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Headquarters: London, UK
Product: Data management and analytics SaaS for financial advisers and wealth managers
Founders: Nicky Sevel (CEO) and Oli Brown (CDO)
Team size (approx.): About 6 employees
Fundraising: Company is fundraising; specific amounts not disclosed in provided evidence
Data fragmentation and poor-quality management information within UK financial advice and wealth management firms.
Financial technology / Wealth management software
Press article referenced close of an SEIS funding round; no amount disclosed in provided evidence.
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