NZX Wealth Technologies

Albany, New Zealand Founded: 2016 • Age: 10 yrs
Offers custodial and reporting platforms for investment advisers and managers in New Zealand.

About NZX Wealth Technologies

NZX Wealth Technologies is a company based in Albany (New Zealand) founded in 2016. It operates as a B2B. NZX Wealth Technologies offers products and services including Custodial Platform and KiwiSaver Schemes. NZX Wealth Technologies operates in a competitive market with competitors including Booster, Lifetime Retirement Income, Kiwi Wealth, Synergy Investments and Koura Wealth, among others.

  • Headquarter Albany, New Zealand
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Nzx Wealth Technologies Limited
Operational Areas
Financial Services → Banking & Financial Institutions
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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Products & Services of NZX Wealth Technologies

NZX Wealth Technologies offers a comprehensive portfolio of products and services, including Custodial Platform and KiwiSaver Schemes. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Platform for administering and reporting investment portfolios

Services for managing KiwiSaver and superannuation schemes

People of NZX Wealth Technologies
Headcount 50-200
Employee Profiles 13
Employee Profiles
People
Kirsty Anthony
Senior Business Analyst - Investment Operations
People
Xinkai Yue
IT Engineer
People
Dominic McKeown
Head Of IT Operations
People
Matthew Paterson
Senior Operations Analyst

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Funding Insights of NZX Wealth Technologies

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by NZX Wealth Technologies

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - NZX Wealth Technologies

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Nzx Wealth Technologies Comparisons

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Competitors of NZX Wealth Technologies

NZX Wealth Technologies operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Booster, Lifetime Retirement Income, Kiwi Wealth, Synergy Investments and Koura Wealth, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Booster is recognized as a financial services provider in New Zealand, focusing on KiwiSaver, investments, and money management tools.
domain founded_year HQ Location
Retirement investment management is provided for clients in New Zealand.
domain founded_year HQ Location
Offers KiwiSaver schemes and managed funds for individual investors in New Zealand.
domain founded_year HQ Location
Financial planning and wealth management platform is provided for individuals.
domain founded_year HQ Location
Provides tailored KiwiSaver investment options including Bitcoin and funds management.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Nzx Wealth Technologies

Frequently Asked Questions about NZX Wealth Technologies

When was NZX Wealth Technologies founded?

NZX Wealth Technologies was founded in 2016.

Where is NZX Wealth Technologies located?

NZX Wealth Technologies is headquartered in Albany, New Zealand.

What does NZX Wealth Technologies do?

NZX Wealth Technologies is a New Zealand-based company that delivers a platform for investment advisers and financial services providers to manage, trade, administer, and report on clients investment portfolios. It includes custodial wrap solutions, KiwiSaver schemes, and data migration services. Located in Auckland, it helps businesses save time on administration while focusing on growth, serving hundreds of advisers and managing portfolios for thousands of investors.

Who are the top competitors of NZX Wealth Technologies?

NZX Wealth Technologies's top competitors include Booster, Synergy Investments and Lifetime Retirement Income.

What products or services does NZX Wealth Technologies offer?

NZX Wealth Technologies offers Custodial Platform and KiwiSaver Schemes.

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