About Third Financial
Third Financial is a Technology company based in London (United Kingdom) founded in 2007, and was acquired by Nucleus Financial in February 2024. Software solutions for wealth and investment managers are provided. Third Financial has raised $10.88 million across 6 funding rounds from investors including Nucleus Financial and Grafton Capital. The company has 62 employees. Third Financial was last valued at $13.4 million in September 2019. Third Financial offers products and services including Mobile App, Investment Platform, and API Services. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Suite. Its legal entity is THIRD FINANCIAL SOFTWARE LIMITED.
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.
- Headquarters London, United Kingdom
- Employees 62
- Stage Acquired
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website thirdfin.com
- Social LinkedIn X
- Acquired by Nucleus Financial (Feb 2024)
- Legal Name Third Financial Software Limited
- Date of Incorporation 07 Dec, 2007
- Jurisdiction LONDON, ENGLAND
- Annual Revenue$13.63 M (USD)34as on Dec 31, 2022
- Net Profit$2.51 M (USD)48as on Dec 31, 2022
- EBITDA$2.51 M (USD)137as on Dec 31, 2022
- Total Equity Funding$10.88M (USD)
in 6 rounds
- Latest Funding Round$1.95M (USD), Series A
Oct 2020
- InvestorsNucleus Financial
& 1 more
- Employee Count62
- Acquired byNucleus Financial
(Feb 2024)
Products & Services of Third Financial
Third Financial offers a comprehensive portfolio of products and services, including Mobile App, Investment Platform, and API Services.
App for quick access to client investments on iOS and Android.
Platform providing CRM and reporting for wealth management.
API for accessing services from client-facing interfaces.
Funding Insights of Third Financial
Third Financial has successfully raised a total of $10.88M across 6 strategic funding rounds. The most recent funding activity was a Series A round of $1.95 million completed in October 2020. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $10.88M
- Total Rounds 6
- Last Round Series A — $1.95M
- First Round $378,300
(Jan 2009)
- Investors Count 1
All 6 funding rounds of Third 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 |
|---|---|---|---|---|---|
| Oct 2020 | $1.95M | Series A | – | Grafton Capital | – |
| Sep 2019 | $1.6M | Series A | $13.4M | – | – |
| Nov 2017 | $987,600 | Series A | $12.82M | – | – |
| Mar 2016 | $2.15M | Series A | $••••• | Grafton Capital | – |
| Apr 2015 | $3.82M | Series A | – | Grafton Capital | – |
| Jan 2009 | $378,300 | Seed | $••••• | – | – |
| Date | Valuation | Stage |
|---|---|---|
| Sep 2019 | $13.4M | •••••••• |
| Nov 2017 | $12.82M | •••••••• |
| Mar 2016 | $••••• | •••••••• |
Full valuation and stage history of Third Financial
Every valuation point, the growth-stage changes (minicorn, soonicorn, unicorn) and the dates behind them require an active premium plan.
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Last known valuation $13.4M (Sep 2019). 2 investors in total: 2 institutional.
Investors in Third Financial
Third Financial has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Nucleus Financial and Grafton Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
VC & PE firm focused on technology companies | graftoncapital.com | London, United Kingdom | ||
Portfolio management solutions are offered to financial advisors. | 2006 | nucleusfinancial.com | Edinburgh, United Kingdom |
Investor details for Third Financial
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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People of Third Financial
12 people are tracked at Third Financial (7 in leadership, 5 in team); the tracked headcount is 62.
| Name | Role | Group |
|---|---|---|
Jack Wynn | Head, Regulated Operations | Leadership |
Michael Scott | CFO | Leadership |
Ben Woodman | Head Of Business Consultancy | Leadership |
Ross Beavis | Head Of IT | Leadership |
Will Woodward | Head, Client Services | Leadership |
Ricky Ali | Commercial Director | Leadership |
Michael Collins | Compliance Director | Leadership |
Emma Cooper | Customer Support Manager | Team |
Jamie Hutchinson | Cloud Infrastructure Engineer | Team |
Tom May | Relationship Manager | Team |
Zack McCormack | Investment Administrator | Team |
Shashank Jain | Risk And Compliance Associate | Team |
Complete people profiles for Third Financial
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Timeline of Third Financial
5 dated milestones of Third Financial across 17 years, from founding to its latest funding, stage changes and deals.
- Founded Third Financial is founded.
- Funding First funding round of $378K.
- Milestone Reaches Minicorn status.
- Funding Latest funding round, Series A, of $2.0M.
- Exit Acquired by Nucleus Financial.
Web traffic of Third Financial
The website of Third Financial (thirdfin.com) receives about 3.4K visits a month.
- Monthly visits3.4K
▼ 24.4% vs previous month
Websites whose visitors overlap most with Third Financial. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
nextwealth.co.uk | nextwealth.co.uk | 100% | #3,882,088 | – |
Top companies in Investment & Financial Technology
2 companies that operate in the same segment as Third Financial (Investment & Financial Technology) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Online data source platform for information, analytics, and solutions for governments and financial markets | 1959 | London, England, United Kingdom | USD 1.41 B | |||
AI-based platform for automated personal spend management is provided. | 2016 | London, England, United Kingdom | USD 75.78 M |
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Frequently Asked Questions about Third Financial
Third Financial was founded in 2007 and raised its 1st funding round 2 years after it was founded.
Third Financial is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.
Third Financial is a funded company, having raised a total of $10.88M across 6 funding rounds to date. The company's 1st funding round was a Seed of $378.3K, raised on Jan 2009.
Third Financial has 62 employees.
Annual revenue of Third Financial is $13.63M as on Dec 31, 2022.
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.
Third Financial offers Mobile App, Investment Platform, and API Services.
Third Financial has 2 investors. Key investors include Nucleus Financial, and Grafton Capital.
The valuation of Third Financial is $13.4M as of Sep 2019.
Third Financial operates through Third Financial Software Limited.
Yes. Third Financial was acquired by Nucleus Financial in February 2024.