Fintel is a fintech and support services company operating in the UK retail financial services sector. It specializes in providing financial data and intelligence through digital technologies. The company primarily focuses on intermediary services, offering compliance and regulation support to individual financial intermediary member firms, such as independent financial advisers, mortgage advisers, and wealth managers. Fintel also encompasses distribution channels and research segments, ensuring a comprehensive suite of services tailored to the needs of financial professionals. With a commitment to enhancing the operational efficiency of its clients, Fintel leverages its expertise and technological capabilities to deliver valuable insights and support within the financial services industry.
RSMR is a financial services company based in the United Kingdom that offers a range of investment, asset management, and wealth management services. It specializes in delivering financial ratings and research, providing in-depth and forward-looking analyses to assist clients in making informed investment decisions. RSMR is known for its comprehensive evaluations and opinions on various research funds, helping investors navigate the complexities of the financial landscape.
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
Acquisition in 2023
AKG has specialised in the provision of assessment, rating, information and market assistance to the financial services industry.
VouchedFor
Acquisition in 2023
VouchedFor Ltd. operates an online platform that assists users in locating financial advisers, mortgage advisers, solicitors, and accountants across various regions in the UK, including Central England, London, and Scotland. Founded in 2011 and based in Teddington, the company leverages client stories and feedback from over 30,000 satisfied customers to guide individuals in making informed decisions regarding their financial and legal needs. The platform allows users to find, rate, and review financial professionals and legal advisers, facilitating free communication with their chosen experts. VouchedFor aims to simplify the process of seeking professional advice, helping clients achieve their financial goals.
Plannr
Seed Round in 2023
Plannr Technologies is a customer relationship management (CRM) platform tailored for financial advice professionals and planners. The company specializes in automating administrative tasks, allowing users to focus on their core responsibilities. Plannr offers a secure and encrypted communication system for interactions with clients, facilitating the sharing of financial goal progress, messaging, documents, tasks, valuations, and fact-finds through a branded client portal. Additionally, the platform integrates client data into existing document templates using smart placeholders, enhancing the ability of financial professionals to manage their client relationships effectively.
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