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.
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 28
Date | Title | Description | Source |
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... | digit.fyi/... |
18.07.2023 | Wealth Management: FNZ Launches FNZ Yield Plus Notes, a Cash... | FNZ, the global wealth management platform, has launched FNZ Yield Plus notes to provide professiona... | crowdfundi... |
07.03.2023 | Wealth Management Platform FNZ Introduces Benefits Package t... | FNZ, the global wealth management platform, is pleased to announce the launch of a transformative gl... | crowdfundi... |
02.08.2022 | Temasek Ramps up Investment in Fintech Amidst Global Downtur... | Singapore’s state-owned investor Temasek is doubling down on fintech this year, participating in at ... | fintechnew... |
17.05.2022 | FNZ makes investment in GIST to accelerate sustainable inves... | GIST is a pioneering impact data and analytics company that provides investors and companies with sc... | en.prnasia... |
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... | finsmes.co... |
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 n... | pitchbook.... |
14.02.2022 | Wealthtech FNZ secures $1.4bn investment | Wealth management platform FNZ has secured $1.4 billion in new funding from CPP Investments and Moti... | fintechfut... |
12.02.2022 | Wealth Management Fintech FNZ Secures $1.4B in Capital from ... | FNZ, the wealth management platform, has acquired $1.4 billion in new equity funding from Canada Pen... | crowdfundi... |
11.02.2022 | FNZ raises US$1.4bn in new capital from CPP Investments and ... | - CPP Investments and Motive Partners commit US$1.4 billion in new capital in one of the largest eve... | salamancap... |
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