
Our mission is to modernise the investment industry by making it accessible, intelligible and client centric. We deliver digital first solutions to simplify investor communication and redefine how investment managers engage with their clients. This is made possible by our investment communication platform that brings investment firms and their clients together across the entire client journey by delivering accurate data, consistent reporting and a superior client experience from one single platform. We are changing how investment managers deliver information to their investors and how their investors interact with them and that information in a digital age. Headquartered in London, we have built long term partnerships with investment managers in the UK, Europe and North America.

Our mission is to modernise the investment industry by making it accessible, intelligible and client centric. We deliver digital first solutions to simplify investor communication and redefine how investment managers engage with their clients. This is made possible by our investment communication platform that brings investment firms and their clients together across the entire client journey by delivering accurate data, consistent reporting and a superior client experience from one single platform. We are changing how investment managers deliver information to their investors and how their investors interact with them and that information in a digital age. Headquartered in London, we have built long term partnerships with investment managers in the UK, Europe and North America.
Headquarters: London, UK
Product: Digital reporting, data management and client communication platform for asset managers
Employees: ≈40
Recent funding: Series A (Jul 15, 2024) reported
Investors: AlbionVC; West Hill Capital
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Investor communication, reporting and data management for asset managers
Fintech / Financial software
Reported Series A on Jul 15, 2024; databases list three rounds overall with amounts obfuscated.
“Backed by venture investors including AlbionVC and West Hill Capital”