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Ammonite
High quality, affordable financial advice
- 1-20 employees
- B2C
- Personal finance
- Financial Services
- Clapham, London, UK
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Company mission
Ammonite's mission is to improve financial wellbeing for all and empower the FS industry with the tools to do so.
Our take
Ammonite was founded on the belief that everyone deserves high-quality and affordable financial advice to help them reach their financial goals. Its platform achieves this by helping customers prioritise their aims, and then map out a financial plan with its app.
This approach not only makes financial planning more affordable, but also easy to understand, engaging, and more rewarding. Its research is based on flexibility and tax efficiency to make sure that users' investment and pension funds are working for them.
Ammonite's goal-based approach helps clients to prioritise and understand the feasibility of their goals, develop a disciplined investment approach - even through times of market volatility - and visualise the investment journey more clearly to make better financial decisions.
As individuals with over £100,000 in investable assets currently receive the most financial advice, there is a significant 'advice gap' in the UK. Ammonite is combining robo-advice with traditional financial planning in order to bridge this gulf, and aims to continue its progress to help a potential 6 million customers.
Steph
Company Specialist at Welcome to the Jungle
Benefits
- Work from home opportunities
Funding (2 rounds)
Nov 2023
$0.4m
SEED
Jul 2019
$0.2m
ANGEL
Total funding: $0.6m
Leadership
Caroline Duff
(Co-founder)After a degree at Oxford, Caroline worked as a Chartered Financial Planner for Saunderson House for almost seven years, and then at Sterling & Law Group. In June 2019, they used this experience to co-found Ammonite.
Rob Harradine
(Co-founder)Previously a Sales Manager at Bloomberg, Relationship Manager at Barclays and Independent Financial Advisor at Sterling & Law Group.