We are pleased to announce the beginning of our next chapter at NES Financial: We have been acquired by JTC PLC (LON: JTC).
JTC, founded in 1987 with headquarters in Jersey, UK, is an award-winning provider of fund, corporate and private client services to institutional and private clients. This is a transformational acquisition that, combined, creates a global powerhouse operating in 19 countries, servicing over $130 billion in assets, with more than 900 employees.

NES Financial, as the market leader in Specialty Financial Administration, provides a strong platform for JTC expansion into the U.S. market for servicing global institutional clients. NES Financial’s technology-driven, purpose-built solutions will deliver significant newfound value to JTC clients globally.

NES Financial, as a JTC PLC (Public Limited Company), will continue to operate under its current brand in the U.S. market, having long been recognized as an industry-leading provider of Opportunity Zones, the immigrant investor EB-5 program, and private equity fund administration – as well as 1031 tax-deferred exchange services for private equity, commercial real estate, and corporate clients.

By bringing together JTC’s first-rate capital services, NES Financial’s expertise in investment vehicles and a global fund accounting capability, will deliver significant newfound value to our clients as well. Our solutions will be the same, but enhanced with the services JTC can provide, including their many complementary products and services that we believe will be of interest and use to our current and future clients.

NES Financial was founded in 2005 in Downtown San Jose, the heart of Silicon Valley and proven in sectors focused on economic stimulus, job creation and social impact necessitated by the economic downturn of 2008. The technology, capabilities, and expertise of NES Financial are particularly relevant in today’s challenging and uncertain global economy.

The timing of this acquisition puts the combined company in the unique position to address economic stimulus globally, job growth, and social impact market needs.

We will continue to invest in the success of our valued clients by creating innovative, technology-enabled solutions that set the benchmark for administrative efficiency, risk management, and ROI, this time with JTC by our side.


Check back for the latest updates by visiting the Acquisition News page.

Additionally, if you would like to learn more about JTC, visit their website for more information.