Company lists · Data refreshed September 2026
Top 19 Annual fund management consultants based in New Zealand
RevenueBase identified 32 annual fund management consultants headquartered in New Zealand as of September 2026 and tracks 1,121 professional contacts across them, including 711 with verified work emails. Auckland is the largest hub.
This list covers annual fund management consultants headquartered in New Zealand, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 19 largest annual fund management consultants based in New Zealand
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 607 contacts → | ||||
Indirect evidence “We are one of New Zealand’s leading investment advisory firms.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 2 | 348 contacts → | ||||
Indirect evidence “Jarden is a leading independent investment and advisory group.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 3 | 68 contacts → | ||||
Indirect evidence “Our friendly team of dedicated and experienced financial advisers are on your side.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 4 | 15 contacts → | ||||
Indirect evidence “Rutherford Rede is a national financial advisory practice that has been providing leadership in investment strategy and financial planning since 1992.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 5 | 10 contacts → | ||||
Indirect evidence “Since 2004, AskRIGHT has helped nonprofits raise more money effectively, efficiently, and ethically.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 6 | 8 contacts → | ||||
Indirect evidence “phwealth offers investment advice, financial planning, retirement solutions and portfolio review services.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 7 | 6 contacts → | ||||
Indirect evidence “At O'Connor Partners, we support senior leadership teams and boards with the advice, analyses, and robust processes needed for business investment and expansion.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 8 | 6 contacts → | ||||
Indirect evidence “Plan for your future - Whatever stage of life you are in, it is important to develop a financial plan.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6 contacts → | ||||
Indirect evidence “The Isbister Partners team are trustworthy, responsive, and work hard on your behalf.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 10 | 5 contacts → | ||||
Indirect evidence “Nine Yards Financial Services is Christchurch based Financial Advisory Company.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Partial evidence “Perpetual Guardian Investments (PGI) is the investment management company under the Perpetual Guardian Group of companies.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Indirect evidence “Whether you are temporarily or permanently unable to earn income, there will be a financial impact on your life, and on the lives of those important to you.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Indirect evidence “Karl is an Financial Adviser and qualified Chartered Accountant, and has previously worked with clients across a broad range of industries.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 contacts → | ||||
Indirect evidence “Nuview Ltd was established in 1997 and has been trading as Nuview Wealth Solutions since 2011.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 contacts → | ||||
Indirect evidence “Achieve Group Ltd is a consulting company based in Wellington, New Zealand.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Indirect evidence “At Optima Wealth we help shape your financial future with practical and prudent advice and services to grow and protect your wealth.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Indirect evidence “Robbie has been advising New Zealanders on financial risk protection matters since 2003.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Indirect evidence “We provide a range of investment advisory services to listed entities, private businesses and the public sector.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: annual fund management consultants. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names annual fund management consultants.
- Partial evidence
- Its own public description names part of annual fund management consultants, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name annual fund management consultants. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 19 of 32 annual fund management consultants based in New Zealand
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Annual fund management consultants based in New Zealand at a glance
As of Sep 27, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for New Zealand, so it is reported there. Company counts and contact totals on this page are exact for New Zealand, over 32 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among annual fund management consultants, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in New Zealand whose own description of what they do matches “annual fund management consultants”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names annual fund management consultants), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among annual fund management consultants, and records with no verified work email. Companies headquartered outside New Zealand are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 711 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names annual fund management consultants, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many annual fund management consultants are there based in New Zealand?
RevenueBase identified 32 annual fund management consultants headquartered in New Zealand as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Craigs Investment Partners, headquartered in Tauranga, tops this list with the largest team on record.
Which city has the most annual fund management consultants?
Auckland leads with 8 headquartered companies, followed by Dunedin (4) and Wellington (4).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 711 verified decision-maker contacts tracked across these 32 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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