Fundment Information

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. U.S. securities and brokerage services, including clearing, carrying, custody and execution services, are provided by Fundment LLC, a U.S. registered broker-dealer, member FINRA/SIPC. Technology services are provided by Fundment Limited, a separate UK technology company that is not a U.S. registered broker-dealer or FINRA member. Services are subject to applicable regulatory and jurisdictional requirements.