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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…

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…
Headquarters: London (20 Little Britain, EC1A 7DH)
Product: SaaS platform for data management and client-facing reporting for asset managers
Employees: ~40
Recent funding: £5M Series A (Jul 2024) led by AlbionVC
Leadership: Cassian Scott (CEO), John Marsden (CTO)
Investor communication, reporting automation, and data management for asset managers.
Financial technology / SaaS for asset management
£5 million
“Investors include AlbionVC and West Hill Capital”
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