Company lists · Data refreshed September 2026
Top 25 Personalized investment platforms based in New Zealand
RevenueBase identified 76 company matches for personalized investment platforms associated with New Zealand as of September 2026 and tracks 1,320 professional contacts across them, including 813 with verified work emails. Auckland is the largest hub.
This list covers company matches for personalized investment 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 September 29, 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 personalized investment 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 · Sep 29, 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 · Sep 29, 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 · Sep 29, 2026 · View company records in RevenueBase | |||||
| 4 | 38 contacts → | ||||
Exact match “Alvarium offers a connected world of investment opportunities.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 5 | 37 contacts → | ||||
Exact match “Cambridge Partners is one of New Zealand's leading fee-only investment advisory and wealth management firm.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 6 | 32 contacts → | ||||
Exact match “Kernel is on a mission to help everyone become wealthier.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 7 | 23 contacts → | ||||
Exact match “Guiding you to better wealth.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 8 | 22 contacts → | ||||
Exact match “In 1987, Stewart Group (then called DL Stewart & Associates) was established by Don Stewart in Hawke's Bay with one purpose - to provide tailored investment and insurance advice…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 9 | 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 29, 2026 · View company records in RevenueBase | |||||
| 10 | 16 contacts → | ||||
Exact match “Welcome to Mint Asset Management, a boutique investment management firm, located in Auckland, New Zealand.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 15 contacts → | ||||
Exact match “Rutherford Rede is a national financial advisory practice that has been providing leadership in investment strategy and financial planning since 1992.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 12 | 11 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 13 | 9 contacts → | ||||
Exact match “eccuity your intelligent investment platform.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 8 contacts → | ||||
Exact match “The Private Office (TPO) is an independent Financial Planning firm specialised in the provision of tailored wealth management services.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 15 | 8 contacts → | ||||
Exact match “phwealth offers investment advice, financial planning, retirement solutions and portfolio review services.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 7 contacts → | ||||
Exact match “Our Clients Come First Our clients are the centre of our world.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match “Rede Advisers is a Christchurch based financial planning practice that has been providing comprehensive financial advice and planning services since 2003.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “Bespoke Independent Intergenerational Private Wealth Advisers is a privately owned boutique advisory firm providing specialist financial services to individuals, trustees…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 19 | 7 contacts → | ||||
Exact match “Pāua Wealth Management is an independent, boutique wealth advisory firm.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match “We help private investors, families and charities to obtain their future goals with confidence.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 21 | 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 29, 2026 · View company records in RevenueBase | |||||
| 22 | 6 contacts → | ||||
Exact match “We are a boutique financial advice practice with a small team of experienced financial advisers.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 23 | 6 contacts → | ||||
Exact match “The Isbister Partners team are trustworthy, responsive, and work hard on your behalf.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 24 | 6 contacts → | ||||
Exact match “At Strategic Wealth Management, our mission is to help our clients make the most of their financial lives.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 25 | 5 contacts → | ||||
Exact match “offer a portfolio management service that makes handling your investments easy!” Recorded in the RevenueBase company graph · Sep 29, 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 “personalized investment 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 25 of 76 personalized investment platforms based in New Zealand
See the full list, filter by size, metro and specialty, and access 813 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Personalized investment platforms based in New Zealand at a glance
As of Sep 29, 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 76 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 “personalized investment 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 813 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 29, 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.
Personalized investment platforms by metro
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 “personalized investment platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many personalized investment platforms are there based in New Zealand?
RevenueBase identified 76 company matches for personalized investment platforms associated with New Zealand as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Craigs Investment Partners tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most personalized investment platforms?
Auckland leads with 30 company records, followed by Wellington (7) and Christchurch (5).
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 813 professional contacts with verified work emails tracked across these 76 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 29, 2026.
Ready to reach these companies? Verified emails and direct dials for all 76 personalized investment platforms based in New Zealand. Start with a free account, no credit card.
Download this list →Related lists
Personalized investment platforms by geography
- Personalized investment platforms based in Adelaide, Australia
- Personalized investment platforms based in Brisbane, Australia
- Personalized investment platforms based in Melbourne, Australia
- Personalized investment platforms based in North Sydney, Australia
- Personalized investment platforms based in Perth, Australia
- Personalized investment platforms based in Sydney, Australia
- Personalized investment platforms based in Belo Horizonte, Brazil
- Personalized investment platforms based in Curitiba, Brazil
- Personalized investment platforms based in Porto Alegre, Brazil
- Personalized investment platforms based in Rio De Janeiro, Brazil
- Personalized investment platforms based in Sao Paulo, Brazil
- Personalized investment platforms based in Calgary, Canada
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
- Personalized investment platforms based in Adelaide, Australia
- Personalized investment platforms based in Brisbane, Australia
- Personalized investment platforms based in Melbourne, Australia
- Personalized investment platforms based in North Sydney, Australia
- Personalized investment platforms based in Perth, Australia
- Personalized investment platforms based in Sydney, Australia
Company intelligence · public preview
Top 25 personalized investment 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 76 matching company records for personalized investment platforms based in New Zealand, with 1,320 tracked contacts and 813 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 29, 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 personalized investment 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 · September 29, 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 · September 29, 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 · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Alvariumalvarium.co.nzHQ: Auckland, New ZealandReported employees: 51-200 | Auckland, New Zealand | 51-200 | Exact match | 38 contacts → |
“Alvarium offers a connected world of investment opportunities.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Cambridge Partnerscambridgepartners.co.nzHQ: Christchurch, New ZealandReported employees: 11-50 | Christchurch, New Zealand | 11-50 | Exact match | 37 contacts → |
“Cambridge Partners is one of New Zealand's leading fee-only investment advisory and wealth management firm.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Kernelkernelwealth.co.nz HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 32 contacts → |
“Kernel is on a mission to help everyone become wealthier.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Hobson Wealthhobsonwealth.co.nzHQ: Auckland, New ZealandReported employees: 51-200 | Auckland, New Zealand | 51-200 | Exact match | 23 contacts → |
“Guiding you to better wealth.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Stewart Group Your Financial Stewardsstewartgroup.co.nzHQ: Hastings, New ZealandReported employees: 11-50 | Hastings, New Zealand | 11-50 | Exact match | 22 contacts → |
“In 1987, Stewart Group (then called DL Stewart & Associates) was established by Don Stewart in Hawke's Bay with one purpose - to provide tailored investment and insurance advice…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  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 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Mint Asset Managementmintasset.co.nzHQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 16 contacts → |
“Welcome to Mint Asset Management, a boutique investment management firm, located in Auckland, New Zealand.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Rutherford Rederutherfordrede.co.nzHQ: Freemans Bay, New ZealandReported employees: 11-50 | Freemans Bay, New Zealand | 11-50 | Exact match | 15 contacts → |
“Rutherford Rede is a national financial advisory practice that has been providing leadership in investment strategy and financial planning since 1992.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Smart Advisersmartadviser.co.nzHQ: Pakuranga, New ZealandReported employees: 1-10 | Pakuranga, New Zealand | 1-10 | Exact match | 11 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Eccuityeccuity.com HQ: Auckland City, New ZealandReported employees: 1-10 | Auckland City, New Zealand | 1-10 | Exact match | 9 contacts → |
“eccuity your intelligent investment platform.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  The Private Office NZtheprivateoffice.co.nzHQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 8 contacts → |
“The Private Office (TPO) is an independent Financial Planning firm specialised in the provision of tailored wealth management services.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  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 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  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 · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Rede Advisers LTDrede.co.nzHQ: Christchurch, New ZealandReported employees: 1-10 | Christchurch, New Zealand | 1-10 | Exact match | 7 contacts → |
“Rede Advisers is a Christchurch based financial planning practice that has been providing comprehensive financial advice and planning services since 2003.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Private Wealth Advisersprivatewealthadvisers.co.nzHQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 7 contacts → |
“Bespoke Independent Intergenerational Private Wealth Advisers is a privately owned boutique advisory firm providing specialist financial services to individuals, trustees…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Pāua Wealth Managementpauawealth.comHQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 7 contacts → |
“Pāua Wealth Management is an independent, boutique wealth advisory firm.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Bloomsbury Associatesbloomsbury.co.nzHQ: Wellington, New ZealandReported employees: 1-10 | Wellington, New Zealand | 1-10 | Exact match | 6 contacts → |
“We help private investors, families and charities to obtain their future goals with confidence.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  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 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Advicelabadvicelab.co.nzHQ: Wellington, New ZealandReported employees: 1-10 | Wellington, New Zealand | 1-10 | Exact match | 6 contacts → |
“We are a boutique financial advice practice with a small team of experienced financial advisers.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  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 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Strategic Wealth Management Groupswmgroup.co.nzHQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 6 contacts → |
“At Strategic Wealth Management, our mission is to help our clients make the most of their financial lives.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Gcol Limitedgcol.co.nz HQ: Lower Hutt, New ZealandReported employees: 1-10 | Lower Hutt, New Zealand | 1-10 | Exact match | 5 contacts → |
“offer a portfolio management service that makes handling your investments easy!” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 76 company matches
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Personalized investment platforms: dataset insights
September 29, 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
76 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 76 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 29, 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 ↗
Personalized investment platforms by metro
Questions about this company list
What does Exact match mean for personalized investment 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 personalized investment platforms did RevenueBase find based in New Zealand?
The saved snapshot records 76 matching company records, 1,320 tracked contacts and 813 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 29, 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
Personalized investment platforms by geography
- Personalized investment platforms based in Adelaide, Australia
- Personalized investment platforms based in Brisbane, Australia
- Personalized investment platforms based in Melbourne, Australia
- Personalized investment platforms based in North Sydney, Australia
- Personalized investment platforms based in Perth, Australia
- Personalized investment platforms based in Sydney, Australia
- Personalized investment platforms based in Belo Horizonte, Brazil
- Personalized investment platforms based in Curitiba, Brazil
- Personalized investment platforms based in Porto Alegre, Brazil
- Personalized investment platforms based in Rio De Janeiro, Brazil
- Personalized investment platforms based in Sao Paulo, Brazil
- Personalized investment platforms based in Calgary, Canada
Cite this list
RevenueBase Data Team. Top 25 personalized investment platforms based in New Zealand. Snapshot: September 29, 2026. https://revenuebase.ai/companies/personalized-investment-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
- Personalized investment platforms based in Adelaide, Australia
- Personalized investment platforms based in Brisbane, Australia
- Personalized investment platforms based in Melbourne, Australia
- Personalized investment platforms based in North Sydney, Australia
- Personalized investment platforms based in Perth, Australia
- Personalized investment platforms based in Sydney, Australia
Company intelligence · public preview
Top 25 personalized investment platforms based in New Zealand
RevenueBase records 76 matching company records for personalized investment platforms based in New Zealand, with 1,320 tracked contacts and 813 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 29, 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 personalized investment 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 · September 29, 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 · September 29, 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 · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Alvariumalvarium.co.nz HQ: Auckland, New ZealandReported employees: 51-200 | Auckland, New Zealand | 51-200 | Exact match | 38 contacts → |
“Alvarium offers a connected world of investment opportunities.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Cambridge Partnerscambridgepartners.co.nz HQ: Christchurch, New ZealandReported employees: 11-50 | Christchurch, New Zealand | 11-50 | Exact match | 37 contacts → |
“Cambridge Partners is one of New Zealand's leading fee-only investment advisory and wealth management firm.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Kernelkernelwealth.co.nz HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 32 contacts → |
“Kernel is on a mission to help everyone become wealthier.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Hobson Wealthhobsonwealth.co.nz HQ: Auckland, New ZealandReported employees: 51-200 | Auckland, New Zealand | 51-200 | Exact match | 23 contacts → |
“Guiding you to better wealth.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Stewart Group Your Financial Stewardsstewartgroup.co.nz HQ: Hastings, New ZealandReported employees: 11-50 | Hastings, New Zealand | 11-50 | Exact match | 22 contacts → |
“In 1987, Stewart Group (then called DL Stewart & Associates) was established by Don Stewart in Hawke's Bay with one purpose - to provide tailored investment and insurance advice…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | 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 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Mint Asset Managementmintasset.co.nz HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 16 contacts → |
“Welcome to Mint Asset Management, a boutique investment management firm, located in Auckland, New Zealand.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Rutherford Rederutherfordrede.co.nz HQ: Freemans Bay, New ZealandReported employees: 11-50 | Freemans Bay, New Zealand | 11-50 | Exact match | 15 contacts → |
“Rutherford Rede is a national financial advisory practice that has been providing leadership in investment strategy and financial planning since 1992.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Smart Advisersmartadviser.co.nz HQ: Pakuranga, New ZealandReported employees: 1-10 | Pakuranga, New Zealand | 1-10 | Exact match | 11 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Eccuityeccuity.com HQ: Auckland City, New ZealandReported employees: 1-10 | Auckland City, New Zealand | 1-10 | Exact match | 9 contacts → |
“eccuity your intelligent investment platform.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | The Private Office NZtheprivateoffice.co.nz HQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 8 contacts → |
“The Private Office (TPO) is an independent Financial Planning firm specialised in the provision of tailored wealth management services.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | 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 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | 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 · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Rede Advisers LTDrede.co.nz HQ: Christchurch, New ZealandReported employees: 1-10 | Christchurch, New Zealand | 1-10 | Exact match | 7 contacts → |
“Rede Advisers is a Christchurch based financial planning practice that has been providing comprehensive financial advice and planning services since 2003.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Private Wealth Advisersprivatewealthadvisers.co.nz HQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 7 contacts → |
“Bespoke Independent Intergenerational Private Wealth Advisers is a privately owned boutique advisory firm providing specialist financial services to individuals, trustees…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Pāua Wealth Managementpauawealth.com HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 7 contacts → |
“Pāua Wealth Management is an independent, boutique wealth advisory firm.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Bloomsbury Associatesbloomsbury.co.nz HQ: Wellington, New ZealandReported employees: 1-10 | Wellington, New Zealand | 1-10 | Exact match | 6 contacts → |
“We help private investors, families and charities to obtain their future goals with confidence.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | 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 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Advicelabadvicelab.co.nz HQ: Wellington, New ZealandReported employees: 1-10 | Wellington, New Zealand | 1-10 | Exact match | 6 contacts → |
“We are a boutique financial advice practice with a small team of experienced financial advisers.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | 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 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Strategic Wealth Management Groupswmgroup.co.nz HQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 6 contacts → |
“At Strategic Wealth Management, our mission is to help our clients make the most of their financial lives.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Gcol Limitedgcol.co.nz HQ: Lower Hutt, New ZealandReported employees: 1-10 | Lower Hutt, New Zealand | 1-10 | Exact match | 5 contacts → |
“offer a portfolio management service that makes handling your investments easy!” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 76 company matches
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Personalized investment platforms: dataset insights
September 29, 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
76 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 76 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 29, 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 ↗
Personalized investment platforms by metro
Questions about this company list
What does Exact match mean for personalized investment 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 personalized investment platforms did RevenueBase find based in New Zealand?
The saved snapshot records 76 matching company records, 1,320 tracked contacts and 813 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 29, 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
Personalized investment platforms by geography
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Cite this list
RevenueBase Data Team. Top 25 personalized investment platforms based in New Zealand. Snapshot: September 29, 2026. https://revenuebase.ai/companies/personalized-investment-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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- Personalized investment platforms based in Adelaide, Australia
- Personalized investment platforms based in Brisbane, Australia
- Personalized investment platforms based in Melbourne, Australia
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- Personalized investment platforms based in Perth, Australia
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