About us.

Who we are.

A team of specialists in software engineering, compliance, operations and product. We combine corporate expertise with start-up agility giving us a truly rounded team.

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Our values.

Meet the team.

David Watson
Group Finance and Operations Director
Ian Cadby
Co-Founder
Jonathan Wauton
Co-Founder & CEO
Mark Cadby
Chief Technology Officer
Abeer
Business Analyst
Adnan
Mobile Application Developer
Dan
Head of Technology
Jonathan
Head of Product
Julia
Growth Officer
Keira-Lee
Executive Assistant
Niam
Marketing Operations Associate
Samiul
Account Executive
Sarah
Office Manager
Seema
UI Developer
Surya
Application Developer
Tolu
Application Developer

Our impact.

Awards and recognition.

Winner - Best Onboarding Solution - WealthBriefing European Awards 2021
Winner - Wealth Management Technology Provider 2021 - SME Awards 2021
Cohort member - PwC Scale Wealth Technology 2021
Shortlisted - Best Platform for Advisers (below £25bn) - Professional Adviser Awards 2020
Winner - Most Innovative Wealth Management Fintech Company 2020 - SME Awards 2020
Shortlisted - Best Digital Wealth Solution - 2019 PAM Awards
Winner - Most Innovative Fintech Solution - WealthBriefing European Awards 2019
Winner - Best Onboarding Solution - Robo Investing Awards
Finalist - Most Innovative Direct Consumer Proposition - 2019 Investment Week: Investment Marketing and Innovation Awards

OUR OFFICES.

Where you’ll find us.

London
Jersey