Fintegrate

Fintegrate

Financial Services Lane, United Kingdom 17 employees
Employees
17
Contacts
2
Emails
2

Fintegrate Overview

Headquarters
Lane, United Kingdom
Industry
Financial Services
Employees
17
Founded
2019
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Fintegrate

Fintegrate is a digital financial planning solution designed to help advisory firms reduce complexity, time, and cost while delivering optimum client outcomes. Unlike other digital financial planning products available in the market, Fintegrate is tailored to meet the specific needs of each financial planning firm. The platform offers automation, including risk profiling, portfolio reviews, portfolio risk analysis, recommendation builder and white-labelled client reporting, to streamline the most time-consuming and challenging areas of the financial planning process. By aligning with each firm’s Centralised Investment Proposition, Fintegrate eliminates disjointed advice processes, reduces costs and business risk, and ensures the delivery of consistent client outcomes.

Fintegrate Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage

Fintegrate Org Chart

Sample employees and titles
Name Title Contact
Matt Wiltshire Bsc Apfs Cert Cii (Mp) Award Winning Chartered Financial Planner, Co Md at Niche Private Clients - Pension, Taxation & Ethical Investment Specialist. Founder of Zerokey
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Elsie De Swardt
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Mike Williams Full Stack Software Developer
Email
Jake Heyneke System Support, Technical Training Facilitator, Elearning Moodle System Support, Personal Development & Team Coaching
Email

Employees by Management Level

Individual contributor 2 profiles
Executive 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
IT 1 1 0

Fintegrate Tech Stack

Engineering 1 profile

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