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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 6, 2026 86% judged on-target in blind review
57Companies
848Contacts tracked
583Verified emails
19Mobile numbers
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The 25 largest financial services companies based in New Zealand

Ranked by team size
Top 25 of 57 financial services companies based in New Zealand, ranked by team size, largest first. Data refreshed Sep 6, 2026. RevenueBase Smart Search rates how each company's information relates to financial services companies: 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 evidenceTauranga, New ZealandHQ checked Sep 6, 2026501-1,000607 contacts →

“We are one of New Zealand’s leading investment advisory firms.”

Source: company website · checked Sep 6, 2026
2Strong evidenceChristchurch, New ZealandHQ checked Sep 6, 202611-5020 contacts →

“At Invicta Financial, we provide personalized insurance and KiwiSaver solutions to protect your family's future.”

Source: company website · checked Sep 6, 2026
3Indirect evidenceWellington, New ZealandHQ checked Sep 6, 202611-5013 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.”

Source: company website · checked Sep 6, 2026
4Strong evidenceAuckland, New ZealandHQ checked Sep 6, 202611-5011 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.”

Source: company website · checked Sep 6, 2026
5Strong evidenceDunedin, New ZealandHQ checked Sep 6, 20261-108 contacts →

“phwealth offers investment advice, financial planning, retirement solutions and portfolio review services.”

Source: company website · checked Sep 6, 2026
6Indirect evidenceNelson, New ZealandHQ checked Sep 6, 20261-106 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.”

Source: company website · checked Sep 6, 2026
7Indirect evidenceLower Hutt, New ZealandHQ checked Sep 6, 202611-506 contacts →

“We can help you if you're looking to do the following.”

Source: company website · checked Sep 6, 2026
8Indirect evidenceChristchurch, New ZealandHQ checked Sep 6, 20261-106 contacts →

“Your Home.”

Source: company website · checked Sep 6, 2026
9Strong evidenceAuckland, New ZealandHQ checked Sep 6, 202611-506 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.”

Source: company website · checked Sep 6, 2026
10Strong evidenceParaparaumu, New ZealandHQ checked Sep 6, 202611-505 contacts →

“At Orange Network, we're dedicated to empowering individuals and businesses to achieve their financial goals.”

Source: company website · checked Sep 6, 2026
11Strong evidenceChristchurch, New ZealandHQ checked Sep 6, 20261-105 contacts →

“Nine Yards Financial Services is Christchurch based Financial Advisory Company.”

Source: company website · checked Sep 6, 2026
12Strong evidenceChristchurch, New ZealandHQ checked Sep 6, 20261-105 contacts →

“Rayen & Wood Financial Services focuses on being able to provide our clients with the personalised and specialised advice that each individual requires.”

Source: company website · checked Sep 6, 2026
13Indirect evidenceAuckland, New ZealandHQ checked Sep 6, 20261-104 contacts →

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

Source: company website · checked Sep 6, 2026
14Indirect evidenceHavelock North, New ZealandHQ checked Sep 6, 20261-104 contacts →

“dm consult mortgages + insurance is an investment management company based out of Level 1/1 Napier Road, Havelock North, New Zealand.”

Source: company website · checked Sep 6, 2026
15Strong evidenceChristchurch, New ZealandHQ checked Sep 6, 202651-2004 contacts →

“The Argent Group incorporates several financial services companies specialising in risk and investment but also includes full mortgage and general insurance brokerages”

Source: company website · checked Sep 6, 2026
16Strong evidenceAshburton, New ZealandHQ checked Sep 6, 202611-503 contacts →

“Trusted experts in comprehensive financial services for individuals and businesses”

Source: company website · checked Sep 6, 2026
17Indirect evidenceAuckland, New ZealandHQ checked Sep 6, 20261-103 contacts →

“At Eightfold we specialise in assisting our clients whether individuals or businesses in finding the best finance solutions in the market.”

Source: company website · checked Sep 6, 2026
18Strong evidenceTimaru, New ZealandHQ checked Sep 6, 20261-103 contacts →

“We do the leg work so you can have a greater sense of financial wellbeing and the extra time to browse Netflix.”

Source: company website · checked Sep 6, 2026
19Strong evidenceMangere, New ZealandHQ checked Sep 6, 20261-103 contacts →

“CAPSTONE MORTGAGE SERVICES LIMITED is a financial services company based out of 31 Aintree Ave, Mangere, Auckland, New Zealand.”

Source: company website · checked Sep 6, 2026
20Strong evidenceAuckland, New ZealandHQ checked Sep 6, 20261-103 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…”

Source: company website · checked Sep 6, 2026
21Strong evidenceHamilton, New ZealandHQ checked Sep 6, 20261-103 contacts →

“Comprehensive Financial Planners”

Source: company website · checked Sep 6, 2026
22Strong evidenceAuckland, New ZealandHQ checked Sep 6, 202611-502 contacts →

“Financial decisions can be worrying.”

Source: company website · checked Sep 6, 2026
23Strong evidenceMotueka, New ZealandHQ checked Sep 6, 20261-102 contacts →

“Castle Trust Financial Planning is a company based out of 217 High Street, Motueka, New Zealand.”

Source: company website · checked Sep 6, 2026
24Indirect evidenceAshburton, New ZealandHQ checked Sep 6, 20261-102 contacts →

“At Kilworths Insurance & Investment we put people before products.”

Source: company website · checked Sep 6, 2026
25Indirect evidenceAuckland, New ZealandHQ checked Sep 6, 202611-502 contacts →

“With us, the difference is Legendary!”

Source: company website · checked Sep 6, 2026

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, 2026
68.8%Verified-email coverage
2.2%Mobile-number coverage
14.9Average contacts per company
1-10Median size (employees)
29.8%Largest-city concentration · Auckland
Sep 6, 2026Page data refreshed

Companies by employee count

1-10
38
11-50
15
51-200
3
501-1,000
1

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.

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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.