Company lists · Data refreshed September 2026

Top 20 Wealth management accounting firms based in Auckland, New Zealand

RevenueBase identified 40 wealth management accounting firms headquartered in Auckland, New Zealand as of September 2026 and tracks 280 professional contacts across them, including 181 with verified work emails. Across New Zealand, Auckland is the largest hub for this category.

This list covers wealth management accounting firms headquartered in Auckland, New Zealand, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
40Companies
280Contacts tracked
181Verified emails
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The 20 largest wealth management accounting firms based in Auckland, New Zealand

Ranked by team size
Top 20 of 40 wealth management accounting firms based in Auckland, New Zealand, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management accounting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceAuckland, New ZealandHQ checked Sep 29, 202651-20038 contacts →

Indirect evidence

“Alvarium offers a connected world of investment opportunities.”

Source: RevenueBase Database · checked Sep 29, 2026
2Partial evidenceAuckland, New ZealandHQ checked Sep 29, 202611-5031 contacts →

Partial evidence

“Property, Tax Minimisation, Asset Protection, Trusts, Accounting & Business Advice, Estate Planning Would you agree that there is more to being successful in business and personal…”

Source: RevenueBase Database · checked Sep 29, 2026
3Partial evidenceAuckland, New ZealandHQ checked Sep 29, 202651-20023 contacts →

Partial evidence

“Guiding you to better wealth.”

Source: RevenueBase Database · checked Sep 29, 2026
4Indirect evidenceAuckland, New ZealandHQ checked Sep 29, 202611-5017 contacts →

Indirect evidence

“At NZFP, we believe that solid financial planning is the best place to start your financial wellbeing journey.”

Source: RevenueBase Database · checked Sep 29, 2026
5Indirect evidenceAuckland, New ZealandHQ checked Sep 29, 20261-109 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
6Indirect evidenceAuckland, New ZealandHQ checked Sep 29, 202611-508 contacts →

Indirect evidence

“We help business owners to understand their numbers and pay the right taxes, so they can focus on their strengths and succeed.”

Source: RevenueBase Database · checked Sep 29, 2026
7Strong evidenceAuckland, New ZealandHQ checked Sep 29, 20261-108 contacts →

Strong evidence

“The Private Office (TPO) is an independent Financial Planning firm specialised in the provision of tailored wealth management services.”

Source: RevenueBase Database · checked Sep 29, 2026
8Strong evidenceAuckland, New ZealandHQ checked Sep 29, 202611-507 contacts →

Strong evidence

“Pāua Wealth Management is an independent, boutique wealth advisory firm.”

Source: RevenueBase Database · checked Sep 29, 2026
9Indirect evidenceAuckland, New ZealandHQ checked Sep 29, 202611-505 contacts →

Indirect evidence

“EpsomTax.com Limited®, Auckland.”

Source: RevenueBase Database · checked Sep 29, 2026
10Strong evidenceAuckland, New ZealandHQ checked Sep 29, 202611-504 contacts →

Strong evidence

“For over 30 years we've helped grow generational wealth for a range of clients through responsible stewardship, careful and conservative management and high-quality service.”

Source: RevenueBase Database · checked Sep 29, 2026
11Partial evidenceAuckland, New ZealandHQ checked Sep 29, 20261-104 contacts →

Partial evidence

“QUARTZ WEALTH specialises in partnering with wealthy, successful and ambitious New Zealanders to help them achieve what's important to them.”

Source: RevenueBase Database · checked Sep 29, 2026
12Partial evidenceAuckland, New ZealandHQ checked Sep 29, 202611-503 contacts →

Partial evidence

“We’re not just another accounting firm- as we provide a service that goes far beyond “looking after the books” and we’re able to demonstrate to you the difference we make in our…”

Source: RevenueBase Database · checked Sep 29, 2026
13Strong evidenceAuckland, New ZealandHQ checked Sep 29, 202611-503 contacts →

Strong evidence

“Doctor Financials look after accounting and lifetime wealth planning for doctors - that's all we do!”

Source: RevenueBase Database · checked Sep 29, 2026
14Indirect evidenceAuckland, New ZealandHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
15Partial evidenceAuckland, New ZealandHQ checked Sep 29, 202611-502 contacts →

Partial evidence

“Knobloch & Associates Ltd is a boutique accounting firm in Auckland.”

Source: RevenueBase Database · checked Sep 29, 2026
16Strong evidenceAuckland, New ZealandHQ checked Sep 29, 20261-102 contacts →

Strong evidence

“Sage Wealth Management is a New Zealand based investment advice and wealth planning provider.”

Source: RevenueBase Database · checked Sep 29, 2026
17Indirect evidenceAuckland, New ZealandHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“Miller Johnson Ltd is a leading chartered accountants firm with a long, strong history of providing excellent service for our clients.”

Source: RevenueBase Database · checked Sep 29, 2026
18Indirect evidenceAuckland, New ZealandHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“services width=350 height=227 srcset=https://colinbender.co.nz/wp-content/uploads/2014/10/services1.jpg 350w…”

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect evidenceAuckland, New ZealandHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
20Partial evidenceAuckland, New ZealandHQ checked Sep 29, 20261-101 contacts →

Partial evidence

“Acudio Chartered Accountants have been trusted by New Zealand businesses and investors for generations to cover your traditional accounting needs, whilst developing a strong…”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 20 of 40 wealth management accounting firms based in Auckland, New Zealand

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Wealth management accounting firms based in Auckland, New Zealand at a glance

As of Sep 29, 2026
64.6%Verified-email coverage
7.0Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
22
11-50
16
51-200
2

Email recency for this list is measured across the whole New Zealand list rather than for Auckland, so it is reported there. Company counts and contact totals on this page are exact for Auckland, over 40 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among wealth management accounting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Auckland, New Zealand whose own description of what they do matches “wealth management accounting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names wealth management accounting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among wealth management accounting firms, and records with no verified work email. Companies headquartered outside Auckland are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 181 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 29, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names wealth management accounting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many wealth management accounting firms are there based in Auckland, New Zealand?

RevenueBase identified 40 wealth management accounting firms headquartered in Auckland, New Zealand as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Alvarium, headquartered in Auckland, tops this list with the largest team on record.

Which city in New Zealand has the most wealth management accounting firms?

Auckland leads New Zealand with 40 headquartered companies, followed by Wellington (9) and Christchurch (7).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 181 verified decision-maker contacts tracked across these 40 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 2026.

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About this data

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