Company lists · Data refreshed September 2026
Top 20 Wealth management consulting firms based in Auckland, New Zealand
RevenueBase identified 40 wealth management consulting firms headquartered in Auckland, New Zealand as of September 2026 and tracks 778 professional contacts across them, including 363 with verified work emails. Across New Zealand, Auckland is the largest hub for this category.
This list covers wealth management consulting 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.
The 20 largest wealth management consulting firms based in Auckland, New Zealand
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 348 contacts → | ||||
Indirect evidence “Jarden is a leading independent investment and advisory group.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 139 contacts → | ||||
Partial evidence “JBWere is a leading wealth manager with a proud history spanning over 180 years.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 68 contacts → | ||||
Indirect evidence “Our friendly team of dedicated and experienced financial advisers are on your side.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 38 contacts → | ||||
Indirect evidence “Alvarium offers a connected world of investment opportunities.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 23 contacts → | ||||
Partial evidence “Guiding you to better wealth.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 17 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, 2026Thanks. The Data Team will review it. | |||||
| 7 | 9 contacts → | ||||
Indirect evidence “Welcome to Bancorp, New Zealand's most innovative and dynamic investment banking organisation.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 8 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, 2026Thanks. The Data Team will review it. | |||||
| 9 | 7 contacts → | ||||
Strong evidence “Pāua Wealth Management is an independent, boutique wealth advisory firm.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 6 contacts → | ||||
Strong evidence “At Strategic Wealth Management, our mission is to help our clients make the most of their financial lives.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 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, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Indirect evidence “Imak Advice is an independent insurance and investment advisory practice built around one simple belief: good advice should feel clear, considered, and genuinely supportive.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 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, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Partial evidence “Doctor Financials look after accounting and lifetime wealth planning for doctors - that's all we do!” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Indirect evidence “With almost a decade of Financial and Insurance Advisory experience in New Zealand, we can help you with making good decisions that will set a solid foundation for a more certain…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Indirect evidence “Hawkeye Finance is a Kiwi owned, family run mortgage broker business helping Auckland families, property investors and business owners secure the right lending solutions for their…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 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, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Strong evidence “Sage Wealth Management is a New Zealand based investment advice and wealth planning provider.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Partial evidence “Elucidate is the consulting company of Chris Watson.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Indirect evidence “We’ve all got big dreams – but some of those dreams take a fair whack of financial know-how to achieve.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: wealth management consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names wealth management consulting firms.
- Partial evidence
- Its own public description names part of wealth management consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name wealth management consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 20 of 40 wealth management consulting firms based in Auckland, New Zealand
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 363 reachable decision-makers.
Free signup · no credit card
Wealth management consulting firms based in Auckland, New Zealand at a glance
As of Sep 29, 2026Companies by employee count
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 consulting 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 consulting 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 consulting 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 consulting 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, 363 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 consulting 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 consulting firms are there based in Auckland, New Zealand?
RevenueBase identified 40 wealth management consulting 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?
Jarden, headquartered in Auckland, tops this list with the largest team on record.
Which city in New Zealand has the most wealth management consulting firms?
Auckland leads New Zealand with 40 headquartered companies, followed by Christchurch (9) and Wellington (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 363 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.
Ready to reach these companies? Verified emails and direct dials for all 40 wealth management consulting firms based in Auckland, New Zealand. Start with a free account, no credit card.
Download this list →Related lists
Wealth management consulting firms by geography
- Wealth management consulting firms based in Buenos Aires, Argentina
- Wealth management consulting firms based in Adelaide, Australia
- Wealth management consulting firms based in Brisbane, Australia
- Wealth management consulting firms based in Melbourne, Australia
- Wealth management consulting firms based in North Sydney, Australia
- Wealth management consulting firms based in Perth, Australia
- Wealth management consulting firms based in Sydney, Australia
- Wealth management consulting firms based in Vienna, Austria
- Wealth management consulting firms based in Belo Horizonte, Brazil
- Wealth management consulting firms based in Curitiba, Brazil
- Wealth management consulting firms based in Porto Alegre, Brazil
- Wealth management consulting firms based in Rio De Janeiro, Brazil
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Wealth management consulting firms based in Buenos Aires, Argentina
- Wealth management consulting firms based in Adelaide, Australia
- Wealth management consulting firms based in Brisbane, Australia
- Wealth management consulting firms based in Melbourne, Australia
- Wealth management consulting firms based in North Sydney, Australia
- Wealth management consulting firms based in Perth, Australia