Nucleus Group

Nucleus Group is one of the United Kingdom's leading independent groups for investment platforms, products and wealthtech software. The company is building a retirement-focused adviser platform group serving the advice sector, working with advisory and investment management firms of all sizes. Its sole focus is on the advice sector: the group has no vertical integration and operates no investment funds or investment solutions of its own.

The group comprises six platforms and wealthtech businesses. Nucleus Wrap is an adviser platform that allows financial advisers to manage all of a client's investments in one place. James Hay provides access to products including ISAs and pensions, with investment options spanning funds, equities and bonds. Curtis Banks is focused on pensions and retirement, while Talbot and Muir provides bespoke platform solutions. On the software side, Dunstan Thomas and Third Financial are wealthtech products within the group.

Across these businesses, Nucleus Group covers technical domains including wealthtech software, investment platform technology, fintech, pensions and retirement technology and investment administration software. The group describes itself as the only large-scale group offering a comprehensive range of bespoke platform solutions, tailored to evolving client needs, with an emphasis on delivering operational efficiency so that adviser firms can grow.

Operating across the United Kingdom, the group combines what it characterises as the agility of a fintech with the size, substance and scale of a major regulated financial services business. Its stated strategic ambition is a retirement-focused platform group for the advice sector.