Company lists · Data refreshed September 2026

Top 19 Wealth management staffing based in New Zealand

RevenueBase identified 30 wealth management staffing headquartered in New Zealand as of September 2026 and tracks 819 professional contacts across them, including 613 with verified work emails. Auckland is the largest hub.

This list covers wealth management staffing 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 14, 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 14, 2026 86% judged on-target in blind review
30Companies
819Contacts tracked
613Verified emails
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The 19 largest wealth management staffing based in New Zealand

Ranked by team size
Top 19 of 30 wealth management staffing based in New Zealand, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management staffing: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceTauranga, New ZealandHQ checked Sep 14, 2026501-1,000607 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
2Strong evidenceWellington, New ZealandHQ checked Sep 14, 2026501-1,00051 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
3Indirect evidenceAuckland, New ZealandHQ checked Sep 14, 202651-20038 contacts →

Indirect evidence

“Alvarium offers a connected world of investment opportunities.”

Source: RevenueBase Database · checked Sep 14, 2026
4Partial evidenceAuckland, New ZealandHQ checked Sep 14, 202651-20023 contacts →

Partial evidence

“Guiding you to better wealth.”

Source: RevenueBase Database · checked Sep 14, 2026
5Strong evidenceAuckland, New ZealandHQ checked Sep 14, 20261-108 contacts →

Strong evidence

“The Private Office (TPO) is an independent Financial Planning firm specialised in the provision of tailored wealth management services.”

Source: RevenueBase Database · checked Sep 14, 2026
6Strong evidenceAuckland, New ZealandHQ checked Sep 14, 202611-507 contacts →

Strong evidence

“Pāua Wealth Management is an independent, boutique wealth advisory firm.”

Source: RevenueBase Database · checked Sep 14, 2026
7Indirect evidenceWellington, New ZealandHQ checked Sep 14, 20261-106 contacts →

Indirect evidence

“We help private investors, families and charities to obtain their future goals with confidence.”

Source: RevenueBase Database · checked Sep 14, 2026
8Indirect evidenceWhangarei, New ZealandHQ checked Sep 14, 20261-106 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 14, 2026
9Strong evidenceAuckland, New ZealandHQ checked Sep 14, 202611-504 contacts →

Strong 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 14, 2026
10Indirect evidencePalmerston North, New ZealandHQ checked Sep 14, 20261-104 contacts →

Indirect 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 14, 2026
11Partial evidenceAuckland, New ZealandHQ checked Sep 14, 20261-104 contacts →

Partial 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 14, 2026
12Indirect evidenceDunedin, New ZealandHQ checked Sep 14, 20261-103 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 14, 2026
13Indirect evidenceAuckland Central, New ZealandHQ checked Sep 14, 20261-103 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 14, 2026
14Strong evidenceAuckland, New ZealandHQ checked Sep 14, 20261-102 contacts →

Strong evidence

“Sage Wealth Management is a New Zealand based investment advice and wealth planning provider.”

Source: RevenueBase Database · checked Sep 14, 2026
15Partial evidencePalmerston North, New ZealandHQ checked Sep 14, 20261-102 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
16Strong evidenceTakapuna, New ZealandHQ checked Sep 14, 20261-102 contacts →

Strong 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 14, 2026
17Strong evidenceWanaka, New ZealandHQ checked Sep 14, 20261-101 contacts →

Strong 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 14, 2026
18Indirect evidenceUpper Hutt, New ZealandHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“Achieving personal financial freedom and protection is something most people aspire to but few actually plan for.”

Source: RevenueBase Database · checked Sep 14, 2026
19Partial evidenceChristchurch, New ZealandHQ checked Sep 14, 20261-101 contacts →

Partial evidence

“At Optima Wealth we help shape your financial future with practical and prudent advice and services to grow and protect your wealth.”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 19 of 30 wealth management staffing based in New Zealand

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Wealth management staffing based in New Zealand at a glance

As of Sep 14, 2026
74.8%Verified-email coverage
27.3Average contacts per company
1-10Median size (employees)
43.3%Largest-city concentration · Auckland
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
20
11-50
5
51-200
3
501-1,000
2

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 30 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 wealth management staffing, 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 “wealth management staffing”. 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 wealth management staffing), 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 wealth management staffing, 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, 613 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 14, 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 wealth management staffing, 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 wealth management staffing are there based in New Zealand?

RevenueBase identified 30 wealth management staffing 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 wealth management staffing?

Auckland leads with 13 headquartered companies, followed by Wellington (3) and Palmerston North (2).

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 613 verified decision-maker contacts tracked across these 30 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 14, 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.