Company lists · Data refreshed September 2026

Top 25 Fund manager companies based in New Zealand

RevenueBase identified 49 fund manager companies headquartered in New Zealand as of September 2026 and tracks 1,632 professional contacts across them, including 804 with verified work emails. Auckland is the largest hub.

This list covers fund manager companies 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 19, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
49Companies
1,632Contacts tracked
804Verified emails
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The 25 largest fund manager companies based in New Zealand

Ranked by team size
Top 25 of 49 fund manager companies based in New Zealand, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to fund manager companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceTauranga, New ZealandHQ checked Sep 19, 2026501-1,000607 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceAuckland, New ZealandHQ checked Sep 19, 2026201-500348 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
3Partial evidenceWellington, New ZealandHQ checked Sep 19, 2026501-1,00051 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceAuckland, New ZealandHQ checked Sep 19, 202651-20038 contacts →

Indirect evidence

“Alvarium offers a connected world of investment opportunities.”

Source: RevenueBase Database · checked Sep 19, 2026
5Partial evidenceChristchurch, New ZealandHQ checked Sep 19, 202611-5037 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceAuckland, New ZealandHQ checked Sep 19, 202651-20023 contacts →

Indirect evidence

“Guiding you to better wealth.”

Source: RevenueBase Database · checked Sep 19, 2026
7Partial evidenceAuckland, New ZealandHQ checked Sep 19, 202611-5016 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceFreemans Bay, New ZealandHQ checked Sep 19, 202611-5015 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 19, 2026
9Indirect evidenceDunedin, New ZealandHQ checked Sep 19, 20261-108 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceWhangarei, New ZealandHQ checked Sep 19, 20261-106 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 19, 2026
11Indirect evidenceTauranga, New ZealandHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
12Partial evidenceAuckland, New ZealandHQ checked Sep 19, 20261-105 contacts →

Partial evidence

“QuayStreet offers a range of diversified and sector specific investment funds for investors.”

Source: RevenueBase Database · checked Sep 19, 2026
13Partial evidenceLower Hutt, New ZealandHQ checked Sep 19, 20261-105 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
14Partial evidenceAuckland Cbd, New ZealandHQ checked Sep 19, 20261-104 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceDunedin, New ZealandHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“Bradley Nuttall Otago is a boutique financial planning and investment firm specialising in helping high-net-worth individuals and their families, focusing on guiding them through…”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceAuckland Central, New ZealandHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“Our services are designed to meet your needs by delivering investment options built on a unique in-depth view of the economic and investment world and featuring solutions you…”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceAuckland Central, New ZealandHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“It doesn’t matter what financial position you’re in or how financially savvy you are - everyone needs advice on money sometimes.”

Source: RevenueBase Database · checked Sep 19, 2026
18Strong evidenceNew ZealandHQ checked Sep 19, 202611-502 contacts →

Strong evidence

“CEE Investments is a FATCA Registered Manager of Wholesale Investment Funds possessing over 250 years collective professional experience within its leadership & advisory team…”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceAuckland, New ZealandHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“We are a down-to-earth team of financial advisers providing a one-stop shop for financial advice and investment planning services.”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidencePalmerston North, New ZealandHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Nuview Ltd was established in 1997 and has been trading as Nuview Wealth Solutions since 2011.”

Source: RevenueBase Database · checked Sep 19, 2026
21Partial evidenceTakapuna, New ZealandHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“Guardian Global Wealth is a boutique, independently owned asset management and financial advisory firm headquartered in Auckland, New Zealand, with Relationship Managers in…”

Source: RevenueBase Database · checked Sep 19, 2026
22Partial evidenceWanaka, New ZealandHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“Aspiring Wealth Management is a company based in Wanaka, New Zealand specialising in the provision of wealth management and investment advisory services to individuals and their…”

Source: RevenueBase Database · checked Sep 19, 2026
23Indirect evidenceUpper Hutt, New ZealandHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Achieving personal financial freedom and protection is something most people aspire to but few actually plan for.”

Source: RevenueBase Database · checked Sep 19, 2026
24Indirect evidenceChristchurch, New ZealandHQ checked Sep 19, 20261-101 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 19, 2026
25Partial evidenceHastings, New ZealandHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“TrueNorth Partners and investors are given the opportunity to invest in great businesses through open-ended funds with different risk/return profiles to meet the time horizons and…”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 49 fund manager companies based in New Zealand

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Fund manager companies based in New Zealand at a glance

As of Sep 19, 2026
49.3%Verified-email coverage
33.3Average contacts per company
1-10Median size (employees)
38.8%Largest-city concentration · Auckland
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
35
11-50
6
51-200
5
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 49 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 fund manager companies, 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 “fund manager companies”. 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 fund manager companies), 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 fund manager companies, 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, 804 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 19, 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 fund manager companies, 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 fund manager companies are there based in New Zealand?

RevenueBase identified 49 fund manager companies 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 fund manager companies?

Auckland leads with 19 headquartered companies, followed by Christchurch (4) and Dunedin (3).

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 804 verified decision-maker contacts tracked across these 49 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 19, 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.