FNZ

FNZ

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

Financials

Estimates*

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Revenues, earnings & profits over time
GBP2016201720182019202020212022
Revenues89.4m108m127m158m179m255m225m
% growth-20 %18 %25 %13 %43 %(12 %)
EBITDA34.2m35.8m27.7m44.0m28.8m--
% EBITDA margin38 %33 %22 %28 %16 %--
Profit28.8m20.7m11.1m27.8m16.2m58.0m-
% profit margin32 %19 %9 %18 %9 %23 %-
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DateInvestorsAmountRound

N/A

Corporate spinout

$34.0m

Buyout

N/A

Growth Equity VC
*

£1.7b

Valuation: £1.7b

15.3x EV/LTM Revenues

46.1x EV/LTM EBITDA

Acquisition
*

N/A

Growth Equity VC
*

$1.4b

Valuation: $20.0b

59.5x EV/LTM Revenues

Growth Equity VC
Total Funding$1.4b

Recent News about FNZ

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More about FNZinfo icon
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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.

Tech stack

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Tech stackLearn more about the technologies and tools that this company uses.
Investments analysisEdit

Investments by FNZ

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Appway
ACQUISITION by FNZ Dec 2021
Authenteq
ACQUISITION by FNZ Nov 2022
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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