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FNZ - About the company

FNZ is an acquired company based in London (United Kingdom), founded in 2003 by Adrian Durham and Kari Thor Runarsson. It operates as a Provider of wealth management platforms for financial institutions and advisors. FNZ has raised $3.52B in funding from investors like General Atlantic, Temasek and Motive Partners, with last known valuation of $20B. The company has 705 active competitors, including 108 funded and 105 that have exited. Its top competitors include companies like Addepar, Broadridge and SEI.

Sectors and market segments that FNZ operate in

FNZ serves in the FinTech market segments.The primary business model of FNZ is:

Company Details

Provider of wealth management platforms for financial institutions and advisors. These systems integrate technology with business and investment operations to facilitate asset management distribution and trade processing. The software supports portfolio management, client onboarding, and advisor productivity through automated workflows and data analytics. The infrastructure connects to various investment products to enable the administration of financial assets.
Website
fnz.com
Social
XFacebook
Registered Address
Suite 1, 3rd Floor 11-12 St. James's Square, London, United Kingdom
Key Metrics
Founded Year
2003
Location
Stage
Acquired
Total Funding
$3.52B in 8 rounds
Last Known Valuation
$20B as on Feb 11, 2022
Ranked
Employee Count
6,272 as on Jun 30, 2026
Investment & Acquisitions
Similar Companies
Exit Details
Acquired by Generation Investment Management (Oct 09, 2018)

FNZ's acquisition details

FNZ got acquired by Generation Investment Management and CDPQ on Oct 09, 2018 at an acquisition amount of $*****.
Click here to take a look at FNZ's acquisition in detail
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FNZ's funding and investors

FNZ has raised a total funding of $3.52B over 8 rounds. Its first funding round was on Feb 13, 2012. Its latest funding round was a Unattributed round on Nov 12, 2025 for $650M. 7 investors participated in its latest round. FNZ has 15 institutional investors.

Here is the list of recent funding rounds of FNZ:lockFilter this list
Date of Funding
Funding Amount
Round Name
Post-Money Valuation
Revenue Multiple
Lead Investors
Other Investors
Nov 12, 2025
$650M
Unattributed
-
-
-
Jun 25, 2025
Undisclosed
Unattributed
-
-
-
Apr 05, 2025
$500M
Unattributed
-
-
-
-
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FNZ's founders and board of directors

Founder? Claim Profile
The founders of FNZ are Adrian Durham and Kari Thor Runarsson.
Here are the details of FNZ's key team members:

FNZ's employee count trend

FNZ has 6,272 employees as of Jun 26. Here is FNZ's employee count trend over the years:
Employee count trend for FNZ
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FNZ's Competitors and alternates

Top competitors of FNZ include Addepar, Broadridge and SEI. Here is the list of Top 10 competitors of FNZ, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Addepar
Addepar
2009, Mountain View (United States), Series G
Wealth management solutions for advisors
$759M
77/100
2nd
Logo for FNZ
FNZ
2003, London (United Kingdom), Acquired
Provider of wealth management platforms for financial institutions and advisors
$3.52B
69/100
3rd
Provider of tech solution for financial service and customer communication
-
73/100
4th
Logo for SEI
SEI
1968, Oaks (United States), Public
Wealth and investment management solutions for institutional investors
-
71/100
5th
Logo for AdvisorEngine
AdvisorEngine
2014, New York City (United States), Acquired
Wealth management software platform empowering financial advisors with technology and services
$60.1M
71/100
6th
Logo for Altruist
Altruist
2018, Culver City (United States), Series F
Portfolio management software for financial advisors
$602M
70/100
7th
Logo for Avaloq
Avaloq
1985, Zurich (Switzerland), Acquired
Cloud-based solutions for financial institutions
$301M
70/100
8th
Logo for Centricity
Centricity
2022, Gurugram (India), Seed
Digital private wealth management platform for individuals
$24M
68/100
9th
Logo for ZILO
ZILO
2020, London (United Kingdom), Series A
Software-enabled transfer agency system
$58.7M
65/100
10th
Logo for Magnifi
Magnifi
2018, New York City (United States), Early Stage
Investment comparison platform
$21.1M
64/100
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Looking for more details on FNZ's competitors? Click here to see the top ones

FNZ's Investments and acquisitions

FNZ has made 7 investments in companies including Nokkel and Bondsmith. FNZ has also acquired 13 companies including ifsam and YieldX.
Here is the list of investments & acquisitions:lockFilter this list
Date of Investment/Acquisition
Type
Company Name
Founded Year
Location
Jan 25, 2023
Acquisition
2001
Contern (Luxembourg)
Jan 19, 2023
Acquisition
2020
Nov 2022
Acquisition
2015
Reykjavik (Iceland)
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See all investments and acquisitions by FNZ

Reports related to FNZ

Here is the latest report on FNZ's sector:

News related to FNZ

lockFilter this list
Media has covered FNZ for a total of 28 events in the last 1 year, 11 of them have been about company updates and 6 about people movement.
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FAQs about FNZ

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