Company lists · Data refreshed September 2026

Top 25 Asset management and consulting services based in New Zealand

RevenueBase identified 89 company matches for asset management and consulting services associated with New Zealand as of September 2026 and tracks 1,865 professional contacts across them, including 921 with verified work emails. Auckland is the largest hub.

This list covers company matches for asset management and consulting services associated with New Zealand, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 21, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 21, 2026 How this list was built
89Companies
1,865Contacts tracked
921Verified emails
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The 25 largest asset management and consulting services based in New Zealand

Ranked by team size
Top 25 of 89 company matches for asset management and consulting services based in New Zealand, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchTauranga, New ZealandHQ recorded Sep 21, 2026501-1,000607 contacts →

Exact match

“We are one of New Zealand’s leading investment advisory firms.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2Exact matchAuckland, New ZealandHQ recorded Sep 21, 2026201-500348 contacts →

Exact match

“Jarden is a leading independent investment and advisory group.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3Exact matchAuckland, New ZealandHQ recorded Sep 21, 202651-20068 contacts →

Exact match

“Our friendly team of dedicated and experienced financial advisers are on your side.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4Exact matchAuckland, New ZealandHQ recorded Sep 21, 202611-5058 contacts →

Exact match

“SPM Assets specialises in strategic asset management.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5Exact matchWellington, New ZealandHQ recorded Sep 21, 2026501-1,00051 contacts →

Exact match

“FirstCape is a group of leading wealth management and asset management companies.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6Exact matchAuckland, New ZealandHQ recorded Sep 21, 202651-20038 contacts →

Exact match

“Alvarium offers a connected world of investment opportunities.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7Exact matchChristchurch, New ZealandHQ recorded Sep 21, 202611-5037 contacts →

Exact match

“Cambridge Partners is one of New Zealand's leading fee-only investment advisory and wealth management firm.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8Exact matchAuckland, New ZealandHQ recorded Sep 21, 202651-20023 contacts →

Exact match

“Guiding you to better wealth.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9Exact matchAuckland, New ZealandHQ recorded Sep 21, 202611-5016 contacts →

Exact match

“Welcome to Mint Asset Management, a boutique investment management firm, located in Auckland, New Zealand.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10Exact matchFreemans Bay, New ZealandHQ recorded Sep 21, 202611-5015 contacts →

Exact match

“Rutherford Rede is a national financial advisory practice that has been providing leadership in investment strategy and financial planning since 1992.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11Exact matchPakuranga, New ZealandHQ recorded Sep 21, 20261-1011 contacts →

Exact match

“When it comes to securing your financial future, we know there is a lot for you to think about – which is why so many people are tempted to put financial planning in the “too…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12Exact matchAuckland, New ZealandHQ recorded Sep 21, 20261-109 contacts →

Exact match

“Known in the marketplace as number 8 solutions bring 35 years of industry experience - 15 years combined experience from the leading Australasian auction brand GraysOnline.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13Exact matchDunedin, New ZealandHQ recorded Sep 21, 20261-108 contacts →

Exact match

“phwealth offers investment advice, financial planning, retirement solutions and portfolio review services.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14Exact matchWhangarei, New ZealandHQ recorded Sep 21, 20261-106 contacts →

Exact match

“Plan for your future - Whatever stage of life you are in, it is important to develop a financial plan.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15Exact matchAuckland, New ZealandHQ recorded Sep 21, 20261-106 contacts →

Exact match

“Traction Room is a specialist consultancy providing expertise to build and strengthen clients’ assets and operational delivery and performance.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16Exact matchTauranga, New ZealandHQ recorded Sep 21, 20261-106 contacts →

Exact match

“The Isbister Partners team are trustworthy, responsive, and work hard on your behalf.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17Exact matchAuckland, New ZealandHQ recorded Sep 21, 20261-106 contacts →

Exact match

“At Strategic Wealth Management, our mission is to help our clients make the most of their financial lives.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18Exact matchChristchurch, New ZealandHQ recorded Sep 21, 20261-105 contacts →

Exact match

“Nine Yards Financial Services is Christchurch based Financial Advisory Company.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19Exact matchNapier, New ZealandHQ recorded Sep 21, 20261-105 contacts →

Exact match

“Asset Dynamics is a specialist in strategy, operations, and information management in asset-intensive sectors, providing the following services in the following areas: • Strategic…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20Exact matchAuckland, New ZealandHQ recorded Sep 21, 20261-105 contacts →

Exact match

“We believe that mortgages are a tool that needs to be well-managed, just like any other investment.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21Exact matchWellington, New ZealandHQ recorded Sep 21, 20261-105 contacts →

Exact match

“Hague Consulting advise on & manage initiatives from strategy to results.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22Exact matchLower Hutt, New ZealandHQ recorded Sep 21, 20261-105 contacts →

Exact match

“offer a portfolio management service that makes handling your investments easy!”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23Exact matchAuckland Cbd, New ZealandHQ recorded Sep 21, 20261-104 contacts →

Exact match

“Perpetual Guardian Investments (PGI) is the investment management company under the Perpetual Guardian Group of companies.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24Exact matchPalmerston North, New ZealandHQ recorded Sep 21, 20261-104 contacts →

Exact match

“We specialise in independent financial planning, investment advice, retirement planning, and reviews of estate planning arrangements, including wills and trusts.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25Exact matchAuckland 1023, New ZealandHQ recorded Sep 21, 20261-104 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase

Showing 25 of 89 asset management and consulting services based in New Zealand

See the full list, filter by size, metro and specialty, and access 921 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset management and consulting services based in New Zealand at a glance

As of Sep 21, 2026
49.4%Verified-email coverage
21.0Average contacts per company
1-10Median size (employees)
33.7%Largest-city concentration · Auckland
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
70
11-50
10
51-200
6
201-500
1
501-1,000
2

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 89 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with New Zealand whose business descriptions match “asset management and consulting services” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 921 professional contacts with verified work emails across the full matched dataset. 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 21, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “asset management and consulting services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset management and consulting services are there based in New Zealand?

RevenueBase identified 89 company matches for asset management and consulting services associated with New Zealand as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Craigs Investment Partners tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most asset management and consulting services?

Auckland leads with 30 company records, followed by Christchurch (9) and Wellington (6).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 921 professional contacts with verified work emails tracked across these 89 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 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 SmartSearch, 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.