Radar · Asset Management in New Zealand
Best Asset Management Companies in New Zealand
The 31 best Asset Management companies in New Zealand in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Lifetime Retirement Income.
By Rohit KhannaTrends & Stories
31companies tracked
$4.9Mdisclosed funding
0unicorns
1have raised
Ranked: Best Asset Management companies in New Zealand
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Lifetime Retirement Income Retirement investment management firm | $5M | 98 mo ago | Series A | Ralph Stewart Co-Founder | 2013 | YouTubeMicrosoft ASP.NETBootstrap+19 | — |
| 2 | Perpetual Guardian Provider of real-estate planning, philanthropy and investment services | — | 112 mo ago | Late Stage | Andrew Barnes Founder | 1882 | WordPressMySQLPHP+26 | — |
| 3 | MMC Wealth and investment management firm | — | 118 mo ago | Acquired | — | — | Windows ServerMicrosoft ASP.NETIIS+5 | — |
| 4 | Alvarium Asset management firm | — | — | Unfunded | Malcolm Mckinnon CEO | 2018 | WebflowGSAPMicrosoft 365+9 | — |
| 5 | Armillary Investment bank & advisory firm | — | — | Unfunded | Leon Grandy Owner & Managing Director | 2005 | — | — |
| 6 | Bay Financial Partners Provider of financial advisory services | — | — | Unfunded | — | 2012 | — | — |
| 7 | CDL Land Property investment and development company | — | — | Public | — | 1984 | WordPressPleskMySQL+19 | — |
| 8 | Clare Capital Provider of financial advisory services | — | — | Unfunded | Mark Clare Founder | 2013 | — | — |
Top 3 Asset Management companies in New Zealand
#1
Series A · Wellington, Wellington · founded 2013 · 14 employees$4.9Mraised▾
Series A · Wellington, Wellington · founded 2013 · 14 employees
Provider of financial planning and annuity management services intended to help people enjoy their retirement with the security of an income for life. The company focuses on investing its client's savings in balanced funds, providing them with a method of turning their savings into insured fortnightly income after retirement.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 290 LinkedIn followers
Hiring: 1 hiring post in 12 mo (public) · hiring: none
Activity: 2 awards announced in 12 mo
Funding rounds
- Aug 2018Series A$4.9M
Founders & team
Investors
Oriens Capital, Enterprise Angels, SIG, Adminis, BLUE INCO, Richard Cathro Investment
Tech stack
AzureAzure Front DoorAzure MonitorBootstrapCdnjsCloudflare
#2
Late Stage · Auckland, Auckland · founded 1882 · 240 employees—raised▾
Late Stage · Auckland, Auckland · founded 1882 · 240 employees
Provider of real-estate planning, philanthropy and investment services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 4k LinkedIn followers — 8.7% of this cohort's audience
Founders & team
Investors
Direct Capital, Pohutukawa
Tech stack
AstraClickdimensionsCloudflareCloudflare Bot ManagementCore-JsDraftpress Hfcm
#3
Acquired · New Zealand · 170 employees—raised▾
Acquired · New Zealand · 170 employees
Wealth and investment management firm
LinkedIn Pulse recent public activity · Jul 2026
Audience: 2k LinkedIn followers — 5.3% of this cohort's audience
Investors
Pencarrow Private Equity
Tech stack
AzureCloudwaysContact Form 7GsapIisJetpack
Funding & investor landscape
$4.9Mtotal disclosed funding
1companies funded
1disclosed rounds
0rounds last 90 days
Most active investors
BLUE INCO1 rounds
Banco Trustees1 rounds
Richard Cathro Investment1 rounds
Robert Christopher Malcolm Trustee1 rounds
Prism market signals · New Zealand · country-scoped Prism corpus, 1,110,895 docs
Market landscape — 10 sub-themes by coverage
Share of Asset Management coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
How many Asset Management companies are there in New Zealand?
Radar tracks 31 indexable Asset Management companies headquartered in New Zealand that meet our profile-completeness bar.
What is the total funding raised by Asset Management companies in New Zealand?
The Asset Management companies in New Zealand on this list have raised a combined $4.9M in disclosed equity funding across 1 funded companies.
Which is the highest-funded Asset Management company in New Zealand?
Lifetime Retirement Income is the highest-funded Asset Management company in New Zealand, with $4.9M in disclosed equity funding.
How many Asset Management companies in New Zealand are funded?
1 of the 31 Asset Management companies in New Zealand on this list have disclosed at least one equity funding round.
How many Asset Management unicorns are there in New Zealand?
None of the Asset Management companies in New Zealand on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in New Zealand Asset Management companies?
The most active investors in New Zealand Asset Management companies on this list include Adminis, BLUE INCO, Banco Trustees, Direct Capital, Enterprise Angels.
Rohit KhannaTrends & Stories
Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.