Timeline

Wealth Management TechUK Advisor PlatformMedium PriorityNot Contacted
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Overview

Integrated ecosystem for financial advisers, including planning tools and analytics used in advice workflows

Core Product

Advisor platform ecosystem

Strategic Fit for DCC

UK advisor platform exposure diversifies geography away from Australia while generating recurring revenue

Integration Potential

ETF distribution in UK market

Leverage Type:Geographic diversification

Financial Profile

Estimated Revenue
$15M-$30M
Valuation Range
$60M-$120M
Revenue Model
SaaS subscription
Profitability
Stable growth
Recurring Revenue Strength
Recurring adviser tooling

Risk Assessment

UK market concentration

Company Information

Headquarters
United Kingdom
Founded
2014
Employees
50-100
Geographic Focus
UK/Europe
Primary Customers
Financial Advisers

Ownership & Funding

Ownership Type
Private
Last Known Funding
None disclosed

Leadership

CEO
Abraham Okusanya
Research Date
2026-02-24