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: $1.9B
Valuation: $20B
Founded date: 2003
Investors 7
Funding Rounds 2
| Date | Series | Amount | Investors |
| 12.04.2025 | - | $500M | - |
| 17.02.2022 | - | $1.4B | Motive Par... |
Mentions in press and media 37
| Date | Title | Description |
| 12.04.2025 | FNZ raises $500 million | FNZ FNZ Founded: 2004 Headquarters: London, England, United Kingdom Total Funding: $1.9B See full company profile "> has secured $500 million in new equity from its existing institutional shareholders. The funding will strengthen th... |
| 08.04.2025 | Wealth-tech FNZ Raises $500 Million in New Capital | FNZ, the global wealth management platform, has secured $500 million (£391.1m) in new equity funding from existing shareholders to support long-term sustainable growth. The fintech, which has offices in Edinburgh and counts financial giants... |
| 08.04.2025 | Wealth Management : FNZ Reports $500M in New Capital from Existing Shareholders to Support Growth | Listen to this article 0:00 / 1:16 1X BeyondWords FNZ, the global end-to-end technology platform serving wealth and asset management businesses, announces it secured $500 million in new equity funding. The company has secured the equity fun... |
| 03.03.2025 | Scotland's Tech Landscape: A Flourishing Ecosystem of Innovation and Growth | Scotland's tech scene is buzzing. It's a vibrant tapestry woven with innovation, ambition, and collaboration. In February 2025, the Scottish tech ecosystem showcased its strength through a series of significant developments. From strategic ... |
| 03.03.2025 | Movers & Shakers | February 2025 | Welcome to the February 2025 edition of DIGIT’s Movers and Shakers! Each month, our Movers and Shakers feature gives you the low-down on recent news in the Scottish tech ecosystem. This August has been another bumper month, with many innova... |
| 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 ... |
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