Fundment
Fundment is a London-based, FCA-regulated wealth management technology platform that provides UK financial advisers with cloud-based investment execution, model portfolio, custom indexing, and open banking deposit capabilities via an integration-first architecture.
- Company typePrivate
- Founded2014
- HeadquartersLondon, United Kingdom
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What Fundment does
Fundment is a London-based, FCA-regulated (firm registration 732727) wealth management technology platform founded in 2014 that serves UK financial advisers and wealth managers. Its core offering is a cloud-based investment platform enabling advisers to execute discretionary-style investment strategies at scale, with capabilities spanning model portfolio construction, an MPS marketplace, custom indexing, automated rebalancing, digital retirement drawdown, and open banking-based client funding (Pay by Bank). The platform differentiates through an integration-first architecture, pre-built connections to major UK adviser back-office and planning systems (Moneyinfo, Time4Advice, Intelliflo, Cashcalc, Timeline/MFL), and a partnership-driven product strategy exemplified by the Just Group Fixed Term Investment launch.
The company generates revenue primarily through recurring platform/subscription fees (likely tied to assets under administration or adviser firm size, though pricing is not publicly disclosed). Its go-to-market is enterprise field sales targeted at adviser firms — evidenced by a 'Book a demo' CTA, dedicated sales and distribution leadership, and the annual Fundment LIVE conference drawing roughly 400 financial planning professionals — combined with self-serve login access for existing authorised adviser firms. Fundment Limited is a private limited company registered in England and Wales, and is also an HMRC-approved ISA plan manager.
In 2025 Fundment closed a $55.5 million Series C co-led by Highland Europe and ETFS Capital, one of the largest European WealthTech transactions of the year, earmarked for team growth, product development, and expansion. The company employs 101–250 staff and continues to ship product at a daily release cadence, with recent launches including Pay by Bank (March 2026) and the Just Group FTI pension product (September 2025).
Fundment firmographics
Firmographics- Name
- Fundment
- Legal name
- Fundment Limited
- Website
- https://fundment.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Fundment is a London-based, FCA-regulated wealth management technology platform that provides UK financial advisers with cloud-based investment execution, model portfolio, custom indexing, and open banking deposit capabilities via an integration-first architecture.
- Ownership category
- akta.pro rank
Fundment industry classification
Industry- Product category
- Wealth Management Technology (WealthTech)
- NAICS
- Open-End Investment Funds (525910), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282), Finance Services (6199)
- akta.pro primary industry
- Multi-Asset Income Funds (Diversified Income) (FSAAAJAG)
- akta.pro secondary industry
- Fund of Funds & Multi-Manager Mutual Funds (FSAAAEAL)
Keywords
Where Fundment is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
Fundment business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Platform/Subscription Fees: Wealth management platform providing technology services to financial advisers, likely through platform fees or subscription model based on assets under administration or adviser firm size.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Fundment product offering
Product offeringCore offering
Fundment provides a wealth management technology platform for UK financial advisers, combining investment management, discretionary model portfolio services, an MPS marketplace, custom indexing, and pension drawdown workflows in a single integrated system. The platform supports adviser firms across the full client lifecycle from onboarding and suitability through to ongoing portfolio management and retirement income. It generates revenue primarily through platform/subscription fees paid by adviser firms, with additional asset-based fee opportunities via the Fundment MPS and third-party model portfolios accessed through the marketplace.
Product overview
Fundment is a unified wealth management technology platform for financial advisers, offering a comprehensive ecosystem of investment tools. The core Platform serves as the foundation, with specialized modules including Advisory Portfolios (for building personalized model portfolios), an MPS Marketplace (accessing third-party model portfolio services), Custom Indexing (bespoke index strategies), and Digital Drawdown (retirement income management). Fundment MPS provides the company's proprietary managed portfolio solutions. The platform differentiates through seamless execution at scale, streamlined client onboarding, automated rebalancing and deposits, and open banking integration via Pay by Bank. The architecture supports collaboration with third-party adviser tools including Moneyinfo, Time4Advice, Intelliflo, and Cashcalc.
Differentiator
Problem solved
Functional benefit
Brands
- Fundment MPS: Managed Portfolio Service offered by Fundment.
- Advisory Portfolios
- MPS Marketplace
- Custom Indexing
Products and services
- Fundment Platform Core adviser technology platform for UK financial advisers providing integrated investment management, portfolio management, pension drawdown, custom indexing and partnership-driven product access. Designed for IFA firms, wealth managers and retirement providers that need an API-first alternative to legacy adviser platforms.
- Fundment Custom Indexing Custom indexing capability that allows adviser firms to construct bespoke indices at the client level with automated rebalancing, supporting differentiated investment strategies for high-net-worth and complex client portfolios on the Fundment platform.
- MPS Marketplace Marketplace of managed portfolio services (MPS) giving advisers access to tools, models and funds from investment managers, enabling them to select and distribute third-party discretionary model portfolios to their clients via the Fundment platform.
- Advisory Portfolios Advisory portfolio offering providing adviser firms with managed investment portfolio solutions for advised clients, delivered through the Fundment platform with supporting portfolio management and reporting tooling.
- Fundment MPS Fundment's own branded discretionary managed portfolio service (MPS) for adviser firms, providing ready-made model portfolios that advisers can use for their clients via the Fundment platform.
Companies that use Fundment
Customer profileNamed customers1 record
Segments2 records
Ideal customer profiles2 records
Fundment technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
Feature7 records
Fundment partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Just GroupcoreJust Group, a retirement specialist, launched its Fixed Term Investment (FTI) product on the Fundment adviser platform as the first platform to offer this structured pension investment. The FTI provides guaranteed income and/or growth over a selected term, shielding clients from market volatility while enhancing tax efficiency.
Scale indicators4 records
Recent moves5 records
Expansion highlights5 records
Fundment competitors and assessment
Company assessmentDirect peers
- Transact (IntegraFin): UK adviser platform operated by IntegraFin Holdings, providing wrap platform services, model portfolio tools and integrations to UK financial advisers — directly comparable to Fundment's core offering.
- Nucleus Financial Platforms: UK adviser platform offering wrap accounts, model portfolios and integrated adviser tools, competing head-to-head with Fundment for IFA firm relationships.
- Embark Group: UK adviser and retirement platform (now owned by Lloyds Banking Group) offering platform, MPS and drawdown services to advisers — directly overlapping with Fundment's proposition.
- Hubwise (SS&C): UK adviser platform owned by SS&C providing custody, platform services and rebalancing tools to IFAs; competing with Fundment in the mid-market adviser segment.
Broad incumbents
- AJ Bell Investcentre: UK investment platform owned by AJ Bell serving both direct consumers and adviser firms, with significantly greater scale and brand recognition than Fundment.
- Abrdn Wrap (Phoenix): UK wrap platform serving advisers and wealth managers, part of the wider Phoenix Group; competes with Fundment across platform and pension capabilities.
- FNZ: Global wealth management platform serving banks, advisers and asset managers; competes with Fundment at scale across multiple geographies and segments.
- Avaloq: Wealth management technology provider owned by NEC serving banks and wealth managers globally; a broader incumbent comparable to Fundment at the technology-infrastructure layer.
Emerging players
- Wealthify: UK digital wealth manager offering direct-to-consumer investment and ISA products; an emerging player with partial overlap into the broader UK wealth platform space where Fundment operates.
- Parmenides: European wealthtech building software for advisers and wealth managers, comparable to Fundment's proposition at a similar stage in continental Europe.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Fundment social profiles
Digital presenceFundment compliance and trust
Trust signalCompliance1 record
Fundment financial estimates
Financial estimateRevenue estimate
Valuation estimate
Fundment leadership team
Management profileNumber of profiles
Profiles4 records
Fundment funding detail
Funding detailFunding overview
Funding rounds3 records
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Fundment M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Fundment
What does Fundment do?
Fundment provides a wealth management technology platform for UK financial advisers, combining investment management, discretionary model portfolio services, an MPS marketplace, custom indexing, and pension drawdown workflows in a single integrated system. The platform supports adviser firms across the full client lifecycle from onboarding and suitability through to ongoing portfolio management and retirement income. It generates revenue primarily through platform/subscription fees paid by adviser firms, with additional asset-based fee opportunities via the Fundment MPS and third-party model portfolios accessed through the marketplace.
Is Fundment a public or private company?
Fundment is a private company. It is classified as venture growth investor backed and is currently operating.
When was Fundment founded?
Fundment was founded in 2014. It employs 101 to 250 people.
Where is Fundment based?
Fundment is headquartered in London, United Kingdom, in the Europe region.
How does Fundment make money?
One revenue line is on record: platform/Subscription Fees.
Who are Fundment's main competitors?
Direct peers on record are Transact (IntegraFin), Nucleus Financial Platforms, Embark Group and Hubwise (SS&C). Broad incumbents are AJ Bell Investcentre, Abrdn Wrap (Phoenix), FNZ and Avaloq. Emerging players are Wealthify and Parmenides.
Does Fundment have an API?
No public API is recorded for Fundment.
What industry is Fundment in?
Fundment's product category is Wealth Management Technology (WealthTech). Its primary akta.pro industry code is FSAAAJAG, Multi-Asset Income Funds (Diversified Income), with a secondary code of FSAAAEAL, Fund of Funds & Multi-Manager Mutual Funds. Its NAICS code is 525910 and its SIC code is 6282.