FNZ partners with major financial institutions to enable them to provide multi-channel wealth management services to their clients across direct, intermediated and workplace channels.
FNZ believes that enhancing client engagement, lowering costs, delivering a seamless service and enabling personal solutions are key to helping people achieve their financial goals. We partner with major financial institutions to enable them to provide wealth management services to their clients across direct, intermediated and workplace channels that reflect these principles.
To support our customers, we provide a set of core outsourced services that span the entire wealth management value chain, from the digital user experience, client, account and portfolio management through to back-office trade execution, settlement and investment administration.
Solutions are enabled for all client demographics from high-net-worth to the mass market. Clients can seamlessly invest in a full range of asset and liability classes crossing markets, currencies and jurisdictions on an execution-only, guided or full financial advice basis.
We help our customers to:
• Reduce costs and complexity in their wealth management operations through outsourcing to a large-scale highly-automated service provider
• Enhance engagement, deepen relationships and strongly differentiate their proposition to their investor and intermediary clients through digital services and tools
• Deploy highly scalable yet personalised investment solutions for their clients that are aligned with their individual needs
Our open, fully API-enabled platform provides real-time integration with our customers’ own services, portals and applications, allowing them to retain full control and ownership of the client proposition.
FNZ believes that enhancing client engagement, lowering costs, delivering a seamless service and enabling personal solutions are key to helping people achieve their financial goals. We partner with major financial institutions to enable them to provide wealth management services to their clients across direct, intermediated and workplace channels that reflect these principles.
To support our customers, we provide a set of core outsourced services that span the entire wealth management value chain, from the digital user experience, client, account and portfolio management through to back-office trade execution, settlement and investment administration.
Solutions are enabled for all client demographics from high-net-worth to the mass market. Clients can seamlessly invest in a full range of asset and liability classes crossing markets, currencies and jurisdictions on an execution-only, guided or full financial advice basis.
We help our customers to:
• Reduce costs and complexity in their wealth management operations through outsourcing to a large-scale highly-automated service provider
• Enhance engagement, deepen relationships and strongly differentiate their proposition to their investor and intermediary clients through digital services and tools
• Deploy highly scalable yet personalised investment solutions for their clients that are aligned with their individual needs
Our open, fully API-enabled platform provides real-time integration with our customers’ own services, portals and applications, allowing them to retain full control and ownership of the client proposition.
Location: United Kingdom, England, London
Employees: 1001-5000
Total raised: $1.4B
Valuation: $20B
Founded date: 2003
Investors 7
Funding Rounds 1
| Date | Series | Amount | Investors |
| 17.02.2022 | - | $1.4B | Motive Par... |
Mentions in press and media 31
| Date | Title | Description |
| 24.10.2024 | The Top 10 Unicorns in the United Kingdom The United Kingdom has always been a hotbed for tech innovation, birthing over 100 tech unicorns over the years. | Today, the UK is home to 87 active privately held startups, each valued at over US $1 billion allowing each to reach the coveted "unicorn" status. These unicorns operate in a broad range of sectors, from cleantech to crypto, from ... |
| 08.05.2024 | Ategenos Capital Launches the Ategenos Wealth Platform to Support RIAs | Ategenos Capital The Ategenos Wealth Platform is built to meet the needs of RIAs, family offices, and other financial institutions with a holistic wealth management technology and investment platform combined with unmatched advisor service ... |
| 06.05.2024 | abrdn and FNZ to Launch New Digital Wealth Platform in Singapore | - |
| 07.02.2024 | DIGIT Deal Roundup | January 2024 | Welcome to the latest edition of the DIGIT Deal Roundup. Scotland’s tech sector jumped right back to work in January, with a swath of new investment, funding, and acquisition news across the industry. For a recap on those standout stories, ... |
| 18.07.2023 | Wealth Management: FNZ Launches FNZ Yield Plus Notes, a Cash Alternative Solution for Professional Investors | FNZ, the global wealth management platform, has launched FNZ Yield Plus notes to provide professional investors such as corporates, pension funds, banks, insurance companies, asset managers and other institutional investors with a low-risk ... |
| 07.03.2023 | Wealth Management Platform FNZ Introduces Benefits Package to Drive Diversity, Support Employees Globally | FNZ, the global wealth management platform, is pleased to announce the launch of a transformative global family leave benefits package for all employees and new recruits. The new package, “available to all of FNZ’s 6,400 employees worldwide... |
| 02.08.2022 | Temasek Ramps up Investment in Fintech Amidst Global Downturn | Singapore’s state-owned investor Temasek is doubling down on fintech this year, participating in at least seven funding rounds involving companies in the sector since the beginning of the year, an analysis by Fintech News Singapore found. T... |
| 17.05.2022 | FNZ makes investment in GIST to accelerate sustainable investing globally | GIST is a pioneering impact data and analytics company that provides investors and companies with science-based, comparable and verifiable measures of corporate impact and performance. FNZ's investment follows the launch of its market-leadi... |
| 15.02.2022 | FNZ Raises US$1.4 Billion in Funding | FNZ, a Wellington, New Zealand founded wealth management platform provider, raised US$1.4 Billion in funding. The round was led by Canada Pension Plan Investment Board and Motive Partners. The fundraising values FNZ at over US$20 billion. T... |
| 14.02.2022 | FNZ valued at $20B+ with PE backing | FNZ has raised $1.4 billion from the Canada Pension Plan Investment Board and Motive Partners. The new funding values the London-based wealth management platform provider at more than $20 billion. View deal |
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