Assetfirst is a unique model portfolio service designed to help Independent Financial Advisors comply with the demands of the Retail Distribution Review (RDR) by adopting a recurring fee charging model at a level that improves profitability by controlling the costs of investment management. The Assetfirst service provides IFAs with the intellectual property to create and maintain their own range of sophisticated, low-cost, risk-graded, multi-asset portfolios on their favoured wrap or supermarket platforms. Unique, inventive and independent, Assetfirst brings together all aspects of investment management under one simple fee structure. The result: A new approach to investment management in the IFA arena which takes into account your firm's size and structure, philosophy and future focus.
| Website | http://www.assetfirst.co.uk |
| Revenue | $5.3 million |
| Employees | View employees |
| Address | The Nexus Building 501 PO Box, Letchworth Garden City, Hertfordshire SG6 9BL, GB |
| Industry | Finance General, Finance |
| Competitors | IBM, Oracle, SAP, NetSuite, Infor, Sage, Accruent, AssetWorks Inc, Cherwell Software, Asset Insight +33 more (view full list) |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 52399 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
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Assetfirst Questions
The Assetfirst annual revenue was $5.3 million in 2026.
Assetfirst is based in Letchworth Garden City, Hertfordshire.
The NAICS codes for Assetfirst are [52, 52399, 523, 5239].
The SIC codes for Assetfirst are [62, 628].
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