Company lists · Data refreshed September 2026

Top 25 Financial services consultancies based in New Zealand

RevenueBase identified 95 financial services consultancies headquartered in New Zealand as of September 2026 and tracks 604 professional contacts across them, including 330 with verified work emails. Auckland is the largest hub.

This list covers financial services consultancies headquartered in New Zealand, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 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 28, 2026 86% judged on-target in blind review
95Companies
604Contacts tracked
330Verified emails
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The 25 largest financial services consultancies based in New Zealand

Ranked by team size
Top 25 of 95 financial services consultancies based in New Zealand, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial services consultancies: 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
1Partial evidenceAuckland, New ZealandHQ checked Sep 28, 202651-20068 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect evidenceAuckland, New ZealandHQ checked Sep 28, 202611-5062 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceWellington, New ZealandHQ checked Sep 28, 202651-20048 contacts →

Indirect evidence

“AdviceFirst is passionate about providing quality advice.”

Source: RevenueBase Database · checked Sep 28, 2026
4Partial evidenceWellington, New ZealandHQ checked Sep 28, 202611-5037 contacts →

Partial evidence

“Foxplan work one to one with clients as well as facilitating workshops with corporate groups to increase New Zealand's financial literacy through financial planning.”

Source: RevenueBase Database · checked Sep 28, 2026
5Partial evidenceLincoln, New ZealandHQ checked Sep 28, 202611-5032 contacts →

Partial evidence

“NZAB works with agri businesses to help them understand and articulate their strategy, financial performance and risk factors to their bank in a way that enhances the outcomes.”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceHastings, New ZealandHQ checked Sep 28, 202611-5025 contacts →

Partial evidence

“Welcome to Cole Murray Financial Advisers, Hawke's Bay's home of all things financial.”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceWellington, New ZealandHQ checked Sep 28, 202611-5023 contacts →

Indirect evidence

“We’re an independent NZ owned company specialising in the provision of business & information technology consulting, to help grow your company’s business potential.”

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceAuckland, New ZealandHQ checked Sep 28, 202611-5020 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceMasterton, New ZealandHQ checked Sep 28, 202611-5015 contacts →

Partial evidence

“RIVAL Wealth was established in 2008 with a unique approach to financial planning.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceWellington, New ZealandHQ checked Sep 28, 202611-5015 contacts →

Indirect evidence

“Volte is a no-nonsense management consultancy.”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceWellington, New ZealandHQ checked Sep 28, 202611-5013 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 28, 2026
12Indirect evidenceWellington, New ZealandHQ checked Sep 28, 202611-5011 contacts →

Indirect evidence

“BW Miller Dean is a senior-led accounting and advisory firm with its office in Wellington’s CBD.”

Source: RevenueBase Database · checked Sep 28, 2026
13Partial evidenceChristchurch, New ZealandHQ checked Sep 28, 202611-5011 contacts →

Partial evidence

“Providing financial and business advice for extraordinary results.”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceChristchurch, New ZealandHQ checked Sep 28, 202611-5010 contacts →

Indirect evidence

“They say a journey of a thousand miles begins with a single step.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceChristchurch, New ZealandHQ checked Sep 28, 202611-509 contacts →

Indirect evidence

“Strategize goal is to create the leading business consulting group in New Zealand by attracting the very best talent to our team, and delivering the very best service.”

Source: RevenueBase Database · checked Sep 28, 2026
16Partial evidenceAuckland, New ZealandHQ checked Sep 28, 202611-508 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
17Partial evidenceAuckland, New ZealandHQ checked Sep 28, 20261-108 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceAuckland, New ZealandHQ checked Sep 28, 20261-108 contacts →

Indirect evidence

“SuperCity Mortgages & Insurance are one of New Zealand’s leading independently owned mortgage and insurance advisory firms.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceAuckland, New ZealandHQ checked Sep 28, 20261-108 contacts →

Indirect evidence

“Adviser to the Advice Industry Tony Vidler, CFP, CLU, ChFC.”

Source: RevenueBase Database · checked Sep 28, 2026
20Partial evidenceChristchurch, New ZealandHQ checked Sep 28, 20261-106 contacts →

Partial evidence

“We're more than a financial and commercial advisory firm – we are your dedicated allies on your journey to success.”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceLower Hutt, New ZealandHQ checked Sep 28, 202611-506 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceAuckland, New ZealandHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“At Audit Integrity, we believe that our business is about helping people and driving right outcomes for businesses.”

Source: RevenueBase Database · checked Sep 28, 2026
23Partial evidenceAuckland, New ZealandHQ checked Sep 28, 202611-506 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
24Partial evidenceChristchurch, New ZealandHQ checked Sep 28, 20261-105 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
25Partial evidenceChristchurch, New ZealandHQ checked Sep 28, 20261-105 contacts →

Partial 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 28, 2026

Showing 25 of 95 financial services consultancies based in New Zealand

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Financial services consultancies based in New Zealand at a glance

As of Sep 28, 2026
54.6%Verified-email coverage
6.4Average contacts per company
1-10Median size (employees)
41.1%Largest-city concentration · Auckland
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
69
11-50
23
51-200
3

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 95 companies.

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 consultancies, 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 consultancies”. 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 consultancies), 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 consultancies, 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, 330 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 28, 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.

Financial services consultancies by metro

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial services consultancies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many financial services consultancies are there based in New Zealand?

RevenueBase identified 95 financial services consultancies headquartered in New Zealand as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Haven Financial Advisers, headquartered in Auckland, tops this list with the largest team on record.

Which city has the most financial services consultancies?

Auckland leads with 39 headquartered companies, followed by Christchurch (11) and Wellington (8).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 330 verified decision-maker contacts tracked across these 95 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.