Company lists · Data refreshed September 2026
Top 23 Portfolio management firms based in New Zealand
RevenueBase identified 39 company matches for portfolio management firms associated with New Zealand as of September 2026 and tracks 1,230 professional contacts across them, including 658 with verified work emails. Auckland is the largest hub.
This list covers company matches for portfolio management 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 20, 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 23 largest portfolio management 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 20, 2026 · View company records in RevenueBase | |||||
| 2 | 51 contacts → | ||||
Exact match “FirstCape is a group of leading wealth management and asset management companies.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 38 contacts → | ||||
Exact match “Alvarium offers a connected world of investment opportunities.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 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 20, 2026 · View company records in RevenueBase | |||||
| 5 | 23 contacts → | ||||
Exact match “Guiding you to better wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 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 20, 2026 · View company records in RevenueBase | |||||
| 7 | 8 contacts → | ||||
Exact match “phwealth offers investment advice, financial planning, retirement solutions and portfolio review services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 6 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 20, 2026 · View company records in RevenueBase | |||||
| 9 | 6 contacts → | ||||
Exact match “Assisting you to Accumulate, Manage and Protect your Wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 6 contacts → | ||||
Exact match “The Isbister Partners team are trustworthy, responsive, and work hard on your behalf.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 5 contacts → | ||||
Exact match “offer a portfolio management service that makes handling your investments easy!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 4 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 20, 2026 · View company records in RevenueBase | |||||
| 13 | 4 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 20, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 3 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “We are a down-to-earth team of financial advisers providing a one-stop shop for financial advice and investment planning services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “Nuview Ltd was established in 1997 and has been trading as Nuview Wealth Solutions since 2011.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “Guardian Global Wealth is a boutique, independently owned asset management and financial advisory firm headquartered in Auckland, New Zealand, with Relationship Managers in…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “Achieving personal financial freedom and protection is something most people aspire to but few actually plan for.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “At Optima Wealth we help shape your financial future with practical and prudent advice and services to grow and protect your wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “Robbie has been advising New Zealanders on financial risk protection matters since 2003.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 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 “portfolio management 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 23 of 39 portfolio management firms based in New Zealand
See the full list, filter by size, metro and specialty, and access 658 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Portfolio management firms based in New Zealand at a glance
As of Sep 20, 2026Companies by employee count
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 39 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 “portfolio management 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 658 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 20, 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 “portfolio management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio management firms are there based in New Zealand?
RevenueBase identified 39 company matches for portfolio management 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 portfolio management firms?
Auckland leads with 12 company records, followed by Tauranga (4) and Wellington (4).
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 658 professional contacts with verified work emails tracked across these 39 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 39 portfolio management firms based in New Zealand. Start with a free account, no credit card.
Download this list →Related lists
Portfolio management firms by geography
- Portfolio management firms based in Calgary, Canada
- Portfolio management firms based in Montreal, Canada
- Portfolio management firms based in Toronto, Canada
- Portfolio management firms based in Vancouver, Canada
- Portfolio management firms based in Winnipeg, Canada
- Portfolio management firms based in Ahmedabad, India
- Portfolio management firms based in Bangalore, India
- Portfolio management firms based in Chennai, India
- Portfolio management firms based in Hyderabad, India
- Portfolio management firms based in Kolkata, India
- Portfolio management firms based in Mumbai, India
- Portfolio management firms based in New Delhi, India
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
- Portfolio management firms based in Calgary, Canada
- Portfolio management firms based in Montreal, Canada
- Portfolio management firms based in Toronto, Canada
- Portfolio management firms based in Vancouver, Canada
- Portfolio management firms based in Winnipeg, Canada
- Portfolio management firms based in Ahmedabad, India
Company intelligence · public preview
Top 23 portfolio management 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 39 matching company records for portfolio management firms based in New Zealand, with 1,230 tracked contacts and 658 verified work emails.
This public preview shows 23 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 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 23 portfolio management 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Phwealthphwealth.co.nzHQ: Dunedin, New ZealandReported employees: 1-10 | Dunedin, New Zealand | 1-10 | Exact match | 8 contacts → |
“phwealth offers investment advice, financial planning, retirement solutions and portfolio review services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Yovich & CO Wealth Managementyovich.co.nzHQ: Whangarei, New ZealandReported employees: 1-10 | Whangarei, New Zealand | 1-10 | Exact match | 6 contacts → |
“Plan for your future - Whatever stage of life you are in, it is important to develop a financial plan.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  BAY Financial Partners Limitedbayfinancialpartners.co.nzHQ: Tauranga, New ZealandReported employees: 1-10 | Tauranga, New Zealand | 1-10 | Exact match | 6 contacts → |
“Assisting you to Accumulate, Manage and Protect your Wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Isbister Partnersisbister.co.nzHQ: Tauranga, New ZealandReported employees: 1-10 | Tauranga, New Zealand | 1-10 | Exact match | 6 contacts → |
“The Isbister Partners team are trustworthy, responsive, and work hard on your behalf.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Gcol Limitedgcol.co.nz HQ: Lower Hutt, New ZealandReported employees: 1-10 | Lower Hutt, New Zealand | 1-10 | Exact match | 5 contacts → |
“offer a portfolio management service that makes handling your investments easy!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Perpetual Guardian Investmentspginvestments.nzHQ: Auckland Cbd, New ZealandReported employees: 1-10 | Auckland Cbd, New Zealand | 1-10 | Exact match | 4 contacts → |
“Perpetual Guardian Investments (PGI) is the investment management company under the Perpetual Guardian Group of companies.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Personal Investment Centreinvestcentre.co.nz HQ: Palmerston North, New ZealandReported employees: 1-10 | Palmerston North, New Zealand | 1-10 | Exact match | 4 contacts → |
“We specialise in independent financial planning, investment advice, retirement planning, and reviews of estate planning arrangements, including wills and trusts.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Bradley Nuttall Otago Limited Bnolbnol.co.nzHQ: Dunedin, New ZealandReported employees: 1-10 | Dunedin, New Zealand | 1-10 | Exact match | 3 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Cleary Wealth Management LTDcleary.co.nzHQ: Auckland Central, New ZealandReported employees: 1-10 | Auckland Central, New Zealand | 1-10 | Exact match | 3 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Myfuturemyfutureplan.co.nzHQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 2 contacts → |
“We are a down-to-earth team of financial advisers providing a one-stop shop for financial advice and investment planning services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Nuview Wealth Solutionsnuviewwealth.co.nzHQ: Palmerston North, New ZealandReported employees: 1-10 | Palmerston North, New Zealand | 1-10 | Exact match | 2 contacts → |
“Nuview Ltd was established in 1997 and has been trading as Nuview Wealth Solutions since 2011.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Guardian Global Wealth LTDguardianglobalwealth.comHQ: Takapuna, New ZealandReported employees: 1-10 | Takapuna, New Zealand | 1-10 | Exact match | 2 contacts → |
“Guardian Global Wealth is a boutique, independently owned asset management and financial advisory firm headquartered in Auckland, New Zealand, with Relationship Managers in…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Aspiring Wealth Managementaspiringwealth.comHQ: Wanaka, New ZealandReported employees: 1-10 | Wanaka, New Zealand | 1-10 | Exact match | 1 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Thorner Financial Services LTDthorner.co.nz HQ: Upper Hutt, New ZealandReported employees: 1-10 | Upper Hutt, New Zealand | 1-10 | Exact match | 1 contacts → |
“Achieving personal financial freedom and protection is something most people aspire to but few actually plan for.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Optima Wealthoptimawealth.co.nzHQ: Christchurch, New ZealandReported employees: 1-10 | Christchurch, New Zealand | 1-10 | Exact match | 1 contacts → |
“At Optima Wealth we help shape your financial future with practical and prudent advice and services to grow and protect your wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Succession First NZsuccessionfirst.co.nz HQ: Petone, New ZealandReported employees: 1-10 | Petone, New Zealand | 1-10 | Exact match | 1 contacts → |
“Robbie has been advising New Zealanders on financial risk protection matters since 2003.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | On Track Financial Planning LTDontrackfp.co.nz HQ: Dunedin, New ZealandReported employees: 1-10 | Dunedin, New Zealand | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 23 of 39 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Portfolio management firms: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
39 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 39 companies.
How 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.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
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 20, 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 portfolio management 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 portfolio management firms did RevenueBase find based in New Zealand?
The saved snapshot records 39 matching company records, 1,230 tracked contacts and 658 verified emails. The public preview displays 23 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 20, 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
Portfolio management firms by geography
- Portfolio management firms based in Calgary, Canada
- Portfolio management firms based in Montreal, Canada
- Portfolio management firms based in Toronto, Canada
- Portfolio management firms based in Vancouver, Canada
- Portfolio management firms based in Winnipeg, Canada
- Portfolio management firms based in Ahmedabad, India
- Portfolio management firms based in Bangalore, India
- Portfolio management firms based in Chennai, India
- Portfolio management firms based in Hyderabad, India
- Portfolio management firms based in Kolkata, India
- Portfolio management firms based in Mumbai, India
- Portfolio management firms based in New Delhi, India
Cite this list
RevenueBase Data Team. Top 23 portfolio management firms based in New Zealand. Snapshot: September 20, 2026. https://revenuebase.ai/companies/portfolio-management-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
- Portfolio management firms based in Calgary, Canada
- Portfolio management firms based in Montreal, Canada
- Portfolio management firms based in Toronto, Canada
- Portfolio management firms based in Vancouver, Canada
- Portfolio management firms based in Winnipeg, Canada
- Portfolio management firms based in Ahmedabad, India
Company intelligence · public preview
Top 23 portfolio management firms based in New Zealand
RevenueBase records 39 matching company records for portfolio management firms based in New Zealand, with 1,230 tracked contacts and 658 verified work emails.
This public preview shows 23 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 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 23 portfolio management 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Phwealthphwealth.co.nz HQ: Dunedin, New ZealandReported employees: 1-10 | Dunedin, New Zealand | 1-10 | Exact match | 8 contacts → |
“phwealth offers investment advice, financial planning, retirement solutions and portfolio review services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Yovich & CO Wealth Managementyovich.co.nz HQ: Whangarei, New ZealandReported employees: 1-10 | Whangarei, New Zealand | 1-10 | Exact match | 6 contacts → |
“Plan for your future - Whatever stage of life you are in, it is important to develop a financial plan.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | BAY Financial Partners Limitedbayfinancialpartners.co.nz HQ: Tauranga, New ZealandReported employees: 1-10 | Tauranga, New Zealand | 1-10 | Exact match | 6 contacts → |
“Assisting you to Accumulate, Manage and Protect your Wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Isbister Partnersisbister.co.nz HQ: Tauranga, New ZealandReported employees: 1-10 | Tauranga, New Zealand | 1-10 | Exact match | 6 contacts → |
“The Isbister Partners team are trustworthy, responsive, and work hard on your behalf.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Gcol Limitedgcol.co.nz HQ: Lower Hutt, New ZealandReported employees: 1-10 | Lower Hutt, New Zealand | 1-10 | Exact match | 5 contacts → |
“offer a portfolio management service that makes handling your investments easy!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Perpetual Guardian Investmentspginvestments.nz HQ: Auckland Cbd, New ZealandReported employees: 1-10 | Auckland Cbd, New Zealand | 1-10 | Exact match | 4 contacts → |
“Perpetual Guardian Investments (PGI) is the investment management company under the Perpetual Guardian Group of companies.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Personal Investment Centreinvestcentre.co.nz HQ: Palmerston North, New ZealandReported employees: 1-10 | Palmerston North, New Zealand | 1-10 | Exact match | 4 contacts → |
“We specialise in independent financial planning, investment advice, retirement planning, and reviews of estate planning arrangements, including wills and trusts.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Bradley Nuttall Otago Limited Bnolbnol.co.nz HQ: Dunedin, New ZealandReported employees: 1-10 | Dunedin, New Zealand | 1-10 | Exact match | 3 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Cleary Wealth Management LTDcleary.co.nz HQ: Auckland Central, New ZealandReported employees: 1-10 | Auckland Central, New Zealand | 1-10 | Exact match | 3 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Myfuturemyfutureplan.co.nz HQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 2 contacts → |
“We are a down-to-earth team of financial advisers providing a one-stop shop for financial advice and investment planning services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Nuview Wealth Solutionsnuviewwealth.co.nz HQ: Palmerston North, New ZealandReported employees: 1-10 | Palmerston North, New Zealand | 1-10 | Exact match | 2 contacts → |
“Nuview Ltd was established in 1997 and has been trading as Nuview Wealth Solutions since 2011.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Guardian Global Wealth LTDguardianglobalwealth.com HQ: Takapuna, New ZealandReported employees: 1-10 | Takapuna, New Zealand | 1-10 | Exact match | 2 contacts → |
“Guardian Global Wealth is a boutique, independently owned asset management and financial advisory firm headquartered in Auckland, New Zealand, with Relationship Managers in…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Aspiring Wealth Managementaspiringwealth.com HQ: Wanaka, New ZealandReported employees: 1-10 | Wanaka, New Zealand | 1-10 | Exact match | 1 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Thorner Financial Services LTDthorner.co.nz HQ: Upper Hutt, New ZealandReported employees: 1-10 | Upper Hutt, New Zealand | 1-10 | Exact match | 1 contacts → |
“Achieving personal financial freedom and protection is something most people aspire to but few actually plan for.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Optima Wealthoptimawealth.co.nz HQ: Christchurch, New ZealandReported employees: 1-10 | Christchurch, New Zealand | 1-10 | Exact match | 1 contacts → |
“At Optima Wealth we help shape your financial future with practical and prudent advice and services to grow and protect your wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Succession First NZsuccessionfirst.co.nz HQ: Petone, New ZealandReported employees: 1-10 | Petone, New Zealand | 1-10 | Exact match | 1 contacts → |
“Robbie has been advising New Zealanders on financial risk protection matters since 2003.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | On Track Financial Planning LTDontrackfp.co.nz HQ: Dunedin, New ZealandReported employees: 1-10 | Dunedin, New Zealand | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 23 of 39 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Portfolio management firms: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
39 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 39 companies.
How 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.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
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 20, 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 portfolio management 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 portfolio management firms did RevenueBase find based in New Zealand?
The saved snapshot records 39 matching company records, 1,230 tracked contacts and 658 verified emails. The public preview displays 23 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 20, 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
Portfolio management firms by geography
- Portfolio management firms based in Calgary, Canada
- Portfolio management firms based in Montreal, Canada
- Portfolio management firms based in Toronto, Canada
- Portfolio management firms based in Vancouver, Canada
- Portfolio management firms based in Winnipeg, Canada
- Portfolio management firms based in Ahmedabad, India
- Portfolio management firms based in Bangalore, India
- Portfolio management firms based in Chennai, India
- Portfolio management firms based in Hyderabad, India
- Portfolio management firms based in Kolkata, India
- Portfolio management firms based in Mumbai, India
- Portfolio management firms based in New Delhi, India
Cite this list
RevenueBase Data Team. Top 23 portfolio management firms based in New Zealand. Snapshot: September 20, 2026. https://revenuebase.ai/companies/portfolio-management-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
- Portfolio management firms based in Calgary, Canada
- Portfolio management firms based in Montreal, Canada
- Portfolio management firms based in Toronto, Canada
- Portfolio management firms based in Vancouver, Canada
- Portfolio management firms based in Winnipeg, Canada
- Portfolio management firms based in Ahmedabad, India