Crown Financial Services
Crown Financial Services, trading as Crown Capital, is a New Zealand-registered Financial Service Provider founded in 2004. It offers term deposits, wealth management, cash management, commercial lending, and corporate services to high-net-worth investors, family offices, mid-market companies, and financial-service firms across 18+ countries.
- Company typePrivate
- Founded2004
- HeadquartersAuckland, New Zealand
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Crown Financial Services does
Crown Financial Services Limited, doing business as Crown Capital, is a privately held, New Zealand-registered multi-product financial services firm founded in 2004 and headquartered at Level 5, 17 Albert Street, Auckland Central. It operates as a registered Financial Service Provider and FSCL member, offering a suite that spans Term Deposits (standard and wholesale tiers, advertised up to 9.0% p.a.), Wealth Management and the dedicated private-wealth sub-brand Obris by Crown Private, a cash-management product branded Crown Money, Commercial Lending, and Corporate Services targeting advisory and governance engagements for mid-market firms.
The company serves three customer segments: wealthy investors and family offices (its primary segment, drawn from 18+ countries), local and international mid-market companies, and financial service companies including hedge funds, money service bureaus, and exchanges. Its go-to-market is sales-led and consultation-driven, offering free 30-minute strategy sessions and personalised investment assessments, supplemented by content marketing via a blog and organic presence across LinkedIn, Facebook, Twitter, and Instagram. It does not publish a public mobile application, API, or SDK.
The revenue model is a mix of recurring and transactional streams. Term Deposits and Wealth Management generate recurring interest-spread and advisory fee revenue, Commercial Lending produces transaction-fee and lending-interest income, and Corporate Services is billed on a professional-services basis. Headcount, revenue figures, and ownership structure are not publicly disclosed; the firm instead cites $850M+ in assets under management, 2,400+ active clients, 15+ years of New Zealand operating history, and a 97% client retention rate as its primary scale markers. Underlying technology architecture, proprietary systems, and AI/ML capability are not disclosed in available materials.
Crown Financial Services firmographics
Firmographics- Name
- Crown Financial Services
- Legal name
- Crown Financial Services Limited
- Website
- https://crownfinancial.co.nz
- Company type
- Private
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Crown Financial Services, trading as Crown Capital, is a New Zealand-registered Financial Service Provider founded in 2004. It offers term deposits, wealth management, cash management, commercial lending, and corporate services to high-net-worth investors, family offices, mid-market companies, and financial-service firms across 18+ countries.
- Ownership category
- akta.pro rank
Crown Financial Services industry classification
Industry- Product category
- Wealth Management
- NAICS
- Depository Credit Intermediation (5221)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Bank-Affiliated Retail Wealth Management (FSAAAAAB)
Keywords
Where Crown Financial Services is headquartered
LocationHeadquarters
- HQ city
- Auckland
- HQ country
- New Zealand
- HQ region
- Oceania
Offices1 record
Markets served
Crown Financial Services business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Term Deposits: Fixed-return term deposit products offering up to 9.0% p.a. interest income, structured for capital preservation and consistent returns. Revenue generated from interest rate spreads.
- Wealth Management: Tailored wealth strategies and private advisory services for long-term financial positions. Revenue from advisory fees and management charges.
- Commercial Lending: Strategic financial solutions for businesses including funding structures and corporate advisory. Revenue generated from lending interest and advisory fees.
- Corporate Services: Corporate advisory and governance services for businesses. Revenue from professional service fees.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Term Deposits offering up to 9.0% p.a. with secure, fixed returns and flexible terms |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
Crown Financial Services product offering
Product offeringCore offering
Crown Financial Services (DBA Crown Capital) is a New Zealand-registered financial services provider offering asset-backed term deposits with returns up to 9.0% p.a., alongside wealth management, private advisory (Obris by Crown Private), cash management (Crown Money), commercial lending, and corporate advisory services. The firm manages over $850M in assets for 2,400+ active clients across 18+ countries.
Product overview
Crown Capital operates as a multi-product financial services platform offering seven distinct products across investment, wealth, cash management, and business solution categories. The core investment offerings include Term Deposits (standard and wholesale) offering up to 9.0% p.a., while wealth services encompass Wealth Management and the private Obris by Crown Private sub-brand. Cash management is handled through Crown Money, and business solutions include Commercial Lending and Corporate Services. The platform targets wealthy investors, family offices, and mid-market companies across New Zealand and globally, operating since 2004 with $850M+ in assets under management.
Differentiator
Problem solved
Functional benefit
Brands
- Crown Money: Flexible cash management solutions that support day-to-day liquidity and efficient fund allocation.
- Obris by Crown Private
Products and services
- Term Deposits
- Wholesale Term Deposits
- Wealth Management
- Obris by Crown Private
- Crown Money
- Commercial Lending
- Corporate Services
Quantifiable outcome
- 97% client retention rate
- +3 more outcomes
Companies that use Crown Financial Services
Customer profileSegments3 records
Ideal customer profiles3 records
Crown Financial Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Crown Financial Services partnerships and signals
Strategic signalScale indicators6 records
Recent moves6 records
Expansion highlights5 records
Crown Financial Services competitors and assessment
Company assessmentDirect peers
- Jarden: NZ-based investment and wealth advisory firm serving private clients, family offices and mid-market companies with research-driven advice and capital markets execution — comparable on target client, advisory model and corporate solutions.
- Milford Asset Management: NZ-based fund manager providing managed portfolios and KiwiSaver products to retail and HNW clients — comparable as a NZ-AUM competitor in discretionary and advised managed portfolios.
- Booster: NZ wealth and KiwiSaver manager serving individuals and SMEs with investment, savings and corporate schemes — overlap on wealth management offering and NZ mid-market investor segment.
- Forsyth Barr: New Zealand-headquartered private wealth and investment firm offering wealth advisory, discretionary management and research to HNZ clients — directly comparable in geography, target client and core wealth offering.
- Fisher Funds: NZ-domiciled investment manager serving retail, KiwiSaver and institutional clients — directly comparable as a NZ-based pooled-investment and managed-portfolio competitor targeting similar domestic investors.
- Craigs Investment Partners: NZ private wealth manager and capital markets adviser focused on HNW individuals, families and mid-market corporates — strong overlap on clientele, advisory-led model and product breadth including fixed income and equities.
- Heartland Group Holdings: NZ-listed financial services group offering term deposits, reverse mortgages and business lending — directly comparable to Crown's term-deposit and commercial-lending revenue streams and NZ retail-investor deposit base.
Broad incumbents
- Macquarie Asset Management: Global asset manager with established NZ/AU wealth and managed-portfolio offerings — overlaps on HNW wealth management and structured fixed-income products but operates at vastly greater scale and product breadth.
- ANZ Wealth (ANZ Bank New Zealand): Wealth and insurance arm of one of NZ's largest banks — broader incumbent with overlapping wealth, KiwiSaver and term deposit products but distributed through a much larger retail-banking franchise.
Regional players
- Stonehage Fleming: Global multi-family office serving HNW families and family offices across multiple jurisdictions — directly comparable to Crown's Obris by Crown Private sub-brand in target client and bespoke advisory model, though focused outside NZ.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights7 records
Customer concentration
Crown Financial Services social profiles
Digital presenceCrown Financial Services compliance and trust
Trust signalCompliance2 records
Crown Financial Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Crown Financial Services leadership team
Management profileNumber of profiles
Crown Financial Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Crown Financial Services M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Crown Financial Services
What does Crown Financial Services do?
Crown Financial Services (DBA Crown Capital) is a New Zealand-registered financial services provider offering asset-backed term deposits with returns up to 9.0% p.a., alongside wealth management, private advisory (Obris by Crown Private), cash management (Crown Money), commercial lending, and corporate advisory services. The firm manages over $850M in assets for 2,400+ active clients across 18+ countries.
Is Crown Financial Services a public or private company?
Crown Financial Services is a private company. It is classified as unknown and is currently operating.
When was Crown Financial Services founded?
Crown Financial Services was founded in 2004. It employs 11 to 50 people.
Where is Crown Financial Services based?
Crown Financial Services is headquartered in Auckland, New Zealand, in the Oceania region.
How does Crown Financial Services make money?
Four revenue lines are on record. Term Deposits are the primary driver. The others are wealth Management, commercial Lending and corporate Services.
Who are Crown Financial Services's main competitors?
Direct peers on record are Jarden, Milford Asset Management, Booster, Forsyth Barr, Fisher Funds, Craigs Investment Partners and Heartland Group Holdings. Broad incumbents are Macquarie Asset Management and ANZ Wealth (ANZ Bank New Zealand). Stonehage Fleming is listed as a regional player.
Does Crown Financial Services have an API?
No public API is recorded for Crown Financial Services.
What industry is Crown Financial Services in?
Crown Financial Services's product category is Wealth Management. Its primary akta.pro industry code is FSAAAAAB, Bank-Affiliated Retail Wealth Management. Its NAICS code is 5221 and its SIC code is 6199.