Quanta Group

Superbia Group

This company provides financial planning, investment research and discretionary fund management services to retail individuals and professional financial advisers.

Netwealth

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

7iM

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

Quantfolio

This company develops an automated investment advisory platform for banks, wealth managers and insurers to manage client onboarding, suitability and digital wealth workflows.

Third Financial

This company provides investment platform software and custodial services to wealth managers, family offices and financial advisers.

Wealth Management

This group provides financial planning, investment management, and mortgage and insurance brokerage services to individual clients.

True Potential

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

Fairstone Group

This firm provides financial planning, investment management and estate planning services to private and corporate clients across the United Kingdom.