Nucleus Financial Platforms Limited Asset Profile

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Year established

2006

Location

Salisbury UK

Primary Industry

Financial Services

About

Founded in 2006 and based in Salisbury, UK, Nucleus Financial Platforms Limited operates as a platform that allows financial advisers to centralise their operations and reach consumers. The company was listed on the London Stock Exchange's Alternative Investments Market (AIM) in 2018. In February 2024, Nucleus Financial Platforms Limited, a portfolio company of Epiris and HPS Investment Partners, agreed to acquire Third Financial Software Ltd. from Grafton Capital. Nucleus interfaces advisors with individual investors, allowing for more visibility on portfolios and empowering advisors. The product is accessible through a web browser or a mobile application. Nucleus offers six different types of accounts, based on customer requirements, regulatory restrictions, and tax exemptions. The account types are: pension, general, ISA, onshore bond, offshore bond, and under-18. The February 2024 acquisition enables the organization to expand its platform solutions.

Current Investors

Sanlam Investments

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Primary Industry

Financial Services

Sub Industries

e-Financial

Website

www.nucleusfinancial.com/

Verticals

FinTech

Company Stage

Mature - Buyout

Total Amount Raised

Subscriber access only

Deals

Deals Type
Add-on, Trade Sale
Add-on
Secondary Buyout
Add-on, Public to Private +1 more
IPO

Deal Status	Target (s)	Deal Date
Announced	Third Financial Software Ltd	09 Feb 2024
Completed	Curtis Banks Limited	06 Jan 2023
Completed	Nucleus Financial Platforms Limited	29 Mar 2022
Completed	Nucleus Financial Platforms Limited	09 Feb 2021
Completed	Nucleus Financial Platforms Limited	26 Jul 2018

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