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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 the world’s leading financial institutions, with over US$2.2 trillion in assets on platform (AoP). Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.

Our purpose

We are wealth’s growth platform

Banks, wealth managers, insurance companies 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 clients to deliver frictionless wealth management.

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Local business on a global platform

Our clients 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 client partnerships

Banks
Wealth Managers
Asset Managers
Insurance Groups

Santander

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.

CFS

Colonial First State (CFS) is a diverse superannuation, retirement and investment business that manages and administers over AUD150 billion on behalf of almost one million Australians.

Vanguard

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

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 leading financial institutions

  • aberdeen
  • Aviva
  • Barclays
  • BMO
  • CFS
  • Lloyds Bank
  • Quilter
  • Raymond James Canada
  • Santander
  • Swedbank
  • UniCredit
  • Vanguard

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

Careers

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

Why FNZ

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

Innovation

Innovate without complexity. FNZ helps financial institutions scale faster through a unified, modular platform that consolidates fragmented systems, streamlines processes across advice, onboarding, and portfolio management, and accelerates delivery. By removing operational friction, we unlock growth and enterprise-wide efficiency.

Growth

Your growth is our growth. We align solutions with your outcomes - not just as a vendor, but as a committed partner. With clear regional strategies, ongoing investment in technology and operations, and go-to-market plans designed for sustainable revenue, FNZ focuses on delivering measurable impact where it matters most.

Data, analytics & AI

Leverage FNZ’s extensive data assets to deliver market-leading services, giving clients real-time access, streamlined bookkeeping, and operational reporting. Advanced analytics, powered by traditional data science, machine learning, and generative AI, drive deeper, actionable insights.

Productivity

Do more with less effort. FNZ automates workflows, reduces manual tasks, and lowers error rates so teams can focus on client value. Structured meeting follow-ups and advisor-centric copilots enhance efficiency, while regional plans target productivity gains across technology, operations, and delivery for smoother execution and better results.

Client journey

From intent to outcomes, repeatably. Our client-centric delivery framework transforms strategic intent into scalable solutions through a proven 10-stage lifecycle, ensuring predictable scope, governance, and continuous value. FNZ Atlas anchors prioritization and iterative validation, enabling faster delivery, higher quality, and lower costs over time.

Reduced costs

Lower cost to serve. Higher operating leverage. FNZ reduces complexity and cost by consolidating platforms, standardizing processes, and embedding automation - validated through client success stories and independent industry benchmarks.

Time to value

Go live faster. Scale smarter. FNZ’s modular, composable solutions integrate quickly into any ecosystem while retaining flexibility to grow. Our repeatable delivery engine and reusable components accelerate deployment and validation, turning business intent into outcomes at pace.

For more information, reach out today.