Full-Time
Digital wealth management platform for institutions
No salary listed
Expert
London, UK + 1 more
More locations: Edinburgh, UK
FNZ operates as a wealth management platform that assists financial institutions in enhancing their services. The platform is fully digital, allowing online banking customers to access wealth management tools easily. FNZ collaborates with various financial entities, including wealth managers, asset managers, retail banks, life insurers, and private banks, to improve the financial outcomes for both advisers and their clients. The platform integrates multiple financial services, enabling institutions to provide tailored and efficient wealth management solutions. FNZ distinguishes itself from competitors by focusing on digital transformation and innovation, which helps its clients achieve their financial objectives more effectively. The company's goal is to accelerate growth for its partners and enhance the overall wealth management experience for customers.
Company Size
5,001-10,000
Company Stage
Growth Equity (Venture Capital)
Total Funding
$4.1B
Headquarters
London, United Kingdom
Founded
2003
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Health Insurance
Life Insurance
Hybrid Work Options
Paid Vacation
The Caisse de dépôt et placement du Québec, which manages $473bn for pension and insurance funds, first invested in FNZ in 2018 and remains the largest shareholder.
UOB Kay Hian and FNZ have joined forces to launch a direct-to-consumer (D2C) platform, making Unit Trust investing simpler and more accessible for retail and private clients in Singapore.
FNZ, a global wealth management platform, has raised $500 million in new equity funding from existing shareholders. This capital will support FNZ's long-term growth, enhance financial strength, and drive strategic focus. The funding aims to accelerate FNZ's mission to transform and improve wealth management through technology, with a focus on innovation and investment in customer delivery, people, and operations.
In early 2022 FNZ secured $1.4 billion in new equity funding from Canada Pension Plan Investment Board and Motive Partners.
FNZ, a wealth management fintech with a strong presence in Scotland, has secured a $500 million investment from existing investors as it plans for its next growth phase.