Global wealth management platform FNZ has raised $650 million in new equity funding from its existing institutional shareholders to bolster its long-term business strategy and global expansion. The funding round demonstrates strong confidence in the company’s leadership team, technological innovation, and strategic vision for the future of wealth management.
The investment is backed by major global investors, including La Caisse, Generation Investment Management, the Canada Pension Plan Investment Board (CPP Investments), and Motive Partners. Several of FNZ’s largest clients also participated in the raise, among them Aberdeen Group PLC, Aviva PLC, FirstCape, Ninety One, and Nucleus Financial Platforms. Their participation reflects widespread confidence in FNZ’s ability to continue modernizing the global wealth management industry through its technology-driven solutions.
The new capital strengthens FNZ’s credit position and provides the company with additional flexibility to invest in technology, talent, and product innovation. These investments will help accelerate FNZ’s long-term goal of delivering sustainable growth and improving client outcomes across its global network.
FNZ currently oversees US$2.1 trillion in assets on its platform, representing a five-fold increase since 2020. In 2025 alone, the company secured new mandates and renewals from top-tier financial institutions across North America, Europe, Asia Pacific, and Africa. FNZ also established a strategic partnership with Microsoft and launched proprietary AI-driven products designed to improve the efficiency and productivity of financial advisors.
Additionally, FNZ recently concluded the Section 166 review and associated Voluntary Requirement (VREQ) in the United Kingdom, following enhancements to its governance, delivery, risk management, and operational frameworks. These initiatives reflect the company’s focus on operational excellence and sustained growth.
KEY QUOTES:
“Over the past year we have created the conditions for FNZ’s long-term success: putting client delivery at the core of our plans, instilling operational discipline, and driving profitable growth. The opportunity ahead is huge and this capital allows us to grasp it with both hands.”
Blythe Masters, Chief Executive Officer, FNZ
