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 20 million people from all wealth segments to invest in their future.Our purpose
Independent wealth managers
Assets under administration (USD)
Local business on a global platform
Our customer partnerships
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.
Trusted by 650+ financial institutions and 12,000+ independent wealth managers
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.
Our open-platform environment enables customers to dynamically compose hyper-personalized digital experiences across the entire wealth continuum - at tremendous scale. Our digital-native technology helps advisors and asset managers extend their platform with third-party apps and APIs to create differentiated end-investor experiences.
FNZ deploys extreme automation on behalf of our customers, enabling scale in back and middle office and investment operations activities. With repeatable tasks all automated, our customers can focus resources on bringing their unique investor and advisor proposition to life.
Partnership for growth
We are trusted and true partners in our customers' growth. Our customers own the platform experience, ensuring their value proposition and branding shine. It's as if we don't exist. We like to say when our customers win, we win. And our fee model is based on AUA, so we are linked to our customers' success over the long term and costs become more predictable.
We are regulated in most of the regions where we operate, with new entities added as we expand, so customers are assured they work within a compliant system. Our monitoring program develops annual plans that can include upcoming or in-progress regulatory changes by region, approved by local executive and relevant board committees.
Frictionless value chain
We have removed friction from the fragmented wealth management value chain, connecting asset managers with financial advice systems. This integrates manufacturing with distribution, using technology to help construct and deliver personalized portfolios.
Our platform integrates modern technology, business and investment operations, and infrastructure all in one seamless experience. This enables our customers to personalize and accelerate differentiation of their brand, while we scale and operationalize tasks that can be automated.