Nucleus Financial Platforms Limited
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Nucleus Financial Platforms Limited - overview
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
Primary Industry
Financial Services
Sub Industries
e-Financial
Website
www.nucleusfinancial.com/
Verticals
FinTech
Company Stage
Mature - Buyout
Total Amount Raised
Subscriber access only
Nucleus Financial Platforms Limited - timeline of key events
Nucleus Financial Platforms Limited - financials
| Fiscal Year Ended | Dec 31, 2012 | Dec 31, 2013 | Dec 31, 2014 | Dec 31, 2015 | Dec 31, 2016 | Dec 31, 2017 | Dec 31, 2018 | Dec 31, 2019 | Dec 31, 2020 | Dec 31, 2021 | Dec 31, 2022 | Dec 31, 2023 | Dec 31, 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue (USD) | 13,641,555 | 18,764,827 | 23,604,193 | 28,956,914 | 33,280,687 | 40,365,000 | 49,405,000 | 51,517,000 | 51,809,000 | 37,447,000 | - | - | - |
| % Revenue Growth (YoY) | - | 37.6% | 25.8% | 22.7% | 14.9% | 21.3% | 22.4% | 4.3% | 0.6% | (27.7%) | - | - | - |
| EBITDA (USD) | 126,467 | 1,608,377 | 2,634,123 | 4,976,225 | 4,579,143 | 5,528,000 | 6,234,000 | 8,206,000 | 5,201,000 | 420,000 | - | - | - |
| Operating Income (USD) | 17,875 | 1,466,328 | 2,476,250 | 4,793,652 | 4,316,814 | 5,118,000 | 5,649,000 | 7,104,000 | 4,158,000 | (273,000) | - | - | - |
| Operating Margin | 0.1% | 7.8% | 10.5% | 16.6% | 13.0% | 12.7% | 11.4% | 13.8% | 8.0% | (0.7%) | - | - | - |
| % EBITDA Margin | 0.9% | 8.6% | 11.2% | 17.2% | 13.8% | 13.7% | 12.6% | 15.9% | 10.0% | 1.1% | - | - | - |
| NET Income (USD) | 137,762 | 1,719,382 | 2,478,200 | 4,300,354 | 3,387,184 | 4,111,000 | 4,756,000 | 5,953,000 | 3,178,000 | (517,000) | - | - | - |
| % Net Margin | 1.0% | 9.2% | 10.5% | 14.9% | 10.2% | 10.2% | 9.6% | 11.6% | 6.1% | (1.4%) | - | - | - |
Nucleus Financial Platforms Limited - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on, Trade Sale | Completed | Third Financial Software Ltd | - | ||||||||
| Add-on | Completed | Curtis Banks Limited | - | ||||||||
| Secondary Buyout | Completed | Nucleus Financial Platforms Limited | - | ||||||||
| Add-on, Public to Private, Trade Sale | Completed | Nucleus Financial Platforms Limited | - | ||||||||
| IPO | Completed | Nucleus Financial Platforms Limited | - |
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Nucleus Financial Platforms Limited - employee data
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