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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.
Financial institutions use FNZ’s platform to provide investment accounts and services under their own propositions. The platform combines customer onboarding, account and investment administration, portfolio tools, adviser workspaces, data and reporting, and access to investment products. This gives a bank or wealth manager a technology and operations layer it can integrate with its existing channels rather than assembling each component separately.
FNZ supports both direct-to-consumer and adviser-led journeys, as well as asset managers distributing investment products through its ecosystem. Its delivery model combines software, business operations and investment operations, with regional infrastructure and service teams supporting regulated clients.
FNZ is a scaled incumbent serving major financial institutions globally. Its website reports more than US$2.5 trillion in assets on platform and nearly 30 million end customers. In September 2026, the company announced US$450 million of additional equity from existing institutional shareholders to support its transformation programme and long-term growth plan.
| Announced | Round | Amount | Investors |
|---|---|---|---|
| Equity funding | $450M | Canada Pension Plan Investment Board (CPP Investments) — ParticipantGeneration Investment Management — ParticipantLa Caisse — ParticipantMotive Partners — Participant |