Company lists · Data refreshed September 2026
Top 25 Investment firms based in New Zealand
RevenueBase identified 59 investment firms headquartered in New Zealand as of September 2026 and tracks 2,935 professional contacts across them, including 1,616 with verified work emails and 112 with mobile numbers. Auckland is the largest hub.
This list covers investment firms 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 firms based in New Zealand
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 607 | ||||
“We are one of New Zealand’s leading investment advisory firms.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 2 | 53 | ||||
“FirstCape is a group of leading wealth management and asset management companies.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 3 | 36 | ||||
“Alvarium offers a connected world of investment opportunities.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 4 | 34 | ||||
“Cambridge Partners is one of New Zealand's leading fee-only investment advisory and wealth management firm.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 5 | 23 | ||||
“Guiding you to better wealth.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 6 | 14 | ||||
“Rutherford Rede is a national financial advisory practice that has been providing leadership in investment strategy and financial planning since 1992.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 7 | 9 | ||||
“Welcome to Bancorp, New Zealand's most innovative and dynamic investment banking organisation.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 8 | PhwealthStrong evidence | 8 | |||
“phwealth offers investment advice, financial planning, retirement solutions and portfolio review services.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6 | ||||
“The one-stop-shop for all your financial needs.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 10 | 6 | ||||
“Plan for your future - Whatever stage of life you are in, it is important to develop a financial plan.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 11 | 6 | ||||
“Assisting you to Accumulate, Manage and Protect your Wealth.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 12 | 6 | ||||
“The Isbister Partners team are trustworthy, responsive, and work hard on your behalf.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 13 | 6 | ||||
“Tuhua was the name of Icehouse Ventures' first two seed funds.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 14 | QuaystreetStrong evidence | 5 | |||
“QuayStreet offers a range of diversified and sector specific investment funds for investors.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 15 | Gcol LimitedStrong evidence | 5 | |||
“offer a portfolio management service that makes handling your investments easy!” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 16 | 4 | ||||
“Perpetual Guardian Investments (PGI) is the investment management company under the Perpetual Guardian Group of companies.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 | ||||
“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: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 | ||||
“Caniwi Capital is a New Zealand based independent and privately-owned investment group.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 19 | Mangatu Blocks INCIndirect evidence | 3 | |||
Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 | ||||
“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: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 | ||||
“We are a down-to-earth team of financial advisers providing a one-stop shop for financial advice and investment planning services.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 | ||||
“It doesn’t matter what financial position you’re in or how financially savvy you are - everyone needs advice on money sometimes.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 | ||||
“Guardian Global Wealth is a boutique, independently owned asset management and financial advisory firm headquartered in Auckland, New Zealand, with Relationship Managers in…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 24 | Nuview Wealth SolutionsIndirect evidence | 2 | |||
“Nuview Ltd was established in 1997 and has been trading as Nuview Wealth Solutions since 2011.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 25 | Valentine AddisStrong evidence | 2 | |||
“Valentine Addis is a team of investment advice professionals.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
Showing 25 of 59 investment firms based in New Zealand
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Investment firms based in New Zealand at a glance
As of Sep 4, 2026Companies by employee count
Verified emails by last verification
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 investment firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “investment firms”. Matching reads each company's description, not its industry code or its name.
- What we exclude
- Companies whose own description does not clearly place them among investment firms, 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 an evidence 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, 1,616 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 4, 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
How many investment firms are there based in New Zealand?
RevenueBase identified 59 investment firms 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 investment firms?
Auckland leads with 22 headquartered companies, followed by Tauranga (7) and Wellington (5).
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 1,616 verified decision-maker contacts tracked across these 59 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 4, 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.