London, United Kingdom
Isio, founded in 2020, is a dynamic player in the Financial Services and Wealth Management industries, headquartered in the United Kingdom. Their mission is to bring clarity, confidence, and improved outcomes to organizations and individuals through their comprehensive advisory services.
With a heritage that ensures quality and a fresh perspective that challenges traditional approaches, Isio positions itself as a market leader. They provide expert advisory services on over £300bn in UK pension assets, assist employers in making strategic decisions in employee benefits, and manage over £3bn in wealth for individuals and families. Their capabilities extend to leveraging institutional-grade investment expertise, serving charities and financial advisers.
Despite their substantial operations, Isio has not yet received external investment, suggesting a potential opportunity for investors aiming to tap into a firm with robust industry influence and growth prospects.
Clifton Asset Management Ltd