Wealthify

Netwealth

This company provides wealth management and financial planning services through an online platform for individual investors managing pensions, ISAs, and general savings.

Moneybox

Moneybox provides a digital wealth management platform offering saving, investing, mortgage and pension products to retail customers through a mobile application.

Investment platform

This digital wealth manager provides an automated financial app for individuals to trade stocks, exchange-traded funds and cryptocurrencies while accessing personalised investment portfolios.

Wealthsimple

This company provides a digital platform for automated investing, stock trading, and financial management services to individuals and businesses.

True Potential

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

Interactive Investor

This company provides an online investment platform for UK retail investors to manage pensions, shares, funds and tax-efficient savings accounts for a flat fee.

Scalable Capital

This digital platform provides investment brokerage and automated wealth management services to retail clients across Europe.

WealthMore

This platform provides investment portfolios, financial planning and AI-powered coaching for retail investors, particularly targeting women and first-generation wealth builders.