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The 26 largest Financial Services companies in New Zealand

Tamtam tracks 26 Financial Services companies headquartered in New Zealand. This list ranks all of them by number of employees on LinkedIn, led by Taxi, MAS - Medical Assurance Society and Craigs Investment Partners. Their median headcount is 164. Half of them were founded in 1999 or later. The most common headquarters are Auckland (15) and Wellington (4).

馃嚦馃嚳 New Zealand26 companiesUpdated Oct 10, 2026
#CompanyIndustryHeadquarters EmployeesFounded
1
Taxigotaxi.co.nz

Innovative tax-powered working capital solution tailored for mobile businesses, providing financial support and flexibility Headquartered in New Zealand

Financial Services 馃嚦馃嚳 Auckland 3,012 2024
2
MAS - Medical Assurance Societymas.co.nz

A Member-owned organization providing insurance, lending, and investment solutions to support professional people with their financial needs nationwide

Financial Services 馃嚦馃嚳 Wellington 650 1921
3
Craigs Investment Partnerscraigsip.com

Leading investment advisory firm in New Zealand offering tailored investment portfolios, trusted partnerships, and corporate finance services across various industry sectors nationwide

Financial Services 馃嚦馃嚳 Tauranga 635 1984
4
Forsyth Barr Limitedforsythbarr.co.nz

Full range of investment and wealth management services including portfolio management, advice, sharebroking, research, banking, funds, and KiwiSaver in New Zealand.

Financial Services 馃嚦馃嚳 Dunedin 571 1936
5
Jardenjardengroup.com

An investment and advisory group offering a range of investment products and services to clients in New Zealand and globally since 1961

Financial Services 馃嚦馃嚳 Auckland 419 1961
6
Windcavewindcave.com

Facilitating seamless global transactions across ecommerce, retail, and unattended platforms, offering fraud protection, merchant services, and support for over 20 payment methods

Financial Services 馃嚦馃嚳 Auckland 321 1999
7
Milfordmilfordasset.com

Specialist investment company managing over $15 billion, aligning interests with clients, growing wealth, and supporting New Zealand's economic prosperity.

Financial Services 馃嚦馃嚳 Auckland 312 2003
8
Fisher Fundsfisherfunds.co.nz

specialist wealth management company offering KiwiSaver and managed funds with active investment approach and in-house financial advice

Financial Services 馃嚦馃嚳 Auckland 233 1998
9
Sharesiessharesies.nz

Empowering wealth app providing access to investing, saving, and KiwiSaver for all, with a mission to help people grow their wealth

Financial Services 馃嚦馃嚳 Wellington 221 2016
10
Perpetual Guardianperpetualguardian.co.nz

A New Zealand company with over 135 years of experience in estate planning, specializing in Wills, Trusts, and Powers of Attorney

Financial Services 馃嚦馃嚳 Auckland 191 1884
11
AMP New Zealandamp.co.nz

specialist retirement savings and insurance provider offering KiwiSaver, managed funds, and general insurance to help New Zealanders save

Financial Services 馃嚦馃嚳 Auckland 186 1854
12
Lifetimelifetime.co.nz

Financial advice firm offering personalized services to help clients achieve their goals and build a better life for a lifetime

Financial Services 馃嚦馃嚳 Christchurch 181 1999
13
Hnryhnry.co

A managed service for self-employed contractors and freelancers, providing Invoicing, Tax, and Insurance services to simplify compliance obligations

Financial Services 馃嚦馃嚳 Wellington 164 2016
14
Harmoneyharmoney.com.au

Leading consumer-direct online lender in Australasia, providing financial products for personal goals through friendly, fair, and easy-to-use services, driven by data science and superior technology

Financial Services 馃嚦馃嚳 Auckland 164 2013
15
Unityunitymoney.co.nz

A New Zealand company offering home loans, personal loans, savings, insurance, and everyday banking services to help customers achieve their financial goals

Financial Services 馃嚦馃嚳 Hastings 161 1971
16
Finance Now Ltdfinancenow.co.nz

Provider of personal, quick, hassle-free finance products and services, including retail and personal loans as well as business solutions Owned by a reputable banking institution

Financial Services 馃嚦馃嚳 Auckland 160 2000
17
JBWere New Zealandjbwere.co.nz

A leading wealth manager for over 175 years, supporting clients to build lasting wealth with a focus on excellence, growth, respect, and ownership

Financial Services 馃嚦馃嚳 Auckland 155 1840
18
Equity Network Grouplouisbotes.co.nz

Facilitating interaction between international professionals and advisors in New Zealand for financial, investment, immigration, career, and retirement planning services

Financial Services 馃嚦馃嚳 Auckland 153 2009
19
Booster NZbooster.co.nz

We provide financial services in New Zealand, helping people save and grow their money through expert advice and a focus on financial confidence

Financial Services 馃嚦馃嚳 Wellington 151 1998
20
Cambridge Partnerscambridgepartners.co.nz

Independent investment advisory and wealth management firm in New Zealand, specializing in retirement planning, investment portfolios, and executive financial planning for families and individuals

Financial Services 馃嚦馃嚳 Christchurch 35 2017
21
Advice4Lifeadvice4life.co.nz

Independent financial services company providing tailored advice strategies for personal and business insurance needs, mortgages, and more to protect life's plan

Financial Services 馃嚦馃嚳 Auckland 31 2015
22
Alvariumalvarium.co.nz

Innovative wealth management firm offering a variety of investment products and services worldwide, tailored to diverse client needs and goals

Financial Services 馃嚦馃嚳 Auckland 27 2018
23
CM Financial Adviserscmfinancialadvisers.co.nz

Financial Advisers in Hawke's Bay offering a full range of services including financial planning, mortgages, insurance, investments, retirement planning, and KiwiSaver

Financial Services 馃嚦馃嚳 Hastings 27 2005
24
Hobson Wealthforsythbarr.co.nz

Providing personalized wealth management services focused on individual goals, risk profiles, and portfolio protection for diverse clients.

Financial Services 馃嚦馃嚳 Auckland 17 2016
25
Rutherford Rederutherfordrede.co.nz

A national financial advisory practice specializing in retirement planning, investment portfolios, and executive financial planning, prioritizing client transparency and asset class investing

Financial Services 馃嚦馃嚳 Freemans Bay 17 1992
26
Collinson Forexcollinsonco.com

An independent provider of global FX services, offering competitive rates, personalized solutions, and 24-hour service to clients worldwide since 1994

Financial Services 馃嚦馃嚳 Auckland 11 1994

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How this list is built

Every company on this list has a Tamtam company profile. The industry is the one the company gives on LinkedIn; categories such as SaaS or fintech are classified by Tamtam's AI from the company's website and LinkedIn page; and the headquarters city must match the company's own address. Companies are ranked by the number of employees on LinkedIn, and the list is refreshed every night. Classifications can be wrong, so treat the list as a starting point rather than an official ranking. Last updated Oct 10, 2026.

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