Strategic Growth Craigs Investment Partners is actively expanding through acquisitions (Hamilton Hindin Greene & Co. and Higgs Wealth Management) and partnerships (Barrenjoey), signaling a growth strategy that could benefit from scalable technology, integrated reporting, and advisory platform enhancements to support a larger advisor network.

Wealth Tech Enablement Their tech stack includes Power BI, Power Automate, Terraform, SharePoint, Jira, and Teams, indicating a mature emphasis on data analytics, workflow automation, and collaboration tools—present a sales opportunity for AI-driven analytics, CRM integration, and security/compliance solutions to streamline expanded operations.

People & Culture Recent appointment of a Chief People Officer and ongoing talent acquisition suggest a focus on talent management, training, and culture as the firm scales; potential sales angle includes HR tech, learning platforms, and performance management or employee engagement solutions tailored to advisory services.

Market Positioning Positioned as a leading NZ investment advisory with a broad local presence and corporate finance capability, Craigs could benefit from client onboarding automation, segmentation, and personalized portfolio tools to enhance client experience and retention across 20+ locations.

Strategic Alliances Recent collaboration with Barrenjoey and ongoing expansions imply an openness to partnerships; a complementary offering in custodial services, fintech partnerships, or data-sharing platforms could align with their growth agenda and multi-location advisory model.