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Novia Financial

Full company profile

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Namestring
Novia Financial
Legal namestring
Novia Financial plc
Websiteurl
novia-financial.co.uk
Company typeenum
Private
Founded yearint
2008
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
101–250
akta.pro rankint
HeadquartersBath, United Kingdom
HQ citystring
Bath
HQ countrystring
United Kingdom
HQ regionstring
Europe
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
wealth management platform, investment administration, financial adviser services, portfolio administration, platform for advisers
Industry2 codes
1Digital Wealth Platforms for Advisors (TAMP/Advisor Tech)
CodeFSAGAEAHPrimaryYes
2Sub-Accounting & Platform Servicing (Omnibus, Intermediary/NSCC, Retirement Platforms)
CodeFSAAAMAIPrimaryNo
NAICS code2 codes
  • Portfolio Management and Investment Advice523940
  • Trusts, Estates, and Agency Accounts52592
SIC code2 codes
  • Investment Advice6282
  • Finance Services6199
Product category
Wealth Management Platform
Social media profiles1 record
Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Technology or R&D, Operations, Infrastructure, Marketing or Sales
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

Novia Financial operates the Wealthtime platform, a web-based wealth management and investment administration service for UK financial advisers, paraplanners, and their clients. The platform supports multi-user access across advisers, paraplanners, firm administrators, discretionary fund managers, and investors (individual, trust, joint, and company types), enabling portfolio management, investment administration, and wealth consolidation.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Novia Financial operates as a financial services company offering the Wealthtime platform, a unified web-based wealth management solution. Wealthtime serves as the core product enabling advisers and wealth managers to manage client investments through a secure online portal with role-based access for different user types.

Product and service1 record
1Wealthtime
Recent move3 records

Each record includes

Date, Type, Title, Description, Source

Peers10 records
1Transact
TypeDirect peer
Description

UK adviser-facing wealth platform providing trading, custody, and administration for financial advisers and their clients. Closely aligned with Novia's Wealthtime on customer (UK advisers), product (platform administration), and operating model (TAMP/Advisor Tech).

2Seven Investment Management (7IM)
TypeBroad incumbent
Description

UK wealth and investment platform manager serving advisers and direct clients. Comparable to Novia on adviser platform, model portfolios, and discretionary management, but operating at larger, broader scale.

3P1 Investment Services
TypeDirect peer
Description

UK platform and outsourced paraplanner provider serving financial advisers with administration and investment services. Comparable to Novia on adviser-focused platform administration and wealth consolidation.

4True Potential
TypeDirect peer
Description

UK wealth management platform serving advisers through technology-led investing and administration tools. Directly comparable in target market (UK advisers) and product (platform, model portfolios, administration).

5Quilter Platform
TypeBroad incumbent
Description

Large UK wealth manager operating a platform arm serving advisers and retail clients. Overlaps with Novia on adviser platform administration but operates across a much broader product and distribution portfolio.

6AJ Bell Investcentre
TypeDirect peer
Description

UK investment platform serving advisers and direct investors with portfolio administration, custody, and trading. Comparable to Novia in targeting UK advisory firms for platform and back-office support.

7FundsNetwork (Interactive Investor)
TypeDirect peer
Description

UK adviser platform operated by Interactive Investor offering custody, trading, and administration to advisory firms. Overlaps with Wealthtime on adviser platform, multi-asset investment access, and reporting.

8Hubwise (Abrdn)
TypeDirect peer
Description

UK adviser platform providing administration and custody for advisers and paraplanners, now part of Abrdn. Directly competes with Novia on adviser platform technology, trading, and reporting.

9Abrdn Wrap
TypeBroad incumbent
Description

UK platform business serving advisers and corporate clients with wrap, custody, and discretionary solutions. Comparable to Novia on adviser platform technology but with broader asset-management capabilities.

10Aviva Investors / Aviva Platform
TypeBroad incumbent
Description

UK incumbent provider of platform and wealth solutions to advisers and workplace pension clients. Comparable on adviser platform capabilities but with a much broader insurance and pensions portfolio.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment6 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles1 record

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
Compliance1 record

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

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

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

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

Novia Financial

Wealth Management Platformnovia-financial.co.uk

Novia Financial firmographics

Firmographics
Name
Novia Financial
Legal name
Novia Financial plc
Website
https://novia-financial.co.uk
Company type
Private
Founded year
2008
Operating status
Operating
Headcount range
101–250 employees
Ownership category
akta.pro rank

Novia Financial industry classification

Industry
Product category
Wealth Management Platform
NAICS
Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)
SIC
Investment Advice (6282), Finance Services (6199)
akta.pro primary industry
Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
akta.pro secondary industry
Sub-Accounting & Platform Servicing (Omnibus, Intermediary/NSCC, Retirement Platforms) (FSAAAMAI)

Keywords

  • Wealth management platform
  • Investment administration
  • Financial adviser services
  • Portfolio administration
  • Platform for advisers

Where Novia Financial is headquartered

Location

Headquarters

HQ city
Bath
HQ country
United Kingdom
HQ region
Europe

Offices1 record

Markets served

Novia Financial business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Technology or R&D, Operations, Infrastructure, Marketing or Sales

Distribution channels1 record

Novia Financial product offering

Product offering

Core offering

Novia Financial operates the Wealthtime platform, a web-based wealth management and investment administration service for UK financial advisers, paraplanners, and their clients. The platform supports multi-user access across advisers, paraplanners, firm administrators, discretionary fund managers, and investors (individual, trust, joint, and company types), enabling portfolio management, investment administration, and wealth consolidation.

Product overview

Novia Financial operates as a financial services company offering the Wealthtime platform, a unified web-based wealth management solution. Wealthtime serves as the core product enabling advisers and wealth managers to manage client investments through a secure online portal with role-based access for different user types.

Differentiator

Problem solved

Functional benefit

Products and services

  • Wealthtime

Companies that use Novia Financial

Customer profile

Segments6 records

Ideal customer profiles1 record

Novia Financial technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Novia Financial partnerships and signals

Strategic signal

Recent moves3 records

Novia Financial competitors and assessment

Company assessment

Direct peers

  • Transact: UK adviser-facing wealth platform providing trading, custody, and administration for financial advisers and their clients. Closely aligned with Novia's Wealthtime on customer (UK advisers), product (platform administration), and operating model (TAMP/Advisor Tech).
  • P1 Investment Services: UK platform and outsourced paraplanner provider serving financial advisers with administration and investment services. Comparable to Novia on adviser-focused platform administration and wealth consolidation.
  • True Potential: UK wealth management platform serving advisers through technology-led investing and administration tools. Directly comparable in target market (UK advisers) and product (platform, model portfolios, administration).
  • AJ Bell Investcentre: UK investment platform serving advisers and direct investors with portfolio administration, custody, and trading. Comparable to Novia in targeting UK advisory firms for platform and back-office support.
  • FundsNetwork (Interactive Investor): UK adviser platform operated by Interactive Investor offering custody, trading, and administration to advisory firms. Overlaps with Wealthtime on adviser platform, multi-asset investment access, and reporting.
  • Hubwise (Abrdn): UK adviser platform providing administration and custody for advisers and paraplanners, now part of Abrdn. Directly competes with Novia on adviser platform technology, trading, and reporting.

Broad incumbents

  • Seven Investment Management (7IM): UK wealth and investment platform manager serving advisers and direct clients. Comparable to Novia on adviser platform, model portfolios, and discretionary management, but operating at larger, broader scale.
  • Quilter Platform: Large UK wealth manager operating a platform arm serving advisers and retail clients. Overlaps with Novia on adviser platform administration but operates across a much broader product and distribution portfolio.
  • Abrdn Wrap: UK platform business serving advisers and corporate clients with wrap, custody, and discretionary solutions. Comparable to Novia on adviser platform technology but with broader asset-management capabilities.
  • Aviva Investors / Aviva Platform: UK incumbent provider of platform and wealth solutions to advisers and workplace pension clients. Comparable on adviser platform capabilities but with a much broader insurance and pensions portfolio.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Novia Financial social profiles

Digital presence

Novia Financial compliance and trust

Trust signal

Compliance1 record

Novia Financial financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Novia Financial leadership team

Management profile

Number of profiles

Profiles1 record

Novia Financial funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Novia Financial M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about Novia Financial

What does Novia Financial do?

Novia Financial operates the Wealthtime platform, a web-based wealth management and investment administration service for UK financial advisers, paraplanners, and their clients. The platform supports multi-user access across advisers, paraplanners, firm administrators, discretionary fund managers, and investors (individual, trust, joint, and company types), enabling portfolio management, investment administration, and wealth consolidation.

Is Novia Financial a public or private company?

Novia Financial is a private company. It is classified as unknown and is currently operating.

When was Novia Financial founded?

Novia Financial was founded in 2008. It employs 101 to 250 people.

Where is Novia Financial based?

Novia Financial is headquartered in Bath, United Kingdom, in the Europe region.

Who are Novia Financial's main competitors?

Direct peers on record are Transact, P1 Investment Services, True Potential, AJ Bell Investcentre, FundsNetwork (Interactive Investor) and Hubwise (Abrdn). Broad incumbents are Seven Investment Management (7IM), Quilter Platform, Abrdn Wrap and Aviva Investors / Aviva Platform.

Does Novia Financial have an API?

No public API is recorded for Novia Financial.

What industry is Novia Financial in?

Novia Financial's product category is Wealth Management Platform. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech), with a secondary code of FSAAAMAI, Sub-Accounting & Platform Servicing (Omnibus, Intermediary/NSCC, Retirement Platforms). Its NAICS code is 523940 and its SIC code is 6282.

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