About Nucleus Financial
Nucleus Financial is a company based in Edinburgh (United Kingdom) founded in 2006 by David Ferguson was acquired by HPS Investment Partners in March 2022.. The company has 761 employees as of December 31, 2021. Nucleus Financial has completed 3 acquisitions, including Curtis Banks, OpenWealth and Third Financial. Nucleus Financial offers products and services including Financial Platform and Customer Platform. Nucleus Financial operates in a competitive market with competitors including Investec, Aviva, Schroders, FNZ and HSBC, among others.
- Headquarter Edinburgh, United Kingdom
- Employees 761 as on 31 Dec, 2021
- Founders David Ferguson
- Stage Public
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Nucleus Financial Services Limited
- Date of Incorporation 21 Nov, 2005
- Jurisdiction SALISBURY, WILTSHIRE, UNITED KINGDOM
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Annual Revenue
$66.5 M (USD)1as on Dec 31, 2020
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Net Profit
$4.1 M (USD)-42as on Dec 31, 2020
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EBITDA
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Latest Funding Round
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Investors
HPS Investment Partners
& 1 more
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Employee Count
761
as on Dec 31, 2021
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Investments & Acquisitions
Curtis Banks
& 2 more
- Acquired by
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Products & Services of Nucleus Financial
Nucleus Financial offers a comprehensive portfolio of products and services, including Financial Platform and Customer Platform. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Digital service for managing financial advising and customer interactions
Platform for customers to access financial information and services
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Software Development Team
38 people
Senior Team
29 people
Operations Team
21 people
Client Team
19 people
Sales and Marketing
14 people
Head Team
12 people
Human Resources and Administration
11 people
Leadership Team
11 people
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Funding Insights of Nucleus Financial
- Total Funding Total Funding
- Total Rounds 1
- Last Round Last Round
- First Round First Round
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Feb, 2023 | Amount | Seed - Nucleus Financial | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Nucleus Financial
Nucleus Financial has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include HPS Investment Partners and James Hay. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Tailored investment solutions are provided across private and liquid credit.
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Founded Year | Domain | Location | |
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Offers digital platforms for financial advisers and customers to manage services online.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Nucleus Financial
Nucleus Financial has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include Curtis Banks, OpenWealth and Third Financial. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Customer relationship management software is offered for finance professionals.
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2011 | ||||
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Investment & wealth management firm
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2009 | ||||
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Software solutions for wealth and investment managers are provided.
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2007 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Nucleus Financial
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Nucleus Financial Comparisons
Competitors of Nucleus Financial
Nucleus Financial operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Investec, Aviva, Schroders, FNZ and HSBC, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Insurance and asset management services are offered in multiple regions.
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| domain | founded_year | HQ Location |
Investment management and wealth management services are provided to clients.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Universal banking and financial advisory services are provided globally.
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| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Nucleus Financial
Frequently Asked Questions about Nucleus Financial
When was Nucleus Financial founded?
Nucleus Financial was founded in 2006 and raised its 1st funding round 17 years after it was founded.
Where is Nucleus Financial located?
Nucleus Financial is headquartered in Edinburgh, United Kingdom. It is registered at Edinburgh, Scotland, United Kingdom.
Who is the current CEO of Nucleus Financial?
David Ferguson is the current CEO of Nucleus Financial. They have also founded this company.
How many employees does Nucleus Financial have?
As of Dec 31, 2021, the latest employee count at Nucleus Financial is 761.
What is the annual revenue of Nucleus Financial?
Annual revenue of Nucleus Financial is $66.5M as on Dec 31, 2020.
What does Nucleus Financial do?
Nucleus Financial was founded in 2006 in Edinburgh, United Kingdom, within the financial services sector. Portfolio management tools are provided to advisors, enabling the creation of tax-efficient, low-cost investment options for clients. Operations include portfolio monitoring, rebalancing, bulk switching, capital gains calculations, and client data management. Services support streamlined investment processes across the UK market.
Who are the top competitors of Nucleus Financial?
Nucleus Financial's top competitors include Investec, Goldman Sachs and HSBC.
What products or services does Nucleus Financial offer?
Nucleus Financial offers Financial Platform and Customer Platform.
How many acquisitions has Nucleus Financial made?
Nucleus Financial has made 3 acquisitions, including Curtis Banks, OpenWealth, and Third Financial.
Who are Nucleus Financial's investors?
Nucleus Financial has 2 investors. Key investors include HPS Investment Partners, and James Hay.
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