FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. We partner with over 650 financial institutions and 12,000 wealth managers, with US$2+ trillion in assets on platform. Together with our customers, we help over 26 million people from all wealth segments to invest in their future.

  • B2B
  • AI/ML
  • Cloud Infrastructure
  • Wealth Management
  • Wealthtech
  • Financial Services

1

Round

1

Industry

5

Tags

Sep 1, 2026

Latest raise

Funding activity · 1 round

Raise timeline

  1. Sep 1, 2026

    $450M

    Series C+

    • La Caisse
    • Generation Investment Management
    • Canada Pension Plan Investment Board
    • Motive Partners

    Article coming soon.

Pricing

Research FNZ — then scale the playbook

Public hubs orient you on the raise. Paid plans unlock live AI adoption signals across your market.

Enterprise

Custom pricing for unlimited scale. Let's talk.

Contact sales

Growth plan

For individuals and small teams getting started with AI buyer intelligence.

$149

/month

Features

  • Access to core AI adoption signals
  • 3–5 curated slices per week
  • 30–60 companies / week
  • AI Adoption Score
  • Deal-ready insights (why + pitch angle)
  • Basic filters (recency, slice, score)
  • CSV export
Most popular

Pro plan

For outbound teams and agencies that need more coverage and faster signal cadence.

$249

/month

Features

  • Everything in Growth, plus:
  • Full access to all slices
  • 60–120 companies / week
  • Higher-frequency signal updates
  • Priority / early signals (before Growth)
  • Advanced filters (industry, size, use case)
  • Deeper company insights
  • Faster export + bulk workflows

Act on this raise

See if FNZ is moving on AI

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