Third Financial
Third Financial is a UK-based wealth management technology and investment platform provider that offers a cloud-based portfolio management and back-office system alongside outsourced investment operations services to wealth managers, advisers, and family offices. Its software supports trading, custody, reporting, and regulatory requirements, while its platform and operations teams handle middle- and back-office processes for clients on a managed basis. The company generates revenue through software licensing, platform fees, and outsourced operations contracts.
- Wealth & Investment Software
- IT Consulting & Implementation
- Revenue
- $30.0M
- Employees
- 150
- Founded
- 2008
- Headquarters
- Londonderry County Borough, United Kingdom
What 5 Arbolus experts think of Third Financial
The NPS distribution ranges from 4 (neutral) to 8 (positive), with the majority falling in the 7-8 range. 80% of respondents indicate intent to renew, and these are strongly correlated with longer implementation timelines (>1 year) and higher spend. Stickiness is high among those beyond the pilot phase, with renewal intent less certain only among low NPS (4) respondents.Overall Customer Sentiment: Positive
Who reviewed Third Financial
- C-Suite 60% (3)
- Director 20% (1)
- Manager 20% (1)
Employer names and spend open once the report publishes.
Tell us when the Third Financial report publishes.
We'll email you once the full customer report is ready, with employer names, spend and every written answer. No account needed.
Sentiment
-40 Net Promoter Score, from 5 scored reviews- Promoters 0
- Passives 3
- Detractors 2
Cumulative NPS by month
-1 over 4 months- May 8
- Jul 8
- Nov 7
- Sep 7
Net Promoter Score across 1 reviews, accumulated up to each month. Category median -40 across 1 companies.
Written answers and themes publish with the full report.
Renewal intent
Plan to renew 75%Plan to renew, by seniority
- 100% 2 answers
- 100% 1 answer
- 0% 1 answer
- 8/10 Average score from customers who will renew
- 4/10 Average score from undecided customers
More in Consulting & Professional Services and ERP Software
Other companies in both categories with a customer report.
For people who use Third Financial
Do you use Third Financial at work?
Share your software review and get matched to paid projects. Arbolus pays you every time a client reads your review.
- 5 customers of Third Financial have already contributed
Takes a few minutes. Your identity stays anonymous.