Nucleus
Delaware, United States · Financial Services
Nucleus combines the capabilities of James Hay Online and Nucleus Wrap, with the goal of making retirement more rewarding.
Key facts
- Headquarters
- Delaware, United States
- Employees
- 795
- Industries
- Financial Services
- Status
- Private
- Website
- nucleusfinancial.com
- Company page
Recent activity at Nucleus
- : Nucleus Financial Platforms Names Dave Reynolds as Chief Technology Officer
- : Nucleus Financial Appoints Dave Reynolds as Chief Technology Officer
- : Nucleus Financial Platforms Appoints Andrew Ring as Chief Financial Officer
- : Nucleus Appoints Andrew Ring as Chief Financial Officer
- : Nucleus Appoints Romain Daguet as a Founding Member of Engineering Team
- : Nucleus raised $14M in a Series A funding round led by Neo and Giant Step Capital to enhance its health platform by acquiring Cambrean.
- : Nucleus hires former Visa finance boss as CFO
Nucleus funding history
| Date | Round | Amount |
|---|---|---|
| Jan 2025 | Series A | $14.0M |
Leadership
- Dave Reynolds, Chief Technology Officer
- Dave Reynolds, Chief Technology Officer
- Andrew Ring, Chief Financial Officer
- Andrew Ring, Chief Financial Officer
- Savraj Singh, Chief Technology Officer
- Brett Sagan, Executive Officer
- LLC Sydecar, Director
- Mike Regan, Chief Commercial Officer
- Alexander Filshie
- Alexander Filshie, Chief Financial Officer
Verified email and direct lines for Nucleus’s decision-makers are on Fundz. See plans — or book a 15-minute walkthrough.
Employee benefit plans
Nucleus files 2 employee benefit plans with the U.S. Department of Labor, including a retirement plan. The next plan year renews in Dec 2026.
Nucleus in the news
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About Nucleus: questions and answers
What does Nucleus do?
Nucleus combines the capabilities of James Hay Online and Nucleus Wrap, with the goal of making retirement more rewarding.
Where is Nucleus headquartered?
Nucleus is headquartered in Delaware, United States.
How many employees does Nucleus have?
Nucleus has about 795 employees.
Has Nucleus raised funding?
Yes. Fundz has recorded 1 funding event for Nucleus. The most recent, Series A of $14.0M, was in Jan 2025.
What is the latest news on Nucleus?
On Sep 30, 2026, Nucleus Financial Platforms Names Dave Reynolds as Chief Technology Officer
Source: Fundz records from SEC filings, press releases and company announcements. How Fundz measures data accuracy