FNZ

FNZ

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

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DateInvestorsAmountRound
-

N/A

-

N/A

Corporate spinout

$34.0m

Buyout

N/A

Growth Equity VC
*

£1.7b

Valuation: £1.7b

Acquisition
*

N/A

Growth Equity VC
*

$1.4b

Valuation: $20.0b

Growth Equity VC
*
N/A

$500m

Growth Equity VC
*

N/A

Growth Equity VC
Total Funding$1.9b

Financials

Estimates*

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Revenues, earnings & profits over time
GBP2017201820192020202120222023
Revenues0000000000000000000000000000
% growth20 %18 %25 %13 %43 %(12 %)37 %
EBITDA0000000000000000000000000000
% EBITDA margin33 %22 %28 %16 %---
Profit0000000000000000000000000000
% profit margin19 %9 %18 %9 %23 %-1 %
EV0000000000000000000000000000
EV / revenue00.0x00.0x00.0x00.0x00.0x00.0x00.0x
EV / EBITDA00.0x00.0x00.0x00.0x00.0x00.0x00.0x
R&D budget0000000000000000000000000000

Source: Company filings or news article

More about FNZ
Made with AI
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FNZ is a global wealth management platform that empowers leading financial institutions to transform the industry. FNZ provides a fully digital and market-leading wealth management proposition, accessible to all online banking customers. The company partners with wealth managers, asset managers, retail banks, life insurers, and private banks to deliver better outcomes for advisers and customers. FNZ operates in the financial services market, focusing on digital transformation and innovation to help clients achieve their financial goals. The business model revolves around providing a comprehensive platform that integrates various financial services, enabling institutions to offer personalized and efficient wealth management solutions. FNZ generates revenue through platform fees, service charges, and strategic partnerships. The company has a strong track record of accelerating growth for its clients, as evidenced by its successful collaborations with major financial institutions like Aviva and Abrdn.

Keywords: wealth management, digital transformation, financial institutions, innovation, platform, asset managers, retail banks, life insurers, private banks, personalized solutions.

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Investments analysisEdit

Investments by FNZ

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Appway
ACQUISITION by FNZ Dec 2021
Authenteq
ACQUISITION by FNZ Nov 2022
Advicefront
ACQUISITION by FNZ Feb 2023
GBST Holdings
ACQUISITION by FNZ Jul 2019
New Access Banking Software
ACQUISITION by FNZ Jul 2022
JHC
ACQUISITION by FNZ Jul 2019
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