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.

How to read this list HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
59Companies
2,935Contacts tracked
1,616Verified emails
112Mobile numbers
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The 25 largest investment firms based in New Zealand

Ranked by team size
Top 25 of 59 investment firms based in New Zealand, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1Tauranga, New ZealandHQ checked Sep 4, 2026501-1,000607

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

Source: company website · checked Sep 4, 2026
2
FirstcapeIndirect evidence
Wellington, New ZealandHQ checked Sep 4, 2026501-1,00053

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

Source: company website · checked Sep 4, 2026
3
AlvariumStrong evidence
Auckland, New ZealandHQ checked Sep 4, 202651-20036

“Alvarium offers a connected world of investment opportunities.”

Source: company website · checked Sep 4, 2026
4
Cambridge PartnersStrong evidence
Christchurch, New ZealandHQ checked Sep 4, 202611-5034

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

Source: company website · checked Sep 4, 2026
5
Hobson WealthIndirect evidence
Auckland, New ZealandHQ checked Sep 4, 202651-20023

“Guiding you to better wealth.”

Source: company website · checked Sep 4, 2026
6
Rutherford RedeStrong evidence
Auckland, New ZealandHQ checked Sep 4, 202611-5014

“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, 2026
7
Bancorp Merchant BankersStrong evidence
Auckland, New ZealandHQ checked Sep 4, 202611-509

“Welcome to Bancorp, New Zealand's most innovative and dynamic investment banking organisation.”

Source: company website · checked Sep 4, 2026
8
PhwealthStrong evidence
Dunedin, New ZealandHQ checked Sep 4, 20261-108

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

Source: company website · checked Sep 4, 2026
9
AxiomeIndirect evidence
Auckland, New ZealandHQ checked Sep 4, 20261-106

“The one-stop-shop for all your financial needs.”

Source: company website · checked Sep 4, 2026
10Whangarei, New ZealandHQ checked Sep 4, 20261-106

“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, 2026
11Tauranga, New ZealandHQ checked Sep 4, 20261-106

“Assisting you to Accumulate, Manage and Protect your Wealth.”

Source: company website · checked Sep 4, 2026
12
Isbister PartnersIndirect evidence
Tauranga, New ZealandHQ checked Sep 4, 20261-106

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

Source: company website · checked Sep 4, 2026
13
Tuhua VenturesIndirect evidence
Auckland, New ZealandHQ checked Sep 4, 20261-106

“Tuhua was the name of Icehouse Ventures' first two seed funds.”

Source: company website · checked Sep 4, 2026
14
QuaystreetStrong evidence
Auckland, New ZealandHQ checked Sep 4, 20261-105

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

Source: company website · checked Sep 4, 2026
15
Gcol LimitedStrong evidence
Lower Hutt, New ZealandHQ checked Sep 4, 20261-105

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

Source: company website · checked Sep 4, 2026
16Auckland, New ZealandHQ checked Sep 4, 20261-104

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

Source: company website · checked Sep 4, 2026
17Dunedin, New ZealandHQ checked Sep 4, 20261-103

“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, 2026
18Wellington, New ZealandHQ checked Sep 4, 20261-103

“Caniwi Capital is a New Zealand based independent and privately-owned investment group.”

Source: company website · checked Sep 4, 2026
19
Mangatu Blocks INCIndirect evidence
Gisborne, New ZealandHQ checked Sep 4, 202651-2003
Source: company website · checked Sep 4, 2026
20Auckland, New ZealandHQ checked Sep 4, 20261-103

“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, 2026
21
MyfutureStrong evidence
Auckland, New ZealandHQ checked Sep 4, 20261-102

“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, 2026
22
MultiplyIndirect evidence
Auckland, New ZealandHQ checked Sep 4, 20261-102

“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, 2026
23
Guardian Global Wealth LTDIndirect evidence
Auckland, New ZealandHQ checked Sep 4, 20261-102

“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, 2026
24
Nuview Wealth SolutionsIndirect evidence
Palmerston North, New ZealandHQ checked Sep 4, 20261-102

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

Source: company website · checked Sep 4, 2026
25
Valentine AddisStrong evidence
Auckland, New ZealandHQ checked Sep 4, 20261-102

“Valentine Addis is a team of investment advice professionals.”

Source: company website · checked Sep 4, 2026

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, 2026
1-10Median size (employees)
AucklandLargest hub · 22 HQs
112Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
45
11-50
5
51-200
6
501-1,000
2
1,001-5,000
1

Verified emails by last verification

0–30
0
31–60
143
61–90
909
90–180
563
180+
1

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.