Founded in 2006, Nucleus Financial was created by financial advisers for financial advisers with a mission to transform the financial services industry. It operates as a wrap platform, providing advisers with the administrative and technological infrastructure needed to manage client portfolios, including pensions, ISAs, and general investment accounts, in one consolidated place. Following its acquisition by James Hay in 2021 and the subsequent acquisition of Curtis Banks Group, the company now operates as the Nucleus Financial Platforms Group, one of the largest adviser platform groups in the United Kingdom.

Founded in

United Kingdom