Company lists · Data refreshed September 2026

Top 25 Financial services executives based in New Zealand

Name: Financial services executives based in New Zealand
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 50 companies tracked

RevenueBase identified 50 financial services executives headquartered in New Zealand as of September 2026 and tracks 891 professional contacts across them, including 626 with verified work emails. Auckland is the largest hub.

This list covers financial services executives 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 16, 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 16, 2026 86% judged on-target in blind review

50Companies

891Contacts tracked

626Verified emails

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The 25 largest financial services executives based in New Zealand

Ranked by team size

Top 25 of 50 financial services executives based in New Zealand, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to financial services executives: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Craigs Investment Partners	Indirect evidence	Tauranga, New ZealandHQ checked Sep 16, 2026	501-1,000	607 contacts →
	Indirect evidence “We are one of New Zealand’s leading investment advisory firms.” Source: RevenueBase Database · checked Sep 16, 2026
2	Alvarium	Indirect evidence	Auckland, New ZealandHQ checked Sep 16, 2026	51-200	38 contacts →
	Indirect evidence “Alvarium offers a connected world of investment opportunities.” Source: RevenueBase Database · checked Sep 16, 2026
3	Stewart Group Your Financial Stewards	Indirect evidence	Hastings, New ZealandHQ checked Sep 16, 2026	11-50	22 contacts →
	Indirect evidence “In 1987, Stewart Group (then called DL Stewart & Associates) was established by Don Stewart in Hawke's Bay with one purpose - to provide tailored investment and insurance advice…” Source: RevenueBase Database · checked Sep 16, 2026
4	Invicta Financial	Partial evidence	Christchurch, New ZealandHQ checked Sep 16, 2026	11-50	20 contacts →
	Partial evidence “At Invicta Financial, we provide personalized insurance and KiwiSaver solutions to protect your family's future.” Source: RevenueBase Database · checked Sep 16, 2026
5	Thrive Financial Services LTD	Indirect evidence	Feilding, New ZealandHQ checked Sep 16, 2026	11-50	18 contacts →
	Indirect evidence “We are "passionate" about ensuring Kiwis get the right advice and quality insurance to suit each persons individual circumstances.” Source: RevenueBase Database · checked Sep 16, 2026
6	DUX Financial	Indirect evidence	Wellington, New ZealandHQ checked Sep 16, 2026	11-50	13 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 16, 2026
7	Swift Mortgages LTD	Partial evidence	Auckland, New ZealandHQ checked Sep 16, 2026	11-50	11 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 16, 2026
8	Bancorp Merchant Bankers	Indirect evidence	Auckland, New ZealandHQ checked Sep 16, 2026	11-50	9 contacts →
	Indirect evidence “Welcome to Bancorp, New Zealand's most innovative and dynamic investment banking organisation.” Source: RevenueBase Database · checked Sep 16, 2026
9	Supercity Mortgages & Insurance	Indirect evidence	Auckland, New ZealandHQ checked Sep 16, 2026	1-10	8 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 16, 2026
10	Mortgagelife	Indirect evidence	Christchurch, New ZealandHQ checked Sep 16, 2026	1-10	6 contacts →
	Indirect evidence “Your Home.” Source: RevenueBase Database · checked Sep 16, 2026
11	AIFP	Partial evidence	Auckland, New ZealandHQ checked Sep 16, 2026	11-50	6 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 16, 2026
12	9 Yards Financial Services	Partial evidence	Christchurch, New ZealandHQ checked Sep 16, 2026	1-10	5 contacts →
	Partial evidence “Nine Yards Financial Services is Christchurch based Financial Advisory Company.” Source: RevenueBase Database · checked Sep 16, 2026
13	Rayen & Wood Financial Services	Partial evidence	Christchurch, New ZealandHQ checked Sep 16, 2026	1-10	5 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 16, 2026
14	JMI Wealth	Indirect evidence	Auckland, New ZealandHQ checked Sep 16, 2026	11-50	4 contacts →
	Indirect evidence “For over 30 years we've helped grow generational wealth for a range of clients through responsible stewardship, careful and conservative management and high-quality service.” Source: RevenueBase Database · checked Sep 16, 2026
15	The Olive Group NZ	Indirect evidence	Auckland, New ZealandHQ checked Sep 16, 2026	1-10	4 contacts →
	Indirect evidence “At The Olive Group, we understand a need and fill it with what works best for you.” Source: RevenueBase Database · checked Sep 16, 2026
16	DM Consult Mortgages Insurance	Indirect evidence	Havelock North, New ZealandHQ checked Sep 16, 2026	1-10	4 contacts →
	Indirect evidence “dm consult mortgages + insurance is an investment management company based out of Level 1/1 Napier Road, Havelock North, New Zealand.” Source: RevenueBase Database · checked Sep 16, 2026
17	Lifetime Financial Services LTD	Partial evidence	Christchurch, New ZealandHQ checked Sep 16, 2026	51-200	4 contacts →
	Partial evidence “The Argent Group incorporates several financial services companies specialising in risk and investment but also includes full mortgage and general insurance brokerages” Source: RevenueBase Database · checked Sep 16, 2026
18	Croys Limited	Partial evidence	Ashburton, New ZealandHQ checked Sep 16, 2026	11-50	3 contacts →
	Partial evidence “Trusted experts in comprehensive financial services for individuals and businesses” Source: RevenueBase Database · checked Sep 16, 2026
19	The Nimbus Project	Partial evidence	Timaru, New ZealandHQ checked Sep 16, 2026	1-10	3 contacts →
	Partial evidence “We do the leg work so you can have a greater sense of financial wellbeing and the extra time to browse Netflix.” Source: RevenueBase Database · checked Sep 16, 2026
20	Nigel Tate Financial Planning LTD	Partial evidence	Hamilton, New ZealandHQ checked Sep 16, 2026	1-10	3 contacts →
	Partial evidence “Comprehensive Financial Planners” Source: RevenueBase Database · checked Sep 16, 2026
21	I 'n' I Advise Limited	Partial evidence	Auckland, New ZealandHQ checked Sep 16, 2026	1-10	3 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 16, 2026
22	Kilworths Insurance & Investment	Indirect evidence	Ashburton, New ZealandHQ checked Sep 16, 2026	1-10	2 contacts →
	Indirect evidence “At Kilworths Insurance & Investment we put people before products.” Source: RevenueBase Database · checked Sep 16, 2026
23	Legendary Mortgages & Insurances	Indirect evidence	Auckland, New ZealandHQ checked Sep 16, 2026	11-50	2 contacts →
	Indirect evidence “With us, the difference is Legendary!” Source: RevenueBase Database · checked Sep 16, 2026
24	Livingstone Advisers LTD	Partial evidence	Christchurch, New ZealandHQ checked Sep 16, 2026	1-10	2 contacts →
	Partial evidence “Registered Financial Advisers and Mortgage/Insurance Specialists.” Source: RevenueBase Database · checked Sep 16, 2026
25	KEY Business Partners Limited	Indirect evidence	Christchurch, New ZealandHQ checked Sep 16, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026

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 executives. 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 executives.
Partial evidence: Its own public description names part of financial services executives, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial services executives. 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 50 financial services executives based in New Zealand

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Financial services executives based in New Zealand at a glance

As of Sep 16, 2026

70.3%Verified-email coverage

17.8Average contacts per company

1-10Median size (employees)

38.0%Largest-city concentration · Auckland

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

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 50 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 executives, 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 executives”. 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 executives), 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 executives, 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, 626 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 16, 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

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 executives, 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 executives are there based in New Zealand?

RevenueBase identified 50 financial services executives 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?

Craigs Investment Partners, headquartered in Tauranga, tops this list with the largest team on record.

Which city has the most financial services executives?

Auckland leads with 19 headquartered companies, followed by Christchurch (8) and Wellington (4).

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 626 verified decision-maker contacts tracked across these 50 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 16, 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.