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We've built Fundment to propel financial advice businesses through technology. Our simple account opening, transfers, investment management, digital drawdown, and custom indexing – to name a few – are taking portfolio management to a new level. We are the high-tech bridge between an adviser's expertise and their clients' financial goals, turning advice into action quickly, accurately and securely. Today, we support tens of thousands of advised investors, thousands of advisers, and hundreds of advisory businesses across the UK.

Website http://www.fundment.com
Employees 75 (52 on RocketReach)
Founded 2018
Phone +44 20 3289 2837
Technologies
Industry Financial Services, Finance, ISA Stocks & Shares, FinTech, Goal Planning, Pensions and SIPPs, Impact Investing, Savings, Lending and Investments, Investing, Marketplace, Wealth Management, Commerce and Shopping, Discretionary Fund Management (DFM), Software Engineering
Keywords Investment Technology, Discretionary Management, Wealth Management, Operational Automation, Fund Management, Client Retention, Portfolio Management, Business Growth, Financial Technology, Investment Solutions, Asset Management, Technology Platform, Investment Automation, Digital Platform, Advisor Technology, Investment Operations, Fintech, Wealthtech
Competitors Fidelity Investments, SoFi, Robinhood, Betterment, TradeStation, Wealthfront, Acorns, Personal Capital, Stash, Ellevest +41 more (view full list)

Fundment Questions

Ola Abdul is the Founder and CEO of Fundment.

52 people are employed at Fundment.

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