CoInvestor

What CoInvestor does

CoInvestor (a trading name of Treble Peak Limited, a UK private limited company incorporated around 2010 in England and Wales under company number 07233697) operates a digital investment marketplace platform that connects UK retail investors, independent financial advisers (IFAs), and investment fund managers. The firm holds FCA authorisation (firm reference 747676) to arrange deals in investments and to make arrangements with a view to transactions in investments, including arranging custodian, receiving agent, and nominee services, and it displays Cyber Essentials Plus certification as a security assurance signal. The platform is delivered as a single multi-tenant technology offered in three configurable instances: the CoInvestor Connect Platform (direct-to-investor at coinvestor.co.uk), the Adviser Portal (white-label or branded instance for FCA-authorised adviser firms), and the Manager Portal (white-label or branded instance for fund managers). Underlying technical capabilities include online investment application processing, two-factor authentication, KYC/AML workflows aligned to the Money Laundering Regulations 2017, an FCA-rule-driven Appropriateness Test and Investor Certification engine (for high net worth, restricted, and self-certified sophisticated investor statuses), digital document e-signature via HelloSign, custodian/receiving agent integration, and reporting dashboards; optional Custodian Services provide receiving-agent and custody of investor funds.

The business model combines B2B subscription revenue with transaction-fee economics. Adviser Portal and Manager Portal customers are charged at undisclosed 'Standard Rates' on 12-month auto-renewing contracts, with invoices payable in GBP on 30-day terms, exclusive of VAT, non-cancellable and non-refundable, and with Additional Modules and enhanced support sold as land-and-expand on top. Investor-side custodian fees, manager fees, and facilitated adviser charges are deducted from subscription or realisation proceeds, and direct investors are not generally charged for registration and use. Distribution is UK-only and multi-channel: direct online self-serve for retail investors, direct B2B sales to adviser firms and fund managers, and indirect distribution via Authorised Representatives (IFAs, trustees, corporate directors).

In 2025, the firm announced that CoInvestor services are now being delivered by Treble Peak, with the CoInvestor platform remaining accessible via the existing login while new service interactions are directed to www.treblepeak.com — a brand/operating realignment within the same legal entity rather than a change of corporate ownership. The company discloses no revenue, no headcount figure, no funding-round detail beyond a 2016 round of approximately $1.36M and a 2018 round with Aken Capital and Tech Nation Fintech, and no M&A activity, making financial trajectory difficult to triangulate from public material.

Name

CoInvestor

Legal name

Treble Peak Limited

Website

https://coinvestor.co.uk

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

CoInvestor (trading name of Treble Peak Limited) is an FCA-authorised UK digital investment marketplace connecting retail investors, independent financial advisers, and fund managers via three platform instances — CoInvestor Connect, Adviser Portal, and Manager Portal — with integrated KYC, e-signature, and custodian services.

Ownership category

akta.pro rank

Product category

Alternative Investment Marketplace

NAICS

Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Portfolio Management and Investment Advice (523940), Other Financial Investment Activities (5239)

SIC

Security & Commodity Brokers, Dealers, Exchanges & Services (6200), Finance Services (6199), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access) (FSAGAEAL)

akta.pro secondary industries

Active Crypto Asset Managers (Discretionary) (FSADAHAA), Portfolio Management Systems (PMS), Rebalancing & Analytics (Crypto) (FSADAHAE), Digital Wallets & Account Aggregation Hub (Multi-account, Stored Value) (FSAGAAAD)

Keywords

• Private market investments
• Investment platform
• Financial adviser tools
• Fund management software
• Alternative investments

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure, Supply Chain

Revenue model

1. Adviser Portal Subscription & Service Charges: Firms (financial advisers) pay recurring Charges calculated by reference to CoInvestor's Standard Rates for use of the Adviser Portal and Services. Charges are invoiced on 30-day payment terms, denominated in pounds sterling, exclusive of VAT, non-cancellable and non-refundable, with enhanced support services available at additional cost. Includes automatic 12-month renewal terms.
2. Additional Modules and Services: Firms may request Additional Modules and/or Services from time to time, charged at CoInvestor's then-current Standard Rates. This creates an upsell/land-and-expand dynamic on top of the base Adviser Portal subscription.
3. Custodian & Receiving Agent Fees (Investors): Where CoInvestor appoints a Custodian in connection with an Investment Opportunity, fees may be charged and either invoiced separately or deducted from the investor's Offer funds (or upon realisation). An administration fee may also be charged to cover costs of returning funds on account cancellation.
4. Manager and Third-Party Fees Passed Through the Platform: Manager fees (e.g., a percentage of gross investment value plus a performance-related fee) and fees of receiving agents/custodians/nominees appointed by Managers are deducted from investor funds (initial subscription or realisation proceeds), with Offers scaled back as necessary to cover such fees.
5. Facilitated Adviser Charges: Adviser charges (where the Investor has agreed via the Manager Investment Agreement) are facilitated by the relevant Manager and deducted on a deal-by-deal basis at receipt of Offer funds or at fund closing, with Offers scaled back if insufficient.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels7 records

Core offering

CoInvestor operates an FCA-regulated digital investment marketplace that connects retail investors, independent financial advisers and investment fund managers, enabling online listing, browsing, application, custody, and reporting on direct and fund private-market investments (including non-readily realisable securities, single-company investments, bonds, funds and non-mainstream pooled investments). The platform is delivered in three product instances — a direct-to-investor Connect Platform, a white-label or branded Adviser Portal for financial advisers, and a white-label or branded Manager Portal for fund managers — and is supplemented by optional custodian and receiving-agent services.

Product overview

CoInvestor's offering is a single, multi-tenant digital investment marketplace Platform delivered in three named instances — CoInvestor Connect Platform (direct investors), Adviser Portal (financial advisers), and Manager Portal (fund managers) — all powered by the same underlying proprietary technology and supplemented by optional Custodian Services for receiving-agent and custody of investor funds.

Differentiator

Problem solved

Functional benefit

Brands

• CoInvestor Connect Platform: Instance of CoInvestor's technology solution available to the general public at www.coinvestor.co.uk, enabling direct investor access to Investment Opportunities.
• Adviser Portal
• Manager Portal

Products and services

• CoInvestor Connect Platform A public-facing instance of CoInvestor's FCA-regulated digital investment marketplace that enables UK retail investors and their Authorised Representatives to register, complete the Appropriateness Test and Investor Certification, browse Investment Opportunities (single company investments, bonds, funds, portfolio services, non-mainstream pooled investment funds and non-readily realisable investments), submit Investment Applications, and access reporting on investment performance. No registration fee is generally charged.
• Adviser Portal A white-label or CoInvestor-branded instance of the platform procured by FCA-authorised (or appointed representative / exempt) financial adviser Firms to manage advised investors, browse Investment Opportunities, submit Investment Applications on behalf of Investors, communicate with Investors and Managers, and receive Reporting Data. Sold under formal Adviser Portal Terms and Conditions with 12-month Initial Terms, Standard Rate-based Charges, and FCA authorisation verification.
• Manager Portal A white-label or CoInvestor-branded instance of the platform procured by Investment Fund Managers to list Investment Opportunities on the Platform, receive and process Investment Applications, supply Reporting Data on investments, and manage portfolios via dedicated Nominated User access.
• CoInvestor Digital Investment Marketplace Platform The proprietary multi-tenant digital investment marketplace technology that powers the Connect Platform, Adviser Portal and Manager Portal, enabling online listing, browsing, application and reporting on direct and fund private-market investments under FCA Rules.
• Custodian Services Optional receiving-agent and custody services where CoInvestor appoints a Custodian (subject to separate Custodian Terms and Conditions) to hold investor funds as client money under FCA Rules and to receive Offer amounts in connection with Investment Opportunities, with associated fees invoiced separately or deducted from investor funds.

Quantifiable outcome

• FSCS compensation protection up to £85,000 per investor per firm in default for investment-related claims
• +3 more outcomes

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability1 record

Feature9 records

Partnerships

Four partnerships are on record, tiered core and flagship.

• HelloSign (Dropbox Sign)coreTechnology or IntegrationDropbox's HelloSign service is integrated into the CoInvestor investment application process to provide digital document signing. The service uses cookies to remember who is signing the document and the specific document being signed, and relies on Google products for language preferences and Amazon services for user session persistence. The integration is described as essential to the digital document workflow ('Hellosign requires cookies to be in place in order to manage the digital document process').
• IntercomcoreTechnology or IntegrationIntercom is used to deliver a built-in instant messaging / live chat service to CoInvestor users who are not signed into the Platform, supporting real-time customer support. The service uses a cookie to remember the current conversation the user is part of with CoInvestor's support team.
• HubSpotcoreTechnology or IntegrationHubSpot CRM and its Analytics capabilities are used to gain insight into how various users make use of CoInvestor's websites and Platforms, supporting marketing, CRM and customer lifecycle workflows.
• Treble Peak (parent entity operating CoInvestor)flagshipOthersCoInvestor is a trading name of Treble Peak Limited (company number 07233697). The website states 'CoInvestor services are now being delivered by Treble Peak' and directs users to www.treblepeak.com. Treble Peak Limited is the FCA-authorised entity (firm reference 747676) that contracts with Advisers, Managers and Investors via the Adviser Portal and Site Terms, and owns the underlying Platform technology, IP and conflict-of-interest register reviewed by its Board of Directors.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Wealth Club: UK FCA-regulated platform offering retail and advised access to tax-efficient alternative investments (EIS, VCT, BR, bonds, funds). Directly comparable to CoInvestor's mission of intermediating UK private-market deals to retail and adviser clients.
• SyndicateRoom: UK investment platform enabling retail and advised investors to access start-up and growth-stage private deals and funds, with portfolio reporting. Overlaps with CoInvestor's Connect Platform and Manager Portal for non-mainstream pooled investments.
• Crowdcube: UK FCA-regulated equity-crowdfunding platform connecting individual investors with start-up and scale-up businesses. Comparable in providing direct-to-consumer access to private UK deals, with overlap on the CoInvestor Connect Platform use case.
• Seedrs (now Republic Europe): FCA-regulated private-investment platform offering retail access to equity, funds and convertible deals, with an adviser and nominee infrastructure. Comparable multi-sided marketplace model targeting UK retail and advised investors for alternative investments.

Broad incumbents

• Interactive Investor: Large UK execution-only and SIPP/ISA wealth platform serving self-directed retail investors. Comparable in the execution-only/self-directed investing motion of CoInvestor Connect, though broader in scale and product coverage.
• Hargreaves Lansdown: UK's largest direct-to-consumer wealth platform with extensive ISA/SIPP and funds offering. Indirectly comparable as the incumbent destination for self-directed UK retail investors, including some alternative and tax-efficient investment access.
• Octopus Investments: Major UK manager and platform for tax-efficient investments (EIS, VCT, BR, IFISA). Overlaps with CoInvestor's Manager Portal role and the supply of alternative-investment products distributed to UK retail and advised investors.
• FNZ: Global white-label wealth-management technology platform serving banks, advisers and asset managers. Comparable to CoInvestor's white-label Adviser/Manager Portal strategy, though at far greater scale and across multiple jurisdictions.
• Nucleus Financial Group: UK wrap platform providing adviser firms with white-label investment administration, reporting and rebalancing. Closely comparable to the Adviser Portal's role in serving UK IFAs with consolidated portfolio and reporting workflows.

Emerging players

• iCapital: Global fintech platform providing advisers and wealth managers with access to alternative investments (private equity, hedge funds, structured products). Comparable as an alternatives-on-ramp for advisers and wealth platforms, though focused on institutional/wealth channels rather than UK retail.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/CoInvestorUK
• LinkedInlinkedin.com/company/coinvestor

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds2 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CoInvestor