Third Financial is a leading investment platform and wealth management software provider, offering front-to-back solutions for discretionary wealth managers, multi-family offices, and adviser consolidators. Grafton Capital first invested in Third Financial in 2015 and subsequently increased its position, taking majority control in 2020.
During Grafton’s ownership, Third Financial experienced significant growth, becoming a major player in the wealth management sector. Under the leadership of CEO Ian Partington, the business was transformed, delivering innovative solutions and exceptional service to its clients.
In June 2024, Third Financial was acquired by Nucleus Financial, further enhancing Nucleus’s ‘adviser-as-a-platform’ offering. Ed Barroll Brown, Managing Partner at Grafton Capital, remarked: “We are delighted with the successful exit and the tremendous journey of Third Financial. Our partnership over the past 9 years has been a great success, and we wish the team and Nucleus the best in their future endeavors.”
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.