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
Locked
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Website
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Social
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- 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
Not available
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Latest Funding Round
Not available
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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.
Digital service for managing financial advising and customer interactions
Platform for customers to access financial information and services
People of Nucleus Financial
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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
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.
| Investor | Description | Founded Year | Domain | Location |
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Tailored investment solutions are provided across private and liquid credit.
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Offers digital platforms for financial advisers and customers to manage services online.
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Investor details for Nucleus Financial
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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.
Investment portfolio details for Nucleus Financial
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
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| 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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Investment & wealth management firm
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Software solutions for wealth and investment managers are provided.
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Locked | Locked | 2007 | Locked |
Complete acquisition details for Nucleus Financial
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Financial Statements - Nucleus Financial
Detailed financials for Nucleus Financial
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Nucleus Financial Comparisons
Peer comparison for Nucleus Financial
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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.
| Company Name | Domain | Founded year | HQ Location | Description |
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Global banking, investment, and wealth management services are offered worldwide.
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Insurance and asset management services are offered in multiple regions.
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Investment management and wealth management services are provided to clients.
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Wealth management solutions are delivered for asset managers.
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Universal banking and financial advisory services are provided globally.
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Detailed competitors of Nucleus Financial
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Latest news on Nucleus Financial
Complete news archive for Nucleus Financial
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Frequently Asked Questions about Nucleus Financial
Nucleus Financial was founded in 2006 and raised its 1st funding round 17 years after it was founded.
Nucleus Financial is headquartered in Edinburgh, United Kingdom. It is registered at Edinburgh, Scotland, United Kingdom.
David Ferguson is the current CEO of Nucleus Financial. They have also founded this company.
As of Dec 31, 2021, the latest employee count at Nucleus Financial is 761.
Annual revenue of Nucleus Financial is $66.5M as on Dec 31, 2020.
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.
Nucleus Financial's top competitors include Investec, Goldman Sachs and HSBC.
Nucleus Financial offers Financial Platform and Customer Platform.
Nucleus Financial has made 3 acquisitions, including Curtis Banks, OpenWealth, and Third Financial.
Nucleus Financial has 2 investors. Key investors include HPS Investment Partners, and James Hay.