When was Third Financial founded?

Third Financial was founded in 2007 and raised its 1st funding round 2 years after it was founded.

Where is Third Financial located?

Third Financial is headquartered in London, United Kingdom. It is registered at 17 Neal's Yard, London, WC2H 9DP.

Who is the current CEO of Third Financial?

Ian Partington of Third Financial.

Which legal entities is Third Financial associated with?

Third Financial is associated with THIRD FINANCIAL SOFTWARE LIMITED and 1 other.

How many employees does Third Financial have?

As of Aug 31, 2026, the latest employee count at Third Financial is 130.

Is Third Financial a funded company?

Third Financial is a funded company, having raised a total of $10.9M across 6 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on Jan 30, 2009.

How much is Third Financial worth?

The last known valuation of Third Financial was $***** as of Sep 24, 2019.

When was the latest funding round of Third Financial?

Third Financial's latest funding was a $***** Series A round on Oct 27, 2020, with participation from 1 investor.

What is the annual revenue of Third Financial?

Annual revenue of Third Financial is between £1M and £10M as on Dec 31, 2019

Where does Third Financial rank among its competitors?

Third Financial ranks 17th amongst 811 active competitors, of which 109 are funded. It stands 8th in terms of total funding among its competitors. The most recent competitor to raise funding was FNZ, which secured $450M in Sep, 2026.

Who are the top competitors of Third Financial?

Third Financial's top competitors include Avaloq, Broadridge and Altruist. Among them, FNZ secured the most recent funding round in September, 2026.

Third Financial - 2026 Company Profile, Team, Funding, Competitors & Financials

Company Details

Third Financial provides software solutions for wealth and investment managers. It offers solutions such as Tercero software, an operations management solution for investment management firms; Tercero Digital Wealth, a client-facing web platform for connecting investment firms with the clients; Tercero Platform, custody, clearing, and administration service solution; and more.

Website: www.thirdfin.com/
Social
Email ID: *****@thirdfin.co.uk
Phone Number: +44 **********
Registered Address: 17 Neal's Yard, London, WC2H 9DP

Key Metrics

Founded Year

2007

Location

London, United Kingdom

Stage

Acquired

Total Funding

$10.9M in 6 rounds

Latest Funding Round

Series A, Oct 27, 2020, $*****

Last Known Valuation

$***** as on Sep 24, 2019

Investors

Grafton Capital & 10 more

Ranked

17^th among 811 active competitors

Annual Revenue

£1M - £10M as on Dec 31, 2019

Employee Count

130 as on Aug 31, 2026

Similar Companies

Avaloq & 872 more

Exit Details

Acquired by Nucleus Financial (Feb 02, 2024)

View Third Financial's full profile

Third Financial is associated with 2 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Reports
THIRD PLATFORM SERVICES LIMITED CIN: 9588254 , United Kingdom, Active	May 12, 2015	-	-
THIRD FINANCIAL SOFTWARE LIMITED CIN: 6448163 , Germany, Active	Dec 06, 2007	£1M - £10M (As on Dec 31, 2019)	62 (As on Dec 31, 2021)

Third Financial got acquired by Nucleus Financial on Feb 02, 2024.

Click here to take a look at Third Financial's acquisition in detail

Third Financial has raised a total funding of $10.9M over 6 rounds. Its first funding round was on Jan 30, 2009. Its latest funding round was a Series A round on Oct 27, 2020 for $*****. 1 investor participated in its latest round. Third Financial has 5 institutional investors and 6 angel investors.

Here is the list of recent funding rounds of Third Financial:

Filter this list

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Oct 27, 2020	5074330	Series A	2319520	3038980	5631043	1210461
Sep 24, 2019	9975257	Series A	3056132	3797565	5690932	5680936
Nov 30, 2017	1170584	Series A	1998168	9256347	9889860	7436303

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View details of Third Financial's funding rounds and investors

Here are the details of Third Financial's key team members:

Ian Partington: CEO of Third Financial. They serve on the board of 1 company.

Third Financial's Board of Directors

Third Financial's board has 5 active members. Stewart Foster and Ian Partington are part of team and Oliver Glyn Thomas, Michael Williams and Roger Foster are independent board members.

Here is the list of Third Financial's board of directors:

Name	Type	Representing	Status	Duration
Stewart Foster	Team	-	Current	18y 8m
hspwddz	Team	-	Past	5y 2m
mpuyuww	Team	-	Current	1y 7m
bcdaosk	Team	-	Past	4y 6m
Oliver Glyn Thomas	Independent board member	-	Current	11y 4m
lspseet	Independent board member	-	Current	4y 1m
bb{lsxe	Independent board member	-	Current	2y 2m
ffhnaiw	Independent board member	-	Past	6y 7m
bcifehb	Independent board member	-	Past	1y 3m

View details of Third Financial's Founder profiles and Board Members

Third Financial's employee count trend

Third Financial has 130 employees as of Aug 26. Here is Third Financial's employee count trend over the years:

Employee count trend for Third Financial

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Top competitors of Third Financial include Avaloq, Broadridge and Altruist. Here is the list of Top 10 competitors of Third Financial, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Avaloq 1985, Zurich (Switzerland), Acquired	Cloud-based solutions for financial institutions	$301M	BlackRock, Warburg Pincus & 3 others	76/100
2nd	Broadridge 2007, United States, Public	Provider of tech solution for financial service and customer communication	-	Back Bay Group, Zühlke & 4 others	73/100
3rd	Altruist 2018, Culver City (United States), Acquired	Portfolio management software for financial advisors	$602M	Venrock, Insight Partners & 17 others	72/100
4th	SEI 1968, Oaks (United States), Public	Wealth and investment management solutions for institutional investors	-	UBS, Capitala Group	72/100
5th	Addepar 2009, Mountain View (United States), Series G	Wealth management solutions for advisors	$759M	WestCap, Valor Equity Partners & 60 others	71/100
6th	FNZ 2003, London (United Kingdom), Acquired	Provider of wealth management platforms for financial institutions and advisors	$3.97B	General Atlantic, Temasek & 14 others	70/100
7th	Centricity 2022, Gurugram (India), Series A	Digital private wealth management platform for individuals	$51M	Burman Family, SMBC Asia Rising Fund & 40 others	70/100
8th	AdvisorEngine 2014, New York City (United States), Acquired	Wealth management software platform empowering financial advisors with technology and services	$60.1M	WisdomTree, Kirenaga Partners	65/100
9th	Linedata 1998, Neuilly sur seine (France), Public	Provider of software, data, analytics, and related services for financial institutions	-	Ardian, XAnge & 4 others	63/100
10th	d1g1t 2014, Toronto (Canada), Series B	Online platform offering wealth management solutions for advisers and investors	$24.3M	Illuminate Financial, MissionOG & 13 others	62/100
17th	Third Financial 2007, London (United Kingdom), Acquired	Software solutions for wealth managers	$10.9M	Investec, Tetrao & 9 others	60/100