We Are Crown Financial Services…

Innovative Financial Solutions – Rooted in Deep Tradition

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WEALTH MANAGEMENT

Boutique investment & private banking for wealthy investors & family offices.

CORPORATE SERVICES

Corporate advisory, exchange & compliance listings, and business sales.

COMMERCIAL LENDING

Customized business financing products and advisory services.

CROWN MONEY

Multi-Currency institutional accounts and custodial services for financial institutions.

CROWN GOLD

Purchasing, managing, storing, and leveraging gold and other precious metals.

Our Clients

From our base in New Zealand, our clients stretch around the globe.

Wealthy Investors & Family Offices

Our investors hail from more than 18 countries.

Local & International Companies

Mid-Market companies across the globe.

Financial Service Companies

Banks, Hedge Funds, Money Service Bureaus and Exchanges.

The CFS Leadership Team

Dedicated to growing wealth for our clients.
Marvin Yee
Marvin Yee
Managing Partner
James Evenson
James Evenson
Chief Operating Officer &
Partner at Crown Private Limited
Kyle Gonzales
Kyle Gonzales
Director of Business Development

Portfolio

A sampling of some of the more than 60 companies in which we have invested.
MarsBio
Real Vision
CyberCom
APIMatic
FinMkt
Coinbase
Cooks Global Foods
manukarx
Syndex
Minicircle
Sanguine BioScience
Sheertex