Graphene

What Graphene does

Graphene Platforms Limited is a UK-based, FCA-authorised (FRN: 756360) infrastructure provider that enables wealth management firms to operate their own branded platforms on top of institutional custody rails rather than building or renting them. Its core product, the "Graphene Fabric," is a four-layer stack: a private Data Cloud (2.4M records, 48 connected sources, 99.9% uptime), an Investment Platform layer connected to SEI's $1.7T AUA custody ecosystem via the Wealth Gateway (multi-currency, multi-jurisdiction, 400+ product wrappers), a configurable Client & Adviser Experience Layer, and a Governance layer with embedded compliance and operations. The company was founded in 2015 by Kevin Mitchell and Robert Kelly, is headquartered in London with a second office in Edinburgh, and serves private banks, wealth consolidators / Top 100 IFA firms, discretionary fund managers, family offices, and IFAs managing between £500m and £10bn+ in assets.

Graphene earns revenue primarily through subscription-based infrastructure fees for access to its unified platform stack, supplemented by transaction-based fees for custody and execution connectivity routed through SEI. Pricing is bespoke and quote-based rather than publicly disclosed, structured around client AUM, modules selected, and firm size. The go-to-market combines direct enterprise field sales, inside sales, and channel partnerships with IFA networks and adviser platforms (Swissential, Tavistock, Futura, Blackfinch, Marlborough), with an embedded operations team model that delivers migration, onboarding, and ongoing service. The company claims 100% client retention, has acquired the Marlborough Select Platform (May 2025), and has received two strategic investments from SEI Ventures (October 2025, February 2026) alongside a strategic partnership with SEI Investments (Europe) Limited that anchors its custody infrastructure.

Name

Graphene

Legal name

Graphene Platforms Limited

Website

https://grapheneplatforms.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

Graphene Platforms is a UK FCA-authorised infrastructure provider that lets wealth management firms operate their own branded platforms on top of SEI's $1.7T custody ecosystem, serving private banks, DFMs, family offices, and IFA consolidators managing £500m–£10bn+ in assets.

Ownership category

akta.pro rank

Product category

Wealth Management Platform Infrastructure

NAICS

Other Financial Vehicles (52599)

akta.pro primary industry

High-Net-Worth & Private Wealth Digital Platforms (Digital Private Banking) (FSAGAEAI)

Keywords

• Wealth management infrastructure
• Investment platform services
• Custody connectivity solutions
• Platform-as-a-service wealth
• Private data cloud

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Infrastructure-as-a-Service Subscription: Recurring subscription model for access to Graphene's unified wealth platform infrastructure including data cloud, custody connectivity, portfolio management, client portals, and compliance tooling. Firms pay for the infrastructure layer enabling them to own their platform, data, and client experience without building it themselves.
2. Custody & Execution Connectivity: Transaction and execution connectivity through SEI's custody rails. Graphene's infrastructure layer connects to SEI ($1.7tn AUA, Nasdaq-listed) providing custody connectivity and investment operations for clients.

Go-to-market motion3 records

Distribution channels3 records

Marketing channels6 records

Core offering

Graphene provides institutional-grade Infrastructure-as-a-Service for wealth management firms, unifying Private Data Cloud, an Investment Platform built on SEI's $1.7tn custody ecosystem, a Client Experience Layer, and embedded Governance services into a single modular Fabric. The platform enables private banks, DFMs, consolidators, family offices, and IFAs to operate their own branded wealth platforms with full data sovereignty, without building proprietary infrastructure in-house.

Product overview

Graphene is a unified, institutional-grade wealth management platform infrastructure comprising four integrated layers: the Data Cloud (private dedicated data environment with full sovereignty, supporting 2.4M records from 48 sources at 99.9% uptime), Investment Platform/Wealth Platform Gateway (connecting to SEI's $1.7 trillion custody ecosystem with multi-currency settlement and 400+ product wrappers), Client Experience Layer (branded adviser and client portals with configurable workflows and Document Composer), and Governance Services (embedded operations team, compliance monitoring, audit trails). The platform targets private banks, wealth consolidators, discretionary fund managers, and IFA networks managing £500m to £10bn+ in assets. Service modules include custody and execution, onboarding/KYC, portfolio management with FIX connectivity, performance/tax reporting, wrappers and retirement products, and compliance oversight. The architecture enables firms to operate their own branded wealth platform without building infrastructure themselves.

Differentiator

Problem solved

Functional benefit

Products and services

• Graphene Fabric The unified intelligent infrastructure layer connecting Private Data Cloud, Investment Platform, Client Experience, and Governance into one integrated fabric for wealth management firms. Sold as a subscription Infrastructure-as-a-Service enabling private banks, wealth consolidators, DFMs, and family offices to operate their own branded wealth platform.
• Wealth Gateway Authorised investment infrastructure providing seamless securities execution, integrated custody connectivity, and streamlined investment administration through a unified digital environment with a secure Private Data Cloud enabling real-time data management, automated reporting, and full lifecycle visibility.
• Marlborough Select Platform Investment platform for advisers and their clients, acquired by Graphene from Marlborough in May 2025 with FCA approval. Marlborough retained a strategic investment in Graphene as part of the transaction.

Quantifiable outcome

• Tens of billions of AUM managed globally by Graphene-powered firms
• +5 more outcomes

Named customers10 records

Segments6 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature6 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• Alpha Investment OfficecoreStrategic or Co-development Partner · 23 February 2026Alpha Investment Office launched its new regulated investment platform through Graphene's authorised Wealth Gateway infrastructure. Graphene provides custody connectivity and investment operations to support Alpha's full-service platform for wealth advisers serving high-net-worth and entrepreneurial clients. Stefano Del Federico, Founder & CEO of Alpha, stated Graphene is the only partner with the credibility and capabilities to operate in the HNW wealth management sector.
• SEI Investments (Europe) Limited (SIEL)coreTechnology or Integration · 2 October 2025Strategic partnership where SEI Investments (Europe) Limited provides its Wealth Platform to power Graphene's offering for wealth managers, family offices, and IFAs. Graphene adopts the SEI Wealth Platform to provide clients with fully integrated wealth management infrastructure, allowing firms to access institutional-grade operations with flexibility to build and manage their own data-driven platforms.
• MarlboroughcoreStrategic or Co-development Partner · 6 May 2025Graphene acquired the Marlborough Select Platform, an investment platform for advisers and their clients. FCA approved the transfer from Marlborough to Graphene. Marlborough holds a continued strategic investment in Graphene, and its chairman Andrew Staley is a shareholder. Richard Goodall, CEO of Marlborough, expressed confidence in Select's future as part of Graphene's next-generation proposition.
• The Investment Association (IA)minorOthersTrade body and industry voice for UK investment managers. Collectively manages over £9.4 trillion of assets on behalf of clients. Graphene's credentials and compliance with industry standards are aligned with IA requirements.
• Chartered Institute for Securities & Investment (CISI)minorOthersProfessional body for financial and investment professionals. Offers qualifications and sets standards of conduct and ethics. Graphene's operations are aligned with CISI professional standards.
• FinTech ScotlandminorOthersFinTech cluster organization working to secure Scotland's place as a global fintech centre. Graphene is a member, indicating regional presence and engagement with the Scottish fintech ecosystem. Edinburgh office location supports this partnership.
• Financial Conduct Authority (FCA)coreOthersGraphene Platforms Limited is authorised and regulated by the Financial Conduct Authority (FCA), FRN: 756360. Regulatory compliance is embedded into the platform architecture. The FCA has approved the transfer of the Marlborough Select Platform to Graphene.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Finastra: Major financial software provider with retail, corporate and wealth platform capabilities. Adjacent rather than directly comparable, but a likely overlapping incumbent as wealth firms consider unified platform alternatives.
• SS&C Advent: Portfolio management, reporting and accounting software suite (Advent APX, Geneva) serving asset managers, hedge funds and private wealth firms globally. A broader incumbent with overlapping portfolio management, reporting and compliance modules.
• SEI Investments: Nasdaq-listed incumbent providing the SEI Wealth Platform and $1.7tn custody infrastructure that Graphene is built on top of. A powerful partner but also a potential competitor — its Wealth Platform competes broadly with what Graphene enables clients to own.

Direct peers

• Profile Software: Provides Axia wealth management platform and investment management solutions to private banks, asset managers and family offices in the UK and Europe. A close direct competitor in the modular wealth platform infrastructure space.
• FNZ: Global wealth management platform technology provider serving asset managers, advisers and private banks with end-to-end platform infrastructure. Closest direct competitor to Graphene's "platform ownership" proposition, though FNZ typically operates at much larger scale and provides the platform itself rather than positioning as an infrastructure layer.
• Bravura Solutions: Wealth management and transfer agency platform provider serving superannuation, life insurance and wealth firms. Comparable as a technology platform to financial institutions, though with broader geographic and segment reach than Graphene.
• Avaloq (NEC Software Solutions): Core wealth and digital banking platform vendor serving private banks and wealth managers globally (acquired by NEC). Directly comparable offering to Graphene Fabric for wealth platform infrastructure, particularly in private banking segments that Graphene targets.

Others

• Tavistock Investments: UK wealth and asset management group that is both a Graphene partner and an adjacent competitor. Worth noting because it is listed on Graphene's partner page, illustrating the channel-partner GTM dynamic.

Regional players

• Clearwater Analytics: Public US-based investment accounting and reporting platform increasingly expanding into UK/European private wealth. Comparable in investment operations, reporting and data accuracy, though typically serving larger institutions and a different reporting focus.

Emerging players

• WealthOS: UK wealthtech offering a SaaS wealth management infrastructure platform with modular capabilities (client onboarding, portfolio management, reporting) for advisers and wealth managers. Comparable target customer and modular architecture to Graphene, though typically servicing smaller firms.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/grapheneplatforms

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Funding overview

Funding rounds1 record

Investors1 record

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 Graphene