Company lists · Data refreshed September 2026
Top 25 Financial services companies based in New Zealand
The New Zealand financial services companies directory contains 57 companies and 848 contacts, including 583 email addresses. Auckland is the single most-represented city among the companies on the list, and the directory was updated in September 2026.
Financial services companies provide financial products or services such as banking, lending, payments, investment, insurance, and wealth management. This list covers companies that provide financial products or services to consumers, businesses, institutions, or other organizations. Ranked by team size, largest first. Data current as of September 6, 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 services companies based in New Zealand
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 607 contacts → | ||||
Indirect evidence “We are one of New Zealand’s leading investment advisory firms.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 2 | 20 contacts → | ||||
Strong evidence “At Invicta Financial, we provide personalized insurance and KiwiSaver solutions to protect your family's future.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 3 | 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 6, 2026Thanks. The Data Team will review it. | |||||
| 4 | 11 contacts → | ||||
Strong evidence “Award-Winning Mortgage & Insurance Experts 🤝 Trusted by Kiwis Since 2013 Build Your Nest With Us At SWIFT, we understand that financial success is about more than just numbers.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 5 | 8 contacts → | ||||
Strong evidence “phwealth offers investment advice, financial planning, retirement solutions and portfolio review services.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 6 | 6 contacts → | ||||
Indirect evidence “Wealthpoint Nelson formerly traded as AMP Powerhouse until September 2019 and is now an independent and is an advisory business that provides tailored lifetime advice.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 7 | 6 contacts → | ||||
Indirect evidence “We can help you if you're looking to do the following.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 8 | 6 contacts → | ||||
Indirect evidence “Your Home.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6 contacts → | ||||
Strong 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 6, 2026Thanks. The Data Team will review it. | |||||
| 10 | 5 contacts → | ||||
Strong evidence “At Orange Network, we're dedicated to empowering individuals and businesses to achieve their financial goals.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5 contacts → | ||||
Strong evidence “Nine Yards Financial Services is Christchurch based Financial Advisory Company.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5 contacts → | ||||
Strong evidence “Rayen & Wood Financial Services focuses on being able to provide our clients with the personalised and specialised advice that each individual requires.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 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 6, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Indirect evidence “dm consult mortgages + insurance is an investment management company based out of Level 1/1 Napier Road, Havelock North, New Zealand.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4 contacts → | ||||
Strong evidence “The Argent Group incorporates several financial services companies specialising in risk and investment but also includes full mortgage and general insurance brokerages” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Strong evidence “Trusted experts in comprehensive financial services for individuals and businesses” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Indirect evidence “At Eightfold we specialise in assisting our clients whether individuals or businesses in finding the best finance solutions in the market.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 contacts → | ||||
Strong evidence “We do the leg work so you can have a greater sense of financial wellbeing and the extra time to browse Netflix.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 19 | 3 contacts → | ||||
Strong evidence “CAPSTONE MORTGAGE SERVICES LIMITED is a financial services company based out of 31 Aintree Ave, Mangere, Auckland, New Zealand.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 contacts → | ||||
Strong evidence “With almost a decade of Financial and Insurance Advisory experience in New Zealand, we can help you with making good decisions that will set a solid foundation for a more certain…” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3 contacts → | ||||
Strong evidence “Comprehensive Financial Planners” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Strong evidence “Financial decisions can be worrying.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Strong evidence “Castle Trust Financial Planning is a company based out of 217 High Street, Motueka, New Zealand.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Indirect evidence “At Kilworths Insurance & Investment we put people before products.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 contacts → | ||||
Indirect evidence “With us, the difference is Legendary!” Source: RevenueBase Database · checked Sep 6, 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 services companies. 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 services companies.
- Partial evidence
- Its own public description names part of financial services companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial services companies. 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 57 financial services companies based in New Zealand
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Financial services companies based in New Zealand at a glance
As of Sep 6, 2026Companies by employee count
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
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 services companies, 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 services companies”. 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 services companies), 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 services companies, 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, 583 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 6, 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
How many financial services companies are in the directory?
The directory contains 57 financial services companies based in New Zealand.
Where are the financial services companies located?
The directory covers financial services companies based in New Zealand; Auckland is the single most-represented city among the companies on the list.
How many contacts and email addresses are available for financial services companies?
The directory includes 848 contacts and 583 email addresses for financial services companies.
Ready to reach these companies? Verified emails and direct dials for all 57 financial services companies based in New Zealand. Start with a free account, no credit card.
Download this list →Related lists
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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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial services companies based in the United States
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Company intelligence · public preview
Top 25 financial services companies 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 57 matching company records for financial services companies based in New Zealand, with 848 tracked contacts and 583 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 6, 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 25 financial services companies 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 | HQ: Tauranga, New ZealandReported employees: 501-1,000 | Tauranga, New Zealand | 501-1,000 | Exact match | 607 contacts → |
“We are one of New Zealand’s leading investment advisory firms.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Christchurch, New ZealandReported employees: 11-50 | Christchurch, New Zealand | 11-50 | Exact match | 20 contacts → |
“At Invicta Financial, we provide personalized insurance and KiwiSaver solutions to protect your family's future.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Wellington, New ZealandReported employees: 11-50 | Wellington, New Zealand | 11-50 | Exact match | 13 contacts → |
“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.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 11 contacts → |
“Award-Winning Mortgage & Insurance Experts 🤝 Trusted by Kiwis Since 2013 Build Your Nest With Us At SWIFT, we understand that financial success is about more than just numbers.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Dunedin, New ZealandReported employees: 1-10 | Dunedin, New Zealand | 1-10 | Exact match | 8 contacts → |
“phwealth offers investment advice, financial planning, retirement solutions and portfolio review services.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Nelson, New ZealandReported employees: 1-10 | Nelson, New Zealand | 1-10 | Exact match | 6 contacts → |
“Wealthpoint Nelson formerly traded as AMP Powerhouse until September 2019 and is now an independent and is an advisory business that provides tailored lifetime advice.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Lower Hutt, New ZealandReported employees: 11-50 | Lower Hutt, New Zealand | 11-50 | Exact match | 6 contacts → |
“We can help you if you're looking to do the following.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Christchurch, New ZealandReported employees: 1-10 | Christchurch, New Zealand | 1-10 | Exact match | 6 contacts → |
“Your Home.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 6 contacts → |
“We offer a range of financial products and services, including mortgage, insurance, investment and retirement strategies, to help our clients achieve their financial goals.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Paraparaumu, New ZealandReported employees: 11-50 | Paraparaumu, New Zealand | 11-50 | Exact match | 5 contacts → |
“At Orange Network, we're dedicated to empowering individuals and businesses to achieve their financial goals.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Christchurch, New ZealandReported employees: 1-10 | Christchurch, New Zealand | 1-10 | Exact match | 5 contacts → |
“Nine Yards Financial Services is Christchurch based Financial Advisory Company.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Christchurch, New ZealandReported employees: 1-10 | Christchurch, New Zealand | 1-10 | Exact match | 5 contacts → |
“Rayen & Wood Financial Services focuses on being able to provide our clients with the personalised and specialised advice that each individual requires.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 4 contacts → |
“At The Olive Group, we understand a need and fill it with what works best for you.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Havelock North, New ZealandReported employees: 1-10 | Havelock North, New Zealand | 1-10 | Exact match | 4 contacts → |
“dm consult mortgages + insurance is an investment management company based out of Level 1/1 Napier Road, Havelock North, New Zealand.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Lifetime Financial Services LTDargent.co.nz HQ: Christchurch, New ZealandReported employees: 51-200 | Christchurch, New Zealand | 51-200 | Exact match | 4 contacts → |
“The Argent Group incorporates several financial services companies specialising in risk and investment but also includes full mortgage and general insurance brokerages” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Ashburton, New ZealandReported employees: 11-50 | Ashburton, New Zealand | 11-50 | Exact match | 3 contacts → |
“Trusted experts in comprehensive financial services for individuals and businesses” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 3 contacts → |
“At Eightfold we specialise in assisting our clients whether individuals or businesses in finding the best finance solutions in the market.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Timaru, New ZealandReported employees: 1-10 | Timaru, New Zealand | 1-10 | Exact match | 3 contacts → |
“We do the leg work so you can have a greater sense of financial wellbeing and the extra time to browse Netflix.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Mangere, New ZealandReported employees: 1-10 | Mangere, New Zealand | 1-10 | Exact match | 3 contacts → |
“CAPSTONE MORTGAGE SERVICES LIMITED is a financial services company based out of 31 Aintree Ave, Mangere, Auckland, New Zealand.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 3 contacts → |
“With almost a decade of Financial and Insurance Advisory experience in New Zealand, we can help you with making good decisions that will set a solid foundation for a more certain…” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: Hamilton, New ZealandReported employees: 1-10 | Hamilton, New Zealand | 1-10 | Exact match | 3 contacts → |
“Comprehensive Financial Planners” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 2 contacts → |
“Financial decisions can be worrying.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: Motueka, New ZealandReported employees: 1-10 | Motueka, New Zealand | 1-10 | Exact match | 2 contacts → |
“Castle Trust Financial Planning is a company based out of 217 High Street, Motueka, New Zealand.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: Ashburton, New ZealandReported employees: 1-10 | Ashburton, New Zealand | 1-10 | Exact match | 2 contacts → |
“At Kilworths Insurance & Investment we put people before products.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 2 contacts → |
“With us, the difference is Legendary!” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 57 company matches
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Financial services companies: dataset insights
September 6, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
57 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.
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 6, 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 ↗
Questions about this company list
What does Exact match mean for financial services companies?
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 services companies did RevenueBase find based in New Zealand?
The saved snapshot records 57 matching company records, 848 tracked contacts and 583 verified emails. The public preview displays 25 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 6, 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 services companies by geography
- Financial services companies based in the United States
- Financial services companies based in the United Kingdom
- Financial services companies based in Canada
- Financial services companies based in the Netherlands
- Financial services companies based in France
- Financial services companies based in Australia
- Financial services companies based in Germany
- Financial services companies based in Brazil
- Financial services companies based in South Africa
- Financial services companies based in Belgium
- Financial services companies based in Mexico
- Financial services companies based in Switzerland
Cite this list
RevenueBase Data Team. Top 25 financial services companies based in New Zealand. Snapshot: September 6, 2026. https://revenuebase.ai/companies/financial-services-companies/new-zealand.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial services companies based in the United States
- Financial services companies based in the United Kingdom
- Financial services companies based in Canada
- Financial services companies based in the Netherlands
- Financial services companies based in France
- Financial services companies based in Australia
Company intelligence · public preview
Top 25 financial services companies based in New Zealand
RevenueBase records 57 matching company records for financial services companies based in New Zealand, with 848 tracked contacts and 583 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 6, 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 25 financial services companies 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 | HQ: Tauranga, New ZealandReported employees: 501-1,000 | Tauranga, New Zealand | 501-1,000 | Exact match | 607 contacts → |
“We are one of New Zealand’s leading investment advisory firms.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Christchurch, New ZealandReported employees: 11-50 | Christchurch, New Zealand | 11-50 | Exact match | 20 contacts → |
“At Invicta Financial, we provide personalized insurance and KiwiSaver solutions to protect your family's future.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Wellington, New ZealandReported employees: 11-50 | Wellington, New Zealand | 11-50 | Exact match | 13 contacts → |
“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.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 11 contacts → |
“Award-Winning Mortgage & Insurance Experts 🤝 Trusted by Kiwis Since 2013 Build Your Nest With Us At SWIFT, we understand that financial success is about more than just numbers.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Dunedin, New ZealandReported employees: 1-10 | Dunedin, New Zealand | 1-10 | Exact match | 8 contacts → |
“phwealth offers investment advice, financial planning, retirement solutions and portfolio review services.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Nelson, New ZealandReported employees: 1-10 | Nelson, New Zealand | 1-10 | Exact match | 6 contacts → |
“Wealthpoint Nelson formerly traded as AMP Powerhouse until September 2019 and is now an independent and is an advisory business that provides tailored lifetime advice.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Lower Hutt, New ZealandReported employees: 11-50 | Lower Hutt, New Zealand | 11-50 | Exact match | 6 contacts → |
“We can help you if you're looking to do the following.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Christchurch, New ZealandReported employees: 1-10 | Christchurch, New Zealand | 1-10 | Exact match | 6 contacts → |
“Your Home.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 6 contacts → |
“We offer a range of financial products and services, including mortgage, insurance, investment and retirement strategies, to help our clients achieve their financial goals.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Paraparaumu, New ZealandReported employees: 11-50 | Paraparaumu, New Zealand | 11-50 | Exact match | 5 contacts → |
“At Orange Network, we're dedicated to empowering individuals and businesses to achieve their financial goals.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Christchurch, New ZealandReported employees: 1-10 | Christchurch, New Zealand | 1-10 | Exact match | 5 contacts → |
“Nine Yards Financial Services is Christchurch based Financial Advisory Company.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Christchurch, New ZealandReported employees: 1-10 | Christchurch, New Zealand | 1-10 | Exact match | 5 contacts → |
“Rayen & Wood Financial Services focuses on being able to provide our clients with the personalised and specialised advice that each individual requires.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 4 contacts → |
“At The Olive Group, we understand a need and fill it with what works best for you.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Havelock North, New ZealandReported employees: 1-10 | Havelock North, New Zealand | 1-10 | Exact match | 4 contacts → |
“dm consult mortgages + insurance is an investment management company based out of Level 1/1 Napier Road, Havelock North, New Zealand.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Lifetime Financial Services LTDargent.co.nz HQ: Christchurch, New ZealandReported employees: 51-200 | Christchurch, New Zealand | 51-200 | Exact match | 4 contacts → |
“The Argent Group incorporates several financial services companies specialising in risk and investment but also includes full mortgage and general insurance brokerages” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Ashburton, New ZealandReported employees: 11-50 | Ashburton, New Zealand | 11-50 | Exact match | 3 contacts → |
“Trusted experts in comprehensive financial services for individuals and businesses” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 3 contacts → |
“At Eightfold we specialise in assisting our clients whether individuals or businesses in finding the best finance solutions in the market.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Timaru, New ZealandReported employees: 1-10 | Timaru, New Zealand | 1-10 | Exact match | 3 contacts → |
“We do the leg work so you can have a greater sense of financial wellbeing and the extra time to browse Netflix.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Mangere, New ZealandReported employees: 1-10 | Mangere, New Zealand | 1-10 | Exact match | 3 contacts → |
“CAPSTONE MORTGAGE SERVICES LIMITED is a financial services company based out of 31 Aintree Ave, Mangere, Auckland, New Zealand.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 3 contacts → |
“With almost a decade of Financial and Insurance Advisory experience in New Zealand, we can help you with making good decisions that will set a solid foundation for a more certain…” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: Hamilton, New ZealandReported employees: 1-10 | Hamilton, New Zealand | 1-10 | Exact match | 3 contacts → |
“Comprehensive Financial Planners” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 2 contacts → |
“Financial decisions can be worrying.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: Motueka, New ZealandReported employees: 1-10 | Motueka, New Zealand | 1-10 | Exact match | 2 contacts → |
“Castle Trust Financial Planning is a company based out of 217 High Street, Motueka, New Zealand.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: Ashburton, New ZealandReported employees: 1-10 | Ashburton, New Zealand | 1-10 | Exact match | 2 contacts → |
“At Kilworths Insurance & Investment we put people before products.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 2 contacts → |
“With us, the difference is Legendary!” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 57 company matches
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Financial services companies: dataset insights
September 6, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
57 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.
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 6, 2026.
Publisher-reported method study
The published RevenueBase SmartSearch benchmark
86% good or better at Exact
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. It reports 86% of Exact matches judged good or better, and 77% for a 240-pair sample of one- or two-word categories. This evaluates the method across study queries rather than auditing this individual list.
Read the study and full methodology ↗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 ↗
Questions about this company list
What does Exact match mean for financial services companies?
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 services companies did RevenueBase find based in New Zealand?
The saved snapshot records 57 matching company records, 848 tracked contacts and 583 verified emails. The public preview displays 25 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 6, 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 25 financial services companies based in New Zealand. Snapshot: September 6, 2026. https://revenuebase.ai/companies/financial-services-companies/new-zealand.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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