Company lists · Data refreshed September 2026
Top 25 Financial services executives based in New Zealand
RevenueBase identified 50 company matches for financial services executives associated with 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 company matches for financial services executives 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 16, 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 executives based in New Zealand
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 607 contacts → | ||||
Exact match “We are one of New Zealand’s leading investment advisory firms.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 2 | 38 contacts → | ||||
Exact match “Alvarium offers a connected world of investment opportunities.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 3 | 22 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 4 | 20 contacts → | ||||
Exact match “At Invicta Financial, we provide personalized insurance and KiwiSaver solutions to protect your family's future.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 5 | 18 contacts → | ||||
Exact match “We are "passionate" about ensuring Kiwis get the right advice and quality insurance to suit each persons individual circumstances.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 6 | 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 16, 2026 · View company records in RevenueBase | |||||
| 7 | 11 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 8 | 9 contacts → | ||||
Exact match “Welcome to Bancorp, New Zealand's most innovative and dynamic investment banking organisation.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 9 | 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 16, 2026 · View company records in RevenueBase | |||||
| 10 | 6 contacts → | ||||
Exact match “Your Home.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 11 | 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 16, 2026 · View company records in RevenueBase | |||||
| 12 | 5 contacts → | ||||
Exact match “Nine Yards Financial Services is Christchurch based Financial Advisory Company.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 13 | 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 16, 2026 · View company records in RevenueBase | |||||
| 14 | 4 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “At The Olive Group, we understand a need and fill it with what works best for you.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 16 | 4 contacts → | ||||
Exact match “dm consult mortgages + insurance is an investment management company based out of Level 1/1 Napier Road, Havelock North, New Zealand.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 17 | 4 contacts → | ||||
Exact match “The Argent Group incorporates several financial services companies specialising in risk and investment but also includes full mortgage and general insurance brokerages” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 18 | 3 contacts → | ||||
Exact match “Trusted experts in comprehensive financial services for individuals and businesses” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 19 | 3 contacts → | ||||
Exact match “We do the leg work so you can have a greater sense of financial wellbeing and the extra time to browse Netflix.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “Comprehensive Financial Planners” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 21 | 3 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “At Kilworths Insurance & Investment we put people before products.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match “With us, the difference is Legendary!” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 24 | 2 contacts → | ||||
Exact match “Registered Financial Advisers and Mortgage/Insurance Specialists.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 25 | 2 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 16, 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 executives”. 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 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, 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 50 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 executives” 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 626 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 16, 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.
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 executives”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services executives are there based in New Zealand?
RevenueBase identified 50 company matches for financial services executives 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?
Craigs Investment Partners tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial services executives?
Auckland leads with 19 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 626 professional contacts with verified work emails tracked across these 50 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 16, 2026.
Ready to reach these companies? Verified emails and direct dials for all 50 financial services executives based in New Zealand. Start with a free account, no credit card.
Download this list →Related lists
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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.
More company lists
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- Lists by location
- Lists A-Z
- New lists
- Financial services executives based in Calgary, Canada
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Company intelligence · public preview
Top 25 financial services executives 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 50 matching company records for financial services executives based in New Zealand, with 891 tracked contacts and 626 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 16, 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 executives 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 |  Craigs Investment Partnerscraigsip.comHQ: Tauranga, New ZealandReported employees: 501-1,000 | Tauranga, New Zealand | 501-1,000 | Exact match | 607 contacts → |
“We are one of New Zealand’s leading investment advisory firms.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Alvariumalvarium.co.nzHQ: Auckland, New ZealandReported employees: 51-200 | Auckland, New Zealand | 51-200 | Exact match | 38 contacts → |
“Alvarium offers a connected world of investment opportunities.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Stewart Group Your Financial Stewardsstewartgroup.co.nzHQ: Hastings, New ZealandReported employees: 11-50 | Hastings, New Zealand | 11-50 | Exact match | 22 contacts → |
“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…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Invicta Financialinvictafinancial.co.nzHQ: Christchurch, New ZealandReported employees: 11-50 | Christchurch, New Zealand | 11-50 | Exact match | 20 contacts → |
“At Invicta Financial, we provide personalized insurance and KiwiSaver solutions to protect your family's future.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Thrive Financial Services LTDthrive.kiwiHQ: Feilding, New ZealandReported employees: 11-50 | Feilding, New Zealand | 11-50 | Exact match | 18 contacts → |
“We are "passionate" about ensuring Kiwis get the right advice and quality insurance to suit each persons individual circumstances.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  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 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Swift Mortgages LTDswiftmortgages.co.nzHQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 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.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Bancorp Merchant Bankersbancorp.co.nzHQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 9 contacts → |
“Welcome to Bancorp, New Zealand's most innovative and dynamic investment banking organisation.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  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 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Mortgagelifemortgagelife.co.nzHQ: Christchurch, New ZealandReported employees: 1-10 | Christchurch, New Zealand | 1-10 | Exact match | 6 contacts → |
“Your Home.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  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 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  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 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  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 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | JMI Wealthjmiwealth.co.nz HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 4 contacts → |
“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.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  The Olive Group NZtog.co.nzHQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 4 contacts → |
“At The Olive Group, we understand a need and fill it with what works best for you.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  DM Consult Mortgages Insurancedmconsult.co.nzHQ: Havelock North, New ZealandReported employees: 1-10 | Havelock North, New Zealand | 1-10 | Exact match | 4 contacts → |
“dm consult mortgages + insurance is an investment management company based out of Level 1/1 Napier Road, Havelock North, New Zealand.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Lifetime Financial Services LTDargent.co.nz HQ: Christchurch, New ZealandReported employees: 51-200 | Christchurch, New Zealand | 51-200 | Exact match | 4 contacts → |
“The Argent Group incorporates several financial services companies specialising in risk and investment but also includes full mortgage and general insurance brokerages” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Croys Limitedcroys.co.nzHQ: Ashburton, New ZealandReported employees: 11-50 | Ashburton, New Zealand | 11-50 | Exact match | 3 contacts → |
“Trusted experts in comprehensive financial services for individuals and businesses” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  The Nimbus Projectthenimbusproject.co.nzHQ: Timaru, New ZealandReported employees: 1-10 | Timaru, New Zealand | 1-10 | Exact match | 3 contacts → |
“We do the leg work so you can have a greater sense of financial wellbeing and the extra time to browse Netflix.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Nigel Tate Financial Planning LTDntfp.co.nzHQ: Hamilton, New ZealandReported employees: 1-10 | Hamilton, New Zealand | 1-10 | Exact match | 3 contacts → |
“Comprehensive Financial Planners” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  I 'n' I Advise Limitediniadvise.co.nzHQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 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…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Kilworths Insurance & Investmentkilworths.co.nzHQ: Ashburton, New ZealandReported employees: 1-10 | Ashburton, New Zealand | 1-10 | Exact match | 2 contacts → |
“At Kilworths Insurance & Investment we put people before products.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Legendary Mortgages & Insuranceslegendary.co.nzHQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 2 contacts → |
“With us, the difference is Legendary!” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Livingstone Advisers LTDlivingstoneadvisers.co.nz HQ: Christchurch, New ZealandReported employees: 1-10 | Christchurch, New Zealand | 1-10 | Exact match | 2 contacts → |
“Registered Financial Advisers and Mortgage/Insurance Specialists.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | KEY Business Partners Limitedkeypartners.co.nz HQ: Christchurch, New ZealandReported employees: 1-10 | Christchurch, New Zealand | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 25 of 50 company matches
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Financial services executives: dataset insights
September 16, 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
50 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 50 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 16, 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 ↗
Questions about this company list
What does Exact match mean for financial services executives?
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 executives did RevenueBase find based in New Zealand?
The saved snapshot records 50 matching company records, 891 tracked contacts and 626 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 16, 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 executives by geography
- Financial services executives based in Calgary, Canada
- Financial services executives based in Edmonton, Canada
- Financial services executives based in Mississauga, Canada
- Financial services executives based in Montreal, Canada
- Financial services executives based in Toronto, Canada
- Financial services executives based in Vancouver, Canada
- Financial services executives based in Ahmedabad, India
- Financial services executives based in Bangalore, India
- Financial services executives based in Chennai, India
- Financial services executives based in Delhi, India
- Financial services executives based in Hyderabad, India
- Financial services executives based in Kolkata, India
Cite this list
RevenueBase Data Team. Top 25 financial services executives based in New Zealand. Snapshot: September 16, 2026. https://revenuebase.ai/companies/financial-services-executives/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 executives based in Calgary, Canada
- Financial services executives based in Edmonton, Canada
- Financial services executives based in Mississauga, Canada
- Financial services executives based in Montreal, Canada
- Financial services executives based in Toronto, Canada
- Financial services executives based in Vancouver, Canada
Company intelligence · public preview
Top 25 financial services executives based in New Zealand
RevenueBase records 50 matching company records for financial services executives based in New Zealand, with 891 tracked contacts and 626 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 16, 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 executives 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 | Craigs Investment Partnerscraigsip.com HQ: Tauranga, New ZealandReported employees: 501-1,000 | Tauranga, New Zealand | 501-1,000 | Exact match | 607 contacts → |
“We are one of New Zealand’s leading investment advisory firms.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Alvariumalvarium.co.nz HQ: Auckland, New ZealandReported employees: 51-200 | Auckland, New Zealand | 51-200 | Exact match | 38 contacts → |
“Alvarium offers a connected world of investment opportunities.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Stewart Group Your Financial Stewardsstewartgroup.co.nz HQ: Hastings, New ZealandReported employees: 11-50 | Hastings, New Zealand | 11-50 | Exact match | 22 contacts → |
“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…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Invicta Financialinvictafinancial.co.nz HQ: Christchurch, New ZealandReported employees: 11-50 | Christchurch, New Zealand | 11-50 | Exact match | 20 contacts → |
“At Invicta Financial, we provide personalized insurance and KiwiSaver solutions to protect your family's future.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Thrive Financial Services LTDthrive.kiwi HQ: Feilding, New ZealandReported employees: 11-50 | Feilding, New Zealand | 11-50 | Exact match | 18 contacts → |
“We are "passionate" about ensuring Kiwis get the right advice and quality insurance to suit each persons individual circumstances.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | 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 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Swift Mortgages LTDswiftmortgages.co.nz HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 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.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Bancorp Merchant Bankersbancorp.co.nz HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 9 contacts → |
“Welcome to Bancorp, New Zealand's most innovative and dynamic investment banking organisation.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | 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 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Mortgagelifemortgagelife.co.nz HQ: Christchurch, New ZealandReported employees: 1-10 | Christchurch, New Zealand | 1-10 | Exact match | 6 contacts → |
“Your Home.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | 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 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | 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 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | 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 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | JMI Wealthjmiwealth.co.nz HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 4 contacts → |
“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.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | The Olive Group NZtog.co.nz HQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 4 contacts → |
“At The Olive Group, we understand a need and fill it with what works best for you.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | DM Consult Mortgages Insurancedmconsult.co.nz HQ: Havelock North, New ZealandReported employees: 1-10 | Havelock North, New Zealand | 1-10 | Exact match | 4 contacts → |
“dm consult mortgages + insurance is an investment management company based out of Level 1/1 Napier Road, Havelock North, New Zealand.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Lifetime Financial Services LTDargent.co.nz HQ: Christchurch, New ZealandReported employees: 51-200 | Christchurch, New Zealand | 51-200 | Exact match | 4 contacts → |
“The Argent Group incorporates several financial services companies specialising in risk and investment but also includes full mortgage and general insurance brokerages” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Croys Limitedcroys.co.nz HQ: Ashburton, New ZealandReported employees: 11-50 | Ashburton, New Zealand | 11-50 | Exact match | 3 contacts → |
“Trusted experts in comprehensive financial services for individuals and businesses” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | The Nimbus Projectthenimbusproject.co.nz HQ: Timaru, New ZealandReported employees: 1-10 | Timaru, New Zealand | 1-10 | Exact match | 3 contacts → |
“We do the leg work so you can have a greater sense of financial wellbeing and the extra time to browse Netflix.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Nigel Tate Financial Planning LTDntfp.co.nz HQ: Hamilton, New ZealandReported employees: 1-10 | Hamilton, New Zealand | 1-10 | Exact match | 3 contacts → |
“Comprehensive Financial Planners” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | I 'n' I Advise Limitediniadvise.co.nz HQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 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…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Kilworths Insurance & Investmentkilworths.co.nz HQ: Ashburton, New ZealandReported employees: 1-10 | Ashburton, New Zealand | 1-10 | Exact match | 2 contacts → |
“At Kilworths Insurance & Investment we put people before products.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Legendary Mortgages & Insuranceslegendary.co.nz HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 2 contacts → |
“With us, the difference is Legendary!” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Livingstone Advisers LTDlivingstoneadvisers.co.nz HQ: Christchurch, New ZealandReported employees: 1-10 | Christchurch, New Zealand | 1-10 | Exact match | 2 contacts → |
“Registered Financial Advisers and Mortgage/Insurance Specialists.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | KEY Business Partners Limitedkeypartners.co.nz HQ: Christchurch, New ZealandReported employees: 1-10 | Christchurch, New Zealand | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
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Financial services executives: dataset insights
September 16, 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
50 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 50 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 16, 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 ↗
Questions about this company list
What does Exact match mean for financial services executives?
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 executives did RevenueBase find based in New Zealand?
The saved snapshot records 50 matching company records, 891 tracked contacts and 626 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 16, 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.
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Cite this list
RevenueBase Data Team. Top 25 financial services executives based in New Zealand. Snapshot: September 16, 2026. https://revenuebase.ai/companies/financial-services-executives/new-zealand.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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