Enabling wealth managers, advisers & investment platforms to complete their proposition with investment backed loans from £65k without the need to move custody. Lombard loans have historically only available to clients with more than £1m and, even then, for advisors, non-bank wealth managers & investment platforms, they have to move the assets to a private banks custody - Firenze is changing all that. Firenze provides a seamlessly integrated loan platform that takes care of the technology for application, underwriting & monitoring, handles the consumer credit compliance & provides the capital to allow you to offer loans to your clients regardless of size. Helping investors meet their liquidity needs, grow their wealth or have more flexible tax planning. Helping wealth managers & investment platforms attract & retain AUM and better meet their clients needs.
| Website | https://firenzegroup.co.uk |
| Employees | 45 (19 on RocketReach) |
| Founded | 2023 |
| Industry | Financial Services |
| Keywords | Investment Loans, High Net Worth, Wealth Management, Secured Loans, Portfolio Lending, Investment Solutions, Investment Platform, Financial Advisory, Loan Solutions, Financial Services, Asset Based Lending, Wealth Tech, Credit Solutions, Custody Solutions, Private Loans, Financial Technology, Alternative Lending |
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David Newman is the CEO of Firenze.
19 people are employed at Firenze.
Firenze is based in Manchester, England.