Fintegrate Company Profile, Contacts & Intelligence

Financial ServicesLane, United Kingdom17 employeesFounded 2019
2 contacts with email or phone data2 with email data
View verified contacts Compare competitors
Employees
17
Company source estimate
Reachable Contacts
2
Visible contacts with email or phone data
Contacts With Email
2
2 of 4 visible contacts
Departments
1
Mapped contact coverage

Fintegrate Overview

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.

Headquarters
Lane, United Kingdom
Website
fintegrate.co.uk
Industry
Financial Services
Founded
2019
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Company Email
Available in AeroLeads
Chorley

Fintegrate Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

2 contacts with contact data
2 with email data in the visible sample.
1 department represented
Visible contacts with email or phone data are mapped to these departments.
IT
1

Fintegrate People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

M
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
E
Elsie De Swardt
M
Mike Williams
Full Stack Software Developer
E
J
Jake Heyneke
System Support, Technical Training Facilitator, Elearning Moodle System Support, Personal Development & Team Coaching
E

Fintegrate Workforce Composition

Seniority breakdown across 4 visible profiles.

Individual contributor
2
Executive
1
Associate / junior
1

Fintegrate Technology & Talent

Technology-related job titles represented in the visible people data.

Engineering
1

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