Company lists · Data refreshed September 2026

Top 25 Fintech wealth platforms based in New Zealand

RevenueBase identified 59 fintech wealth platforms headquartered in New Zealand as of September 2026 and tracks 1,646 professional contacts across them, including 762 with verified work emails. Auckland is the largest hub.

This list covers fintech wealth platforms 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 14, 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 14, 2026 86% judged on-target in blind review
59Companies
1,646Contacts tracked
762Verified emails
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The 25 largest fintech wealth platforms based in New Zealand

Ranked by team size
Top 25 of 59 fintech wealth platforms based in New Zealand, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to fintech wealth platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceTauranga, New ZealandHQ checked Sep 14, 2026501-1,000607 contacts →

Indirect evidence

“We are one of New Zealand’s leading investment advisory firms.”

Source: RevenueBase Database · checked Sep 14, 2026
2Partial evidenceWellington, New ZealandHQ checked Sep 14, 2026201-500205 contacts →

Partial evidence

“Sharesies is an empowering wealth app on a mission to give someone with $5 and someone with $5 million the same money opportunities.”

Source: RevenueBase Database · checked Sep 14, 2026
3Strong evidenceWellington, New ZealandHQ checked Sep 14, 202611-5085 contacts →

Strong evidence

“Adminis delivers technology-driven wealth solutions for wealth managers, fund managers, self-directed investment platforms, and wealthy private individuals and their families.”

Source: RevenueBase Database · checked Sep 14, 2026
4Partial evidenceWellington, New ZealandHQ checked Sep 14, 202651-20084 contacts →

Partial evidence

“The SecuritEase® System is a sophisticated, multi asset class, market & currency capital market, middle & back office settlement and wealth management solution.”

Source: RevenueBase Database · checked Sep 14, 2026
5Indirect evidenceAuckland, New ZealandHQ checked Sep 14, 202651-20038 contacts →

Indirect evidence

“Alvarium offers a connected world of investment opportunities.”

Source: RevenueBase Database · checked Sep 14, 2026
6Indirect evidenceHastings, New ZealandHQ checked Sep 14, 202611-5022 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 14, 2026
7Partial evidenceAuckland, New ZealandHQ checked Sep 14, 202611-5022 contacts →

Partial evidence

“We make wealth creation simple.”

Source: RevenueBase Database · checked Sep 14, 2026
8Indirect evidenceFreemans Bay, New ZealandHQ checked Sep 14, 202611-5015 contacts →

Indirect evidence

“Rutherford Rede is a national financial advisory practice that has been providing leadership in investment strategy and financial planning since 1992.”

Source: RevenueBase Database · checked Sep 14, 2026
9Indirect evidenceWellington, New ZealandHQ checked Sep 14, 202611-5013 contacts →

Indirect evidence

“Our focus is to help clients get the right tailored finance and insurance advice for their situation and ensure it fits their needs now and into the future.”

Source: RevenueBase Database · checked Sep 14, 2026
10Indirect evidencePakuranga, New ZealandHQ checked Sep 14, 20261-1011 contacts →

Indirect evidence

“When it comes to securing your financial future, we know there is a lot for you to think about – which is why so many people are tempted to put financial planning in the “too…”

Source: RevenueBase Database · checked Sep 14, 2026
11Indirect evidenceDunedin, New ZealandHQ checked Sep 14, 20261-108 contacts →

Indirect evidence

“phwealth offers investment advice, financial planning, retirement solutions and portfolio review services.”

Source: RevenueBase Database · checked Sep 14, 2026
12Indirect evidenceTauranga, New ZealandHQ checked Sep 14, 202611-507 contacts →

Indirect evidence

“Our Clients Come First Our clients are the centre of our world.”

Source: RevenueBase Database · checked Sep 14, 2026
13Indirect evidenceTe Aro, New ZealandHQ checked Sep 14, 20261-106 contacts →

Indirect evidence

“Blue Canoe helps you successfully navigate the paths that life presents you, providing guidance to make your journey as smooth and prosperous as possible.”

Source: RevenueBase Database · checked Sep 14, 2026
14Indirect evidenceWhangarei, New ZealandHQ checked Sep 14, 20261-106 contacts →

Indirect evidence

“Plan for your future - Whatever stage of life you are in, it is important to develop a financial plan.”

Source: RevenueBase Database · checked Sep 14, 2026
15Indirect evidenceTauranga, New ZealandHQ checked Sep 14, 20261-106 contacts →

Indirect evidence

“The Isbister Partners team are trustworthy, responsive, and work hard on your behalf.”

Source: RevenueBase Database · checked Sep 14, 2026
16Partial evidenceAuckland, New ZealandHQ checked Sep 14, 20261-106 contacts →

Partial evidence

“At Strategic Wealth Management, our mission is to help our clients make the most of their financial lives.”

Source: RevenueBase Database · checked Sep 14, 2026
17Indirect evidenceInvercargill, New ZealandHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“Financial freedom is not a dream.”

Source: RevenueBase Database · checked Sep 14, 2026
18Indirect evidenceTimaru, New ZealandHQ checked Sep 14, 20261-103 contacts →

Indirect 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 14, 2026
19Indirect evidenceAuckland, New ZealandHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“Our goal: to help ensure you hold no fears around your financial tomorrow, so you can live life to the fullest today.”

Source: RevenueBase Database · checked Sep 14, 2026
20Indirect evidenceAuckland, New ZealandHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“We are a down-to-earth team of financial advisers providing a one-stop shop for financial advice and investment planning services.”

Source: RevenueBase Database · checked Sep 14, 2026
21Partial evidencePalmerston North, New ZealandHQ checked Sep 14, 20261-102 contacts →

Partial evidence

“Nuview Ltd was established in 1997 and has been trading as Nuview Wealth Solutions since 2011.”

Source: RevenueBase Database · checked Sep 14, 2026
22Indirect evidenceAuckland, New ZealandHQ checked Sep 14, 202611-501 contacts →

Indirect evidence

“We’ve all got big dreams – but some of those dreams take a fair whack of financial know-how to achieve.”

Source: RevenueBase Database · checked Sep 14, 2026
23Partial evidenceWanaka, New ZealandHQ checked Sep 14, 20261-101 contacts →

Partial evidence

“Aspiring Wealth Management is a company based in Wanaka, New Zealand specialising in the provision of wealth management and investment advisory services to individuals and their…”

Source: RevenueBase Database · checked Sep 14, 2026
24Indirect evidenceWellington, New ZealandHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“Find Fat Fish® is personal training for personal finance.”

Source: RevenueBase Database · checked Sep 14, 2026
25Indirect evidenceUpper Hutt, New ZealandHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“Achieving personal financial freedom and protection is something most people aspire to but few actually plan for.”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 25 of 59 fintech wealth platforms based in New Zealand

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Fintech wealth platforms based in New Zealand at a glance

As of Sep 14, 2026
46.3%Verified-email coverage
27.9Average contacts per company
1-10Median size (employees)
42.4%Largest-city concentration · Auckland
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
40
11-50
10
51-200
6
201-500
1
501-1,000
2

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 59 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 fintech wealth platforms, 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 “fintech wealth platforms”. 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 fintech wealth platforms), 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 fintech wealth platforms, 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, 762 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 14, 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.

Fintech wealth platforms by metro

  • Fintech wealth platforms in Auckland25

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 fintech wealth platforms, 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 fintech wealth platforms are there based in New Zealand?

RevenueBase identified 59 fintech wealth platforms 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 fintech wealth platforms?

Auckland leads with 25 headquartered companies, followed by Wellington (8) and Tauranga (3).

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 762 verified decision-maker contacts tracked across these 59 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 14, 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.