Third Financial is an innovative investment platform and software provider – ‘the fintech behind the fintechs’. Its infrastructure and outsourcing platform sits behind many of the UK’s leading wealth managers, IFA networks, family offices and disruptive fintech firms. Third Financial offers clients tailored solutions through its market-leading wealth management software, Tercero and having an experienced operations team on hand.
Nucleus Financial acquired Third Financial in June 2024, for an undisclosed sum.
Grafton Capital had taken majority ownership of the business in 2020, having originally invested in 2015 and followed our money in order to support the growth of the business.
Grafton Capital has brought immense value to Third Financial. They bring a sensible sounding board for ideas, independent thinking and very valuable experience. We wouldn’t be where we are today without them.