Fundment logo — Fundment is the modern investment platform that turns advice...

Fundment

Fundment is the modern investment platform that turns advice into action with speed, clarity and precision.

Founded 2018 United Kingdom London, United Kingdom 78 employees Series C Total: $56.38M Finance, Financial Services +1

General Information

Company Name Fundment
Founded Year 2018
Location United Kingdom London, United Kingdom +1
Employees 78
Industries Finance, Financial Services, Fintech
Funding Stage Series C
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About Fundment

Fundment, founded in 2018, is a UK-based fintech company, addressing the need for efficient execution in financial advisory services with its modern platform. The company's motto, "A modern adviser platform - because great financial advice deserves great execution," encapsulates its mission to power financial advice businesses through cutting-edge technology.

Fundment has developed an innovative toolkit featuring simple account opening, seamless transfers, investment management, digital drawdown, and custom indexing, elevating the landscape of portfolio management. As a bridge between financial advisers and their clients' aspirations, Fundment ensures advice is transformed into outcomes that are swift, accurate, and secure.

The company serves a substantial client base, including tens of thousands of advised investors, thousands of advisers, and hundreds of advisory firms across the UK. Fundment recently received a €53.00M Series C investment from notable investors like Highland Europe and ETFS Capital, which will likely fuel further expansion and innovation in the financial services sector.

Taxonomy: Automated Investing, Financial Advisory, Wealth Management, Discretionary Fund Management, Digital Investment Technology, Asset Allocation, ISA Management, Pensions and SIPPs, Financial Technology, Software Engineering

Services & Products

Integrated Wealth Management Platform
Portfolio Construction and Management
Custody and Asset Execution Services
Financial Advisory Tools and Support
Custom Indexing Solutions
API and Developer Integrations

Target Customers

Financial Advisers Advisory Firms Institutional Investors

Funding Rounds & Investors (3)

View All
Funding Stage Amount Investors Lead Investors Date
Series C •••••• 2
Investor Investor
20 Jan 2025
Venture Round •••••• 1
Investor
07 Jul 2020
Venture Round •••••• 1
Investor
27 Jun 2017

Fundment Alternatives & Competitors

View All Alternatives
Fundment vs

For Advisers: Quilter Financial Planning one of the leading financial advice networks in the UK.

320 employees
Financial Services, Wealth Management
Fundment vs

Power of Collaboration

39 employees
Financial Services, Insurance
Fundment vs
Consult
Consult South Africa

Let's Journey Together

330 employees
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FAQ About Fundment

Fundment is the modern investment platform that turns advice into action with speed, clarity and precision.
Fundment was founded in 2018.
Fundment is headquartered in London, United Kingdom.
Fundment operates in the following industries: Finance, Financial Services, Fintech.
Fundment has approximately 78 employees.
Fundment has completed 3 funding rounds, raising a total of $56.38M. The latest funding stage is Series C.
Fundment offers: Integrated Wealth Management Platform, Portfolio Construction and Management, Custody and Asset Execution Services, Financial Advisory Tools and Support, Custom Indexing Solutions, API and Developer Integrations.
Top alternatives and competitors to Fundment include Quilter Financial Planning, Legacy Planning Partners, Consult, Loré, Hein Financial Group. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Fundment and Quilter Financial Planning are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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