Nucleus Financial Platforms Limited Asset Profile

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Year established

2006

Location

Salisbury UK

Primary Industry

Financial Services

About

Founded in 2006 and based in Salisbury, UK, Nucleus Financial Platforms Limited operates as a platform that allows financial advisers to centralise their operations and reach consumers. The company was listed on the London Stock Exchange's Alternative Investments Market (AIM) in 2018. In February 2024, Nucleus Financial Platforms Limited, a portfolio company of Epiris and HPS Investment Partners, agreed to acquire Third Financial Software Ltd. from Grafton Capital. Nucleus interfaces advisors with individual investors, allowing for more visibility on portfolios and empowering advisors. The product is accessible through a web browser or a mobile application. Nucleus offers six different types of accounts, based on customer requirements, regulatory restrictions, and tax exemptions. The account types are: pension, general, ISA, onshore bond, offshore bond, and under-18. The February 2024 acquisition enables the organization to expand its platform solutions.

Current Investors

Sanlam Investments

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Primary Industry

Financial Services

Sub Industries

e-Financial

Website

www.nucleusfinancial.com/

Verticals

FinTech

Company Stage

Mature - Buyout

Total Amount Raised

Subscriber access only

Timeline of Key Events

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Financials

Fiscal Year Ended
Revenue (USD)
% Revenue Growth (YoY)
Operating Income (USD)
Operating Margin
EBITDA (USD)
% EBITDA Margin
NET Income (USD)
% Net Margin

31 Dec 2012

13,641,555

17,875

0.1%

126,467

0.9%

137,762

31 Dec 2013

18,764,827

37.6%

1,466,328

7.8%

1,608,377

8.6%

1,719,382

9.2%

31 Dec 2014

23,604,193

25.8%

2,476,250

10.5%

2,634,123

11.2%

2,478,200

10.5%

31 Dec 2015

28,956,914

22.7%

4,793,652

16.6%

4,976,225

17.2%

4,300,354

14.9%

31 Dec 2016

33,280,687

14.9%

4,316,814

13%

4,579,143

13.8%

3,387,184

10.2%

31 Dec 2017

40,365,000

21.3%

5,118,000

12.7%

5,528,000

13.7%

4,111,000

10.2%

31 Dec 2018

49,405,000

22.4%

5,649,000

11.4%

6,234,000

12.6%

4,756,000

9.6%

31 Dec 2019

51,517,000

4.3%

7,104,000

13.8%

8,206,000

15.9%

5,953,000

11.6%

31 Dec 2020

31 Dec 2021

31 Dec 2022

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Deals

Deals Type
Add-on, Trade Sale
Add-on
Secondary Buyout
Add-on, Public to Private +1 more
IPO

Deal Status	Target (s)	Deal Date
Announced	Third Financial Software Ltd	09 Feb 2024
Completed	Curtis Banks Limited	06 Jan 2023
Completed	Nucleus Financial Platforms Limited	29 Mar 2022
Completed	Nucleus Financial Platforms Limited	09 Feb 2021
Completed	Nucleus Financial Platforms Limited	26 Jul 2018

Displaying 1-5 of 6

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