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Openingup wealthtogether

Helping everyone, everywhere invest in their future, on their terms.

FNZ believes everyone can create a better life by saving, investing, and managing their money well. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.

We created wealth’s growth platform to help. We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA). Together with our customers, we help over 24 million people from all wealth segments to invest in their future.

Our purpose

We are wealth’s growth platform

Financial institutions and asset managers face complexity around technology, operations, and infrastructure. This prevents them from delivering differentiated value to end investors and advisors.

So we provide a global, end-to-end wealth management platform that integrates modern technology, business and investment operations. All in a regulated financial institution which connects to a universe of investment products.

Learn more about how we partner with customers to deliver frictionless wealth management.


End customers


Independent wealth managers


Assets under administration (USD)


Financial institutions







Local business on a global platform

Our customers benefit from the power of scale with our global, digital-first wealth management platform.

We also have regional expertise, with local data centers, client service, operations and compliance.

Our customer partnerships

Asset Managers
Investment Banks
Private Banks & Family Offices
Retail & Digital Banks
Retail Investment Manager
Workplace Retirement


UOB, a leading Asia-based asset manager, partnered with FNZ to develop a first-in-market digital solution, enabling corporate investors to access customized portfolios. They also selected FNZ to manage technology operations.


Generali, one of the world’s largest insurance companies, worked with FNZ to develop a market-leading digital proposition to engage young investors in Switzerland.


One of the largest global investment banks, UBS, worked with FNZ to upgrade its technology landscape for post-trade operations in Australia. Through this migration, UBS and FNZ aim to ensure that more end investors can access a greater variety of investments more efficiently.


Bergos, an independent Swiss private bank specializing in wealth management, successfully launched its new core banking solution in partnership with FNZ. The new Bergos Mobile App provides a range of features that allow them to manage their finances on the go.


Santander, a major global banking institution, worked with FNZ to transform a legacy wealth management proposition to a modern, direct-to-consumer experience that is fully integrated with retail banking services.


Vanguard, one of the world’s largest and most revered financial institutions, wanted to develop a more modern, intuitive digital platform. They worked with FNZ to deliver an improved direct experience while maintaining their strong brand image.


Aviva worked with FNZ to develop and integrate a customer-centric experience in an accelerated nine-month deployment, then integrated an award-winning sustainable investing solution.

Trusted by 650+ financial institutions and 12,000+ independent wealth managers

  • abrdn
  • Allianz
  • Aviva
  • Barclays
  • BMO
  • CFS
  • Envestnet
  • Lloyds Bank
  • Quilter
  • Santander
  • Swedbank
  • Vanguard

We help our customers open up wealth. For each customer, that means something a little different.


Join us as we open up wealth

At FNZ, you have the opportunity to make an impact on the world as we deliver our purpose of opening up wealth. We’re dedicated to attracting and developing the very best talent – and we have a number of exciting opportunities for people to join our global business.

Featured insights & news


We remove friction from wealth management, enabling our customers to create personalized and scalable end-investor experiences.

For more information, reach out today.