Monument Bank specializes in serving mass affluent clients such as professionals, property investors, and entrepreneurs. It operates a digital bank offering current accounts and loans for buy-to-let and property investments, with features like video calling for client interaction and online tracking of net worth.
Co-Founder and Head of Global Institutional Relationships
1 past transactions
Firenze
Debt Financing in 2025
Firenze is a financial services company that specializes in providing investment-backed loans to a broader audience, with a focus on mass affluent clients. Its core business is operating a loan platform that offers loans to clients of wealth managers, advisers, and investment platforms. The platform extends credit based on conservative lending principles, using liquid financial assets as collateral. Firenze's mission is to democratize Lombard lending, making it more accessible to a wider range of individuals, recognizing its role in wealth creation and preservation.
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