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The Adviser Platform Logo
The Adviser Platform CB Rank
3888995
Heat Score
31
The Adviser Platform offers CRM tools, governance, mortgage aggregation, and admin support for independent financial advisers.
Private Auckland, Auckland, New Zealand11-50 tapnz.co.nz
Advice
CRM
Financial Services
Mortgage
Overview

The Adviser Platform
Heat Score
31

Growth Score
pts
in past quarter
Heat Score 31
-12 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
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About The Adviser Platform

CB Rank
3888995
The Adviser Platform offers CRM tools, governance, mortgage aggregation, and admin support for independent financial advisers.
Private Auckland, Auckland, New Zealand11-50 tapnz.co.nz
Advice
CRM
Financial Services
Mortgage

Details

Legal Name The Adviser Platform
Also Known As TAP
Operating Status Active
Company Type For Profit
Phone Number +64 800 827 699
Contact Email info@tapnz.co.nz
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

CRM and Advice Tools
A CRM system designed for financial advisers to manage client relationships, sales pipelines, and compliance documentation in one platform.
Governance and Compliance
A service providing expert guidance, audit support, and compliance management to help financial advisers meet regulatory requirements and maintain governance standards.

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  • Full access to financial & funding data on unlimited profiles
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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 1
News
Technology
View Tech Report

Monthly Web Visits

297,910
-24.95%
 in past month

Active Website Tech Count

40The Adviser Platform is actively using 40 technologies for its website, according to BuiltWith. These include HSTS, DNSSEC, and  Google Tag Manager.
Sub-Organizations
Frequently Asked Questions

Where is The Adviser Platform's headquarters? The Adviser Platform is located in Auckland, Auckland, New Zealand.Who are The Adviser Platform's competitors? Alternatives and possible competitors to The Adviser Platform may include FAP Services Network, Mortgages Online, and  Financial Advice New Zealand.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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