Craigs Investment Partners Tech Stack

New Zealand investment advisory and wealth management firm with 20+ local offices

Financial Services Tauranga 501–1,000 employees Founded 1984 Privately Held

Craigs Investment Partners operates a multi-office investment advisory business across New Zealand with a tech stack centered on Microsoft Office, SQL Server, and Jira—typical of established financial advisory firms managing bespoke client relationships at scale. The hiring mix (operations, support, and finance roles dominating) paired with active projects on legacy system migration, compliance automation, and integrations suggests internal focus on operational efficiency and regulatory infrastructure rather than product innovation.

Tech Stack 11 technologies

Core StackJira Confluence SQL Server Python Lucid Outlook Word Excel CRM Microsoft Office VBA

What Craigs Investment Partners Is Building

◆Challenges

Implementing systems to support strategic plans
Facilitating organisational change initiatives
Migrating legacy systems to new systems
Monitoring legislative change
Meeting sla timeframes
Ensuring compliance with regulatory requirements
Mitigating non-regulatory risks

▲Active Projects

Implementing systems to support cip strategic plans
Designing internal application and external party integrations
Quarterly portfolio report process
Ongoing due diligence
Migration of data from legacy systems
Cip cash management account onboarding
Client agreement review

Hiring Activity

Accelerating10 roles · 8 in 30d

Department

Ops

Support

Finance

Data

Product

Sales

Seniority

Junior

Mid

Senior

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About Craigs Investment Partners

Craigs Investment Partners is one of New Zealand's largest investment advisory firms, founded in 1984 and headquartered in Tauranga. The firm operates 20+ locations nationwide and provides private wealth advice, investment banking, institutional equities, and sharebroking services to clients across the country. The business model centers on personalized investment portfolio management and long-term client relationships, supported by an investment banking division offering corporate finance capability across multiple industry sectors. As an NZX Participant firm, the company operates under strict regulatory oversight.

HeadquartersTauranga

Company Size501–1,000 employees

Founded1984

Hiring MarketsNew Zealand

Frequently Asked Questions

What is Craigs Investment Partners' tech stack?

Jira, Confluence, Outlook, Word, Excel, SQL Server, Python, and VBA. The stack reflects financial services operations with emphasis on data management, office productivity, and internal systems.