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Radar · Financial Services in New Zealand

Best Financial Services Companies in New Zealand

The 170 best Financial Services companies in New Zealand in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: ABR Reinsurance Capital Holdings.

170companies tracked
$214.9Mdisclosed funding
0unicorns
3have raised

Financial Services in New Zealand is a sector worth tracking closely right now, and this directory ranks 170 companies by disclosed equity funding and recent funding momentum. Total disclosed capital sits at $215M, with one firm doing almost all the heavy lifting: Abr Reinsurance Capital Holdings pulled in $210M, leaving Lifetime Retirement Income at $5M and a long tail of names like Avanti Finance, Heartland and Perpetual Guardian reporting no disclosed raise at all. That concentration tells you something about where institutional conviction is actually landing.

So what's the broader picture? The global financial services market is forecast to reach roughly $88.7B by 2030 at a CAGR of around 9.9%, driven by open banking, API integration and AI governance pressures. Median app install growth across financial services platforms is running at about 23% year-on-year across 2,216 tracked apps, which tells you mobile adoption isn't slowing. Regulatory compliance is the friction point you can't ignore right now, and as 2018 research shows, compliance architecture shapes competitive positioning well before a firm ever raises its next round. Active investors here include Ascentro Capital Partners and Pencarrow Private Equity, and I'd watch both for signals on where New Zealand's next funded names emerge.

Ranked: Best Financial Services companies in New Zealand

#CompanyDisclosed fundingLast roundStageFounderFoundedTech stackRecent signals
1ABR Reinsurance Capital Holdings
News portal page focused on financial topics
$210M46 mo agoSeries DMark Geoghegan
CEO & MD
1996Apple iCloud MailUnbounceSalesforce+26—
2Lifetime Retirement Income
Retirement investment management firm
$5M94 mo agoSeries ARalph Stewart
Co-Founder
2013YouTubeMicrosoft ASP.NETBootstrap+191 award
3Avanti Finance
Provider of lending services for individuals and businesses
—88 mo agoLate StageFred Ohlsson
Group CEO
1989WordPress Block EditorwpBakeryWordPress+221 launch · 1 partnership
4Heartland
Commercial bank
—108 mo agoPublicJeffrey Greenslade
CEO
1875Apple iCloud MailMicrosoft 365Bootstrap+261 award
5Perpetual Guardian
Provider of real-estate planning, philanthropy and investment services
—108 mo agoLate StageAndrew Barnes
Founder
1882WordPressMySQLPHP+26—
6MMC
Wealth and investment management firm
—114 mo agoAcquired——Windows ServerMicrosoft ASP.NETIIS+5—
7ASB Bank
Commercial Bank
—115 mo agoFunding RaisedVittoria Shortt
CEO
1847Adobe Experience ManagerJavaMicrosoft ASP.NET+122 partnerships
8Southern Cross
Provider of insurance brokerage services
—212 mo agoFunding RaisedNick Astwick
CEO
1961SitecoreApple iCloud MailMicrosoft 365+311 award

Top 8 Financial Services companies in New Zealand

#1
Series D · Hamilton, Waikato · founded 2014 · 22 employees
$210Mraised
▾

Publisher of online financial news catering to the insurance and reinsurance sector. The company publishes a weekly electronic newsletter, providing news, alerts, premium news alerts and a web application to access the latest news and issues.

LinkedIn Pulse recent public activity · Jul 2026
Audience: 130k LinkedIn followers — 31.0% of this cohort's audience
Funding rounds
  • Jul 2022Series D$210M
Tech stack
Amazon AlbAmazon CloudfrontAmazon Web ServicesAosApple Icloud MailAzure
#2
Series A · Wellington, Wellington · founded 2013 · 14 employees
$4.9Mraised
▾

Provider of financial planning and annuity management services intended to help people enjoy their retirement with the security of an income for life. The company focuses on investing its client's savings in balanced funds, providing them with a method of turning their savings into insured fortnightly income after retirement.

LinkedIn Pulse recent public activity · Jul 2026
Audience: 290 LinkedIn followers
Hiring: 1 hiring post in 12 mo (public) · hiring: none
Activity: 2 awards announced in 12 mo
Funding rounds
  • Aug 2018Series A$4.9M
Founders & team
Ralph StewartCEO & MDRalph StewartCo-Founder
Investors
Oriens Capital, Enterprise Angels, SIG, Adminis, BLUE INCO, Richard Cathro Investment
Tech stack
AzureAzure Front DoorAzure MonitorBootstrapCdnjsCloudflare
#3
Late Stage · Auckland, Auckland · founded 1989 · 115 employees
—raised
▾

Provider of lending services for individuals and businesses. It specializes in a wide range of lending solutions, including Personal, Motor Vehicle, Home & Business Loans, Debt Consolidation, and Insurance Services.

LinkedIn Pulse recent public activity · Jul 2026
Audience: 6k LinkedIn followers
Activity: 1 product launches · 1 partnerships (incl. Euromarque) announced in 12 mo
Founders & team
Fred OhlssonGroup CEO
Investors
Pencarrow Private Equity, Karaka Private Equity, Avanti Finance, Af Holdco, Scottfin Ece, The Plan
Tech stack
AddtoanyAddtoany Share ButtonsAngularAutoptimizeCdnjsCloudflare
#4
Public · Auckland, Auckland · founded 1875
—raised
▾

Commercial bank

LinkedIn Pulse recent public activity · Jul 2026
Audience: 10k LinkedIn followers — 2.3% of this cohort's audience
Activity: 1 awards announced in 12 mo
Founders & team
Jeffrey GreensladeCEO
Tech stack
AhrefsApache Http ServerApple Icloud MailBootstrapCloudflareCloudflare Bot Management
#5
Late Stage · Auckland, Auckland · founded 1882 · 240 employees
—raised
▾

Provider of real-estate planning, philanthropy and investment services

LinkedIn Pulse recent public activity · Jul 2026
Audience: 4k LinkedIn followers
Founders & team
Andrew BarnesFounder
Investors
Direct Capital, Pohutukawa
Tech stack
AstraClickdimensionsCloudflareCloudflare Bot ManagementCore-JsDraftpress Hfcm
#6
Acquired · New Zealand · 170 employees
—raised
▾

Wealth and investment management firm

LinkedIn Pulse recent public activity · Jul 2026
Audience: 2k LinkedIn followers
Investors
Pencarrow Private Equity
Tech stack
AzureCloudwaysContact Form 7GsapIisJetpack
#7
Funding Raised · Auckland, Auckland · founded 1847 · 6972 employees
—raised
▾

Commercial Bank

LinkedIn Pulse recent public activity · Jul 2026
Audience: 98k LinkedIn followers — 23.4% of this cohort's audience
Activity: 2 partnerships (incl. Julian Campbell, Infometrics, Tax Traders, Insights Exchange and Extraordinary) announced in 12 mo
Founders & team
Vittoria ShorttCEO
Tech stack
Adobe Experience ManagerAdobe Experience Platform LaunchAkamaiAkamai Bot ManagerAmazon CloudfrontAmazon Web Services
#8
Funding Raised · Auckland, Auckland · founded 1961 · 5409 employees
—raised
▾

Provider of insurance brokerage services

LinkedIn Pulse recent public activity · Jul 2026
Audience: 22k LinkedIn followers — 5.3% of this cohort's audience
Activity: 1 awards announced in 12 mo
Founders & team
Nick AstwickCEO
Tech stack
AccessibeAmazon SesAmazon Web ServicesAngularApple Icloud MailAzure

Funding & investor landscape

$214.9Mtotal disclosed funding
2companies funded
2disclosed rounds
0rounds last 90 days
Most active investors
Ascentro Capital Partners2 rounds
Pencarrow Private Equity2 rounds
Adminis1 rounds
Af Holdco1 rounds
Avanti Finance1 rounds
B And S Custodians1 rounds
BLUE INCO1 rounds
Banco Trustees1 rounds
Cardinal Capital Group1 rounds
Direct Capital1 rounds

Notable founders

Ralph Stewart
CEO & MD · Lifetime Retirement Income
Fred Ohlsson
Group CEO · Avanti Finance
Jeffrey Greenslade
CEO · Heartland
Andrew Barnes
Founder · Perpetual Guardian
Vittoria Shortt
CEO · ASB Bank
Nick Astwick
CEO · Southern Cross
Prism market signals · New Zealand · country-scoped Prism corpus, 1,164,881 docs

Market landscape — 10 sub-themes by coverage

Share of Financial Services coverage by sub-theme.

Regulatory-risk over time rising

Funding & growth over time

funding rising · growth rising

Common questions

How many Financial Services companies are there in New Zealand?
Radar tracks 170 indexable Financial Services companies headquartered in New Zealand that meet our profile-completeness bar.
What is the total funding raised by Financial Services companies in New Zealand?
The Financial Services companies in New Zealand on this list have raised a combined $214.9M in disclosed equity funding across 2 funded companies.
Which is the highest-funded Financial Services company in New Zealand?
ABR Reinsurance Capital Holdings is the highest-funded Financial Services company in New Zealand, with $210M in disclosed equity funding.
How many Financial Services companies in New Zealand are funded?
2 of the 170 Financial Services companies in New Zealand on this list have disclosed at least one equity funding round.
How many Financial Services unicorns are there in New Zealand?
None of the Financial Services companies in New Zealand on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in New Zealand Financial Services companies?
The most active investors in New Zealand Financial Services companies on this list include Ascentro Capital Partners, Pencarrow Private Equity, Adminis, Af Holdco, Avanti Finance.
Rohit KhannaTrends & Stories

Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.

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