Company lists · Data refreshed October 2026
Top 16 Fintech wealth platforms based in New Zealand
RevenueBase identified 33 company matches for fintech wealth platforms associated with New Zealand as of October 2026 and tracks 1,437 professional contacts across them, including 669 with verified work emails. Auckland is the largest hub.
This list covers company matches for fintech wealth platforms 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 October 1, 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 16 largest fintech wealth platforms 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 · Oct 1, 2026 · View company records in RevenueBase | |||||
| 2 | 205 contacts → | ||||
Exact match “Sharesies is an empowering wealth app on a mission to give someone with $5 and someone with $5 million the same money opportunities.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 3 | 85 contacts → | ||||
Exact match “Adminis delivers technology-driven wealth solutions for wealth managers, fund managers, self-directed investment platforms, and wealthy private individuals and their families.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 4 | 84 contacts → | ||||
Exact match “The SecuritEase® System is a sophisticated, multi asset class, market & currency capital market, middle & back office settlement and wealth management solution.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 5 | 22 contacts → | ||||
Exact match “We make wealth creation simple.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 6 | 8 contacts → | ||||
Exact match “phwealth offers investment advice, financial planning, retirement solutions and portfolio review services.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 7 | 7 contacts → | ||||
Exact match “Our Clients Come First Our clients are the centre of our world.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 8 | 6 contacts → | ||||
Exact match “Plan for your future - Whatever stage of life you are in, it is important to develop a financial plan.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 9 | 6 contacts → | ||||
Exact match “The Isbister Partners team are trustworthy, responsive, and work hard on your behalf.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 10 | 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 · Oct 1, 2026 · View company records in RevenueBase | |||||
| 11 | 2 contacts → | ||||
Exact match “We are a down-to-earth team of financial advisers providing a one-stop shop for financial advice and investment planning services.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 12 | 2 contacts → | ||||
Exact match “Nuview Ltd was established in 1997 and has been trading as Nuview Wealth Solutions since 2011.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 13 | 1 contacts → | ||||
Exact match “We’ve all got big dreams – but some of those dreams take a fair whack of financial know-how to achieve.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 14 | 1 contacts → | ||||
Exact match “Achieving personal financial freedom and protection is something most people aspire to but few actually plan for.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 15 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “In today's world of modern investing, it is becoming more common for investors to branch out into multiple financial instruments.” Recorded in the RevenueBase company graph · Oct 1, 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 “fintech wealth platforms”. 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 16 of 33 fintech wealth platforms based in New Zealand
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Fintech wealth platforms based in New Zealand at a glance
As of Oct 1, 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 33 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 “fintech wealth platforms” 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 669 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 October 1, 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 “fintech wealth platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many fintech wealth platforms are there based in New Zealand?
RevenueBase identified 33 company matches for fintech wealth platforms associated with New Zealand as of October 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 fintech wealth platforms?
Auckland leads with 12 company records, followed by Wellington (5) and Tauranga (3).
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 669 professional contacts with verified work emails tracked across these 33 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 October 1, 2026.
Ready to reach these companies? Verified emails and direct dials for all 33 fintech wealth platforms based in New Zealand. Start with a free account, no credit card.
Download this list →Related lists
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Browse the directory
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
- Fintech wealth platforms based in the United States
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Company intelligence · public preview
Top 16 fintech wealth platforms 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 33 matching company records for fintech wealth platforms based in New Zealand, with 1,437 tracked contacts and 669 verified work emails.
This public preview shows 16 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 1, 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 16 fintech wealth platforms 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 · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Sharesiessharesies.nzHQ: Wellington, New ZealandReported employees: 201-500 | Wellington, New Zealand | 201-500 | Exact match | 205 contacts → |
“Sharesies is an empowering wealth app on a mission to give someone with $5 and someone with $5 million the same money opportunities.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Adminisadminis.co.nzHQ: Wellington, New ZealandReported employees: 11-50 | Wellington, New Zealand | 11-50 | Exact match | 85 contacts → |
“Adminis delivers technology-driven wealth solutions for wealth managers, fund managers, self-directed investment platforms, and wealthy private individuals and their families.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Securiteasesecuritease.comHQ: Wellington, New ZealandReported employees: 51-200 | Wellington, New Zealand | 51-200 | Exact match | 84 contacts → |
“The SecuritEase® System is a sophisticated, multi asset class, market & currency capital market, middle & back office settlement and wealth management solution.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Chelmerchelmer.coHQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 22 contacts → |
“We make wealth creation simple.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Phwealthphwealth.co.nzHQ: Dunedin, New ZealandReported employees: 1-10 | Dunedin, New Zealand | 1-10 | Exact match | 8 contacts → |
“phwealth offers investment advice, financial planning, retirement solutions and portfolio review services.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Decisionmakersdecisionmakers.co.nzHQ: Tauranga, New ZealandReported employees: 11-50 | Tauranga, New Zealand | 11-50 | Exact match | 7 contacts → |
“Our Clients Come First Our clients are the centre of our world.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Yovich & CO Wealth Managementyovich.co.nzHQ: Whangarei, New ZealandReported employees: 1-10 | Whangarei, New Zealand | 1-10 | Exact match | 6 contacts → |
“Plan for your future - Whatever stage of life you are in, it is important to develop a financial plan.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Isbister Partnersisbister.co.nzHQ: Tauranga, New ZealandReported employees: 1-10 | Tauranga, New Zealand | 1-10 | Exact match | 6 contacts → |
“The Isbister Partners team are trustworthy, responsive, and work hard on your behalf.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  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 · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Myfuturemyfutureplan.co.nzHQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 2 contacts → |
“We are a down-to-earth team of financial advisers providing a one-stop shop for financial advice and investment planning services.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Nuview Wealth Solutionsnuviewwealth.co.nzHQ: Palmerston North, New ZealandReported employees: 1-10 | Palmerston North, New Zealand | 1-10 | Exact match | 2 contacts → |
“Nuview Ltd was established in 1997 and has been trading as Nuview Wealth Solutions since 2011.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Money Empiremoneyempire.co.nz HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 1 contacts → |
“We’ve all got big dreams – but some of those dreams take a fair whack of financial know-how to achieve.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Thorner Financial Services LTDthorner.co.nz HQ: Upper Hutt, New ZealandReported employees: 1-10 | Upper Hutt, New Zealand | 1-10 | Exact match | 1 contacts → |
“Achieving personal financial freedom and protection is something most people aspire to but few actually plan for.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | On Track Financial Planning LTDontrackfp.co.nz HQ: Dunedin, New ZealandReported employees: 1-10 | Dunedin, New Zealand | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 |  Marketracoonmarketracoon.comHQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 1 contacts → |
“In today's world of modern investing, it is becoming more common for investors to branch out into multiple financial instruments.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 16 of 33 company matches
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Fintech wealth platforms: dataset insights
October 1, 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
33 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 33 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: October 1, 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 fintech wealth platforms?
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 fintech wealth platforms did RevenueBase find based in New Zealand?
The saved snapshot records 33 matching company records, 1,437 tracked contacts and 669 verified emails. The public preview displays 16 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: October 1, 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
Fintech wealth platforms by geography
- Fintech wealth platforms based in the United States
- Fintech wealth platforms based in the United Kingdom
- Fintech wealth platforms based in Brazil
- Fintech wealth platforms based in Canada
- Fintech wealth platforms based in Australia
- Fintech wealth platforms based in France
- Fintech wealth platforms based in Germany
- Fintech wealth platforms based in Switzerland
- Fintech wealth platforms based in South Africa
- Fintech wealth platforms based in Spain
- Fintech wealth platforms based in the Netherlands
- Fintech wealth platforms based in Italy
Browse the directory
Cite this list
RevenueBase Data Team. Top 16 fintech wealth platforms based in New Zealand. Snapshot: October 1, 2026. https://revenuebase.ai/companies/fintech-wealth-platforms/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
- Fintech wealth platforms based in the United States
- Fintech wealth platforms based in the United Kingdom
- Fintech wealth platforms based in Brazil
- Fintech wealth platforms based in Canada
- Fintech wealth platforms based in Australia
- Fintech wealth platforms based in France
Company intelligence · public preview
Top 16 fintech wealth platforms based in New Zealand
RevenueBase records 33 matching company records for fintech wealth platforms based in New Zealand, with 1,437 tracked contacts and 669 verified work emails.
This public preview shows 16 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 1, 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 16 fintech wealth platforms 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 · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Sharesiessharesies.nz HQ: Wellington, New ZealandReported employees: 201-500 | Wellington, New Zealand | 201-500 | Exact match | 205 contacts → |
“Sharesies is an empowering wealth app on a mission to give someone with $5 and someone with $5 million the same money opportunities.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Adminisadminis.co.nz HQ: Wellington, New ZealandReported employees: 11-50 | Wellington, New Zealand | 11-50 | Exact match | 85 contacts → |
“Adminis delivers technology-driven wealth solutions for wealth managers, fund managers, self-directed investment platforms, and wealthy private individuals and their families.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Securiteasesecuritease.com HQ: Wellington, New ZealandReported employees: 51-200 | Wellington, New Zealand | 51-200 | Exact match | 84 contacts → |
“The SecuritEase® System is a sophisticated, multi asset class, market & currency capital market, middle & back office settlement and wealth management solution.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Chelmerchelmer.co HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 22 contacts → |
“We make wealth creation simple.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Phwealthphwealth.co.nz HQ: Dunedin, New ZealandReported employees: 1-10 | Dunedin, New Zealand | 1-10 | Exact match | 8 contacts → |
“phwealth offers investment advice, financial planning, retirement solutions and portfolio review services.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Decisionmakersdecisionmakers.co.nz HQ: Tauranga, New ZealandReported employees: 11-50 | Tauranga, New Zealand | 11-50 | Exact match | 7 contacts → |
“Our Clients Come First Our clients are the centre of our world.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Yovich & CO Wealth Managementyovich.co.nz HQ: Whangarei, New ZealandReported employees: 1-10 | Whangarei, New Zealand | 1-10 | Exact match | 6 contacts → |
“Plan for your future - Whatever stage of life you are in, it is important to develop a financial plan.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Isbister Partnersisbister.co.nz HQ: Tauranga, New ZealandReported employees: 1-10 | Tauranga, New Zealand | 1-10 | Exact match | 6 contacts → |
“The Isbister Partners team are trustworthy, responsive, and work hard on your behalf.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | 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 · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Myfuturemyfutureplan.co.nz HQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 2 contacts → |
“We are a down-to-earth team of financial advisers providing a one-stop shop for financial advice and investment planning services.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Nuview Wealth Solutionsnuviewwealth.co.nz HQ: Palmerston North, New ZealandReported employees: 1-10 | Palmerston North, New Zealand | 1-10 | Exact match | 2 contacts → |
“Nuview Ltd was established in 1997 and has been trading as Nuview Wealth Solutions since 2011.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Money Empiremoneyempire.co.nz HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 1 contacts → |
“We’ve all got big dreams – but some of those dreams take a fair whack of financial know-how to achieve.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Thorner Financial Services LTDthorner.co.nz HQ: Upper Hutt, New ZealandReported employees: 1-10 | Upper Hutt, New Zealand | 1-10 | Exact match | 1 contacts → |
“Achieving personal financial freedom and protection is something most people aspire to but few actually plan for.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | On Track Financial Planning LTDontrackfp.co.nz HQ: Dunedin, New ZealandReported employees: 1-10 | Dunedin, New Zealand | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 | Marketracoonmarketracoon.com HQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 1 contacts → |
“In today's world of modern investing, it is becoming more common for investors to branch out into multiple financial instruments.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 16 of 33 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Fintech wealth platforms: dataset insights
October 1, 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
33 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 33 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: October 1, 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 fintech wealth platforms?
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 fintech wealth platforms did RevenueBase find based in New Zealand?
The saved snapshot records 33 matching company records, 1,437 tracked contacts and 669 verified emails. The public preview displays 16 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: October 1, 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 16 fintech wealth platforms based in New Zealand. Snapshot: October 1, 2026. https://revenuebase.ai/companies/fintech-wealth-platforms/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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