Dolfin is an independent and agile wealth management platform. We provide world-class custody, execution and investment management to private clients, financial advisers and institutional investors. We pride ourselves on our ability to help and be a one-stop-shop. This has earned us the status of true partner to our clients, who repeatedly come to us first with their new projects and ideas. We open investment accounts promptly and safeguard assets; share our infrastructure; provide access to capital markets worldwide; and offer sophisticated investment expertise. Our platform enables the likes of wealth managers, external asset managers, multi-family offices, small private banks and emerging fund managers to grow their business with simplicity and speed. Founded as a London-based wealth boutique in 2013, today we offer diversified financial solutions, an international presence, and our own bespoke technology. Although we now look after more than $3bn of client assets and handle around $650m of brokerage flow every month, the commitment that drove us in those early days endures: we think differently and act faster than most.
View Top Employees from Dolfin GroupWebsite | http://www.dolfin.com |
Revenue | $13 million |
Employees | 56 (26 on RocketReach) |
Founded | 2013 |
Phone | +44 20 3883 1800 |
Industry | Banking, Asset Management, Investment Banking, Investment Management, Finance, Custody, Trading, Structuring, Fintech, Wealth Management, Execution |
Web Rank | 2 Million |
Keywords | Dolfin, Dolfin Asset Services Limited, Dolphin Asset Management Corp, Dolfin Postcard From France, Dolfin Knowing You Better Than You Know Yourself |
Competitors | Aspiriant, Callan Capital, Financial Service Group, Inc., Lexington Wealth Management, myCIO Wealth Partners |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52399 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies |
Looking for a particular Dolfin Group employee's phone or email?
The Dolfin Group annual revenue was $13 million in 2023.
Aurimas Norkunas is the Head of IT of Dolfin Group.
26 people are employed at Dolfin Group.
Dolfin Group is based in London, London.
The NAICS codes for Dolfin Group are [52399, 5239, 523, 52].
The SIC codes for Dolfin Group are [62, 628].