Our story
Before Nucleus the wrap market was dominated by product providers and fund managers…
… we introduced a model that would change the landscape forever and turn the investment market on its head.
It’s been 10 years since we kicked off with seven founding firms, a couple of desks, a load of late nights and a lot of unknowns. Now we’re a strong brand, backed by continued financial success and we owe this to our dynamic audience. There have been lots of milestones and happy memories along the way. Here are just a few.
2018
July
We were admitted to the AIM market and became a public listed company.
June
We scooped a double at the 2018 Money Marketing Awards where we won awards for best platform and best platform innovation.
2017
We hit £14bn of assets
December
We said goodbye to our offices at Thistle Street Lane as we moved to our new modern office space at Blenheim Place.
September
We won Platform of the year for a second time running at the Schroder UK Platform Awards.
2016
September
We scooped three awards at the Schroders UK Platform Awards, picking up Platform of the year, leading innovation and best investment management platform. What a night!
June
We’re 10! We’re now a little tribe of 172 people looking after nearly £10bn of assets across almost 80,000 clients.
April
We announce our best financial results yet. Pre-tax profits jump 92% to £4.8m. Narrate wins the award for ‘Best financial services product/service’ at the ScotlandIS DigiTech awards.
2015
October
We’re working with 400 firms and a total of 70,000 clients.
September
We hit the £9bn AUA mark.
August
We launched Narrate – our transaction-based performance reporting tool.
January
This month we hit £8bn AUA. We also launched illuminate.
2014
December
We’re ranked in the London Stock Exchange’s 1000 companies to inspire Britain for the first time.
November
Adelp Financial Solutions Ltd is our 300th firm.
September
We win best use of technology at Aberdeen UK Platform Awards and ee hit £7bn AUA.
July
We upgrade to brand new technology.
January
We’re working with 50,000 clients.
2013
October
We smash through the £6bn mark.
June
Our 200th firm to join the platform is Green Sky Wealth.
March
We now have 40,000 clients.
February
On the same day as our annual strategy event we hit the £5bn mark.
2012
December
We are ranked in the Sunday Times top 100 best small companies to work for.
September
We hold our first practice development group.
July
We break through the £4bn AUA barrier.
April
We’ve made it! We make our first profit – it’s only £31k but we’re on our way…
February
The 100th firm to join Nucleus is Focus Financial Management. We’re now working with 30,000 clients.
2011
September
We win the Aberdeen Platform of the Year award.
July
We launch our General (gross) account and hit £3bn AUA.
March
Our first £150m month. We also now have 20,000 clients.
2010
December
We are now debt-free thanks to a successful capital raising process.
August
We hit £2bn AUA and moved into Thistle St Lane NW.
March
Our first cash positive month.
2009
October
We have our first £50m month.
November
We hit £1bn AUA.
2008
November
We hold our first platform development group.
October
We hold our first user sessions.
July
We introduce model portfolio self-service.
May
We sign up our 50th firm – Sigma Asset Management Ltd.
2007
August
The first £100 million goes on the platform.
July
The total number of advisers using us reaches 20.
February
We hold our first annual strategy event.
2006
December
The Nucleus wrap platform goes live.
June
We secure funding to start Nucleus.