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FNZ

Wealth management platforms for financial advisers, direct customers and the workplace

Founded 2004 United Kingdom London, United Kingdom 6299 employees Growth Total: $4.23B Finance, Financial Services +3

General Information

Company Name FNZ
Founded Year 2004
Location United Kingdom London, United Kingdom
Employees 6299
Industries Finance, Financial Services, Fintech +2
Funding Stage Growth
Business Model B2B, Platform, SaaS
Revenue Model Usage Based, Service Fee, Subscription

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Recorded by Bounce Watch from public sources. Every entry below carries the date we observed it, and when we have not looked recently the page says so rather than leaving silence to imply nothing happened.

In The News Oct 27, 2026

Featured on Money Marketing: FNZ PE-backer completes Mobius acquisition

Event Participation Oct 27, 2026

FNZ participated in the Raymond James #NBC2026 event in Montreal.

In The News Oct 26, 2026

Featured on LawFuel.com: FNZ’s Billion-Dollar Share Battle Heads for the Long Haul

In The News Oct 22, 2026

Featured on PEI Private Equity: Advent, HarbourVest agree to acquire FNZ Bank in Germany

Award Received Oct 22, 2026

FNZ was ranked #1 WealthTech Platform by FinTech Magazine.

AI Insight

Bounce Watch AI
1 week ago

FNZ is demonstrating robust strategic momentum, securing over $1.1 billion in growth equity funding across two rounds in 2025, notably including an investment from Raymond James. This strong financial backing is fueling market expansion and product innovation, highlighted by a significant partnership with Raymond James Ltd. to implement FNZ's AI-enabled wealth management platform. The company's recent recognition as the #1 WealthTech Platform further underscores its market leadership and validates its advanced technology offerings.

Signal Types
Funding Partnership Recognition Product Enhancement
Strategic Labels
Market Expansion Client Acquisition Platform Innovation
Next Move: Expansion
·
Impact: 9/10
·
Ideal For: Growth Equity VCs — FinTech, WealthTech

About FNZ

FNZ, founded in 2004 and headquartered in the United Kingdom, is revolutionizing the wealth management industry. Under the slogan "Wealth management platforms for financial advisers, direct customers and the workplace," the company is committed to empowering individuals globally to invest in their futures with autonomy and flexibility.

Operating at the intersection of Finance, Financial Services, Fintech, Insurtech, and Wealth Management, FNZ provides an integrated, end-to-end wealth management platform. This platform supports modern technology in conjunction with business and investment operations, garnering confidence from financial institutions managing over US$2.4 trillion in assets.

With a client base that elevates nearly 30 million people across various wealth sectors, FNZ is a promising investment opportunity for stakeholders eager to be part of a transformative enterprise. Notably, its latest funding, a Venture Round investment on June 25, 2025, was secured from Raymond James, showcasing continued investor confidence in its vision and growth potential.

Business keywords: financial advisers, direct customers, workplace finance, investment platforms, end-to-end solution, cloud-native infrastructure, API-enabled architecture, trade execution, custody services, private banking, retirement solutions, regulatory compliance

Services & Products

Wealth Management Platforms
Advisor Tools & Productivity Solutions
Asset Management Distribution
Trade & Post Trade Securities Services

Target Customers

Banks Wealth Managers Insurance Companies Asset Managers

Pricing

as listed on Oct 31, 2026

Funding Rounds & Investors (7)

View All
Funding Stage Amount Investors Lead Investors Date
Growth Equity VC $650.00M 9
CPP Investments, Generation Investment Management +7
01 Nov 2025
Growth Equity VC $500.00M 1
Raymond James
01 Jun 2025
Growth Equity VC $1.40B 2
CPP Investments, Motive Partners
01 Feb 2022
Growth Equity VC Undisclosed 1
Temasek
01 Feb 2020
Acquisition £1.65B 2
Generation Investment Management, CDPQ
01 Oct 2018
Growth Equity VC Undisclosed 1
General Atlantic
01 Feb 2012
Corporate Spinout $34.00M 1
HIG Capital
01 Jan 2009

FNZ Alternatives & Competitors

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FNZ vs

Safeguard your future with rapid, secure, and entirely automated identity verification.

Venture round
5001-10000 employees
Blockchain, Crypto
FNZ vs
Brassica
Brassica United States

Secure, compliant and embeddable API technology built with alternative assets in mind.

Seed
8 employees
API, Finance
FNZ vs
iCapital
iCapital United States

Helping Financial Professionals implement and manage alternative strategies for growth.

Corporate Round
2492 employees
Finance, Financial Services

FAQ About FNZ

Wealth management platforms for financial advisers, direct customers and the workplace
FNZ was founded in 2004.
FNZ is headquartered in London, United Kingdom.
FNZ operates in Finance, Financial Services, Fintech, Insurtech and Wealth Management. Its work centres on financial advisers, direct customers, workplace finance and investment platforms. Its customers include Banks, Wealth Managers and Insurance Companies.
FNZ has a B2B, Platform and SaaS business model. Its revenue comes from Usage Based, Service Fee and Subscription.
As listed on FNZ's pricing page on Oct 31, 2026: On request.
FNZ has approximately 6299 employees.
FNZ has completed 7 funding rounds, raising a total of $4.23B. The latest funding stage is Growth.
FNZ offers: Wealth Management Platforms, Advisor Tools & Productivity Solutions, Asset Management Distribution, Trade & Post Trade Securities Services.
Top alternatives and competitors to FNZ include Authenteq - an FNZ company, Brassica, iCapital, wealthAPI, Ctrl Alt. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
FNZ and Authenteq - an FNZ company are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for FNZ, https://bouncewatch.com/company/fnz-group, updated 31 October 2026. When citing, please name BounceWatch and link this page.

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