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
    β€’β€’β€’β€’β€’β€’β€’β€’
  • Website nzxwt.com
  • Social LinkedIn
  • Legal Name Nzx Wealth Technologies Limited

Products & Services of NZX Wealth Technologies

NZX Wealth Technologies offers a comprehensive portfolio of products and services, including Custodial Platform and KiwiSaver Schemes.

Custodial Platform
Investment Management

Platform for administering and reporting investment portfolios

KiwiSaver Schemes
Retirement Services

Services for managing KiwiSaver and superannuation schemes

People of NZX Wealth Technologies

13 people are tracked at NZX Wealth Technologies (6 in leadership, 7 in team).

NameRoleGroup
Dominic McKeown
Head Of IT OperationsLeadership
Jennifer White
Head Of Risk And ComplianceLeadership
Rebecca Lyon
Head Of OperationsLeadership
Lisa Turnbull
CEO At NZX Wealth Technologies LimitedLeadership
Stephen Jonas
Chief Operating OfficerLeadership
Kelly Good
Chief Product OfficerLeadership
Kirsty Anthony
Senior Business Analyst - Investment OperationsTeam
Xinkai Yue
IT EngineerTeam
Matthew Paterson
Senior Operations AnalystTeam
Andrea Lind
Senior Business Support AnalystTeam
Dave Shimmin
Senior Business Analyst - Production SupportTeam
Daylinda Perry
Production Support ManagerTeam
Anthony Perkins
Senior Business AnalystTeam
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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.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
booster.co.nz1998Wellington, New Zealand––
Booster is recognized as a financial services provider in New Zealand, focusing on KiwiSaver, investments, and money management tools.
lifetimeincome.co.nz2013Wellington, New Zealand$4.9M–
Retirement investment management is provided for clients in New Zealand.
kiwiwealth.co.nz2000Porirua, New Zealand––
Offers KiwiSaver schemes and managed funds for individual investors in New Zealand.
synergyinvestments.co.nz2015Christchurch, New Zealand––
Financial planning and wealth management platform is provided for individuals.
kourawealth.co.nz2019Auckland, New Zealand––
Provides tailored KiwiSaver investment options including Bitcoin and funds management.
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Detailed competitors of NZX Wealth Technologies

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  • Operating metrics
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Web traffic of NZX Wealth Technologies

The website of NZX Wealth Technologies (nzxwt.com) receives about 680.7K visits a month.

  • Monthly visits
    680.7K

    ▼ 6.7% vs previous month

Similar websites

Websites whose visitors overlap most with NZX Wealth Technologies. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
falconebiz.com
100%
959.8K#63,970View details
tofler.in
97%
556K#105,509View details
zaubacorp.com
96%
4.9M#12,689View details
tracxn.com
92%
2.9M#16,597View details
indiafilings.com
90%
2.1M#29,959View details
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
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  • Audience overlap
  • Engagement analytics
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Latest news on Nzx Wealth Technologies

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Similar companies to NZX Wealth Technologies

10 companies that operate in the same segment as NZX Wealth Technologies (Investment & Wealth Tech), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Cloud-based website builder tool
2003New York, New York, United StatesUSD 591.5 MUSD 16.79 M87
Provider of consulting, managed services, and technology solutions for financial services
2010London, England, United KingdomUSD 90.15 M––
Alternative investment platform for startups and investors is operated.
2010San Francisco, California, United StatesUSD 100 M–178
Web3 infrastructure solutions are offered via a blockchain platform.
2021Palo Alto, California, United StatesUSD 336 M––
Mutual funds, portfolio management, and retirement planning services are offered.
2001Mumbai, Maharashtra, IndiaUSD 142.4 MUSD 180.76 M1,840
Investment advisory, insurance distribution, and risk management services are provided.
1998Chicago, Illinois, United StatesUSD 1.6 B––
Investment consultant for future & options and commodities
1987Kochi, Kerala, India–USD 71.52 M2,690
Developer of a platforms offering credit score checks
2021Jakarta, Jakarta, IndonesiaUSD 12.4 M––
AI-enabled financial planning and advisory solutions are provided for individuals.
2018New York, New York, United StatesUSD 222.01 M––
Venture capital investments and support for entrepreneurs in technology and innovation sectors.
1911Redwood City, California, United States–USD 691.23 K–
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Frequently Asked Questions about NZX Wealth Technologies

NZX Wealth Technologies was founded in 2016.

NZX Wealth Technologies is headquartered in Albany, New Zealand.

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.

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

NZX Wealth Technologies offers Custodial Platform and KiwiSaver Schemes.

NZX Wealth Technologies operates through Nzx Wealth Technologies Limited.

The website of NZX Wealth Technologies receives about 681 thousand visits a month.

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