One Point Advisory Services

Perspective Financial Group

This company provides financial planning and investment management services to individuals and corporate clients across the United Kingdom.

Rise Growth Partners

This company provides growth capital and operational support to registered investment advisors seeking to scale into national wealth management platforms.

StoicLane

This platform provides capital and operational expertise to acquire and grow businesses within the finance, insurance and real estate sectors.

Pivotal Growth

Pivotal Growth provides mortgage and protection advice services to residential and commercial customers through a consolidated national network of specialist brokerage brands.

True Potential

This company provides a wealth management technology platform and investment services for financial advisers and retail clients.

Lightview Capital

This company provides equity capital and operational support to founder-owned business services and technology-enabled services firms in the lower middle market.

Advantedge

Advantedge provides invoice finance and working capital facilities to small and medium-sized enterprises in the United Kingdom.

Blackfin Capital Partners

This private equity firm provides capital and operational support to financial services companies and fintech businesses across Europe.