About Perpetual Guardian
Perpetual Guardian is a company based in Auckland (New Zealand) founded in 1882 by Andrew Barnes.. Perpetual Guardian offers products and services including Wills, Trusts, Enduring Powers of Attorney, Estate Administration, and Philanthropy Services. Perpetual Guardian operates in a competitive market with competitors including FNZ, FIS, SimCorp, Sundaram Asset Management and StoneX, among others.
- Headquarter Auckland, New Zealand
- Founders Andrew Barnes
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
*********
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Social
*********
- Legal Name The New Zealand Guardian Trust Company Limited
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Annual Revenue
$22.08 M (USD)-4as on Jun 30, 2022
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Net Profit
$1.36 M (USD)-34as on Jun 30, 2022
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EBITDA
$2.01 M (USD)-29as on Jun 30, 2022
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Products & Services of Perpetual Guardian
Perpetual Guardian offers a comprehensive portfolio of products and services, including Wills, Trusts, Enduring Powers of Attorney, Estate Administration, and Philanthropy Services. 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.
Service for drafting legal documents to protect assets.
Tools for managing and safeguarding personal or family assets.
Appointment of representatives for decision-making in incapacity.
Handling of estate matters after death or incapacity.
Support for setting up and managing charitable trusts.
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Funding Insights of Perpetual Guardian
- Total Funding Total Funding
- Total Rounds 1
- Last Round Last Round
- First Round First Round
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun, 2017 | Amount | Private Equity Round - Perpetual Guardian | Valuation | Direct Capital |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Perpetual Guardian
Perpetual Guardian has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Direct Capital. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Direct Capital is engaged in private company investments in New Zealand and Australia.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Perpetual Guardian
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Perpetual Guardian
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Perpetual Guardian Comparisons
Competitors of Perpetual Guardian
Perpetual Guardian 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 FNZ, FIS, SimCorp, Sundaram Asset Management and StoneX, 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 |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Software suites for banks and financial institutions are provided.
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| domain | founded_year | HQ Location |
Front and back-office solutions are delivered for investment managers.
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| domain | founded_year | HQ Location |
An investment management firm specializing in diversified funds and portfolios.
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| domain | founded_year | HQ Location |
Trade execution and clearing services for global assets are offered.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Perpetual Guardian
Frequently Asked Questions about Perpetual Guardian
When was Perpetual Guardian founded?
Perpetual Guardian was founded in 1882 and raised its 1st funding round 135 years after it was founded.
Where is Perpetual Guardian located?
Perpetual Guardian is headquartered in Auckland, New Zealand.
What is the annual revenue of Perpetual Guardian?
Annual revenue of Perpetual Guardian is $22.08M as on Jun 30, 2022.
What does Perpetual Guardian do?
Perpetual Guardian, based in Auckland, focuses on offering financial products and advice, managing assets, and diversified. Provider of real-estate planning, philanthropy and investment services. The company prioritizes operational excellence, innovation, and customer-centric approaches for success. It continues to evolve, meeting industry challenges with strategic approaches.
Who are the top competitors of Perpetual Guardian?
What products or services does Perpetual Guardian offer?
Perpetual Guardian offers Wills, Trusts, Enduring Powers of Attorney, Estate Administration, and Philanthropy Services.
Who are Perpetual Guardian's investors?
Perpetual Guardian has 1 investor. Key investors include Direct Capital.
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