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 | RevenueBase Smart Search | Contacts | ||
|---|---|---|---|---|---|
| 1 | Indirect evidence | 607 contacts → | |||
“We are one of New Zealand’s leading investment advisory firms.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 2 | Strong evidence | 20 contacts → | |||
“At Invicta Financial, we provide personalized insurance and KiwiSaver solutions to protect your family's future.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 3 | Indirect evidence | 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.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 4 | Strong evidence | 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.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 5 | Strong evidence | 8 contacts → | |||
“phwealth offers investment advice, financial planning, retirement solutions and portfolio review services.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 6 | Indirect evidence | 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.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 7 | Indirect evidence | 6 contacts → | |||
“We can help you if you're looking to do the following.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 8 | Indirect evidence | 6 contacts → | |||
“Your Home.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 9 | Strong evidence | 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.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 10 | Strong evidence | 5 contacts → | |||
“At Orange Network, we're dedicated to empowering individuals and businesses to achieve their financial goals.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 11 | Strong evidence | 5 contacts → | |||
“Nine Yards Financial Services is Christchurch based Financial Advisory Company.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 12 | Strong evidence | 5 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, 2026Thanks. The Data Team will review it. | |||||
| 13 | Indirect evidence | 4 contacts → | |||
“At The Olive Group, we understand a need and fill it with what works best for you.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 14 | Indirect evidence | 4 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, 2026Thanks. The Data Team will review it. | |||||
| 15 | Strong evidence | 4 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, 2026Thanks. The Data Team will review it. | |||||
| 16 | Strong evidence | 3 contacts → | |||
“Trusted experts in comprehensive financial services for individuals and businesses” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 17 | Indirect evidence | 3 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, 2026Thanks. The Data Team will review it. | |||||
| 18 | Strong evidence | 3 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, 2026Thanks. The Data Team will review it. | |||||
| 19 | Strong evidence | 3 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, 2026Thanks. The Data Team will review it. | |||||
| 20 | Strong evidence | 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…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 21 | Strong evidence | 3 contacts → | |||
“Comprehensive Financial Planners” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 22 | Strong evidence | 2 contacts → | |||
“Financial decisions can be worrying.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 23 | Strong evidence | 2 contacts → | |||
“Castle Trust Financial Planning is a company based out of 217 High Street, Motueka, New Zealand.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 24 | Indirect evidence | 2 contacts → | |||
“At Kilworths Insurance & Investment we put people before products.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 25 | Indirect evidence | 2 contacts → | |||
“With us, the difference is Legendary!” Source: company website · 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.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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