Investment Services Group

Investment Services Group

Middle and back-office solutions for New Zealand's financial services firms, enabling autonomy and growth for businesses managing over 6 billion.

HQ location
Waitakere Ranges, New Zealand
Enterprise value
$58m
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DateInvestorsAmountRound
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NZD67.5m

Valuation: NZD90.0m

Acquisition
Total Funding000k
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Investment Services Group operates as a niche firm within New Zealand's financial services sector, focused on supporting and growing other financial services businesses. The company's core offering consists of providing robust middle and back-office solutions to specialist financial firms. This allows client businesses, which collectively manage over 6 billion, to concentrate on their primary services while maintaining their operational autonomy.

The firm's business model is predicated on the belief that smaller firms in the demanding New Zealand financial industry require well-tested support infrastructure to survive and flourish. By outsourcing these functions to Investment Services Group, client firms can leverage the group's extensive experience in financial services, both domestically and offshore, to navigate the challenges of managing their middle and back offices effectively.

The target market includes a diverse range of financial services firms across New Zealand, such as those in funds management, advisory, and investment platforms. The group's vision is to establish and support a stable of these firms, ensuring a client-first approach is maintained throughout the industry.

Keywords: financial services support, middle-office solutions, back-office solutions, New Zealand finance, investment firm growth, business autonomy, funds management, advisory platforms, asset management, financial infrastructure

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