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
Estefanía
Marketing Consultant
Jonathan
Head of Product
Julia
Growth Officer
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