Company lists · Data refreshed September 2026

Top 21 Investment advisory platforms based in New Zealand

Name: Investment advisory platforms based in New Zealand
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 41 companies tracked

RevenueBase identified 41 investment advisory platforms headquartered in New Zealand as of September 2026 and tracks 612 professional contacts across them, including 216 with verified work emails and 17 with mobile numbers. Auckland is the largest hub.

This list covers investment advisory 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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.

How to read this list HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

41Companies

612Contacts tracked

216Verified emails

17Mobile numbers

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The 21 largest investment advisory platforms based in New Zealand

Ranked by team size

Top 21 of 41 investment advisory platforms based in New Zealand, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment advisory platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	SharesiesIndirect evidence	Wellington, New ZealandHQ checked Sep 4, 2026	201-500	202
	“Sharesies is an empowering wealth app on a mission to give someone with $5 and someone with $5 million the same money opportunities.” Source: company website · checked Sep 4, 2026
2	AdminisStrong evidence	Wellington, New ZealandHQ checked Sep 4, 2026	11-50	81
	“Adminis delivers technology-driven wealth solutions for wealth managers, fund managers, self-directed investment platforms, and wealthy private individuals and their families.” Source: company website · checked Sep 4, 2026
3	ConsiliumIndirect evidence	Christchurch, New ZealandHQ checked Sep 4, 2026	11-50	51
	“Consilium offers a wide range of innovation solutions for independent financial adviser practices and financial institutions.” Source: company website · checked Sep 4, 2026
4	Cambridge PartnersStrong evidence	Christchurch, New ZealandHQ checked Sep 4, 2026	11-50	34
	“Cambridge Partners is one of New Zealand's leading fee-only investment advisory and wealth management firm.” Source: company website · checked Sep 4, 2026
5	The Adviser PlatformPartial evidence	Auckland, New ZealandHQ checked Sep 4, 2026	51-200	32
	“TAP’s modern CRM + AI-powered platform, compliance and admin services help advice businesses across any group run smarter, serve clients better and grow into high-performing firms…” Source: company website · checked Sep 4, 2026
6	Rutherford RedeStrong evidence	Auckland, New ZealandHQ checked Sep 4, 2026	11-50	14
	“Rutherford Rede is a national financial advisory practice that has been providing leadership in investment strategy and financial planning since 1992.” Source: company website · checked Sep 4, 2026
7	Smart AdviserIndirect evidence	Auckland, New ZealandHQ checked Sep 4, 2026	1-10	11
	“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: company website · checked Sep 4, 2026
8	PhwealthPartial evidence	Dunedin, New ZealandHQ checked Sep 4, 2026	1-10	8
	“phwealth offers investment advice, financial planning, retirement solutions and portfolio review services.” Source: company website · checked Sep 4, 2026
9	Pāua Wealth ManagementPartial evidence	Auckland, New ZealandHQ checked Sep 4, 2026	11-50	7
	“Pāua Wealth Management is an independent, boutique wealth advisory firm.” Source: company website · checked Sep 4, 2026
10	Yovich & CO Wealth ManagementIndirect evidence	Whangarei, New ZealandHQ checked Sep 4, 2026	1-10	6
	“Plan for your future - Whatever stage of life you are in, it is important to develop a financial plan.” Source: company website · checked Sep 4, 2026
11	Blue CanoeIndirect evidence	Wellington, New ZealandHQ checked Sep 4, 2026	1-10	6
	“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: company website · checked Sep 4, 2026
12	Isbister PartnersIndirect evidence	Tauranga, New ZealandHQ checked Sep 4, 2026	1-10	6
	“The Isbister Partners team are trustworthy, responsive, and work hard on your behalf.” Source: company website · checked Sep 4, 2026
13	Strategic Wealth Management GroupIndirect evidence	Auckland, New ZealandHQ checked Sep 4, 2026	1-10	6
	“At Strategic Wealth Management, our mission is to help our clients make the most of their financial lives.” Source: company website · checked Sep 4, 2026
14	Capital Trust Group LimitedPartial evidence	Auckland, New ZealandHQ checked Sep 4, 2026	11-50	5
	“Capital Trust Group Limited is an investment management company dedicated to producing superior returns for its Institutional investors and employees by adhering to mathematical…” Source: company website · checked Sep 4, 2026
15	MyfuturePartial evidence	Auckland, New ZealandHQ checked Sep 4, 2026	1-10	2
	“We are a down-to-earth team of financial advisers providing a one-stop shop for financial advice and investment planning services.” Source: company website · checked Sep 4, 2026
16	Nuview Wealth SolutionsIndirect evidence	Palmerston North, New ZealandHQ checked Sep 4, 2026	1-10	2
	“Nuview Ltd was established in 1997 and has been trading as Nuview Wealth Solutions since 2011.” Source: company website · checked Sep 4, 2026
17	Collaborative Consulting LimitedPartial evidence	Auckland, New ZealandHQ checked Sep 4, 2026	1-10	1
	“Launched in 2014 Collaborative Consulting is a financial advisory company with a mission to educate New Zealanders on the best possible way to build wealth now and well into the…” Source: company website · checked Sep 4, 2026
18	On Track Financial Planning LTDIndirect evidence	Dunedin, New ZealandHQ checked Sep 4, 2026	1-10	1
	Source: company website · checked Sep 4, 2026
19	Optima WealthIndirect evidence	Christchurch, New ZealandHQ checked Sep 4, 2026	1-10	1
	“At Optima Wealth we help shape your financial future with practical and prudent advice and services to grow and protect your wealth.” Source: company website · checked Sep 4, 2026
20	MarketracoonIndirect evidence	Auckland, New ZealandHQ checked Sep 4, 2026	1-10	1
	“In today's world of modern investing, it is becoming more common for investors to branch out into multiple financial instruments.” Source: company website · checked Sep 4, 2026
21	Aspiring Wealth ManagementStrong evidence	Wanaka, New ZealandHQ checked Sep 4, 2026	1-10	1
	“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: company website · checked Sep 4, 2026

Showing 21 of 41 investment advisory platforms based in New Zealand

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Investment advisory platforms based in New Zealand at a glance

As of Sep 4, 2026

1-10Median size (employees)

AucklandLargest hub · 18 HQs

17Contacts with mobile numbers

Sep 4, 2026Data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

Verified emails by last verification

0–30

31–60

61–90

131

90–180

180+

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 investment advisory platforms, so some rows will be adjacent to the category rather than pure plays. The description and evidence rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in New Zealand whose own description of what they do matches “investment advisory platforms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among investment advisory 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 an evidence rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 216 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 4, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

How many investment advisory platforms are there based in New Zealand?

RevenueBase identified 41 investment advisory 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?

Sharesies, headquartered in Wellington, tops this list with the largest team on record.

Which city has the most investment advisory platforms?

Auckland leads with 18 headquartered companies, followed by Wellington (6) and Christchurch (4).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 216 verified decision-maker contacts tracked across these 41 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 4, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.