Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
19
self-reported 11–50 band
Founded
2014
12 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
Finzo is a CEFEX-accredited, licenced Financial Advice Provider offering custodial support to empower other Financial Advisers, by reducing the noise from administration and increasing regulatory demands.
New Zealand’s evolution towards a new financial advice regime setting industry-wide standards for conduct and competence has created the need for custodial support. Finzo (formerly the Boutique Advisers Alliance) introduces global best practices to New Zealand advice firms, helping them build resilience and focus on their competitive advantages.
Through our knowledge, systems, connections and our utmost respect for our clients, Finzo provides flexible support and solutions to help our clients grow in size and capacity as they require.
We provide professional, efficient and flexible services. We aim to make our partners feel comfortable and safe in their journey forward, with more confidence and more capacity to focus on their own clients' needs.
Through our owners, directors and team members, Finzo NZ Limited (FSP522646) is identified as a Māori business.
Contact us today to find out more about our offerings and how they can help you.
Specialties
All 10 specialties
- Financial Solutions
- Custodian Platform
- Wealth Management solutions
- Risk Management Solutions
- CRM
- CEFEX Licence
- Investment Committee
- Independent Advisory Board
- KiwiSaver Solutions
- Compliance
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | NZ |
All codes: NZ
Addresses
- NZ202 Karamu Rd N; Hastings, Hawke’s Bay 4122Primary
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
4 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
Names are withheld until a consented source exists.
FAQ
How many people work at Finzo?
19 counted staff profiles at January 2026, inside the self-reported 11–50 band.
Where does Finzo have offices?
One address on record, New Zealand only. Primary: 202 Karamu Rd N, Hastings, Hawke’s Bay 4122.
Has Finzo raised funding?
None linked to this brand.
What does Finzo list as its specialties?
Ten tags on the brand's own list, among them compliance and crm.
Which companies are listed alongside Finzo?
2 profiles list Finzo as a peer — 54th percentile in Financial Services. It lists ten peers of its own. Stewart Group | Your Financial Stewards lists it back.