Investment One

What Investment One does

Investment One is a privately-held Nigerian financial services group founded in 2007 and headquartered in Lagos. Operating through multiple SEC-regulated entities and a London-based FCA-regulated affiliate (Investment One Global Advisors UK), the firm delivers a comprehensive suite of investment services to high net worth individuals, affluent families, and corporate clients. Its service lines span investment management, stockbroking, wealth management, trust services, financing, and investment banking (via the Capital Management affiliate, which adds structured finance, financial advisory, venture capital, and real estate). Customer segments are concentrated on affluent Nigerians and their families, with bespoke, quote-based pricing and dedicated financial advisor teams for enterprise relationships.

The firm's technology foundation rests on the Easy Invest platform — a USSD code-based and mobile application (iOS/Android) investment channel offering real-time market updates and portfolio tracking — complemented by the Virtual Investment Simulator for prospective investors. Distribution combines four physical Nigerian branches (Lagos, Abuja, Port Harcourt, Ilorin), the UK advisory entity managing the $100M Africa Opportunities Credit Fund for SMEs, and digital self-serve channels. Revenue is diversified across seven streams: fund/portfolio management fees (subscription-recurring), stockbroking commissions (transaction-fee), trusteeship, investment banking advisory, wealth management advisory, structured finance and venture capital, and fund management fees from the UK Credit Fund. Awards and regulatory milestones include first-place ranking in Proshare's 2023 Online Trading Portal Survey, FT/Statista Africa's Fastest Growing Companies (2023), and being the first African firm to achieve ISO 27001:2022 certification.

Name

Investment One

Legal name

Investment One Financial Services Limited

Website

https://investment-one.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

101–250 employees

Short description

Investment One is a Lagos-headquartered, SEC-regulated Nigerian financial services group offering investment management, stockbroking, wealth management, trust services, and investment banking to high net worth individuals, affluent families, and corporate clients across Nigeria and the UK.

Ownership category

akta.pro rank

Product category

Investment Management & Wealth Advisory

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

akta.pro secondary industries

Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO), Execution-Only / Self-Directed Investing Platforms (FSAAAAAI), Impact Investing (Intentional, Measurable Social/Environmental Outcomes) (FSAAALAC), Institutional Capital Introduction (LP/Family Office/Endowment Matching) (FSAEALAI), Impact Investment & Development Investment Funds (BPADACAO)

Keywords

• Fund management services
• Wealth management advisory
• Stockbroking services
• Investment banking
• Trust services

Headquarters

HQ city

Lagos

HQ country

Nigeria

HQ region

Africa

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Fund/Portfolio Management: Investment One Financial Services Ltd, registered with SEC, offers fund and portfolio management services generating management fees and performance-based revenue from client assets under administration.
2. Stockbroking Services: Capital market operations providing stock brokerage services for trading securities on Nigerian exchanges.
3. Trusteeship Services: Trust services including living trusts, estate planning, and professional asset management during trust lifetime.
4. Investment Banking: Investment One Capital Management provides specialized investment banking services including debt issuance, capital raising, financial advisory, portfolio management, real estate, and research for private and public sector clients.
5. Wealth Management Advisory: Bespoke wealth management and legacy creation services for high net worth individuals, affluent families, and corporate clients including investment advisory and portfolio management.
6. Structured Finance and Venture Capital: Investment banking affiliate provides structured finance solutions and venture capital investment services.
7. Africa Opportunities Credit Fund Management: Investment One Global Advisors UK manages the Africa Opportunities Credit Fund, a $100 million fund targeting high-impact SMEs in Africa.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

Investment One is a Nigerian financial services group that delivers fund and portfolio management, stockbroking, bespoke wealth management, trust services, and investment banking through SEC-registered Investment One Financial Services Ltd and affiliate Investment One Capital Management. Clients access products in Nigerian Naira and US Dollars including depository notes, government securities, Eurobonds, and foreign currency investments, with digital execution via the Easy Invest USSD platform and mobile application.

Product overview

Investment One is a Nigerian financial services group offering a comprehensive suite of investment products and services. The core platform operates through multiple divisions: Investment One Financial Services (providing Investment Management, Stockbroking, Wealth Management, Trust Services, Financing, and Global Advisors) and Investment One Capital Management (offering Investment Banking, Structured Finance, Financial Advisory, Venture Capital, and Real Estate). The product portfolio includes both traditional financial services (wealth management, stockbroking, trust services) and digital products (Easy Invest USSD platform, Virtual Investment Simulator). Investment products include depository notes in Naira and USD, government securities, Eurobonds, and foreign currency investments. The company also manages the Africa Opportunities Credit Fund ($100M target) through its UK subsidiary. The diverse product range serves high net-worth individuals, affluent families, corporate clients, and SMEs across multiple African markets.

Differentiator

Problem solved

Functional benefit

Brands

• Easy Invest: Digital investment platform accessible via USSD code and mobile app, providing real-time market updates and portfolio tracking functionality.
• Africa Opportunities Credit Fund
• Green Energy Initiative

Products and services

• Investment Management Personalized investment management and portfolio services for individuals and institutional clients, registered and regulated by the Securities and Exchange Commission (Nigeria).
• Stockbroking Stockbroking services for trading securities on local and international equity markets, with transaction-based execution for individual and institutional clients.
• Wealth Management Bespoke wealth management and legacy creation services for affluent individuals, families, and corporate clients, including portfolio creation, wealth transfer, and investment advisory.
• Trust Services Living trust creation, estate planning, and professional management of trust assets during the lifetime of the trust, ensuring equitable distribution to beneficiaries as stipulated by the trust deed.
• Financing Financing solutions offered to individuals and businesses through Investment One Financial Services Ltd.
• Global Advisors Global investment advisory services provided through Investment One Global Advisors UK, regulated by the Financial Conduct Authority UK as an Investment Adviser, managing the Africa Opportunities Credit Fund.
• Investment Banking Specialized investment banking and financial advisory services by Investment One Capital Management for private and public sector clients, including debt issuance, capital raising, portfolio management, real estate advisory, and research.
• Easy Invest (USSD and Mobile App) USSD code-based and mobile application investment platform enabling users to invest easily via mobile telephones, with real-time market updates and intuitive portfolio tracking for retail and individual investors.
• Virtual Investment Simulator Free tool that helps people practice and become familiar with the stock market before investing real capital.
• Africa Opportunities Credit Fund Fund managed by Investment One Global Advisors UK (FCA-regulated), raising $100 million to bridge the SME funding gap in Africa by connecting investors with high-impact SMEs.
• Short and Medium Term Depository Notes Depository notes in Nigerian Naira and US Dollars with tenures of 182, 364, or 728 days, offering periodic payments of returns with principal returned at maturity.
• Government Securities Purchase of government securities including federal and state bonds, treasury bills, and select debenture notes for clients.
• Eurobonds Purchase of sovereign and private Eurobonds facilitated for clients.
• Foreign Currency Investments Investment products in foreign currencies for clients seeking alternative currency-based investments.

Quantifiable outcome

• First position as top-ranking capital market operator in 2023 Online Trading Portal Survey
• +3 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• Investment One Global Advisors UKcoreStrategic or Co-development Partner · 1 January 2023London-based company regulated by the Financial Conduct Authority (FCA) UK as an Investment Adviser. Operates as part of Investment One Group to serve as a vital link between investors and high-impact SMEs in Africa. Manages the Africa Opportunities Credit Fund raising $100 million to bridge the SME funding gap in Africa.

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Stanbic IBTC Asset Management: One of Nigeria's largest asset/wealth managers, regulated by SEC, serving HNW and institutional clients with portfolio management, mutual funds and advisory—directly overlapping Investment One's wealth and fund-management core.
• ARM (Asset & Resource Management) Holding Company: Leading Nigerian investment management group offering asset management, pension fund administration and stockbroking; comparable multi-license structure and similar HNW/institutional client base to Investment One.
• Cardinalstone Capital: Nigerian investment banking and asset management firm providing wealth management, advisory and securities services to institutional and HNW clients; closest direct competitor in Nigeria's mid-tier IB/wealth segment.
• Cordros Capital: Nigerian full-service capital markets firm offering asset management, securities trading and investment banking; comparable product mix and Nigerian retail/institutional target market.
• Meristem Securities: Nigerian stockbroking, asset management and wealth advisory firm; directly comparable stockbroking + wealth + research positioning serving HNW and institutional clients in Nigeria.
• Afrinvest West Africa: West African investment management and advisory firm with Nigerian roots offering asset management, securities trading and research; comparable multi-product financial services profile.
• Sigma Pensions: Nigerian pension fund administrator and asset manager serving retirement savers; comparable in regulated fund management and retail investment distribution in Nigeria.

Broad incumbents

• FSDH Merchant Bank: Established Nigerian merchant bank offering asset management, treasury and corporate finance; broader balance-sheet-driven incumbent overlapping with Investment One's investment banking and wealth lines.
• Interactive Brokers: Global multi-asset brokerage and wealth platform; comparable technology-led stockbroking and self-directed investing capability at scale, useful for benchmarking digital retail execution.
• Saxo Bank: Global online trading and wealth management platform; relevant comparable for multi-asset digital investing, white-label wealth tech and cross-border advisory positioning.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCiDEvw1l8kLIJ9X-DlTs4kA
• Xx.com/investmentone
• LinkedInlinkedin.com/company/investmentone

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

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

M&A

Investments2 records

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

Frequently asked questions about Investment One