What Consilium does

Consilium is a New Zealand-owned financial services platform that supports independent financial advisers with technology, investment products, and business development services. Founded in 2014 in Christchurch and headquartered at 83 Victoria Street, the firm was acquired by FirstCape Group in 2025 but continues to operate as an independent brand under CEO Louisa Yandle. Its primary offering is Consilium Wrap, a custodial wrap platform powered by global wealth technology provider FNZ, augmented by the KiwiWRAP KiwiSaver Scheme (an advice-led self-select scheme with 400+ investment options), Synergy Investments (a DIMS service with 30 model portfolios), and the Evidential range of evidence-based KiwiSaver and PIE investment funds.

The company's product architecture is a platform-plus-modules model: Consilium Wrap is the core technology layer, with KiwiWRAP, Synergy, and Evidential sitting as product modules on top. Platform access is distributed exclusively through a New Zealand adviser network of more than 150 firms and 400 advisers, which serve over 30,000 underlying clients holding NZ$11 billion in assets under advice. Consilium generates revenue through three streams: platform and administration fees on the wrap and KiwiSaver platforms (subscription/recurring), investment management fees on KiwiWRAP, Evidential, and Synergy products (subscription/recurring, scaled to the NZ$10B+ FUA base), and Partner Services fees for adviser business development support. Pricing is not publicly disclosed; products are sold B2B through accredited adviser relationships, with KiwiWRAP gated to investors with balances above NZ$50,000.

Operationally, Consilium runs industry events (Growth Forum, Partner Firm Conference, Foundations Conference), maintains thought leadership partnerships with NZ Herald, Stuff, Good Returns, and ASSET Magazine, and uses Microsoft Dynamics and SharePoint-based portals to support adviser workflows. It is wholly dependent on FNZ for underlying platform technology and on Dimensional Fund Advisors Australia for the Evidential fund range, which means strategic differentiation comes from distribution, brand, and adviser services rather than from core technology ownership.

Name

Consilium

Legal name

Consilium NZ Limited

Website

https://consilium.co.nz

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

Consilium is a New Zealand-owned financial services platform providing wrap technology, KiwiSaver schemes, and investment solutions to a network of more than 150 independent adviser firms and 30,000 underlying clients, managing NZ$11 billion in assets under advice.

Ownership category

akta.pro rank

Product category

Wealth Management Platform

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Other Financial Investment Activities (5239)

SIC

Investment Advice (6282), Finance Services (6199)

akta.pro primary industry

Sub-Accounting & Platform Servicing (Omnibus, Intermediary/NSCC, Retirement Platforms) (FSAAAMAI)

akta.pro secondary industries

Comprehensive Financial Planning (FSAEAAAA), Financial Planning–Led RIAs (FSAAACAB)

Keywords

• Wealth management platform
• Wrap platform services
• KiwiSaver scheme
• Investment administration
• Financial adviser support

Headquarters

HQ city

Christchurch

HQ country

New Zealand

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Platform and Administration Fees: Consilium generates revenue through platform fees charged to advisers and advisory firms for access to Consilium Wrap, KiwiWRAP, and other technology platforms. Fees cover administration, custody, and platform access.
2. Investment Management Fees: Revenue from investment management fees on funds under administration across Consilium Wrap, KiwiWRAP KiwiSaver Scheme, Evidential funds, and Synergy Investments. The company manages $10 billion in funds under administration.
3. Advisory Services Support: Partner Services provides adviser firms support and access to best-practice advisory services to develop their business and boost growth, generating revenue through service fees.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels5 records

Core offering

Consilium provides a wealth management platform and investment solutions to independent financial advisers in New Zealand. The core offering is Consilium Wrap, a custodial wrap platform providing portfolio management, rebalancing, ESG profiling, and reporting, complemented by KiwiWRAP KiwiSaver Scheme (advice-led, 400+ investment options), Synergy Investments DIMS (30 model portfolios), and Evidential evidence-based investment funds and KiwiSaver scheme.

Product overview

Consilium is a New Zealand-owned financial services platform supporting independent financial advisers. The offering is a platform-plus-modules architecture centered on Consilium Wrap, New Zealand's most advanced custodial Wrap platform. This core platform is complemented by the KiwiWRAP KiwiSaver Scheme (advice-led self-select KiwiSaver with 400+ options), Synergy Investments (DIMS with 30 model portfolios), and Evidential (evidence-based KiwiSaver and PIE investment funds including sustainable bond and equity funds). Additional value-added modules include Partner Services (adviser business development support), an Adviser Portal, and an Investor Platform. All platforms are supported by FNZ's global wealth management infrastructure.

Differentiator

Problem solved

Functional benefit

Brands

• Consilium Wrap: New Zealand's most advanced custodial platform for financial advisers.
• KiwiWRAP
• Evidential
• Synergy Investments

Products and services

• Consilium Wrap New Zealand's most advanced and widely used Wrap platform specifically designed for independent financial advisory firms and their clients. Provides ESG portfolio analysis, a flexible rebalancing engine, and comprehensive reporting on holdings, performance, and tax.
• KiwiWRAP KiwiSaver Scheme
• Synergy Investments A curated Discretionary Investment Management Service (DIMS) offering that includes 30 model portfolios, tailored for advisers seeking a comprehensive and robust investment strategy.
• Evidential Offers both a KiwiSaver Scheme and Investment Funds (PIE) guided by an evidence-based investing strategy. Includes Evidential Sustainable Global Bond Fund ($455m AUM) and Evidential Sustainable Targeted Factor Fund ($549m AUM).
• Partner Services Best-practice advisory services offering adviser firms access to structured advice processes, training and development, discovery sheets, advice templates, and communication tools that support firm growth and development.

Quantifiable outcome

• Reached $10 billion FUA in October 2025, up from $9 billion just months prior
• +3 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature5 records

Partnerships

Four partnerships are on record, tiered minor and core.

• Cambridge PartnersminorStrategic or Co-development Partner · 23 March 2026Consilium divested its 35% shareholding in Cambridge Partners to the firm's Principals and Directors in March 2026. Consilium had invested in 2023 to support succession planning. Cambridge Partners will maintain its strategic relationship with Consilium as a key provider of services.
• FNZcoreTechnology or Integration · 1 January 2015FNZ is the global wealth management platform technology provider powering Consilium Wrap. Partnership since 2015 provides enterprise-grade custodial technology, platform infrastructure, and ongoing innovation including the ESG profiling tool (FNZ Impact). FNZ CEO Jeremy Graham leads FNZ New Zealand with 17 years of experience across the business.
• Dimensional Fund Advisors AustraliacoreTechnology or IntegrationDimensional Fund Advisors Australia is the investment manager for both Evidential Sustainable Global Bond Fund and Evidential Sustainable Targeted Factor Fund. These PIE-structured funds reached combined $1 billion AUM in December 2024.
• Strategi GroupminorGTM or Marketing PartnerStrategi Group sponsored the Consilium Growth Forum 2024 event. David Greenslade from Strategi presented on seven key lessons for adviser firm growth after nearly four decades of consulting to independent financial advisory businesses.

Scale indicators13 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• AMP Limited: Large Australian wealth manager and platform operator (AMP North/MyNorth/Goals360) with broad retail and adviser reach. Comparable as a broader wealth platform incumbent overlapping with Consilium's wrap and advised KiwiSaver/wealth offering.
• BT Panorama (Westpac): Westpac's wrap platform for advisers and clients in Australia, offering custodial, investment, and reporting infrastructure. Overlaps with Consilium Wrap as a bank-owned incumbent platform competitor rather than a niche specialist.

Direct peers

• HUB24: ASX-listed Australian wrap platform serving financial advisers with custodial, portfolio, and reporting tools. Closest publicly traded analogue to Consilium Wrap given adviser-led distribution and platform-plus-investment-vehicles mix.
• Praemium: Australian platform technology and investment services provider serving advisers and accountants with SMA, wrap, and managed account solutions. Compares to Consilium's combination of wrap platform plus DIMS/Evidential model portfolios.
• Powerwrap: Australian wrap platform providing custodial and administration services to financial advisers. Most directly comparable wrap-only specialist peer, especially for Consilium's platform/administration core.
• Mason Stevens: Australian wealth platform offering discretionary SMA, wrap, and investment solutions to financial advisers and their clients. Comparable to Consilium on adviser-led distribution model and multi-product (platform + DIMS) offering.
• Netwealth: Australian wrap platform providing custodial, administration, and investment solutions to financial advisers and their clients. Highly comparable business model, target market, and product architecture to Consilium Wrap, just operating in Australia.

Regional players

• Forsyth Barr: New Zealand investment and wealth advisory firm with proprietary platform infrastructure serving advisers and their clients. Direct NZ competitor in the adviser-supported wealth management space.
• Craigs Investment Partners: NZ-headquartered wealth, investment, and KiwiSaver provider with discretionary and advised offerings. Comparable as a NZ-based, adviser-led wealth manager overlapping with Consilium's KiwiSaver and investment fund products.

Emerging players

• Booster Investment Management: NZ KiwiSaver and investment fund manager with growing direct and adviser distribution. Compares as a NZ fund-management peer overlapping with Consilium's KiwiWRAP and Evidential fund offerings.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Consilium