Brand profile · Financial Services

FirstCape

FirstCape runs a Financial Services operation from Auckland. Privately held, at firstcape.co.nz. It holds one address on record, all in New Zealand. It employs 55 people, on the record. It lists kiwisaver, asset management and funds management among its specialties. Its latest round on record is Private equity, with no amount recorded. The record links seven similar brands, most of them in Financial Services.

firstcape.co.nz LinkedIn

Profile live Privately Held Founded 2023 1 office country 1 funding round
Counted staff
55
self-reported band not used
Founded
2023
3 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
1
Private equity · Jan 2024
Company type
Privately Held
self-reported
Use this profile Compare Your shortlist

Description

FirstCape is a group of leading wealth management and asset management companies. Our mission is to help our clients achieve their financial goals and aspirations by growing and protecting their wealth.

We do this by leveraging our expertise, experience, and network across our group of companies, and by providing our clients with access to a range of investment opportunities and services.

FirstCape brings together Jarden Wealth and JBWere NZ with Harbour Asset Management and BNZ Investment Services Limited to create a leading wealth advice and asset management business.

Specialties

All 7 specialties
  • Wealth Management
  • Asset Management
  • Funds Management
  • Investment
  • Capital Management
  • Kiwisaver
  • Superannuation

Related specialties

Locations

New Zealandprimary

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary NZ. Codes: NZ.1 countryprimary NZNZ
Show as table
Countries1
Primary countryNZ

All codes: NZ

Addresses

  • NZAucklandPrimary

Grid intelligence Members

Funding

Last round · 14 January 2024Amount not recordedPrivate equity · investor: Pacific Equity Partners
Rounds1
Round typePrivate equity · venture round
Amount (USD)not recorded
Stage rank6
Investors named1
Since last round2 yr

Funding

1 funding roundFunding timeline. Latest round 14 Jan 2024: Private equity, amount not disclosed.20232026Private equityamount not disclosed1 round
Show as table
Rounds1
Axis2023 to 2026
Private equity · 14 Jan 2024not disclosed

Dated rounds only. The axis ends at the date this profile was last observed, not at today.

Spending power

TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.

Spending power

Notify me about spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

Latest signal
Hiring activity
Headcount trend
Notify me about signals

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
Notify me about financials

People & contacts

4 employee profiles on record · names withheld.

The people relation is never requested, so there is nothing here to unlock.

Notify me about contacts Tell us who you need to reach and we will tell you when a consented source is live.

FAQ

How many people work at FirstCape?

55 counted staff profiles at January 2026. The brand's self-reported band sits above that count and is not published as a headcount.

Where does FirstCape have offices?

One address on record, New Zealand only. Primary: Auckland.

Has FirstCape raised funding?

One round. Latest 14 January 2024: private equity, investor Pacific Equity Partners, no amount recorded.

What does FirstCape list as its specialties?

Seven tags on the brand's own list, among them kiwisaver, asset management and funds management.

Which companies are listed alongside FirstCape?

Seven peer profiles on record: Fisher Funds and Craigs Investment Partners.

What is FirstCape's website?

firstcape.co.nz