What The Quanta Group does

The Quanta Group is a UK wealth management group headquartered in Bath, England, established in January 2025 as a holding company for three independently operated businesses: Wealthtime (an investment platform administering over £12bn of assets for 74,000 customers, offering ISA, SIPP, Drawdown, and Offshore Bond products with Gold and 5-star Defaqto ratings); Copia Capital (a discretionary fund manager serving financial planners with custom and ready-made portfolio services across over £2bn of client assets, holding the highest 5-star Defaqto rating in 2024); and Craven Street Wealth (a chartered financial planning and wealth management firm managing over £2bn for around 3,500 clients with more than 120 professionals, including approximately 30 Financial Planners). The combined group oversees roughly £16bn of assets under advice for nearly 77,000 clients and is wholly owned by AnaCap Financial Partners, a private equity firm specialising in European financial services.

The group's platform technology combines wrap administration, online functionality, and extensive investment choice, and is being evolved through strategic partnerships with Wipro (digital-first platform design) and GBST (platform infrastructure). Distribution is exclusively indirect: all three businesses serve end clients through UK financial advisers, positioning Quanta as a B2B2C operation rather than a direct-to-consumer provider.

The business model is asset-based and recurring: Wealthtime earns platform administration fees on assets under administration, Copia Capital earns DFM management fees on managed portfolios, and Craven Street Wealth earns advisory fees on assets under advice, with pricing determined per adviser relationship and asset level. Recent moves include the March 2025 acquisition of Craven Street Wealth, the formation of the Quanta Group holding structure, technology partnerships with Wipro and GBST, and the addition of a full executive team (Group CFO, CRO, and COO appointments between November 2025 and March 2026) to support an explicitly accelerated growth strategy.

Name

The Quanta Group

Legal name

The Quanta Group (Holdings) Limited

Website

https://thequantagroup.com

Company type

Private

Founded year

2025

Operating status

Operating

Short description

The Quanta Group is a UK wealth management holding company operating Wealthtime (investment platform), Copia Capital (DFM), and Craven Street Wealth (financial planning), serving financial advisers and their clients with approximately £16bn of assets under advice across nearly 77,000 clients.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Other Investment Pools and Funds (5259), Other Financial Vehicles (525990)

SIC

Investment Advice (6282)

akta.pro primary industry

Managed Accounts & Model Portfolios (SMA/UMA) (FSAAAAAG)

akta.pro secondary industries

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Managed Account Platforms (Separately Managed Accounts / Customized Portfolios) (FSAHAKAC)

Keywords

• Investment platform services
• Wealth management solutions
• Discretionary fund management
• Chartered financial planning
• Wrap administration services

Headquarters

HQ city

Bath

HQ country

United Kingdom

HQ region

Europe

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Platform Administration Fees: Wealthtime platform administers £12bn of assets for 74,000 customers, generating revenue through platform administration and management fees on assets under administration.
2. Discretionary Fund Management Fees: Copia Capital provides discretionary fund management services to advisers, managing over £2bn of client assets. Revenue generated through DFM management fees.
3. Financial Planning and Advice Fees: Craven Street Wealth provides independent financial planning and wealth management services, managing around £3bn in assets under advice (AUA) for clients. Revenue from advisory fees and AUM-based charges.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

The Quanta Group is a UK wealth management holding company that provides full wealth management services through three core businesses: an independent investment platform (Wealthtime) administering wrap accounts, pensions, ISA, SIPP, Drawdown, and Offshore Bond products; a discretionary fund manager (Copia Capital) offering custom and ready-made MPS portfolios; and a chartered financial planning and advice business (Craven Street Wealth). Services are distributed exclusively through financial advisers across the UK, with combined assets under advice of approximately £16bn for nearly 77,000 clients.

Product overview

The Quanta Group is a UK-based wealth management group offering a unified platform-plus-services model across three core independent business areas: (1) Wealthtime and Wealthtime Classic platforms providing investment administration and wrap services; (2) Copia Capital as the discretionary fund management arm offering portfolio construction services exclusively to financial advisers; and (3) Craven Street Wealth as the financial planning and advice business providing chartered financial planning services. The group safeguards the independence of all three business areas while providing complementary wealth management solutions to advisers and retail clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealthtime Investment Platform A comprehensive wrap investment platform combining the latest wrap technology, online functionality, and extensive investment choice with a personal service model. Administers over £12bn of assets for 74,000 customers across ISA, SIPP, Drawdown, and Offshore Bond products. Distributed exclusively via UK financial advisers. Holds a Gold Defaqto platform rating with 5-star Defaqto ratings across individual products.
• Wealthtime Classic Platform A trading name of Wealthtime Limited providing wrap platform services for UK financial advisers and their clients. Authorised and regulated by the Financial Conduct Authority under FCA Number 468461.
• Copia Capital Discretionary Fund Management A Discretionary Fund Manager that works exclusively with financial planners to construct superior portfolios across the full risk-return spectrum. Offers the MPS Custom service for differentiated bespoke portfolios, ready-to-go MPS portfolio products, and the MPS Plus range. Holds the highest 5-star Defaqto rating awarded in 2024.
• Craven Street Wealth - Chartered Financial Planning and Wealth Management Award-winning independent Chartered Financial Planners and Wealth Managers providing tailored advice for building wealth, retirement planning, and legacy planning. Manages approximately £3bn of assets for around 3,500 clients, employing more than 120 professionals including around 30 Financial Planners across offices in Canterbury, London and the South of England.

Quantifiable outcome

• £16bn assets under advice across platform, DFM and advice businesses
• +4 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Two partnerships are on record, tiered core.

• WiprocoreTechnology or IntegrationStrategic partnership with Wipro to develop a market-leading, digital-first platform built around customers. This partnership supports Wealthtime's technology strategy for providing smarter technology experience to financial advisers and their clients.
• GBSTcoreTechnology or IntegrationStrategic partnership with GBST as part of the Wealthtime platform technology evolution. GBST provides technology infrastructure supporting the digital-first platform strategy for the group's investment platform business.

Scale indicators6 records

Recent moves11 records

Expansion highlights5 records

Broad incumbents

• St. James's Place: Largest UK advice-led wealth manager with proprietary DFM, platform and restricted adviser network. Direct competitor for advised AUA but at vastly greater scale (~£160bn+), and serves as the dominant vertically-integrated model the Quanta Group differentiates against.
• AJ Bell: Major UK investment platform serving advisers and direct retail clients. Comparable to Wealthtime's wrap platform functionality at much larger scale, and competes for the same adviser mandate wallet.
• Hargreaves Lansdown: Largest UK retail investment platform and a leading destination for advised platform assets. Direct competitor for adviser platform mandates and benchmark for UK platform pricing pressure on Wealthtime.

Direct peers

• Quilter: UK wealth manager with a multi-channel platform (Quilter Investor, Quilter Cheviot), advice business and DFM — the closest structural analogue to Quanta's three-business model. Comparable adviser-distributed platform plus advised wealth proposition serving UK retail clients.
• Rathbones Group: UK-listed wealth manager combining discretionary investment management with adviser-led platform services. Closely comparable to Copia Capital's DFM and the broader Quanta adviser-channel wealth proposition.
• Evelyn Partners: UK wealth management and professional services group offering financial planning, DFM and platform services to private clients via advisers. Direct competitor to the Quanta three-business stack with similar mid-market advised focus.
• Tatton Investment Management: UK DFM providing model portfolio services (Tatton Core, Active, Passive) exclusively through financial advisers. Direct competitor to Copia Capital's MPS Custom and ready-made model portfolio offerings.
• Interactive Investor: UK investment platform serving both adviser and direct retail clients with flat-fee pricing. Comparable wrap/administration capability to Wealthtime, particularly for self-directed advised clients.
• Charles Stanley: UK wealth manager combining discretionary investment management with financial planning for private clients. Comparable adviser-channel DFM and wealth advisory proposition, and the former employer of Quanta's incoming Group COO.
• 7IM (Seven Investment Management): UK DFM and platform provider serving advisers and private clients with model portfolios and managed account services. Comparable to Copia Capital's DFM offering and the broader Quanta wealth proposition.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries4 records

Funding overview

Funding rounds

Investors

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

M&A1 record

Investments

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

Frequently asked questions about The Quanta Group