Company lists · Data refreshed September 2026
Top 25 Personal finance companies based in New Zealand
RevenueBase identified 52 company matches for personal finance companies associated with New Zealand as of September 2026 and tracks 548 professional contacts across them, including 223 with verified work emails. Auckland is the largest hub.
This list covers company matches for personal finance companies 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 19, 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 personal finance companies based in New Zealand
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 93 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 2 | 37 contacts → | ||||
Exact match “Foxplan work one to one with clients as well as facilitating workshops with corporate groups to increase New Zealand's financial literacy through financial planning.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 3 | 34 contacts → | ||||
Exact match “Since Quantum's inception in 2016, we've set out to disrupt the finance industry status-quo.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 20 contacts → | ||||
Exact match “PocketSmith is online money management software that's used in over 190 countries.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 17 contacts → | ||||
Exact match “At NZFP, we believe that solid financial planning is the best place to start your financial wellbeing journey.” Recorded in the RevenueBase company graph · Sep 19, 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 19, 2026 · View company records in RevenueBase | |||||
| 7 | 10 contacts → | ||||
Exact match “They say a journey of a thousand miles begins with a single step.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 8 | 8 contacts → | ||||
Exact match “phwealth offers investment advice, financial planning, retirement solutions and portfolio review services.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 6 contacts → | ||||
Exact match “Blue Canoe helps you successfully navigate the paths that life presents you, providing guidance to make your journey as smooth and prosperous as possible.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 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 · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 6 contacts → | ||||
Exact match “The Isbister Partners team are trustworthy, responsive, and work hard on your behalf.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 5 contacts → | ||||
Exact match “Do you work for money, or does money work for you- Learn how to find profitable investments (and avoid the risky ones)- Stop dabbling and start making real money – regardless of…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “Financial freedom is not a dream.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 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 19, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “Financial decisions can be worrying.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “Our goal: to help ensure you hold no fears around your financial tomorrow, so you can live life to the fullest today.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 17 | 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 · Sep 19, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “G3 Financial Freedom – We deliver solutions for clients committed to creating a better financial future.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “With a strong belief in customer satisfaction whilst always keeping our clients best interest in mind, Here are some of the types of people we are able to help- First Home Buyers…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “We are here to serve as a guide in helping our clients turn their dreams into reality; whether that is buying their new house‚ providing quality education for their children‚…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 21 | 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 · Sep 19, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “Find Fat Fish® is personal training for personal finance.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 23 | 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 · Sep 19, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “Echo Financial Advisors Ltd.(FSP - 1001566) Your trusted partner for clarity, confidence, and results in financial planning & investment.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “Quality independent financial advice should be easy to understand, compare and be available when and where you need it.” Recorded in the RevenueBase company graph · Sep 19, 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 “personal finance companies”. 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 52 personal finance companies based in New Zealand
See the full list, filter by size, metro and specialty, and access 223 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Personal finance companies based in New Zealand at a glance
As of Sep 19, 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 52 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 “personal finance companies” 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 223 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 19, 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 “personal finance companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many personal finance companies are there based in New Zealand?
RevenueBase identified 52 company matches for personal finance companies 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?
Lifetime tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most personal finance companies?
Auckland leads with 16 company records, followed by Wellington (7) and Christchurch (6).
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 223 professional contacts with verified work emails tracked across these 52 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 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 52 personal finance companies based in New Zealand. Start with a free account, no credit card.
Download this list →Related lists
Personal finance companies by geography
- Personal finance companies based in Bangalore, India
- Personal finance companies based in Mumbai, India
- Personal finance companies based in Pune, India
- Personal finance companies based in Atlanta, United States
- Personal finance companies based in Austin, United States
- Personal finance companies based in Boston, United States
- Personal finance companies based in Charlotte, United States
- Personal finance companies based in Chicago, United States
- Personal finance companies based in Dallas, United States
- Personal finance companies based in Denver, United States
- Personal finance companies based in Houston, United States
- Personal finance companies based in Los Angeles, United States
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
- Personal finance companies based in Bangalore, India
- Personal finance companies based in Mumbai, India
- Personal finance companies based in Pune, India
- Personal finance companies based in Atlanta, United States
- Personal finance companies based in Austin, United States
- Personal finance companies based in Boston, United States
Company intelligence · public preview
Top 25 personal finance companies 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 52 matching company records for personal finance companies based in New Zealand, with 548 tracked contacts and 223 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 19, 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 personal finance companies 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 |  Lifetimelifetime.co.nzHQ: Christchurch, New ZealandReported employees: 51-200 | Christchurch, New Zealand | 51-200 | Exact match | 93 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 2 |  Foxplan LTDfoxplan.nzHQ: Wellington, New ZealandReported employees: 11-50 | Wellington, New Zealand | 11-50 | Exact match | 37 contacts → |
“Foxplan work one to one with clients as well as facilitating workshops with corporate groups to increase New Zealand's financial literacy through financial planning.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Quantum Groupquantumgroup.nz HQ: Hamilton, New ZealandReported employees: 11-50 | Hamilton, New Zealand | 11-50 | Exact match | 34 contacts → |
“Since Quantum's inception in 2016, we've set out to disrupt the finance industry status-quo.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Pocketsmithpocketsmith.comHQ: Dunedin, New ZealandReported employees: 11-50 | Dunedin, New Zealand | 11-50 | Exact match | 20 contacts → |
“PocketSmith is online money management software that's used in over 190 countries.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  NEW Zealand Financial Planningnzfp.co.nzHQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 17 contacts → |
“At NZFP, we believe that solid financial planning is the best place to start your financial wellbeing journey.” Recorded description excerpt · September 19, 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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Milestone Financial Services LTDmilestone.co.nzHQ: Christchurch, New ZealandReported employees: 11-50 | Christchurch, New Zealand | 11-50 | Exact match | 10 contacts → |
“They say a journey of a thousand miles begins with a single step.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Blue Canoebluecanoe.co.nzHQ: Te Aro, New ZealandReported employees: 1-10 | Te Aro, New Zealand | 1-10 | Exact match | 6 contacts → |
“Blue Canoe helps you successfully navigate the paths that life presents you, providing guidance to make your journey as smooth and prosperous as possible.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Wiseplanningwiseplanning.co.nzHQ: Christchurch, New ZealandReported employees: 1-10 | Christchurch, New Zealand | 1-10 | Exact match | 5 contacts → |
“Do you work for money, or does money work for you- Learn how to find profitable investments (and avoid the risky ones)- Stop dabbling and start making real money – regardless of…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Wealth Boutiquewealthboutique.co.nzHQ: Invercargill, New ZealandReported employees: 1-10 | Invercargill, New Zealand | 1-10 | Exact match | 3 contacts → |
“Financial freedom is not a dream.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Lifefirst NEW Zealand Limitedlifefirst.co.nzHQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 2 contacts → |
“Financial decisions can be worrying.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Finlifefinlife.co.nzHQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 2 contacts → |
“Our goal: to help ensure you hold no fears around your financial tomorrow, so you can live life to the fullest today.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | G3 Financial Freedom LTDg3freedom.co.nz HQ: Tauranga Central, New ZealandReported employees: 1-10 | Tauranga Central, New Zealand | 1-10 | Exact match | 2 contacts → |
“G3 Financial Freedom – We deliver solutions for clients committed to creating a better financial future.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Expert Mortgagesexpertmortgages.co.nzHQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 2 contacts → |
“With a strong belief in customer satisfaction whilst always keeping our clients best interest in mind, Here are some of the types of people we are able to help- First Home Buyers…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Wealth Management Strategies NEW Zealandwealthman.co.nzHQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 2 contacts → |
“We are here to serve as a guide in helping our clients turn their dreams into reality; whether that is buying their new house‚ providing quality education for their children‚…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | 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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Find FAT Fishfindfatfish.comHQ: Wellington, New ZealandReported employees: 1-10 | Wellington, New Zealand | 1-10 | Exact match | 1 contacts → |
“Find Fat Fish® is personal training for personal finance.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | 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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Echo Financial Advisors LTDecho-financial-advisors.co.nz HQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 1 contacts → |
“Echo Financial Advisors Ltd.(FSP - 1001566) Your trusted partner for clarity, confidence, and results in financial planning & investment.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Simplersimpler.co.nz HQ: Christchurch, New ZealandReported employees: 1-10 | Christchurch, New Zealand | 1-10 | Exact match | 1 contacts → |
“Quality independent financial advice should be easy to understand, compare and be available when and where you need it.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 52 company matches
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Personal finance companies: dataset insights
September 19, 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
51 records in the displayed employee bands.
1 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 52 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 19, 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 personal finance companies?
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 personal finance companies did RevenueBase find based in New Zealand?
The saved snapshot records 52 matching company records, 548 tracked contacts and 223 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 19, 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
Personal finance companies by geography
- Personal finance companies based in Bangalore, India
- Personal finance companies based in Mumbai, India
- Personal finance companies based in Pune, India
- Personal finance companies based in Atlanta, United States
- Personal finance companies based in Austin, United States
- Personal finance companies based in Boston, United States
- Personal finance companies based in Charlotte, United States
- Personal finance companies based in Chicago, United States
- Personal finance companies based in Dallas, United States
- Personal finance companies based in Denver, United States
- Personal finance companies based in Houston, United States
- Personal finance companies based in Los Angeles, United States
Cite this list
RevenueBase Data Team. Top 25 personal finance companies based in New Zealand. Snapshot: September 19, 2026. https://revenuebase.ai/companies/personal-finance-companies/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
- Personal finance companies based in Bangalore, India
- Personal finance companies based in Mumbai, India
- Personal finance companies based in Pune, India
- Personal finance companies based in Atlanta, United States
- Personal finance companies based in Austin, United States
- Personal finance companies based in Boston, United States
Company intelligence · public preview
Top 25 personal finance companies based in New Zealand
RevenueBase records 52 matching company records for personal finance companies based in New Zealand, with 548 tracked contacts and 223 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 19, 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 personal finance companies 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 | Lifetimelifetime.co.nz HQ: Christchurch, New ZealandReported employees: 51-200 | Christchurch, New Zealand | 51-200 | Exact match | 93 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 2 | Foxplan LTDfoxplan.nz HQ: Wellington, New ZealandReported employees: 11-50 | Wellington, New Zealand | 11-50 | Exact match | 37 contacts → |
“Foxplan work one to one with clients as well as facilitating workshops with corporate groups to increase New Zealand's financial literacy through financial planning.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Quantum Groupquantumgroup.nz HQ: Hamilton, New ZealandReported employees: 11-50 | Hamilton, New Zealand | 11-50 | Exact match | 34 contacts → |
“Since Quantum's inception in 2016, we've set out to disrupt the finance industry status-quo.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Pocketsmithpocketsmith.com HQ: Dunedin, New ZealandReported employees: 11-50 | Dunedin, New Zealand | 11-50 | Exact match | 20 contacts → |
“PocketSmith is online money management software that's used in over 190 countries.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | NEW Zealand Financial Planningnzfp.co.nz HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 17 contacts → |
“At NZFP, we believe that solid financial planning is the best place to start your financial wellbeing journey.” Recorded description excerpt · September 19, 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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Milestone Financial Services LTDmilestone.co.nz HQ: Christchurch, New ZealandReported employees: 11-50 | Christchurch, New Zealand | 11-50 | Exact match | 10 contacts → |
“They say a journey of a thousand miles begins with a single step.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | 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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Blue Canoebluecanoe.co.nz HQ: Te Aro, New ZealandReported employees: 1-10 | Te Aro, New Zealand | 1-10 | Exact match | 6 contacts → |
“Blue Canoe helps you successfully navigate the paths that life presents you, providing guidance to make your journey as smooth and prosperous as possible.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | 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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | 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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Wiseplanningwiseplanning.co.nz HQ: Christchurch, New ZealandReported employees: 1-10 | Christchurch, New Zealand | 1-10 | Exact match | 5 contacts → |
“Do you work for money, or does money work for you- Learn how to find profitable investments (and avoid the risky ones)- Stop dabbling and start making real money – regardless of…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Wealth Boutiquewealthboutique.co.nz HQ: Invercargill, New ZealandReported employees: 1-10 | Invercargill, New Zealand | 1-10 | Exact match | 3 contacts → |
“Financial freedom is not a dream.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | 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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Lifefirst NEW Zealand Limitedlifefirst.co.nz HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 2 contacts → |
“Financial decisions can be worrying.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Finlifefinlife.co.nz HQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 2 contacts → |
“Our goal: to help ensure you hold no fears around your financial tomorrow, so you can live life to the fullest today.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | 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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | G3 Financial Freedom LTDg3freedom.co.nz HQ: Tauranga Central, New ZealandReported employees: 1-10 | Tauranga Central, New Zealand | 1-10 | Exact match | 2 contacts → |
“G3 Financial Freedom – We deliver solutions for clients committed to creating a better financial future.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Expert Mortgagesexpertmortgages.co.nz HQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 2 contacts → |
“With a strong belief in customer satisfaction whilst always keeping our clients best interest in mind, Here are some of the types of people we are able to help- First Home Buyers…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Wealth Management Strategies NEW Zealandwealthman.co.nz HQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 2 contacts → |
“We are here to serve as a guide in helping our clients turn their dreams into reality; whether that is buying their new house‚ providing quality education for their children‚…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | 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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Find FAT Fishfindfatfish.com HQ: Wellington, New ZealandReported employees: 1-10 | Wellington, New Zealand | 1-10 | Exact match | 1 contacts → |
“Find Fat Fish® is personal training for personal finance.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | 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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Echo Financial Advisors LTDecho-financial-advisors.co.nz HQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 1 contacts → |
“Echo Financial Advisors Ltd.(FSP - 1001566) Your trusted partner for clarity, confidence, and results in financial planning & investment.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Simplersimpler.co.nz HQ: Christchurch, New ZealandReported employees: 1-10 | Christchurch, New Zealand | 1-10 | Exact match | 1 contacts → |
“Quality independent financial advice should be easy to understand, compare and be available when and where you need it.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 52 company matches
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Personal finance companies: dataset insights
September 19, 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
51 records in the displayed employee bands.
1 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 52 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 19, 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 personal finance companies?
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 personal finance companies did RevenueBase find based in New Zealand?
The saved snapshot records 52 matching company records, 548 tracked contacts and 223 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 19, 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
Personal finance companies by geography
- Personal finance companies based in Bangalore, India
- Personal finance companies based in Mumbai, India
- Personal finance companies based in Pune, India
- Personal finance companies based in Atlanta, United States
- Personal finance companies based in Austin, United States
- Personal finance companies based in Boston, United States
- Personal finance companies based in Charlotte, United States
- Personal finance companies based in Chicago, United States
- Personal finance companies based in Dallas, United States
- Personal finance companies based in Denver, United States
- Personal finance companies based in Houston, United States
- Personal finance companies based in Los Angeles, United States
Cite this list
RevenueBase Data Team. Top 25 personal finance companies based in New Zealand. Snapshot: September 19, 2026. https://revenuebase.ai/companies/personal-finance-companies/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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