match | 5 contacts â |
âRayen & Wood Financial Services focuses on being able to provide our clients with the personalised and specialised advice that each individual requires.â Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 12 |  The Olive Group NZtog.co.nzHQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 4 contacts â |
âAt The Olive Group, we understand a need and fill it with what works best for you.â Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 13 |  Croys Limitedcroys.co.nzHQ: Ashburton, New ZealandReported employees: 11-50 | Ashburton, New Zealand | 11-50 | Exact match | 3 contacts â |
âTrusted experts in comprehensive financial services for individuals and businessesâ Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 14 |  The Nimbus Projectthenimbusproject.co.nzHQ: Timaru, New ZealandReported employees: 1-10 | Timaru, New Zealand | 1-10 | Exact match | 3 contacts â |
âWe do the leg work so you can have a greater sense of financial wellbeing and the extra time to browse Netflix.â Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 15 |  Lifefirst NEW Zealand Limitedlifefirst.co.nzHQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 2 contacts â |
âFinancial decisions can be worrying.â Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 16 |  Castle Trust Financial Planningcastletrust.co.nzHQ: Motueka, New ZealandReported employees: 1-10 | Motueka, New Zealand | 1-10 | Exact match | 2 contacts â |
âCastle Trust Financial Planning is a company based out of 217 High Street, Motueka, New Zealand.â Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 17 |  Kilworths Insurance & Investmentkilworths.co.nzHQ: Ashburton, New ZealandReported employees: 1-10 | Ashburton, New Zealand | 1-10 | Exact match | 2 contacts â |
âAt Kilworths Insurance & Investment we put people before products.â Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 18 |  Legendary Mortgages & Insuranceslegendary.co.nzHQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 2 contacts â |
âWith us, the difference is Legendary!â Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 19 | Sunil Prakash Financial Services Limitedsunilprakash.co.nz HQ: Auckland City, New ZealandReported employees: 1-10 | Auckland City, New Zealand | 1-10 | Exact match | 2 contacts â |
âSunil Prakash Financial Services Limited is a Licence Financial Advice Provider issued by the Financial Markets Authority (FMA) to provide financial advice services.â Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 20 |  Wealth Management Strategies NEW Zealandwealthman.co.nzHQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 2 contacts â |
âWe are here to serve as a guide in helping our clients turn their dreams into reality; whether that is buying their new houseâ providing quality education for their childrenââŠâ Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 21 | Ekson Financial Servicesekson.co.nz HQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 1 contacts â |
No recorded description excerpt is available for this public record. | |||||
Showing 21 of 40 company matches
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Financial service providers: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
40 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 40 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology â
Questions about this company list
What does Exact match mean for financial service providers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial service providers did RevenueBase find based in New Zealand?
The saved snapshot records 40 matching company records, 188 tracked contacts and 81 verified emails. The public preview displays 21 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial service providers by geography
- Financial service providers based in Bangalore, India
- Financial service providers based in Chennai, India
- Financial service providers based in Mumbai, India
- Financial service providers based in Pune, India
- Financial service providers based in Atlanta, United States
- Financial service providers based in Charlotte, United States
- Financial service providers based in Chicago, United States
- Financial service providers based in Dallas, United States
- Financial service providers based in Houston, United States
- Financial service providers based in Miami, United States
- Financial service providers based in New York, United States
- Financial service providers based in Argentina
Cite this list
RevenueBase Data Team. Top 21 financial service providers based in New Zealand. Snapshot: September 20, 2026. https://revenuebase.ai/companies/financial-service-providers/new-zealand.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page â
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial service providers based in Bangalore, India
- Financial service providers based in Chennai, India
- Financial service providers based in Mumbai, India
- Financial service providers based in Pune, India
- Financial service providers based in Atlanta, United States
- Financial service providers based in Charlotte, United States
Company intelligence · public preview
Top 21 financial service providers based in New Zealand
RevenueBase records 40 matching company records for financial service providers based in New Zealand, with 188 tracked contacts and 81 verified work emails.
This public preview shows 21 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 21 financial service providers based in New Zealand
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Invicta Financialinvictafinancial.co.nz HQ: Christchurch, New ZealandReported employees: 11-50 | Christchurch, New Zealand | 11-50 | Exact match | 20 contacts â |
âAt Invicta Financial, we provide personalized insurance and KiwiSaver solutions to protect your family's future.â Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 2 | DUX Financialduxfinancial.co.nz HQ: Wellington, New ZealandReported employees: 11-50 | Wellington, New Zealand | 11-50 | Exact match | 13 contacts â |
âOur 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.â Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 3 | Swift Mortgages LTDswiftmortgages.co.nz HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 11 contacts â |
âAward-Winning Mortgage & Insurance Experts đ€ Trusted by Kiwis Since 2013 Build Your Nest With Us At SWIFT, we understand that financial success is about more than just numbers.â Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 4 | Phwealthphwealth.co.nz HQ: Dunedin, New ZealandReported employees: 1-10 | Dunedin, New Zealand | 1-10 | Exact match | 8 contacts â |
âphwealth offers investment advice, financial planning, retirement solutions and portfolio review services.â Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 5 | Lifedirect Mortgagesloanmarket.co.nz HQ: Lower Hutt, New ZealandReported employees: 11-50 | Lower Hutt, New Zealand | 11-50 | Exact match | 6 contacts â |
âWe can help you if you're looking to do the following.â Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 6 | Mortgagelifemortgagelife.co.nz HQ: Christchurch, New ZealandReported employees: 1-10 | Christchurch, New Zealand | 1-10 | Exact match | 6 contacts â |
âYour Home.â Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 7 | AIFPaifp.co.nz HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 6 contacts â |
âWe offer a range of financial products and services, including mortgage, insurance, investment and retirement strategies, to help our clients achieve their financial goals.â Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 8 | Orange Networkorangenetwork.co.nz HQ: Paraparaumu, New ZealandReported employees: 11-50 | Paraparaumu, New Zealand | 11-50 | Exact match | 5 contacts â |
âAt Orange Network, we're dedicated to empowering individuals and businesses to achieve their financial goals.â Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 9 | The Loanarytheloanary.co.nz HQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 5 contacts â |
âAt The Loanary, our goal is to work closely with new and existing business owners to provide financial solutions for all their needs.â Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 10 | 9 Yards Financial Services9yardsfs.co.nz HQ: Christchurch, New ZealandReported employees: 1-10 | Christchurch, New Zealand | 1-10 | Exact match | 5 contacts â |
âNine Yards Financial Services is Christchurch based Financial Advisory Company.â Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 11 | Rayen & Wood Financial Servicesrwfinancial.co.nz HQ: Christchurch, New ZealandReported employees: 1-10 | Christchurch, New Zealand | 1-10 | Exact match | 5 contacts â |
âRayen & Wood Financial Services focuses on being able to provide our clients with the personalised and specialised advice that each individual requires.â Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 12 | The Olive Group NZtog.co.nz HQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 4 contacts â |
âAt The Olive Group, we understand a need and fill it with what works best for you.â Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 13 | Croys Limitedcroys.co.nz HQ: Ashburton, New ZealandReported employees: 11-50 | Ashburton, New Zealand | 11-50 | Exact match | 3 contacts â |
âTrusted experts in comprehensive financial services for individuals and businessesâ Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 14 | The Nimbus Projectthenimbusproject.co.nz HQ: Timaru, New ZealandReported employees: 1-10 | Timaru, New Zealand | 1-10 | Exact match | 3 contacts â |
âWe do the leg work so you can have a greater sense of financial wellbeing and the extra time to browse Netflix.â Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 15 | Lifefirst NEW Zealand Limitedlifefirst.co.nz HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 2 contacts â |
âFinancial decisions can be worrying.â Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 16 | Castle Trust Financial Planningcastletrust.co.nz HQ: Motueka, New ZealandReported employees: 1-10 | Motueka, New Zealand | 1-10 | Exact match | 2 contacts â |
âCastle Trust Financial Planning is a company based out of 217 High Street, Motueka, New Zealand.â Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 17 | Kilworths Insurance & Investmentkilworths.co.nz HQ: Ashburton, New ZealandReported employees: 1-10 | Ashburton, New Zealand | 1-10 | Exact match | 2 contacts â |
âAt Kilworths Insurance & Investment we put people before products.â Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 18 | Legendary Mortgages & Insuranceslegendary.co.nz HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 2 contacts â |
âWith us, the difference is Legendary!â Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 19 | Sunil Prakash Financial Services Limitedsunilprakash.co.nz HQ: Auckland City, New ZealandReported employees: 1-10 | Auckland City, New Zealand | 1-10 | Exact match | 2 contacts â |
âSunil Prakash Financial Services Limited is a Licence Financial Advice Provider issued by the Financial Markets Authority (FMA) to provide financial advice services.â Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 20 | Wealth Management Strategies NEW Zealandwealthman.co.nz HQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 2 contacts â |
âWe are here to serve as a guide in helping our clients turn their dreams into reality; whether that is buying their new houseâ providing quality education for their childrenââŠâ Recorded description excerpt · September 20, 2026Open company data in RevenueBase âFree signup required. | |||||
| 21 | Ekson Financial Servicesekson.co.nz HQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 1 contacts â |
No recorded description excerpt is available for this public record. | |||||
Showing 21 of 40 company matches
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Financial service providers: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
40 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 40 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology â
Questions about this company list
What does Exact match mean for financial service providers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial service providers did RevenueBase find based in New Zealand?
The saved snapshot records 40 matching company records, 188 tracked contacts and 81 verified emails. The public preview displays 21 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 21 financial service providers based in New Zealand. Snapshot: September 20, 2026. https://revenuebase.ai/companies/financial-service-providers/new-zealand.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page â
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