Nucleus

Edinburgh

A client-first approach

We are the only adviser-owned platform in the UK – this means anything we do is according to their interests. We’re also one of the UK’s fastest growing platforms and used by more than 400 adviser firms seeking to create better financial outcomes for their clients.

By adopting an innovative approach and challenging the status quo we have been able to build a strong brand that is backed by financial success. We now manage over £13bn of assets, hold 7.4% market share of the wrap-advised market, and employ 192 people.

Benefits of working with Nucleus include:

  • Control: We’re the only wrap platform that’s owned, built and driven by advisers. This means that any developments we make are designed to support advisers in their business.
  • Choice: We offer access to a wide range of tax wrappers and a completely unbiased choice of over 6,500 investments.
  • Influence: Nucleus users are a community of like-minded people who meet regularly to share best practice, discuss issues affecting the industry or gain CPD.
  • Support: Nucleus users benefit from a range of business development support. From bespoke training on how to use the platform, to broader support in growing their business for example access to professional development tools or recruitment.
  • Future proofed: We’re built on next-generation technology, which allows us to scale the business for the next decade and beyond.

The story

Nucleus was founded in 2006 and is a multi award-winning online platform that allows financial advisers to manage their clients’ investments all in one place. Our platform is built on next generation technology, which means that unlike many of our competitors, we’re not tied to legacy systems but are instead set up for infinite scalability.

Overview

  • Funding Stage 8
  • Trading for 11-15 years
  • Employees 100-200
  • Sector Investment platform
  • Valuation N/A

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