£10.0M
BlackFin Capital Partners led the Series B round, which will fund product development and market expansion.
"This financing round will enable us to double down on our mission of providing financial advisors with cutting-edge technology that simplifies their workflow, elevates the client experience, and ultimately improves financial outcomes for millions of people in the UK. I’m truly delighted that our mission has resonated so deeply with financial advisers and our valued investors. The UK’s financial advice market represents a staggering £1 trillion in AUM, and we aspire to rank among the top three providers of technology and Model Portfolio Services for IFAs within the next three years."