Company lists · Data refreshed September 2026
Top 25 Investment consulting firms based in New Zealand
RevenueBase identified 148 company matches for investment consulting firms associated with New Zealand as of September 2026 and tracks 2,304 professional contacts across them, including 1,135 with verified work emails and 65 with mobile numbers. Auckland is the largest hub.
This list covers company matches for investment consulting firms 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 26, 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.
The 25 largest investment consulting firms based in New Zealand
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 607 contacts → | ||||
Exact match “We are one of New Zealand’s leading investment advisory firms.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 2 | 348 contacts → | ||||
Exact match “Jarden is a leading independent investment and advisory group.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 3 | 93 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 4 | 68 contacts → | ||||
Exact match “Our friendly team of dedicated and experienced financial advisers are on your side.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 5 | 51 contacts → | ||||
Exact match “FirstCape is a group of leading wealth management and asset management companies.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 6 | 38 contacts → | ||||
Exact match “Alvarium offers a connected world of investment opportunities.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 7 | 37 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 26, 2026 · View company records in RevenueBase | |||||
| 8 | 23 contacts → | ||||
Exact match “Guiding you to better wealth.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 9 | 22 contacts → | ||||
Exact match “With Tempo, you know what to invest in right from the start, without having to spend hours to find the right investments.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 10 | 22 contacts → | ||||
Exact match “In 1987, Stewart Group (then called DL Stewart & Associates) was established by Don Stewart in Hawke's Bay with one purpose - to provide tailored investment and insurance advice…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 11 | 20 contacts → | ||||
Exact match “Picture a powerhouse of business growth, a beacon of financial wisdom, a catalyst for success - that's Biz Solutions.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 12 | 17 contacts → | ||||
Exact match “At NZFP, we believe that solid financial planning is the best place to start your financial wellbeing journey.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 13 | 15 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 26, 2026 · View company records in RevenueBase | |||||
| 14 | 13 contacts → | ||||
Exact match “Our focus is to help clients get the right tailored finance and insurance advice for their situation and ensure it fits their needs now and into the future.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 15 | 13 contacts → | ||||
Exact match “Serious about Kiwis who are serious about their future.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 16 | 12 contacts → | ||||
Exact match “Māpua Wealth is an independent NZ-owned investment consultant.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 17 | 11 contacts → | ||||
Exact match “Providing financial and business advice for extraordinary results.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 18 | 11 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 26, 2026 · View company records in RevenueBase | |||||
| 19 | 11 contacts → | ||||
Exact match “A holistic approach to financial advice.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 20 | 10 contacts → | ||||
Exact match “They say a journey of a thousand miles begins with a single step.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 21 | 10 contacts → | ||||
Exact match “Tiaki Capital focuses on partnering with business owners to execute private business transactions between $10m and $200m.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 22 | 9 contacts → | ||||
Exact match “Strategize goal is to create the leading business consulting group in New Zealand by attracting the very best talent to our team, and delivering the very best service.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 23 | 9 contacts → | ||||
Exact match “Welcome to Bancorp, New Zealand's most innovative and dynamic investment banking organisation.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 24 | 8 contacts → | ||||
Exact match “Founded in 2006, VCFO provides insightful business and financial advice to private clients, business owners and investment managers.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 25 | 8 contacts → | ||||
Exact match “The Private Office (TPO) is an independent Financial Planning firm specialised in the provision of tailored wealth management services.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “investment consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 148 investment consulting firms based in New Zealand
See the full list, filter by size, metro and specialty, and access 1,135 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Investment consulting firms based in New Zealand at a glance
As of Sep 26, 2026Companies by employee count
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 28.0dCompany record updated
Median 90.0dHow 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 “investment consulting firms” 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 1,135 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 26, 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 “investment consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many investment consulting firms are there based in New Zealand?
RevenueBase identified 148 company matches for investment consulting firms 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 investment consulting firms?
Auckland leads with 61 company records, followed by Christchurch (16) and Wellington (11).
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 1,135 professional contacts with verified work emails tracked across these 148 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 26, 2026.
Ready to reach these companies? Verified emails and direct dials for all 148 investment consulting firms based in New Zealand. Start with a free account, no credit card.
Download this list →Related lists
Investment consulting firms by geography
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- Investment consulting firms based in Germany
- Investment consulting firms based in Switzerland
- Investment consulting firms based in South Africa
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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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment consulting firms based in the United States
- Investment consulting firms based in the United Kingdom
- Investment consulting firms based in France
- Investment consulting firms based in Australia
- Investment consulting firms based in Canada
- Investment consulting firms based in Brazil
Company intelligence · public preview
Top 25 investment consulting firms based in New Zealand
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 148 matching company records for investment consulting firms based in New Zealand, with 2,304 tracked contacts and 1,135 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 26, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 investment consulting firms based in New Zealand
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Craigs Investment Partnerscraigsip.comHQ: Tauranga, New ZealandReported employees: 501-1,000 | Tauranga, New Zealand | 501-1,000 | Exact match | 607 contacts → |
“We are one of New Zealand’s leading investment advisory firms.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Jardenjardengroup.comHQ: Auckland, New ZealandReported employees: 201-500 | Auckland, New Zealand | 201-500 | Exact match | 348 contacts → |
“Jarden is a leading independent investment and advisory group.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Lifetimelifetime.co.nzHQ: Christchurch, New ZealandReported employees: 51-200 | Christchurch, New Zealand | 51-200 | Exact match | 93 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 4 |  Haven Financial Advisershaven.co.nzHQ: Auckland, New ZealandReported employees: 51-200 | Auckland, New Zealand | 51-200 | Exact match | 68 contacts → |
“Our friendly team of dedicated and experienced financial advisers are on your side.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Firstcapefirstcape.co.nzHQ: Wellington, New ZealandReported employees: 501-1,000 | Wellington, New Zealand | 501-1,000 | Exact match | 51 contacts → |
“FirstCape is a group of leading wealth management and asset management companies.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Alvariumalvarium.co.nzHQ: Auckland, New ZealandReported employees: 51-200 | Auckland, New Zealand | 51-200 | Exact match | 38 contacts → |
“Alvarium offers a connected world of investment opportunities.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Cambridge Partnerscambridgepartners.co.nzHQ: Christchurch, New ZealandReported employees: 11-50 | Christchurch, New Zealand | 11-50 | Exact match | 37 contacts → |
“Cambridge Partners is one of New Zealand's leading fee-only investment advisory and wealth management firm.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Hobson Wealthhobsonwealth.co.nzHQ: Auckland, New ZealandReported employees: 51-200 | Auckland, New Zealand | 51-200 | Exact match | 23 contacts → |
“Guiding you to better wealth.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Tempo NZtempo.co.nzHQ: Wellington, New ZealandReported employees: 11-50 | Wellington, New Zealand | 11-50 | Exact match | 22 contacts → |
“With Tempo, you know what to invest in right from the start, without having to spend hours to find the right investments.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Stewart Group Your Financial Stewardsstewartgroup.co.nzHQ: Hastings, New ZealandReported employees: 11-50 | Hastings, New Zealand | 11-50 | Exact match | 22 contacts → |
“In 1987, Stewart Group (then called DL Stewart & Associates) was established by Don Stewart in Hawke's Bay with one purpose - to provide tailored investment and insurance advice…” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  BIZ Solutions Limitedbizsolutions.co.nzHQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 20 contacts → |
“Picture a powerhouse of business growth, a beacon of financial wisdom, a catalyst for success - that's Biz Solutions.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  NEW Zealand Financial Planningnzfp.co.nzHQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 17 contacts → |
“At NZFP, we believe that solid financial planning is the best place to start your financial wellbeing journey.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Rutherford Rederutherfordrede.co.nzHQ: Freemans Bay, New ZealandReported employees: 11-50 | Freemans Bay, New Zealand | 11-50 | Exact match | 15 contacts → |
“Rutherford Rede is a national financial advisory practice that has been providing leadership in investment strategy and financial planning since 1992.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  DUX Financialduxfinancial.co.nzHQ: Wellington, New ZealandReported employees: 11-50 | Wellington, New Zealand | 11-50 | Exact match | 13 contacts → |
“Our focus is to help clients get the right tailored finance and insurance advice for their situation and ensure it fits their needs now and into the future.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  The Advice HUBtheadvicehub.co.nzHQ: New ZealandReported employees: 11-50 | New Zealand | 11-50 | Exact match | 13 contacts → |
“Serious about Kiwis who are serious about their future.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Māpua Wealthmapuawealth.com HQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 12 contacts → |
“Māpua Wealth is an independent NZ-owned investment consultant.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Neovianeovia.co.nzHQ: Christchurch, New ZealandReported employees: 11-50 | Christchurch, New Zealand | 11-50 | Exact match | 11 contacts → |
“Providing financial and business advice for extraordinary results.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Smart Advisersmartadviser.co.nzHQ: Pakuranga, New ZealandReported employees: 1-10 | Pakuranga, New Zealand | 1-10 | Exact match | 11 contacts → |
“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 description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Solutionssolutionsfinancial.co.nzHQ: Albany, New ZealandReported employees: 1-10 | Albany, New Zealand | 1-10 | Exact match | 11 contacts → |
“A holistic approach to financial advice.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Milestone Financial Services LTDmilestone.co.nzHQ: Christchurch, New ZealandReported employees: 11-50 | Christchurch, New Zealand | 11-50 | Exact match | 10 contacts → |
“They say a journey of a thousand miles begins with a single step.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Tiaki Capitaltiakicapital.co.nzHQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 10 contacts → |
“Tiaki Capital focuses on partnering with business owners to execute private business transactions between $10m and $200m.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Strategizestrategize.co.nzHQ: Christchurch, New ZealandReported employees: 11-50 | Christchurch, New Zealand | 11-50 | Exact match | 9 contacts → |
“Strategize goal is to create the leading business consulting group in New Zealand by attracting the very best talent to our team, and delivering the very best service.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Bancorp Merchant Bankersbancorp.co.nzHQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 9 contacts → |
“Welcome to Bancorp, New Zealand's most innovative and dynamic investment banking organisation.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Vcfo Group Limitedvcfo.co.nz HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 8 contacts → |
“Founded in 2006, VCFO provides insightful business and financial advice to private clients, business owners and investment managers.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  The Private Office NZtheprivateoffice.co.nzHQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 8 contacts → |
“The Private Office (TPO) is an independent Financial Planning firm specialised in the provision of tailored wealth management services.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 148 company matches
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Investment consulting firms: dataset insights
September 26, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
147 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 28.0dCompany record updated
Median 90.0dHow this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 26, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for investment consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment consulting firms did RevenueBase find based in New Zealand?
The saved snapshot records 148 matching company records, 2,304 tracked contacts and 1,135 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 26, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Investment consulting firms by geography
- Investment consulting firms based in the United States
- Investment consulting firms based in the United Kingdom
- Investment consulting firms based in France
- Investment consulting firms based in Australia
- Investment consulting firms based in Canada
- Investment consulting firms based in Brazil
- Investment consulting firms based in Germany
- Investment consulting firms based in Switzerland
- Investment consulting firms based in South Africa
- Investment consulting firms based in Spain
- Investment consulting firms based in the Netherlands
- Investment consulting firms based in Mexico
Cite this list
RevenueBase Data Team. Top 25 investment consulting firms based in New Zealand. Snapshot: September 26, 2026. https://revenuebase.ai/companies/investment-consulting-firms/new-zealand.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment consulting firms based in the United States
- Investment consulting firms based in the United Kingdom
- Investment consulting firms based in France
- Investment consulting firms based in Australia
- Investment consulting firms based in Canada
- Investment consulting firms based in Brazil
Company intelligence · public preview
Top 25 investment consulting firms based in New Zealand
RevenueBase records 148 matching company records for investment consulting firms based in New Zealand, with 2,304 tracked contacts and 1,135 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 26, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 investment consulting firms based in New Zealand
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Craigs Investment Partnerscraigsip.com HQ: Tauranga, New ZealandReported employees: 501-1,000 | Tauranga, New Zealand | 501-1,000 | Exact match | 607 contacts → |
“We are one of New Zealand’s leading investment advisory firms.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Jardenjardengroup.com HQ: Auckland, New ZealandReported employees: 201-500 | Auckland, New Zealand | 201-500 | Exact match | 348 contacts → |
“Jarden is a leading independent investment and advisory group.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Lifetimelifetime.co.nz HQ: Christchurch, New ZealandReported employees: 51-200 | Christchurch, New Zealand | 51-200 | Exact match | 93 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 4 | Haven Financial Advisershaven.co.nz HQ: Auckland, New ZealandReported employees: 51-200 | Auckland, New Zealand | 51-200 | Exact match | 68 contacts → |
“Our friendly team of dedicated and experienced financial advisers are on your side.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Firstcapefirstcape.co.nz HQ: Wellington, New ZealandReported employees: 501-1,000 | Wellington, New Zealand | 501-1,000 | Exact match | 51 contacts → |
“FirstCape is a group of leading wealth management and asset management companies.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Alvariumalvarium.co.nz HQ: Auckland, New ZealandReported employees: 51-200 | Auckland, New Zealand | 51-200 | Exact match | 38 contacts → |
“Alvarium offers a connected world of investment opportunities.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Cambridge Partnerscambridgepartners.co.nz HQ: Christchurch, New ZealandReported employees: 11-50 | Christchurch, New Zealand | 11-50 | Exact match | 37 contacts → |
“Cambridge Partners is one of New Zealand's leading fee-only investment advisory and wealth management firm.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Hobson Wealthhobsonwealth.co.nz HQ: Auckland, New ZealandReported employees: 51-200 | Auckland, New Zealand | 51-200 | Exact match | 23 contacts → |
“Guiding you to better wealth.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Tempo NZtempo.co.nz HQ: Wellington, New ZealandReported employees: 11-50 | Wellington, New Zealand | 11-50 | Exact match | 22 contacts → |
“With Tempo, you know what to invest in right from the start, without having to spend hours to find the right investments.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Stewart Group Your Financial Stewardsstewartgroup.co.nz HQ: Hastings, New ZealandReported employees: 11-50 | Hastings, New Zealand | 11-50 | Exact match | 22 contacts → |
“In 1987, Stewart Group (then called DL Stewart & Associates) was established by Don Stewart in Hawke's Bay with one purpose - to provide tailored investment and insurance advice…” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | BIZ Solutions Limitedbizsolutions.co.nz HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 20 contacts → |
“Picture a powerhouse of business growth, a beacon of financial wisdom, a catalyst for success - that's Biz Solutions.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | NEW Zealand Financial Planningnzfp.co.nz HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 17 contacts → |
“At NZFP, we believe that solid financial planning is the best place to start your financial wellbeing journey.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Rutherford Rederutherfordrede.co.nz HQ: Freemans Bay, New ZealandReported employees: 11-50 | Freemans Bay, New Zealand | 11-50 | Exact match | 15 contacts → |
“Rutherford Rede is a national financial advisory practice that has been providing leadership in investment strategy and financial planning since 1992.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | DUX Financialduxfinancial.co.nz HQ: Wellington, New ZealandReported employees: 11-50 | Wellington, New Zealand | 11-50 | Exact match | 13 contacts → |
“Our focus is to help clients get the right tailored finance and insurance advice for their situation and ensure it fits their needs now and into the future.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | The Advice HUBtheadvicehub.co.nz HQ: New ZealandReported employees: 11-50 | New Zealand | 11-50 | Exact match | 13 contacts → |
“Serious about Kiwis who are serious about their future.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Māpua Wealthmapuawealth.com HQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 12 contacts → |
“Māpua Wealth is an independent NZ-owned investment consultant.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Neovianeovia.co.nz HQ: Christchurch, New ZealandReported employees: 11-50 | Christchurch, New Zealand | 11-50 | Exact match | 11 contacts → |
“Providing financial and business advice for extraordinary results.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Smart Advisersmartadviser.co.nz HQ: Pakuranga, New ZealandReported employees: 1-10 | Pakuranga, New Zealand | 1-10 | Exact match | 11 contacts → |
“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 description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Solutionssolutionsfinancial.co.nz HQ: Albany, New ZealandReported employees: 1-10 | Albany, New Zealand | 1-10 | Exact match | 11 contacts → |
“A holistic approach to financial advice.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Milestone Financial Services LTDmilestone.co.nz HQ: Christchurch, New ZealandReported employees: 11-50 | Christchurch, New Zealand | 11-50 | Exact match | 10 contacts → |
“They say a journey of a thousand miles begins with a single step.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Tiaki Capitaltiakicapital.co.nz HQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 10 contacts → |
“Tiaki Capital focuses on partnering with business owners to execute private business transactions between $10m and $200m.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Strategizestrategize.co.nz HQ: Christchurch, New ZealandReported employees: 11-50 | Christchurch, New Zealand | 11-50 | Exact match | 9 contacts → |
“Strategize goal is to create the leading business consulting group in New Zealand by attracting the very best talent to our team, and delivering the very best service.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Bancorp Merchant Bankersbancorp.co.nz HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 9 contacts → |
“Welcome to Bancorp, New Zealand's most innovative and dynamic investment banking organisation.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Vcfo Group Limitedvcfo.co.nz HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 8 contacts → |
“Founded in 2006, VCFO provides insightful business and financial advice to private clients, business owners and investment managers.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | The Private Office NZtheprivateoffice.co.nz HQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 8 contacts → |
“The Private Office (TPO) is an independent Financial Planning firm specialised in the provision of tailored wealth management services.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 148 company matches
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Investment consulting firms: dataset insights
September 26, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
147 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 28.0dCompany record updated
Median 90.0dHow this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 26, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for investment consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment consulting firms did RevenueBase find based in New Zealand?
The saved snapshot records 148 matching company records, 2,304 tracked contacts and 1,135 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 26, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 investment consulting firms based in New Zealand. Snapshot: September 26, 2026. https://revenuebase.ai/companies/investment-consulting-firms/new-zealand.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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