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Stephen Jonas
Chief Operating Officer at Nzx Wealth Technologies
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Work Experience
Chief Operating Officer
Sep 2021 - Present · 3 years and 3 months
Head Of Client Services
May 2005 - Sep 2021 · 16 years and 4 months
ABN AMRO Craigs
Head Of Client Services
2005 - Aug 2010 · 5 years and 7 months
Company Details
51-200 Employees
NZX Wealth Technologies is one of the fastest growing platforms in the market with over $10.5 billion in funds under management. We work with hundreds of advisers and wealth managers and manage investment portfolios for thousands of investors. We are 100% owned by NZX Limited (NZX), New Zealand’s stock exchange. With the best people, best technology, strong governance and a risk framework instilled and supported by NZX, we are confident that we offer the most comprehensive features-rich custodial investment platform available in New Zealand. By helping advisers and fund managers grow their clients’ wealth, we are helping make New Zealand’s financial markets more dynamic and foster New Zealand’s overall financial wellbeing. And that’s something we are very proud of.
Year Founded
2016
Social Media
Linkedin
Industry
Financial Services
HQ Location
260 Oteha Valley Rd Unit 1, Level 3 Auckland, AUK 0632, NZ
Keywords
Financial ServicesCustodial Wrap providerSoftware DevelopmentPrivate WealthTechnologyAPI IntegrationProcess AutomationInvestment Managementand Portfolio Management
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