Nucleus Financial - Crunchbase Company Profile & Funding

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Overview

Nucleus Financial

Growth Score

60

Heat Score

34

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

See more interactive data and historical milestones on desktop for the best experience

About Nucleus Financial

CB Rank

4023723

Nucleus is a software platform that allows financial advisors to manage and customize their clients' investments.

Acquired by

HPS Investment Partners

Founded

obfuscation

Public

Edinburgh, Edinburgh, City of, United Kingdom

nucleusfinancial.com/

Enterprise Software

Financial Services

Key People

Andrew Smith: CTO
Past Role: AXA Wealth Europe, Platform COO
Richard Warner: Chief Operating Officer
Past Role: LV=, Chief Operating Officer

Details

Legal Name

Nucleus Financial Platforms group

Also Known As

Nucleus Financial

Operating Status

Active

Number of Exits

obfuscation

Stock Symbol

Company Type

For Profit

Founders

About the Company

Nucleus is a software platform that allows financial advisors to manage and customize their clients' investments. It provides alerts, analysis, and reporting on client data and portfolios. Nucleus was founded in 2016 and headquartered in Edinburgh, City of, United Kingdom.

Phone Number

01312269800

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Nucleus Wrap

A financial planning platform for smaller and medium-sized advice firms to manage clients' investments and savings.

James Hay Online

A retirement platform tailored for larger financial advisory businesses to administer pensions and investments.

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Financials

Investments

Investment Breakdown

Number of Investments

Number of Exits

obfuscation

Number of Acquisitions

See investment data for this company, with details on deal size, industry, stage, and more.

Announced Date	Organization Name	Lead Investor	Funding Round	Money Raised
obfuscated obfuscation	FNZ	—	Private Equity Round - FNZ	obfuscated obfuscation
obfuscated obfuscation	FNZ	—	Private Equity Round - FNZ	obfuscated obfuscation
obfuscated obfuscation	FNZ	—	Private Equity Round - FNZ	obfuscated obfuscation
obfuscated obfuscation	FNZ	—	Private Equity Round - FNZ	obfuscated obfuscation
obfuscated obfuscation	FNZ	—	Private Equity Round - FNZ	obfuscated obfuscation

Investment Breakdown

Number of Investments

Number of Exits

obfuscation

Number of Acquisitions

See investment data for this company, with details on deal size, industry, stage, and more.

Announced Date	Organization Name	Lead Investor	Funding Round	Money Raised
obfuscated obfuscation	FNZ	—	Private Equity Round - FNZ	obfuscated obfuscation
obfuscated obfuscation	FNZ	—	Private Equity Round - FNZ	obfuscated obfuscation
obfuscated obfuscation	FNZ	—	Private Equity Round - FNZ	obfuscated obfuscation
obfuscated obfuscation	FNZ	—	Private Equity Round - FNZ	obfuscated obfuscation
obfuscated obfuscation	FNZ	—	Private Equity Round - FNZ	obfuscated obfuscation

M&A Details

Nucleus Financial

was bought out by

HPS Investment Partners

on

obfuscation

.

Transaction Name

Nucleus Financial acquired by HPS Investment Partners

Acquired by

HPS Investment Partners

Announced Date

obfuscation

Market Intelligence

People

View Profiles & Contacts

Headcount

Employee Profiles

Contacts

Employee Profiles

Andrew Smith CTO
Richard Warner Chief Operating Officer
Alastair Clarkson Chair of Risk Committee
Adam Smith Director

News

News and Press

News•

Jul 15, 2025

obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated

News•

Oct 21, 2024

obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated

News•

Sep 27, 2024

obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated

News•

Sep 10, 2024

obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated

Access a complete feed of recent news and press, from product launches to leadership changes.

Technology

View Tech Report

Monthly Web Visits

87,983

53.67%

in past month

IT Spend

$3.9M

This year,

Nucleus Financial

is projected to spend

on IT, according to Aberdeen.

Interest Signals

Topic	Surge Score
LinkedIn	94
YouGov	87
Drift as Code	87

Actively Used Products

33

Nucleus Financial

uses

33

technology products and services including

,

, and

Microsoft Outlook

, according to G2 Stack.

Active Website Tech Count

31

Nucleus Financial

is actively using

31

technologies for its website, according to BuiltWith. These include

,

, and

Mobile Non Scaleable Content

.

Lists Featuring This Company

Lists Featuring This Company

Finance Acquired Companies With More Than $10M in Revenue

825 Number of Organizations • $148.4B Total Funding Amount • 1,904 Number of Investors

Edinburgh Investors

108 Number of Organizations • $1.8B Total Funding Amount • 43 Number of Investors

FinTech Acquired Companies With More Than 100 Employees

476 Number of Organizations • $88.1B Total Funding Amount • 2,673 Number of Investors

FinTech Companies With More Than $100M in Revenue

792 Number of Organizations • $500.4B Total Funding Amount • 7,128 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Nucleus Financial

's headquarters?

Nucleus Financial

is located in

Edinburgh, Edinburgh, City of, United Kingdom

.

Who are

Nucleus Financial

's competitors? Alternatives and possible competitors to

Nucleus Financial

may include

,

Hartley Pensions

, and

.