FNZ, a leading wealth management platform, has forged a five-year global strategic partnership with Microsoft to revolutionize the industry through advanced AI, cloud technology, and digital solutions. Announced on July 28, 2025, this collaboration leverages FNZ’s extensive wealth management expertise and Microsoft’s cutting-edge AI and cloud infrastructure to enhance operational efficiency, accelerate innovation, and deliver personalized investor experiences.
FNZ and Microsoft launch a five-year global strategic partnership.
Integration of Microsoft Azure AI Foundry enhances FNZ’s platform.
Focus on AI-driven personalization, efficiency, and scalability.
Joint initiatives include co-innovation and global go-to-market strategies.
FNZ manages $2 trillion in assets for over 26 million investors.
Partnership aims to redefine wealth management with digital solutions.
The partnership integrates Microsoft Azure AI Foundry, including Azure OpenAI in Foundry Models, into FNZ’s platform to deliver highly personalized and efficient digital wealth management solutions. With FNZ’s network of over 650 financial institution partners and $2 trillion in assets under administration, the collaboration harnesses one of the largest wealth management data sets to drive AI-powered insights and analytics. This enables financial institutions, advisors, and clients to benefit from tailored experiences and improved outcomes.
“FNZ has always been at the forefront of innovation in wealth-management technology. Partnering with Microsoft allows us to accelerate our AI-led roadmap and enhances our ability to deliver personalized, intelligent and resilient solutions to our clients, strengthening our position of leadership,” said Roman Regelman, Group President, FNZ.
FNZ and Microsoft will collaborate on developing next-generation digital wealth solutions through joint engineering efforts. By embedding Azure AI Foundry into FNZ’s platform, the partnership will accelerate product innovation and enhance platform intelligence. FNZ will also deploy GitHub Copilot to boost developer productivity and Microsoft 365 Copilot to streamline middle- and back-office processes. These efforts aim to create scalable, secure, and resilient solutions that strengthen risk management and compliance for financial institutions.
Utilizing Microsoft Fabric, FNZ will enhance its data and analytics capabilities, delivering deeper insights tailored to wealth managers and advisors. This will enable more informed decision-making and personalized client interactions. The partnership’s focus on data-driven innovation will support FNZ’s mission to make investing more accessible globally.
“Together, we are not just upgrading technology. We are setting a new standard for how wealth management is delivered. Partnering with Microsoft further advances our mission to open up wealth, by making investing more accessible to more people worldwide,” added Regelman.
FNZ and Microsoft will pursue joint go-to-market initiatives, including deploying modular wealth solutions through the Microsoft Marketplace and coordinating global marketing efforts. These activities, alongside participation in industry events, will expand the reach of FNZ’s AI-powered solutions, driving adoption across the wealth management sector.
The FNZ-Microsoft partnership sets a new benchmark for wealth management, combining AI, cloud technology, and global scale to deliver innovative, efficient, and accessible solutions for financial institutions and investors worldwide.
Bill Borden, Corporate Vice President, Worldwide Financial Services, Microsoft, said: "Our partnership brings together Microsoft's AI and cloud technologies with FNZ's global platform and expertise in wealth management to deliver insights that will lead to more impactful and personalized experiences for advisors and their clients. Together, we're helping financial institutions lead as Frontier Firms by reimagining their operations through agentic AI, accelerating innovation, and unlocking new value across the wealth management ecosystem."
FNZ is backed by some of the world's largest institutional shareholders, including Caisse de dépôt et placement du Québec (La Caisse), Canada Pension Plan Investment Board (CPP Investments), Generation Investment Management and Motive Partners.
TechIntelPro empowers B2B technology decision-makers with the latest industry trends, deep insights, leadership perspectives and actionable intelligence to drive both organizational and professional milestones—and thrive on the tech pulse.