

Product: Cloud-based data management, automated data cleansing, MI dashboards and AI-driven analytics for IFAs and wealth managers
Market: Financial advisers and wealth managers (UK-focused integrations)
Founders: Co‑founders: Nicky Sevel and Oli Brown
Funding: Closed SEIS round led by Fuel Ventures (April 2024); Innovate UK grant support
Team size: ~6 employees (reported)
Advice-data fragmentation and low-quality back-office data for financial advisers and wealth managers
SaaS / Fintech (Advice-tech)
SEIS round closed; an EIS tranche was indicated to follow
“Supported by Innovate UK grant funding; participated in the Founders Factory Accelerator”