Hoxton Wealth
Hoxton Wealth provides a comprehensive financial services platform combining personal advisory with a digital app that centralizes wealth management for internationally mobile individuals. The platform connects financial accounts across currencies, institutions, and geographies, giving clients real-time visibility into net worth, investments, and retirement progress. Clients can directly communicate with financial advisers through the app, while tools like Wealthflow project wealth growth and model multiple financial scenarios.
- Financial Technology
- Software Only
Funding
Raised to date
$135MRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
across 1 round
$135M · Private Equity
Announced Nov 2026 · from article date
Disclosed cumulative: $135M
Founders
Founder details are not available yet.
Product
Problem
International clients and expatriates often face fragmented financial management across multiple countries, currencies, and institutions, making it difficult to coordinate retirement planning, investments, tax obligations, and estate planning. Traditional advisory firms may lack the cross-border expertise or digital tools needed to provide a unified view of a client's complete financial picture.
Solution
Hoxton Wealth provides a comprehensive financial services platform combining personal advisory with a digital app that centralizes wealth management for internationally mobile individuals. The platform connects financial accounts across currencies, institutions, and geographies, giving clients real-time visibility into net worth, investments, and retirement progress. Clients can directly communicate with financial advisers through the app, while tools like Wealthflow project wealth growth and model multiple financial scenarios. The firm offers services spanning retirement planning, estate planning, tax, legal, property investment, and corporate solutions such as international group pensions and group medical insurance.
Target Audience
Primary customers are internationally mobile individuals, expatriates, and cross-border families in the UK, US, South Africa, Australia, UAE, EU, and Asia, as well as corporations seeking group pension and medical insurance solutions for their employees.
Features
- Wealthflow projection tool for modeling wealth growth and financial independence scenarios
- Multi-currency account synchronization across institutions, including stocks, crypto, and investments
- Direct in-app access to financial advisers for ongoing guidance
- Market Tracker with live prices, investment monitoring, and custom alerts
- Net Worth tracking with real-time financial health insights
- WealthVault for secure document management
- SnapTrade integration connecting to over 20 brokerages
- Multiple scenario modeling to assess the impact of financial decisions
- Advanced security protocols for protecting financial information
- Specialized retirement solutions including 401(k) rollovers, SIPP, QROPS, and defined benefit schemes