Company lists · Data refreshed September 2026
Top 25 Financial services consultancies based in New Zealand
RevenueBase identified 95 company matches for financial services consultancies associated with 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 company matches for financial services consultancies 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 28, 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 25 largest financial services consultancies based in New Zealand
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 68 contacts → | ||||
Exact match “Our friendly team of dedicated and experienced financial advisers are on your side.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 62 contacts → | ||||
Exact match “At Finsol, we help Kiwis think bigger picture.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 48 contacts → | ||||
Exact match “AdviceFirst is passionate about providing quality advice.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 37 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 32 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 25 contacts → | ||||
Exact match “Welcome to Cole Murray Financial Advisers, Hawke's Bay's home of all things financial.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 23 contacts → | ||||
Exact match “We’re an independent NZ owned company specialising in the provision of business & information technology consulting, to help grow your company’s business potential.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 20 contacts → | ||||
Exact match “Picture a powerhouse of business growth, a beacon of financial wisdom, a catalyst for success - that's Biz Solutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 15 contacts → | ||||
Exact match “RIVAL Wealth was established in 2008 with a unique approach to financial planning.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 15 contacts → | ||||
Exact match “Volte is a no-nonsense management consultancy.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 13 contacts → | ||||
Exact match “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 in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 11 contacts → | ||||
Exact match “BW Miller Dean is a senior-led accounting and advisory firm with its office in Wellington’s CBD.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 11 contacts → | ||||
Exact match “Providing financial and business advice for extraordinary results.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 10 contacts → | ||||
Exact match “They say a journey of a thousand miles begins with a single step.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 9 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 8 contacts → | ||||
Exact match “Founded in 2006, VCFO provides insightful business and financial advice to private clients, business owners and investment managers.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 8 contacts → | ||||
Exact match “Financial services management consulting, specialising marketing and distribution consulting for insurers, banks, fund managers, and financial advice businesses.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 8 contacts → | ||||
Exact match “SuperCity Mortgages & Insurance are one of New Zealand’s leading independently owned mortgage and insurance advisory firms.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 8 contacts → | ||||
Exact match “Adviser to the Advice Industry Tony Vidler, CFP, CLU, ChFC.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match “We're more than a financial and commercial advisory firm – we are your dedicated allies on your journey to success.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “We can help you if you're looking to do the following.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 6 contacts → | ||||
Exact match “At Audit Integrity, we believe that our business is about helping people and driving right outcomes for businesses.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 6 contacts → | ||||
Exact match “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 in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 5 contacts → | ||||
Exact match “Nine Yards Financial Services is Christchurch based Financial Advisory Company.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 5 contacts → | ||||
Exact match “Rayen & Wood Financial Services focuses on being able to provide our clients with the personalised and specialised advice that each individual requires.” Recorded in the RevenueBase company graph · Sep 28, 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 “financial services consultancies”. 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 25 of 95 financial services consultancies based in New Zealand
See the full list, filter by size, metro and specialty, and access 330 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial services consultancies based in New Zealand at a glance
As of Sep 28, 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 95 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s 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 “financial services consultancies” 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 page’s 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 330 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 28, 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.
Financial services consultancies by metro
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 “financial services consultancies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services consultancies are there based in New Zealand?
RevenueBase identified 95 company matches for financial services consultancies 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?
Haven Financial Advisers tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial services consultancies?
Auckland leads with 39 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 330 professional contacts with verified work emails tracked across these 95 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 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 95 financial services consultancies based in New Zealand. Start with a free account, no credit card.
Download this list →Related lists
Financial services consultancies by geography
- Financial services consultancies based in Buenos Aires, Argentina
- Financial services consultancies based in Adelaide, Australia
- Financial services consultancies based in Brisbane, Australia
- Financial services consultancies based in Melbourne, Australia
- Financial services consultancies based in Perth, Australia
- Financial services consultancies based in Sydney, Australia
- Financial services consultancies based in Belo Horizonte, Brazil
- Financial services consultancies based in Curitiba, Brazil
- Financial services consultancies based in Porto Alegre, Brazil
- Financial services consultancies based in Rio De Janeiro, Brazil
- Financial services consultancies based in Sao Paulo, Brazil
- Financial services consultancies based in Sofia, Bulgaria
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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial services consultancies based in Buenos Aires, Argentina
- Financial services consultancies based in Adelaide, Australia
- Financial services consultancies based in Brisbane, Australia
- Financial services consultancies based in Melbourne, Australia
- Financial services consultancies based in Perth, Australia
- Financial services consultancies based in Sydney, Australia
Company intelligence · public preview
Top 25 financial services consultancies 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 95 matching company records for financial services consultancies based in New Zealand, with 604 tracked contacts and 330 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 28, 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 consultancies 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 |  Haven Financial Advisershaven.co.nzHQ: Auckland, New ZealandReported employees: 51-200 | Auckland, New Zealand | 51-200 | Exact match | 68 contacts → |
“Our friendly team of dedicated and experienced financial advisers are on your side.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Finsolfinsol.co.nzHQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 62 contacts → |
“At Finsol, we help Kiwis think bigger picture.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Advicefirstadvicefirst.co.nz HQ: Wellington, New ZealandReported employees: 51-200 | Wellington, New Zealand | 51-200 | Exact match | 48 contacts → |
“AdviceFirst is passionate about providing quality advice.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Foxplan LTDfoxplan.nzHQ: Wellington, New ZealandReported employees: 11-50 | Wellington, New Zealand | 11-50 | Exact match | 37 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  NZABnzab.co.nzHQ: Lincoln, New ZealandReported employees: 11-50 | Lincoln, New Zealand | 11-50 | Exact match | 32 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Cole Murray Financial Adviserscolemurray.co.nz HQ: Hastings, New ZealandReported employees: 11-50 | Hastings, New Zealand | 11-50 | Exact match | 25 contacts → |
“Welcome to Cole Murray Financial Advisers, Hawke's Bay's home of all things financial.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Zephyr Consultingzephyr.co.nzHQ: Wellington, New ZealandReported employees: 11-50 | Wellington, New Zealand | 11-50 | Exact match | 23 contacts → |
“We’re an independent NZ owned company specialising in the provision of business & information technology consulting, to help grow your company’s business potential.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  BIZ Solutions Limitedbizsolutions.co.nzHQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 20 contacts → |
“Picture a powerhouse of business growth, a beacon of financial wisdom, a catalyst for success - that's Biz Solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Rival Wealthrivalwealth.co.nz HQ: Masterton, New ZealandReported employees: 11-50 | Masterton, New Zealand | 11-50 | Exact match | 15 contacts → |
“RIVAL Wealth was established in 2008 with a unique approach to financial planning.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  VOLTEvolte.co.nzHQ: Wellington, New ZealandReported employees: 11-50 | Wellington, New Zealand | 11-50 | Exact match | 15 contacts → |
“Volte is a no-nonsense management consultancy.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  DUX Financialduxfinancial.co.nzHQ: 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  BW Miller Deanbwmillerdean.co.nzHQ: Wellington, New ZealandReported employees: 11-50 | Wellington, New Zealand | 11-50 | Exact match | 11 contacts → |
“BW Miller Dean is a senior-led accounting and advisory firm with its office in Wellington’s CBD.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Neovianeovia.co.nzHQ: Christchurch, New ZealandReported employees: 11-50 | Christchurch, New Zealand | 11-50 | Exact match | 11 contacts → |
“Providing financial and business advice for extraordinary results.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Milestone Financial Services LTDmilestone.co.nzHQ: Christchurch, New ZealandReported employees: 11-50 | Christchurch, New Zealand | 11-50 | Exact match | 10 contacts → |
“They say a journey of a thousand miles begins with a single step.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Strategizestrategize.co.nzHQ: Christchurch, New ZealandReported employees: 11-50 | Christchurch, New Zealand | 11-50 | Exact match | 9 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Vcfo Group Limitedvcfo.co.nz HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 8 contacts → |
“Founded in 2006, VCFO provides insightful business and financial advice to private clients, business owners and investment managers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Chatswood Consulting Limitedchatswood.co.nzHQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 8 contacts → |
“Financial services management consulting, specialising marketing and distribution consulting for insurers, banks, fund managers, and financial advice businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Supercity Mortgages & Insurancesupercitymortgages.co.nzHQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 8 contacts → |
“SuperCity Mortgages & Insurance are one of New Zealand’s leading independently owned mortgage and insurance advisory firms.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Strictly Business LTDstrictlybiz.co.nzHQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 8 contacts → |
“Adviser to the Advice Industry Tony Vidler, CFP, CLU, ChFC.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Qalibre Limitedqalibre.co.nzHQ: Christchurch, New ZealandReported employees: 1-10 | Christchurch, New Zealand | 1-10 | Exact match | 6 contacts → |
“We're more than a financial and commercial advisory firm – we are your dedicated allies on your journey to success.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Lifedirect Mortgagesloanmarket.co.nzHQ: 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Audit Integrityauditintegrity.nzHQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 6 contacts → |
“At Audit Integrity, we believe that our business is about helping people and driving right outcomes for businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  AIFPaifp.co.nzHQ: 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  9 Yards Financial Services9yardsfs.co.nzHQ: 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Rayen & Wood Financial Servicesrwfinancial.co.nzHQ: 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 95 company matches
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Financial services consultancies: dataset insights
September 28, 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
95 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 95 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 28, 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 ↗
Financial services consultancies by metro
Questions about this company list
What does Exact match mean for financial services consultancies?
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 consultancies did RevenueBase find based in New Zealand?
The saved snapshot records 95 matching company records, 604 tracked contacts and 330 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 28, 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 consultancies by geography
- Financial services consultancies based in Buenos Aires, Argentina
- Financial services consultancies based in Adelaide, Australia
- Financial services consultancies based in Brisbane, Australia
- Financial services consultancies based in Melbourne, Australia
- Financial services consultancies based in Perth, Australia
- Financial services consultancies based in Sydney, Australia
- Financial services consultancies based in Belo Horizonte, Brazil
- Financial services consultancies based in Curitiba, Brazil
- Financial services consultancies based in Porto Alegre, Brazil
- Financial services consultancies based in Rio De Janeiro, Brazil
- Financial services consultancies based in Sao Paulo, Brazil
- Financial services consultancies based in Sofia, Bulgaria
Cite this list
RevenueBase Data Team. Top 25 financial services consultancies based in New Zealand. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-services-consultancies/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 consultancies based in Buenos Aires, Argentina
- Financial services consultancies based in Adelaide, Australia
- Financial services consultancies based in Brisbane, Australia
- Financial services consultancies based in Melbourne, Australia
- Financial services consultancies based in Perth, Australia
- Financial services consultancies based in Sydney, Australia
Company intelligence · public preview
Top 25 financial services consultancies based in New Zealand
RevenueBase records 95 matching company records for financial services consultancies based in New Zealand, with 604 tracked contacts and 330 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 28, 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 consultancies 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 | Haven Financial Advisershaven.co.nz HQ: Auckland, New ZealandReported employees: 51-200 | Auckland, New Zealand | 51-200 | Exact match | 68 contacts → |
“Our friendly team of dedicated and experienced financial advisers are on your side.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Finsolfinsol.co.nz HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 62 contacts → |
“At Finsol, we help Kiwis think bigger picture.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Advicefirstadvicefirst.co.nz HQ: Wellington, New ZealandReported employees: 51-200 | Wellington, New Zealand | 51-200 | Exact match | 48 contacts → |
“AdviceFirst is passionate about providing quality advice.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Foxplan LTDfoxplan.nz HQ: Wellington, New ZealandReported employees: 11-50 | Wellington, New Zealand | 11-50 | Exact match | 37 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | NZABnzab.co.nz HQ: Lincoln, New ZealandReported employees: 11-50 | Lincoln, New Zealand | 11-50 | Exact match | 32 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Cole Murray Financial Adviserscolemurray.co.nz HQ: Hastings, New ZealandReported employees: 11-50 | Hastings, New Zealand | 11-50 | Exact match | 25 contacts → |
“Welcome to Cole Murray Financial Advisers, Hawke's Bay's home of all things financial.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Zephyr Consultingzephyr.co.nz HQ: Wellington, New ZealandReported employees: 11-50 | Wellington, New Zealand | 11-50 | Exact match | 23 contacts → |
“We’re an independent NZ owned company specialising in the provision of business & information technology consulting, to help grow your company’s business potential.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | BIZ Solutions Limitedbizsolutions.co.nz HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 20 contacts → |
“Picture a powerhouse of business growth, a beacon of financial wisdom, a catalyst for success - that's Biz Solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Rival Wealthrivalwealth.co.nz HQ: Masterton, New ZealandReported employees: 11-50 | Masterton, New Zealand | 11-50 | Exact match | 15 contacts → |
“RIVAL Wealth was established in 2008 with a unique approach to financial planning.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | VOLTEvolte.co.nz HQ: Wellington, New ZealandReported employees: 11-50 | Wellington, New Zealand | 11-50 | Exact match | 15 contacts → |
“Volte is a no-nonsense management consultancy.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | DUX Financialduxfinancial.co.nz 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | BW Miller Deanbwmillerdean.co.nz HQ: Wellington, New ZealandReported employees: 11-50 | Wellington, New Zealand | 11-50 | Exact match | 11 contacts → |
“BW Miller Dean is a senior-led accounting and advisory firm with its office in Wellington’s CBD.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Neovianeovia.co.nz HQ: Christchurch, New ZealandReported employees: 11-50 | Christchurch, New Zealand | 11-50 | Exact match | 11 contacts → |
“Providing financial and business advice for extraordinary results.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Milestone Financial Services LTDmilestone.co.nz HQ: Christchurch, New ZealandReported employees: 11-50 | Christchurch, New Zealand | 11-50 | Exact match | 10 contacts → |
“They say a journey of a thousand miles begins with a single step.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Strategizestrategize.co.nz HQ: Christchurch, New ZealandReported employees: 11-50 | Christchurch, New Zealand | 11-50 | Exact match | 9 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Vcfo Group Limitedvcfo.co.nz HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 8 contacts → |
“Founded in 2006, VCFO provides insightful business and financial advice to private clients, business owners and investment managers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Chatswood Consulting Limitedchatswood.co.nz HQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 8 contacts → |
“Financial services management consulting, specialising marketing and distribution consulting for insurers, banks, fund managers, and financial advice businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Supercity Mortgages & Insurancesupercitymortgages.co.nz HQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 8 contacts → |
“SuperCity Mortgages & Insurance are one of New Zealand’s leading independently owned mortgage and insurance advisory firms.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Strictly Business LTDstrictlybiz.co.nz HQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 8 contacts → |
“Adviser to the Advice Industry Tony Vidler, CFP, CLU, ChFC.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Qalibre Limitedqalibre.co.nz HQ: Christchurch, New ZealandReported employees: 1-10 | Christchurch, New Zealand | 1-10 | Exact match | 6 contacts → |
“We're more than a financial and commercial advisory firm – we are your dedicated allies on your journey to success.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Lifedirect Mortgagesloanmarket.co.nz 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Audit Integrityauditintegrity.nz HQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 6 contacts → |
“At Audit Integrity, we believe that our business is about helping people and driving right outcomes for businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | AIFPaifp.co.nz 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | 9 Yards Financial Services9yardsfs.co.nz 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Rayen & Wood Financial Servicesrwfinancial.co.nz 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 95 company matches
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Financial services consultancies: dataset insights
September 28, 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
95 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 95 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 28, 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 ↗
Financial services consultancies by metro
Questions about this company list
What does Exact match mean for financial services consultancies?
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 consultancies did RevenueBase find based in New Zealand?
The saved snapshot records 95 matching company records, 604 tracked contacts and 330 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 28, 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 consultancies by geography
- Financial services consultancies based in Buenos Aires, Argentina
- Financial services consultancies based in Adelaide, Australia
- Financial services consultancies based in Brisbane, Australia
- Financial services consultancies based in Melbourne, Australia
- Financial services consultancies based in Perth, Australia
- Financial services consultancies based in Sydney, Australia
- Financial services consultancies based in Belo Horizonte, Brazil
- Financial services consultancies based in Curitiba, Brazil
- Financial services consultancies based in Porto Alegre, Brazil
- Financial services consultancies based in Rio De Janeiro, Brazil
- Financial services consultancies based in Sao Paulo, Brazil
- Financial services consultancies based in Sofia, Bulgaria
Cite this list
RevenueBase Data Team. Top 25 financial services consultancies based in New Zealand. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-services-consultancies/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
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- Financial services consultancies based in Buenos Aires, Argentina
- Financial services consultancies based in Adelaide, Australia
- Financial services consultancies based in Brisbane, Australia
- Financial services consultancies based in Melbourne, Australia
- Financial services consultancies based in Perth, Australia
- Financial services consultancies based in Sydney, Australia