Company lists · Data refreshed September 2026

Top 24 Trust management companies based in New Zealand

Name: Trust management companies based in New Zealand
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 39 companies tracked

RevenueBase identified 39 trust management companies headquartered in New Zealand as of September 2026 and tracks 1,277 professional contacts across them, including 693 with verified work emails. Auckland is the largest hub.

This list covers trust management companies headquartered in New Zealand, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 22, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 22, 2026 86% judged on-target in blind review

39Companies

1,277Contacts tracked

693Verified emails

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The 24 largest trust management companies based in New Zealand

Ranked by team size

Top 24 of 39 trust management companies based in New Zealand, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to trust management companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Craigs Investment Partners	Indirect evidence	Tauranga, New ZealandHQ checked Sep 22, 2026	501-1,000	607 contacts →
	Indirect evidence “We are one of New Zealand’s leading investment advisory firms.” Source: RevenueBase Database · checked Sep 22, 2026
2	Cone Marshall Group	Partial evidence	Auckland, New ZealandHQ checked Sep 22, 2026	51-200	88 contacts →
	Partial evidence “The Cone Marshall Group is a leading independent and international fiduciary service provider assisting individuals, families, and family offices with trusts, estate planning…” Source: RevenueBase Database · checked Sep 22, 2026
3	Alvarium	Indirect evidence	Auckland, New ZealandHQ checked Sep 22, 2026	51-200	38 contacts →
	Indirect evidence “Alvarium offers a connected world of investment opportunities.” Source: RevenueBase Database · checked Sep 22, 2026
4	Southpac Group	Indirect evidence	Tauranga, New ZealandHQ checked Sep 22, 2026	11-50	24 contacts →
	Indirect evidence “Southpac Group is an international provider of specialist fiduciary services for individuals, intermediaries and corporations from all around the globe.” Source: RevenueBase Database · checked Sep 22, 2026
5	Hobson Wealth	Indirect evidence	Auckland, New ZealandHQ checked Sep 22, 2026	51-200	23 contacts →
	Indirect evidence “Guiding you to better wealth.” Source: RevenueBase Database · checked Sep 22, 2026
6	TGT Legal	Partial evidence	Auckland, New ZealandHQ checked Sep 22, 2026	11-50	20 contacts →
	Partial evidence “TGT Legal is a leading New Zealand based boutique law firm specialising in trusts, estates and succession planning for domestic and international clients.” Source: RevenueBase Database · checked Sep 22, 2026
7	Auckland Body Corporate	Indirect evidence	Auckland, New ZealandHQ checked Sep 22, 2026	1-10	11 contacts →
	Indirect evidence “Proudly supported by Bayleys, New Zealand’s largest and most successful real estate company, Auckland Body Corporate has been established to provide Body Corporate owners with an…” Source: RevenueBase Database · checked Sep 22, 2026
8	Greg Kelly Trust LAW	Partial evidence	Wellington, New ZealandHQ checked Sep 22, 2026	1-10	6 contacts →
	Partial evidence “Greg Kelly Law Limited is a boutique law firm specialising in all aspects of trusts, estates, and elder law, including- drafting wills and enduring powers of attorney -…” Source: RevenueBase Database · checked Sep 22, 2026
9	NEW Zealand Trustee Services	Partial evidence	Auckland, New ZealandHQ checked Sep 22, 2026	1-10	6 contacts →
	Partial evidence “NZTS is a professional trustee company who specialises in trust administration.” Source: RevenueBase Database · checked Sep 22, 2026
10	Bloomsbury Associates	Indirect evidence	Wellington, New ZealandHQ checked Sep 22, 2026	1-10	6 contacts →
	Indirect evidence “We help private investors, families and charities to obtain their future goals with confidence.” Source: RevenueBase Database · checked Sep 22, 2026
11	Yovich & CO Wealth Management	Indirect evidence	Whangarei, New ZealandHQ checked Sep 22, 2026	1-10	6 contacts →
	Indirect evidence “Plan for your future - Whatever stage of life you are in, it is important to develop a financial plan.” Source: RevenueBase Database · checked Sep 22, 2026
12	JMI Wealth	Partial evidence	Auckland, New ZealandHQ checked Sep 22, 2026	11-50	4 contacts →
	Partial evidence “For over 30 years we've helped grow generational wealth for a range of clients through responsible stewardship, careful and conservative management and high-quality service.” Source: RevenueBase Database · checked Sep 22, 2026
13	Personal Investment Centre	Partial evidence	Palmerston North, New ZealandHQ checked Sep 22, 2026	1-10	4 contacts →
	Partial evidence “We specialise in independent financial planning, investment advice, retirement planning, and reviews of estate planning arrangements, including wills and trusts.” Source: RevenueBase Database · checked Sep 22, 2026
14	Quartz Wealth Management	Indirect evidence	Auckland, New ZealandHQ checked Sep 22, 2026	1-10	4 contacts →
	Indirect evidence “QUARTZ WEALTH specialises in partnering with wealthy, successful and ambitious New Zealanders to help them achieve what's important to them.” Source: RevenueBase Database · checked Sep 22, 2026
15	Applebys Trust Management	Indirect evidence	Auckland, New ZealandHQ checked Sep 22, 2026	1-10	3 contacts →
	Indirect evidence “We are independent trustees and guardians who walk alongside you and your family as a loyal and enduring partner.” Source: RevenueBase Database · checked Sep 22, 2026
16	Touchstone Trustees Limited	Indirect evidence	Christchurch, New ZealandHQ checked Sep 22, 2026	1-10	3 contacts →
	Indirect evidence “We provide: 1.” Source: RevenueBase Database · checked Sep 22, 2026
17	Bradley Nuttall Otago Limited Bnol	Indirect evidence	Dunedin, New ZealandHQ checked Sep 22, 2026	1-10	3 contacts →
	Indirect evidence “Bradley Nuttall Otago is a boutique financial planning and investment firm specialising in helping high-net-worth individuals and their families, focusing on guiding them through…” Source: RevenueBase Database · checked Sep 22, 2026
18	Financial Strategies Chch	Partial evidence	Christchurch, New ZealandHQ checked Sep 22, 2026	1-10	3 contacts →
	Partial evidence “For over 30 years Financial Strategies (Christchurch) Limited has helped build the wealth of individuals, families, Trusts and Charitable organisations.” Source: RevenueBase Database · checked Sep 22, 2026
19	Multiply	Indirect evidence	Auckland Central, New ZealandHQ checked Sep 22, 2026	1-10	3 contacts →
	Indirect evidence “It doesn’t matter what financial position you’re in or how financially savvy you are - everyone needs advice on money sometimes.” Source: RevenueBase Database · checked Sep 22, 2026
20	Nuview Wealth Solutions	Indirect evidence	Palmerston North, New ZealandHQ checked Sep 22, 2026	1-10	2 contacts →
	Indirect evidence “Nuview Ltd was established in 1997 and has been trading as Nuview Wealth Solutions since 2011.” Source: RevenueBase Database · checked Sep 22, 2026
21	Guardian Global Wealth LTD	Partial evidence	Takapuna, New ZealandHQ checked Sep 22, 2026	1-10	2 contacts →
	Partial evidence “Guardian Global Wealth is a boutique, independently owned asset management and financial advisory firm headquartered in Auckland, New Zealand, with Relationship Managers in…” Source: RevenueBase Database · checked Sep 22, 2026
22	Aspiring Wealth Management	Partial evidence	Wanaka, New ZealandHQ checked Sep 22, 2026	1-10	1 contacts →
	Partial evidence “Aspiring Wealth Management is a company based in Wanaka, New Zealand specialising in the provision of wealth management and investment advisory services to individuals and their…” Source: RevenueBase Database · checked Sep 22, 2026
23	Turner Legal LTD	Partial evidence	Auckland, New ZealandHQ checked Sep 22, 2026	1-10	1 contacts →
	Partial evidence “Extensive specialist knowledge in both tax and trust law enables Turner Legal to create the best tax and asset protection solution for your needs.” Source: RevenueBase Database · checked Sep 22, 2026
24	Protego Partners Limited	Indirect evidence	Auckland, New ZealandHQ checked Sep 22, 2026	1-10	1 contacts →
	Indirect evidence “Protego is a strategic independent governance partner to high-net-worth families and entities.” Source: RevenueBase Database · checked Sep 22, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: trust management companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names trust management companies.
Partial evidence: Its own public description names part of trust management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name trust management companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 24 of 39 trust management companies based in New Zealand

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Trust management companies based in New Zealand at a glance

As of Sep 22, 2026

54.3%Verified-email coverage

32.7Average contacts per company

1-10Median size (employees)

56.4%Largest-city concentration · Auckland

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among trust management companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in New Zealand whose own description of what they do matches “trust management companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names trust management companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among trust management companies, and records with no verified work email. Companies headquartered outside New Zealand are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 693 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 22, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names trust management companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many trust management companies are there based in New Zealand?

RevenueBase identified 39 trust management companies headquartered in New Zealand as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Craigs Investment Partners, headquartered in Tauranga, tops this list with the largest team on record.

Which city has the most trust management companies?

Auckland leads with 22 headquartered companies, followed by Christchurch (3) and Tauranga (3).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 693 verified decision-maker contacts tracked across these 39 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 22, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.