Finzo Revenue
Financial Services • 
Hastings, Hawke's Bay, New Zealand • 11-20 Employees
Finzo revenue & valuation
| Annual revenue | $370,015 |
| Revenue per employee | $21,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,200,000 |
| Total funding | No funding |
Key Contacts at Finzo
Gooitsen Postma
Owner And Founder Since January 2005
Rory Neill
Director
Company overview
| Headquarters | 202 Karamu Rd N, Hastings, Hawke’s Bay 4122, NZ |
| Phone number | +64800005874 |
| Website | |
| NAICS | 52 |
| Keywords | Compliance, CRM, Financial Solutions, Risk Management Solutions, Investment Committee, Cefex Licence, Custodian Platform, Independent Advisory Board, Kiwisaver Solutions, Wealth Management Solutions |
| Founded | 2014 |
| Employees | 11-20 |
| Socials |
Finzo Email Formats
Finzo uses 2 email formats. The most common is {first initial} (e.g., j@finzo.co.nz), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@finzo.co.nz | 50% |
{first name} | john@finzo.co.nz | 50% |
About Finzo
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.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Finzo has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
Finzo has never raised funding before.
Finzo Tech Stack
Discover the technologies and tools that power Finzo's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Frequently asked questions
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