Timeline

7iM

This firm provides wealth management services, multi-asset investment solutions and a proprietary technology platform to financial advisers, individuals and institutional clients.

Perspective Financial Group

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

True Potential

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

Harvest

This company develops wealth management software for financial advisers, asset managers, banks and insurers to support client management, tax planning and investment strategy.

Amber River

This company provides independent financial planning and wealth management services to individuals, families, and business owners across the United Kingdom.

Rightcapital

This company develops financial planning and tax strategy software for financial advisors to manage client portfolios and engagement.

Meet Warren

This company develops an artificial intelligence platform providing personal financial planning and scenario modelling for individuals in the United Kingdom.

Netwealth

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