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.

    Today

    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.