Full-Time
Global wealth management platform for institutions
No salary listed
Mid, Senior
Milan, Metropolitan City of Milan, Italy
Hybrid
Relocation package includes paid flying ticket and hotel room for the first 4 weeks in Brno, relocation bonus of 2,000 EUR. Hybrid working environment: 2 days home office and 3 days in the office.
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 its ability to drive growth for its partners, as demonstrated by successful partnerships with major firms like Aviva and Abrdn. The company's goal is to empower financial institutions to achieve better financial results for their customers through innovative and personalized wealth management solutions.
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
Amy Cooper has stepped down as chief risk officer at FNZ after years in the role, Money Marketing can exclusively reveal.
Raymond James, Canada's largest independent financial services firm, has made a significant investment in FNZ, a global wealth management platform provider, to accelerate its digital transformation in Canada. The partnership aims to build a modern digital infrastructure for wealth management using FNZ's advanced capabilities. FNZ supports over 650 financial institutions and manages more than $1.7 trillion in assets globally. The collaboration will enhance advisor and client experiences across the country.
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.