RSMR is a financial services company based in the United Kingdom, specializing in investment advice, asset management, and wealth management services. The firm is recognized for its expertise in providing comprehensive financial ratings and research, offering in-depth and forward-looking analyses to support investment decisions. RSMR aims to empower clients by delivering valuable insights and recommendations, helping them navigate the complexities of the financial landscape effectively.
ifaDASH
Acquisition in 2024
ifaDASH is a Fintech company specializing in Software as a Service (SaaS). It develops financial software designed for business monitoring and data-driven decision-making. The company's platform provides real-time business monitoring, forecasting, and planning capabilities, along with risk management and strategic planning tools. This enables financial advisory businesses to efficiently input, connect, and import key data across various departments.
Synaptic Systems
Acquisition in 2023
Synaptic Systems Limited specializes in developing software solutions tailored for financial advisers, providers, and fund managers in the United Kingdom. The company offers a comprehensive software platform that includes tools for risk rating, portfolio building, client management, and mortgage management. Its key product, Product Manager, is a desktop application designed for researching and selecting a wide range of financial products, including pensions, life and health insurance, investments, and mortgages. Additionally, the platform features comparison tools, automated valuations, and reconciliation capabilities, which assist financial providers in streamlining their operations and enhancing efficiency.
AKG has specialised in the provision of assessment, rating, information and market assistance to the financial services industry.
VouchedFor
Acquisition in 2023
VouchedFor Ltd. is a UK-based platform established in 2011 that assists users in finding financial advisers, mortgage advisers, solicitors, and accountants across various regions, including Central England, London, and Scotland. The platform leverages insights from over 30,000 satisfied clients to facilitate the discovery, rating, and review of financial and legal professionals. By enabling users to connect with these professionals at no cost, VouchedFor aims to support individuals in making informed decisions regarding significant financial and legal matters.
Plannr Technologies
Seed Round in 2023
Plannr Technologies specializes in providing a secure, automated CRM platform tailored for financial advisors and planners. It streamlines administrative tasks, facilitates encrypted client communication, tracks financial goals, and integrates with existing document templates.