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The startup operates a financial services platform that provides infrastructure and technology solutions tailored for independent financial advisers in the United Kingdom. By enhancing operational efficiency and client engagement, the platform supports advisers from initial setup through to succession planning, improving overall industry standards.
Updated 3 months ago
Funding
$12.3M raised to dateRaised 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.
Funding rounds are not available yet.
Founders
Founder details are not available yet.
Product
Features
- The startup operates a financial services platform that provides infrastructure and technology solutions tailored for independent financial advisers in the United Kingdom. By enhancing operational efficiency and client engagement, the platform supports advisers from initial setup through to succession planning, improving overall industry standards.