Company profile: FNZ
1.1 - Company Overview
Company description
- Provider of a global end-to-end wealth management platform integrating technology, business and investment operations for financial institutions. Capabilities span financial planning, trade execution, custody and workplace retirement, delivered via cloud-native, API-enabled infrastructure with hyper-personalization, automation, regulatory compliance, a model marketplace, and FNZ Connect for digital experiences and automated workflows.
Products and services
- Wealth Management Platform: An end-to-end platform integrating modern technology, business, and investment operations, supporting financial planning, trade execution, custody, private banking, and workplace retirement
- FNZ Connect: An API-enabled platform that architects personalized digital experiences and automates workflows for financial institutions across the wealth management spectrum
- Regulatory Compliance: A compliant system that monitors regional regulations and delivers consulting services, helping institutions maintain adherence across jurisdictions
Key contacts
🔒
🔒
Financial details
🔒
1.2 - Competitors and similar companies to FNZ
SpeedRoute
HQ: United States
Website
- Description: Provider of smart order routing, direct market access, infrastructure and consulting for broker-dealers, including a customizable SOR to capture liquidity and reduce costs; DMA to all US equity exchanges and floor brokers, eliminating exchange membership fees and infrastructure costs; algos (VWAP, TWAP, POV); and consulting to optimize trading and navigate complex equity markets.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full SpeedRoute company profile →
ifsam
HQ: Luxembourg
Website
- Description: Provider of a B2B fund platform offering fund dealing/execution for 135,000+ funds, global fund custody in 45 jurisdictions, trailer fee management via 350 fund providers, independent fund research, and comprehensive fund data (incl. MiFID II), plus digital solutions for automated trading and fund unit transfers (ifsam-online, FreeDel) for financial and insurance firms, asset managers, and fund distributors globally.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full ifsam company profile →
FundRock
HQ: Luxembourg
Website
- Description: Provider of independent third-party UCITS management and AIFM services for Luxembourg, Ireland and UK funds, delivering governance, risk management, oversight and compliance. Offers AIFM ManCo across private equity, real estate, debt, fund of funds and hedge strategies; UCITS ManCo solutions; fund management and administration in Guernsey; fund hosting and execution in New Zealand; portfolio hosting for hedge and unit trust portfolios in South Africa.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full FundRock company profile →
Multifonds
HQ: Luxembourg
Website
- Description: Provider of an award-winning, multi-jurisdictional, multi-asset-class investment fund software platform offering three fully integrated products, serving clients in more than 30 regulatory fund jurisdictions, including leading custodian banks, fund administrators and top-tier asset managers.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Multifonds company profile →
Bankaholic
HQ: United States
Website
- Description: Provider of a financial portal offering consumers interest rates, credit card reviews, insurance quotes, and personal finance tips.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Bankaholic company profile →
🔒
2.M&A buyers
2.1 Potential strategic acquirers in the sector
🔒
🔒
🔒
🔒
View all strategic buyers with complete profiles
Start Free Trial →
2.2 - Strategic buyer groups for FNZ
🔒
Buyer group 1: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔒
Buyer group 2: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔒
Buyer group 3: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔓 Unlock all detailed buyer group breakdowns with complete company profiles
Start Free Trial →
3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to FNZ
2.2 - Growth funds investing in similar companies to FNZ
🔒
View all growth equity funds with complete profiles
Start Free Trial →
4 - Top valuation comps for FNZ
4.2 - Public trading comparable groups for FNZ
🔓 Unlock all public trading comparable groups with complete valuation data
Start Free Trial →