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Nucleus
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Nucleus

https://nucleusfinancial.com/
Last activity: 03.12.2025
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Categories: BusinessFinTechInterestLEDPersonalPlanningPlatformRetirement
Nucleus is one of the leading financial planning and retirement focused WealthTech platforms in the UK. Its platform enables customers to manage not only their Self-Invested Personal Pension Plans (“SIPPs”) but also ISAs and general investment accounts.
Nucleus was formerly known as James Hay and is one of two businesses that comprised IFG Group, which we took private in 2019. We separated IFG into its component parts and led the add-on acquisition of Nucleus Financial Group before adopting that name for the James Hay business. Having transformed Nucleus into one of the UK’s leading scalable independent advisor platforms, we sold a majority interest (retaining a minority interest) in the business in 2022.
Mentions
40
Location: United Kingdom, Scotland, City of Edinburgh

Investors 1

DateNameWebsite
-Epirisepiris.co....

Mentions in press and media 40

DateTitleDescription
03.12.2025UK Wealth Manager Foster Denovo Extends Partnership with Third FinancialWealth manager Foster Denovo has extended its partnership with Third Financial, part of the Nucleus group, signing a deal for a bespoke Adviser-as-a-Platform (AaaP) solution. AaaP is when the proposition to clients, along with parts of the ...
23.11.2025Wealth Management Platform FNZ Announces $650 Million in Funding to Support Business PlanFNZ, the global wealth-management platform, has recently announced that it secured $650 million in as part of equity funding from its institutional shareholders. This reportedly provides more financial strength in order to support its long-...
15.11.2025FNZ Fuels Global Wealth Platform With $650 Million Capital InjectionFNZ secured $650 million in new equity funding. This strengthens its global wealth platform. The investment targets accelerated technology development and talent acquisition. It also fuels extensive global expansion. FNZ modernizes wealth m...
14.11.2025FNZ: $650 Million In Funding Raised To Advance Global Wealth-Management ExpansionFNZ has raised $650 million in fresh equity from its existing institutional shareholders, marking one of the company’s most significant capital infusions in recent years as it continues expanding its position in the global wealth-management...
13.11.2025Wealth-tech FNZ Raises $650 Million in Fresh CapitalWealth management platform FNZ has secured $650 million (£494m) in fresh equity funding from institutional shareholders, including clients like Aberdeen Group and Aviva, which will support the firm’s long-term business plan. One of the worl...
12.11.2025FNZ Raises $650 Million To Accelerate Global Wealth Platform GrowthGlobal wealth management platform FNZ has raised $650 million in new equity funding from its existing institutional shareholders to bolster its long-term business strategy and global expansion. The funding round demonstrates strong confiden...
21.08.2025FNZ reaches record milestone of US$2 trillion in Assets on PlatformAssets on Platform have grown by 406% over the last five years This milestone reinforces FNZ's position as one of the world's largest wealth management platforms FNZ now partners with over 650 financial institutions, more than 12,000 wealth...
02.08.2025FNZ Directors Move to Silence Employee Shareholders Behind USD $4.6 Billion Class ActionLONDON, Aug. 2, 2025 /PRNewswire/ -- In a dramatic escalation, the two directors who represent CDPQ and Generation on the Kiwi CayLP board, which are the largest shareholders in FNZ, have filed for an injunction in the Grand Court of the Ca...
27.01.2025Scotland’s fintech hub is key to the UK’s growth mission-
09.12.2024Third Financial’s Mobile App to Provide Real-Time Valuations and Investment AnalysisListen to this article 0:00 / 0:34 1X BeyondWords Third Financial, part of the Nucleus group, has launched a mobile app for iOS and Android devices. It will enable access to all the client’s investments in one place, providing real time val...
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