Company lists · Data refreshed September 2026
Top 25 Financial services consulting firms based in New Zealand
RevenueBase identified 95 financial services consulting firms headquartered in New Zealand as of September 2026 and tracks 598 professional contacts across them, including 224 with verified work emails and 29 with mobile numbers. Auckland is the largest hub.
This list covers financial services consulting firms 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, how directly it supports the match, and when it was last checked. Data refreshed September 2, 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 consulting firms based in New Zealand
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 68 | ||||
“Our friendly team of dedicated and experienced financial advisers are on your side.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 2 | 33 | ||||
“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: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 3 | 28 | ||||
“White Associates was founded in 2005 on the premise that doing ‘the basics’ was not enough.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 4 | 23 | ||||
“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: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 5 | 20 | ||||
“Picture a powerhouse of business growth, a beacon of financial wisdom, a catalyst for success - that's Biz Solutions.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 6 | 16 | ||||
“Volte is a no-nonsense management consultancy.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 7 | 13 | ||||
“We take pride in our job to translate financial information into practical and useful recommendations to help your business grow.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 8 | Zenith Financial GroupPartial evidence | 12 | |||
“Zenith Financial Group is a New Zealand owned business with offices and advisers nationwide.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 9 | 11 | ||||
“Providing financial and business advice for extraordinary results.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 10 | 9 | ||||
“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: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 11 | 8 | ||||
“Financial services management consulting, specialising marketing and distribution consulting for insurers, banks, fund managers, and financial advice businesses.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 12 | Strictly Business LTDIndirect evidence | 8 | |||
“Adviser to the Advice Industry Tony Vidler, CFP, CLU, ChFC.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 13 | Qalibre LimitedPartial evidence | 6 | |||
“We're more than a financial and commercial advisory firm – we are your dedicated allies on your journey to success.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 14 | 6 | ||||
“The one-stop-shop for all your financial needs.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 15 | Navigatus ConsultingIndirect evidence | 6 | |||
“Navigatus offers a fresh approach to management professional services – an approach focused on success.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 16 | O'connor PartnersIndirect evidence | 6 | |||
“At O'Connor Partners, we support senior leadership teams and boards with the advice, analyses, and robust processes needed for business investment and expansion.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 17 | 6 | ||||
“At Audit Integrity, we believe that our business is about helping people and driving right outcomes for businesses.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 18 | Morrison LOWPartial evidence | 5 | |||
“Morrison Low is an Australasian management consulting firm with offices in Auckland, Wellington and Sydney.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 19 | Rayen & Wood Financial ServicesPartial evidence | 5 | |||
“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 2, 2026Thanks. The Data Team will review it. | |||||
| 20 | 5 | ||||
“Feeling overwhelmed by ongoing regulatory change?” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 21 | 4 | ||||
“Compliance and Risk Consulting” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 22 | 4 | ||||
“Whether you are temporarily or permanently unable to earn income, there will be a financial impact on your life, and on the lives of those important to you.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 23 | 3 | ||||
“We are a small team of financial advisor's that understand people and business – in which we are able to analyse most financial situations in real human terms.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 24 | Wealth Protection SpecialistsPartial evidence | 3 | |||
“Karl is an Financial Adviser and qualified Chartered Accountant, and has previously worked with clients across a broad range of industries.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 25 | Priority Financial Services LTDIndirect evidence | 3 | |||
“A BUSINESS BUILT ON RELATIONSHIPS.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
Showing 25 of 95 financial services consulting firms based in New Zealand
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Financial services consulting firms based in New Zealand at a glance
As of Sep 2, 2026Companies by employee count
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 consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 consulting firms”. Matching reads each company's description, not its industry code or its name.
- What we exclude
- Companies whose own description does not clearly place them among financial services consulting firms, 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 an evidence 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, 224 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 2, 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 consulting firms by metro
- Financial services consulting firms in Auckland40
Frequently asked
How many financial services consulting firms are there based in New Zealand?
RevenueBase identified 95 financial services consulting firms 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 consulting firms?
Auckland leads with 40 headquartered companies, followed by Christchurch (13) and Wellington (12).
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 224 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 2, 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 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.
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