Investor Centre
Transforming financial advice with AI-powered certainty
- Stable revenue > $300k.
- EBITDA > 20%
- Sticky clients, low client churn
- In business for > 5 years
- Strong compliance record
- High quality adviser support
- High proportion of recurring trail revenue
- Cross-selling potential
Profsee is positioned to become a national infrastructure platform for financial advice in New Zealand, with potential to extend internationally over time.
Profsee AI systems are trained on the same NZQA accredited financial services content that human advisers study with Professional IQ (a Profsee owned company).
Profsee’s strong governance and compliance framework assures that its investors and stakeholders are managed with discipline, integrity, and long‑term stability in mind.
Profsee brings together the strengths of Dacreed, Professional IQ College, and the Profsee advisory division to streamline adviser workflow and compliance.
Profsee’s is as an Approved Acceptable Direct Investment (ADI) entity with detailed plans available to qualified investors, A clear monetization strategy has been established.
Profsee is positioned to reshape the financial advice sector in New Zealand. Register below to access the full investor information pack
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