5 years ago

Third Financial Secures £7 Million Majority Investment from Grafton Capital

  • Third Financial, a London-based investment platform and software provider, received a £7m majority investment from Grafton Capital

  • The deal follows previous investment rounds in 2015, 2016, and 2019 to support the expansion of Third Financial's infrastructure and outsourcing platform

  • This latest round will see a focus on accelerating the growth of the platform while meeting the evolving demands of the market

  • Third Financial provides investment firms with software, custodial, and outsourcing services

  • Its latest offering combines the established Tercero system with a client-focused outsourcing and custodial operation

  • The technology also enables them to launch a white-labelled direct-to-consumer investment platform, or to incorporate the service within their own client-facing app via a comprehensive set of APIs.

      • ProblemFinancial Services

      "Merging financial platforms for wealth managers with outsourcing and custodial services"

      Solution

      "An integrated CRM and portfolio management system, outsourcing, and custodial operation with APIs for wholesale or D2C platforms"

      Covered on