Platform Securities

What Platform Securities does

Platform Securities is a UK-headquartered provider of value-added outsourced clearing, settlement, and wealth management infrastructure services, operating as a wholly-owned subsidiary of Fidelity National Information Services, Inc. (NYSE: FIS). The firm's primary legal entity, Platform Securities LLP, is a limited liability partnership registered in England and Wales (No. OC301316) and is authorized and regulated by the UK Financial Conduct Authority (firm reference 214206), is a member of the London Stock Exchange, and acts as an authorized ISA Plan Manager. A second entity, Platform Securities International Limited, is incorporated and regulated in Jersey by the Jersey Financial Services Commission (firm reference IB 0291), providing a regulated cross-border servicing footprint.

The firm's service offering is positioned as a component of the FIS Wealth as a Service platform and is targeted exclusively at Eligible Counterparties and Professional Customers as defined under FCA Rules — i.e., institutional investors, wealth management firms, and other professional financial entities, with retail clients explicitly out of scope. Functional capabilities include ISA plan management, securities operations, and capital markets access. No proprietary technology stack, AI/ML capabilities, or product-level technical architecture is disclosed in the source material; the technology posture is effectively that of a regulated operational services business rather than a software/IP-led business. Office footprint comprises a London registered office (The Walbrook Building), a Birmingham service centre (Tricorn House, Hagley Road), and the Jersey international office (St. Helier).

The business model is B2B enterprise field sales to professional and institutional clients, delivered through FIS's global distribution infrastructure. Revenue is characterized as subscription/recurring in nature, derived from fees on regulated financial services, though no pricing, revenue figures, or customer logos are publicly disclosed. The firm is part of FIS's broader wealth and capital markets technology franchise rather than an independent operating company, and its strategic direction is consequently shaped primarily at the FIS parent level.

Name

Platform Securities

Legal name

Platform Securities LLP

Website

https://platformsecurities.com

Company type

Public

Founded year

2002

Operating status

Operating

Headcount range

101–250 employees

Ownership category

akta.pro rank

Product category

Securities Services & Wealth Management

NAICS

Securities and Commodity Contracts Intermediation and Brokerage (5231), Securities and Commodity Exchanges (5232), Securities and Commodity Exchanges (52321)

SIC

Security & Commodity Brokers, Dealers, Exchanges & Services (6200), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Sub-Accounting & Platform Servicing (Omnibus, Intermediary/NSCC, Retirement Platforms) (FSAAAMAI)

akta.pro secondary industry

Issuer Services & Securities Issuance/Immobilization Platforms (FSAFAGAG)

Keywords

• Outsourced clearing services
• Securities settlement
• Wealth management services
• ISA plan management
• Capital markets infrastructure

Headquarters

HQ city

St. Helier

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Infrastructure, Others

Revenue model

1. Wealth Management Services: Platform Securities provides wealth management services as part of FIS Wealth as a Service, including ISA plan management, securities services, and membership in the London Stock Exchange. Revenue is generated through fees associated with these regulated financial services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Platform Securities provides value-added outsourced clearing and settlement services, ISA plan management, and securities operations for eligible counterparties and professional customers. Operating as a member of the London Stock Exchange and FCA-authorized firm (firm reference number 214206), it delivers these services as part of the FIS Wealth as a Service platform.

Product overview

Platform Securities LLP offers a unified securities and wealth management service as part of the FIS Wealth as a Service platform. The service provides FCA-authorized securities operations, London Stock Exchange membership, and ISA plan management capabilities for eligible counterparty and professional customers.

Differentiator

Problem solved

Functional benefit

Products and services

• Platform Securities LLP

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Fidelity National Information Services, Inc. (FIS)coreOthersPlatform Securities is a wholly-owned subsidiary of Fidelity National Information Services, Inc. (NYSE: FIS). Services are offered as part of FIS Wealth as a Service platform. FIS is a global financial technology leader providing banking and payments solutions.

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Direct peers

• FNZ: Global wealth platform provider offering integrated custody, dealing, and administration technology to wealth managers. Directly comparable to Platform Securities as a competing outsourced wealth platform operating in the UK with end-to-end platform capabilities.
• Bravura Solutions: Provider of wealth management and transfer agency software, including platform, administration, and ISA/wrap solutions. Comparable to Platform Securities in serving UK wealth managers with operational and platform technology.
• Pershing (BNY Mellon): Provides clearing, custody, and execution services to wealth managers and broker-dealers. Comparable to Platform Securities in offering outsourced clearing/settlement and wealth-platform infrastructure to professional clients.
• Embark Group: UK-focused platform and wrap provider offering adviser platform, SIPP/ISA administration, and back-office services. Comparable to Platform Securities as a UK wealth-platform operator serving professional adviser firms.

Broad incumbents

• SS&C Technologies: Global financial services software and services provider with wealth and fund administration businesses. Comparable to Platform Securities as a broader incumbent that competes across the same outsourced platform and administration space.
• Euroclear: International central securities depository providing settlement and related infrastructure. Comparable to Platform Securities at the securities settlement layer, especially given Platform Securities' CSDR-aligned issuer and settlement services.
• Clearstream (Deutsche Börse): ICSD/CSD offering securities settlement, custody, and collateral services. Comparable to Platform Securities as a settlement infrastructure provider with overlapping CSD-related and settlement capabilities.
• State Street Global Services: Provides custody, fund administration, and securities services to asset managers and wealth managers. Comparable to Platform Securities as a broad incumbent in outsourced securities and wealth services.
• SEI Investments: Provides wealth platform and investment operations outsourcing to advisors and wealth managers. Comparable to Platform Securities in delivering outsourced operations and platform services to professional wealth clients.

Emerging players

• Calastone: Global funds transaction network automating order routing, settlement, and reconciliation for the funds industry. Comparable to Platform Securities as an emerging infrastructure player in the UK settlement/transaction network space.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/platform_online
• Facebookfacebook.com/FIStoday
• LinkedInlinkedin.com/company/platform-securities-ltd

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Platform Securities