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FNZ and AJ Bell Extend Long-Term Partnership with New 10-Year Agreement
September 18 2025
FNZ, the global wealth management platform, and AJ Bell, one of the UK’s leading investment platforms, today announced a new 10-year agreement, further strengthening their successful partnership that has been in place since 2009.
UniCredit Selects FNZ to Transform Its Securities Services Offering
September 8 2025
FNZ and UniCredit, one of Europe’s leading banks, have entered into a long-term strategic partnership to evolve the bank’s securities services offering.
FNZ Appoints Ryan Beach as Group Head of North America and Peter Hiom as Group Head of Markets
September 5 2025
FNZ, the leading global wealth management platform, has announced two executive committee appointments as part of its continued investment in sustainable growth and long-term client success.
FNZ Reaches Record Milestone of US$2 Trillion in Assets on Platform
August 21 2025
FNZ, the global wealth management platform, has today announced that it has reached a record milestone of US$2 trillion in Assets on Platform.
FNZ Launches Advisor AI to Redefine Advisor Productivity and Scale Personalized Advice
August 19 2025
FNZ has launched Advisor AI, a generative AI solution embedded directly into their wealth management platform
FNZ Announces Strategic Partnership with Microsoft to Accelerate the Transformation of the Wealth Management Industry
July 28 2025
FNZ, a leading end-to-end wealth management platform has today announced a global, five-year strategic partnership with Microsoft to transform the wealth management industry through technology, innovation and AI-driven digital solutions.
Raymond James Ltd. Announces Strategic Investment in Next-Generation Wealth Management Platform
June 25 2025
Raymond James Ltd., the largest independent financial services firm in Canada, today announced a strategic partnership with FNZ, a global wealth management platform provider, to deliver its next-generation wealth management platform. Under the agreement, Raymond James Ltd. will make a significant investment to accelerate the digital transformation of its wealth management infrastructure and elevate the advisor and client experience nationwide.
FNZ Raises US$500 Million in New Capital From Existing Shareholders to Support Long-term Sustainable Growth
April 7 2025
FNZ, the leading global end-to-end technology platform serving wealth and asset management businesses, today announces it has secured US$500 million in new equity funding.
FNZ Appoints Enrique Sacau as CEO for Europe
June 27 2024
FNZ, the global wealth management platform, is delighted to announce the appointment of Enrique Sacau […]
FNZ Launches FNZ Yield Plus Notes, an Innovative Cash Alternative Solution for Professional Investors
July 17 2023
FNZ, the global wealth management platform, has launched FNZ Yield Plus notes to provide professional […]
FNZ launches transformative benefits package to drive diversity and support employees globally
March 6 2023
FNZ, the leading global wealth management platform, is delighted to announce the launch of a […]
FNZ to Acquire Specialist Wealthtech Provider DIAMOS to Continue to Open Up Wealth in Germany
September 8 2022
FNZ, the global wealth management platform, today announced that it has agreed to acquire DIAMOS […]
FNZ Acquires Swiss Private Banking Technology Company New Access to Open Up Wealth Together
July 20 2022
FNZ, the global wealth management platform, has acquired New Access, a specialized private banking technology […]
FNZ makes investment in GIST to accelerate sustainable investing globally
May 17 2022
FNZ, the leading global wealth management platform, today announced that it has made a strategic […]
FNZ raises US$1.4bn in new capital from CPP Investments and Motive Partners
February 11 2022
FNZ, the global wealth management platform, today announces that it has secured US$1.4 billion in […]
Colonial First State selects FNZ to deliver its platform transformation
February 4 2022
Colonial First State (CFS) announces a major revamp of its wrap business, with a new wrap […]
FNZ to Acquire Appway to Accelerate Financial Institutions’ Digital Transformation and Open-Up Wealth Together
December 7 2021
FNZ, the leading global wealth management platform, today announced that it has agreed to acquire […]
FNZ and AJ Bell Extend Long-Term Partnership with New 10-Year Agreement
September 18 2025
FNZ, the global wealth management platform, and AJ Bell, one of the UK’s leading investment platforms, today announced a new 10-year agreement, further strengthening their successful partnership that has been in place since 2009.
UniCredit Selects FNZ to Transform Its Securities Services Offering
September 8 2025
FNZ and UniCredit, one of Europe’s leading banks, have entered into a long-term strategic partnership to evolve the bank’s securities services offering.
FNZ Reaches Record Milestone of US$2 Trillion in Assets on Platform
August 21 2025
FNZ, the global wealth management platform, has today announced that it has reached a record milestone of US$2 trillion in Assets on Platform.
FNZ Launches Advisor AI to Redefine Advisor Productivity and Scale Personalized Advice
August 19 2025
FNZ has launched Advisor AI, a generative AI solution embedded directly into their wealth management platform
FNZ Announces Strategic Partnership with Microsoft to Accelerate the Transformation of the Wealth Management Industry
July 28 2025
FNZ, a leading end-to-end wealth management platform has today announced a global, five-year strategic partnership with Microsoft to transform the wealth management industry through technology, innovation and AI-driven digital solutions.
Raymond James Ltd. Announces Strategic Investment in Next-Generation Wealth Management Platform
June 25 2025
Raymond James Ltd., the largest independent financial services firm in Canada, today announced a strategic partnership with FNZ, a global wealth management platform provider, to deliver its next-generation wealth management platform. Under the agreement, Raymond James Ltd. will make a significant investment to accelerate the digital transformation of its wealth management infrastructure and elevate the advisor and client experience nationwide.
FNZ Appoints Enrique Sacau as CEO for Europe
June 27 2024
FNZ, the global wealth management platform, is delighted to announce the appointment of Enrique Sacau […]
FNZ launches transformative benefits package to drive diversity and support employees globally
March 6 2023
FNZ, the leading global wealth management platform, is delighted to announce the launch of a […]
FNZ to Acquire Specialist Wealthtech Provider DIAMOS to Continue to Open Up Wealth in Germany
September 8 2022
FNZ, the global wealth management platform, today announced that it has agreed to acquire DIAMOS […]
FNZ Acquires Swiss Private Banking Technology Company New Access to Open Up Wealth Together
July 20 2022
FNZ, the global wealth management platform, has acquired New Access, a specialized private banking technology […]
Colonial First State selects FNZ to deliver its platform transformation
February 4 2022
Colonial First State (CFS) announces a major revamp of its wrap business, with a new wrap […]
FNZ to Acquire Appway to Accelerate Financial Institutions’ Digital Transformation and Open-Up Wealth Together
December 7 2021
FNZ, the leading global wealth management platform, today announced that it has agreed to acquire […]
