About Nucleus Financial
Nucleus Financial is a Financial Services company based in Edinburgh (United Kingdom) founded in 2006 by David Ferguson, and was acquired by HPS Investment Partners in March 2022. Portfolio management solutions are offered to financial advisors. The company has 761 employees. Nucleus Financial has completed 3 acquisitions, including Curtis Banks, OpenWealth and Third Financial. Its chief executive, as recorded, is David Ferguson. Its website nucleusfinancial.com draws about 83 thousand monthly visits. Nucleus Financial offers products and services including Financial Platform and Customer Platform. Its focus areas include Asset Management and Diversified. Its legal entity is NUCLEUS FINANCIAL SERVICES LIMITED. Its competitors include Investec, Aviva and Schroders.
Company details
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.
- Headquarters Edinburgh, United Kingdom
- Employees 761
- Founders David Ferguson
- Stage Acquired
- SectorsFinancial Services
- Website category Finance · Financial Planning and Management
- Email••••••••
- Phone•••• ••••
- Website nucleusfinancial.com
- Social LinkedIn X
- Acquired by James Hay (Feb 2021)
- Legal Name Nucleus Financial Services Limited
- Date of Incorporation 21 Nov, 2005
- Jurisdiction SALISBURY, WILTSHIRE, UNITED KINGDOM
- Annual Revenue$66.5 M (USD)1as on Dec 31, 2020
- Net Profit$4.1 M (USD)-42as on Dec 31, 2020
- InvestorsHPS Investment Partners
& 1 more
- Employee Count761
- Investments & AcquisitionsCurtis Banks
& 2 more
- Acquired by
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
Funding Insights of Nucleus Financial
- Total Rounds 1
All 1 funding rounds of Nucleus Financial with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Feb 2023 | Seed | – | – | – |
2 investors in total: 2 institutional.
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 |
|---|---|---|---|---|
Tailored investment solutions are provided across private and liquid credit. | 2007 | hpspartners.com | New York, United States | |
Offers digital platforms for financial advisers and customers to manage services online. | 1979 | jameshay.co.uk | Salisbury, United Kingdom |
Investor details for Nucleus Financial
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People of Nucleus Financial
227 people are tracked at Nucleus Financial (54 in leadership, 173 in team); the tracked headcount is 761.
| Name | Role | Group |
|---|---|---|
David Ferguson | Founder & CEO | Leadership |
Karen Townley Fepaa | Executive Assistant To Chief Executive Officer And Chief Financial Officer | Leadership |
Katie Queen | People Experience Partner | Leadership |
Theo Parsonson | People Partner | Leadership |
Helen Wallace-Smith | Platform Migration Director | Leadership |
Richard Rowney | Chief Executive Officer | Leadership |
Joanne Eccleston McIpd | Reward & Benefits Partner | Leadership |
Emma Church | Strategic Operations Director | Leadership |
Louis Petherick | Group Chief Risk Officer | Leadership |
Stephen Wynne-Jones | Marketing Director | Leadership |
Tracy Hogan | Head Of Events | Leadership |
Caroline MacDonald | Head Of Internal Communications | Leadership |
Michael Regan | Deputy Chief Executive Officer | Leadership |
Steve Knight | Chief Operating Officer | Leadership |
Jenny Thorpe | Chief Technology Officer | Leadership |
John Daly | Business Development Director | Leadership |
Mark Hastings | Group Finance Director | Leadership |
Daria James - Irmcert | Head Of First Line Risk And Incident Management | Leadership |
Andrew Weller | Financial Crime Director & MLRO | Leadership |
Steve Hardy | Business Development Director | Leadership |
207 more people are available in the full profile.
Complete people profiles for Nucleus Financial
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- Team structure
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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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Software solutions for wealth and investment managers are provided. | thirdfin.com | London, United Kingdom | 2007 | Feb 2024 | •••• | |
Investment & wealth management firm | curtisbanks.co.uk | United Kingdom | 2009 | Jan 2023 | $289.89M | |
Customer relationship management software is offered for finance professionals. | openwealth.com.au | Sydney, Australia | 2011 | Nov 2020 | $1.94M |
Complete acquisition details for Nucleus Financial
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- Complete history
- Exports
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Timeline of Nucleus Financial
8 dated milestones of Nucleus Financial across 18 years, from founding to its latest funding, stage changes and deals.
- Founded Nucleus Financial is founded.
- IPO Lists on the stock exchange (IPO).
- Acquisition Acquires OpenWealth.
- Exit Acquired by James Hay.
- Exit Acquired by HPS Investment Partners.
- Acquisition Acquires Curtis Banks.
- Funding First funding round.
- Acquisition Acquires Third Financial.
Competitors of Nucleus Financial
Nucleus Financial has 3 listed competitors in our database. They include Investec, Aviva and Schroders.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| investec.com | 1974 | London, United Kingdom | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | ||
| aviva.com | 1696 | London, United Kingdom | 27,873 | Insurance and asset management services are offered in multiple regions. | ||
| schroders.com | 1804 | London, United Kingdom | 249 | Investment management and wealth management services are provided to clients. |
Detailed competitors of Nucleus Financial
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Web traffic of Nucleus Financial
The website of Nucleus Financial (nucleusfinancial.com) receives about 82.7K visits a month and ranks #455,344 among all websites worldwide, #5,658 in Financial Planning and Management.
- Monthly visits82.7K
▲ 37% vs previous month
- Unique visitors14.7K
per month
- Global rank#455,344
among all websites
- Category rank#5,658
Finance · Financial Planning and Management
- Bounce rate49%
- Pages per visit3.7
- Average visit1 min 38 sec
- DevicesDesktop 52% · Mobile 48%
Websites whose visitors overlap most with Nucleus Financial. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| ascentric.co.uk | 100% | View details | |||
| jameshay.co.uk | 90% | 12.4K | #1,312,396 | View details | |
planwithvoyant.co.uk | planwithvoyant.co.uk | 82% | #267,021 | – | |
| novia-financial.co.uk | 76% | 54.3K | #586,524 | View details | |
| nucleuscommercialfinance.com | 75% | 6.7K | #3,024,594 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 24 similar websites and full traffic analytics for Nucleus Financial
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- 24 similar websites
- Audience overlap
- Engagement analytics
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Top companies in Asset Management
3 companies that operate in the same segment as Nucleus Financial (Asset Management) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | USD 6.37 B | 7,550 | ||
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | USD 141.4 B | 211,000 | ||
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | USD 78.79 B | 29,090 |
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Related news about 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 CEO of Nucleus Financial, as recorded in our data. They have also founded this company.
Nucleus Financial has 761 employees.
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 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.
Nucleus Financial operates through Nucleus Financial Services Limited.
Yes. Nucleus Financial was acquired by James Hay in February 2021.