FNZ
United Kingdom · Fintech
FNZ provides an end-to-end wealth-management platform to banks, wealth managers, insurers and asset managers. Its technology connects customer and adviser experiences with investment products, account administration and operational services, enabling financial institutions to launch and run digital saving and investing propositions for end investors.
Product
Financial institutions use FNZ to provide investment accounts and services under their own brands. The platform connects customer onboarding, account administration, portfolio tools, adviser workspaces, reporting and investment products.
FNZ supports direct-to-consumer and adviser-led journeys. Its delivery model combines software with business and investment operations, supported by regional infrastructure and service teams.
FNZ reports more than $2.5 trillion in assets on platform and nearly 30 million end customers.
- Product
- End-to-end wealth-management platform and operations
- Headquarters
- London, United Kingdom
- Customers
- Banks, wealth managers, insurers and asset managers
- Scale
- US$2.5T+ platform assets; ~30M end customers
Funding history
1 round · 1 with disclosed amounts| Announced | Round | Amount | Investors |
|---|---|---|---|
| Equity funding | $450M | Canada Pension Plan Investment Board (CPP Investments) — ParticipantGeneration Investment Management — ParticipantLa Caisse — ParticipantMotive Partners — Participant |