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Fundment

Digital wealth management platform

Fundment logo
1-20 employees
  • Fintech
  • B2B
  • Investing
  • Financial Services
  • SaaS
Fitzrovia, London, UK

Company mission

To help financial advisers and wealth managers digitise their businesses and simplify the investment experience.

Our take

While digital technologies allow wealth managers to offer automated and more efficient services that customers nowadays expect from them, they also help financial institutions to lure in young individuals that might upgrade to more premium offerings later on in life. Fundment aims to automate the operational part of delivering investment products, allowing wealth managers to focus on business growth.

The growing disruptive power of digital technology business models has created opportunities for new firms to make a name for themselves in the wealth management industry. Fundament's platform was created to empower both sides of the table: it lets clients more easily find the information they need, when they need it, and digitises wealth managers’ businesses by integrating core platform services and back-office tools.

With $43 trillion in investable assets under management (AUM) in North America, digital wealth management adoption is likely to grow even further in the near future, making use of the innovation that is rapidly taking hold. Funding obtained from ETFS Capital is likely to take advantage of this: Fundament is launching a number of new products such as an auto-enrolment solution and corporate workplace pension.

Steph headshot

Steph

Company Specialist at Welcome to the Jungle

Benefits

  • 28 days holiday (excl. bank holidays)
  • Work from home opportunities
  • Health insurance

Funding (1 round)

Jul 2020

$4.3m

EARLY VC

Total funding: $4.3m

Leadership

Previously Business Analyst at Aberdeen Asset Management and Associate at BlackRock.