What moneyinfo does

Moneyinfo Limited is a UK-based private fintech company founded in 2000 and headquartered in Henley-in-Arden, Warwickshire. It provides a cloud-based digital relationship management platform for wealth management and financial planning firms, delivered as fully white-labelled client portals and native iOS/Android mobile apps operating under each client's own brand identity. The platform aggregates data from over 50 custodians, investment platforms, and portfolio management systems — including Transact, Iress/Xplan, Third Financial, IRESS Pulse, Pershing, IMiX, Intelliflo, Nucleus, Parmenion, Novia, Seccl, Hubwise, and Time4Advice — to provide consolidated multi-currency portfolio reporting, automated daily valuations, secure encrypted messaging with audit trails, document vaults, bulk document delivery, eSignatures via DocuSign, customisable KYC and onboarding workflows, biometric authentication, and Outlook 365 and Calendly integrations.

The company sells annual or multi-year SaaS subscriptions through a direct enterprise sales motion (discovery calls, demos, brochure lead capture) supplemented by integration partner referrals. Target buyers are COOs, managing directors, and operations/technology leads at wealth managers, financial planners, DFMs, multi-family offices, private banks, and investment platforms across the UK. The customer base includes enterprise clients such as James Hambro & Partners (£8bn+ AUM), Progeny Group (3,500+ clients), and Hymans Robertson Personal Wealth (1,200+ clients), alongside a long tail of mid-market and SMB advisory firms. Moneyinfo is founder/management-owned with no disclosed external PE or VC backing and operates with 11–50 employees.

Recent strategic activity has concentrated on deepening platform integrations: a landmark Iress Xplan partnership announced in October 2025 (described as the deepest back-office-to-portal integration in the UK advice market) and a Transact straight-through account opening enhancement announced in December 2025, the latter jointly winning 'Best Use of Platform Technology' at the 2025 Schroders UK Platform Awards. The firm has also extended its go-to-market beyond wealth managers and financial planners into private banks, multi-family offices, and DFMs as distinct target segments. The business remains UK-only with no disclosed international expansion or external funding activity.

Name

moneyinfo

Legal name

Moneyinfo Limited

Website

https://moneyinfo.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

11–50 employees

Short description

Moneyinfo is a UK-based SaaS provider of white-labelled client portals and mobile apps for wealth management and financial planning firms. Its platform aggregates data from 50+ custodians and back-office systems to deliver branded digital engagement, secure messaging, automated reporting, and onboarding workflows.

Ownership category

akta.pro rank

Product category

Wealth Management Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518210), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)

akta.pro primary industry

Digital Wallets & Account Aggregation Hub (Multi-account, Stored Value) (FSAGAAAD)

Keywords

• Wealth management software
• Client portal platform
• Financial planning technology
• Digital relationship management
• Branded mobile apps

Headquarters

HQ city

Henley In Arden

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Digital Relationship Management Platform (SaaS Subscription): Annual or multi-year subscription licensing of the Moneyinfo white-labelled client portal and mobile app platform to wealth management and financial planning firms. Pricing is likely structured per firm or per client/adviser, with implementation, onboarding, and free ongoing training included. The platform serves as the primary recurring revenue stream.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels8 records

Core offering

Moneyinfo provides a cloud-based digital relationship management platform delivered as fully white-labelled client portals and native iOS/Android mobile apps to UK wealth management and financial planning firms. The platform aggregates data from 50+ custodians, investment platforms, and back-office systems via API integrations, offering consolidated portfolio valuations, automated bulk document delivery, encrypted secure messaging with audit trails, eSignatures via DocuSign, multi-currency reporting, and customisable digital KYC and onboarding workflows — all under the client's own brand identity.

Product overview

Moneyinfo offers a unified digital relationship management platform for wealth management and financial planning firms, consisting of a core branded client portal and mobile apps, with integrated sub-products including secure communication (messaging with Outlook365 and DocuSign eSignatures), document vault with automated bulk delivery, multi-currency and cross-platform portfolio reporting, workflow automation for client journeys, and digital onboarding/KYC. The platform integrates with major back-office systems including Iress Xplan and Transact for straight-through processing. Moneyinfo also offers its technology as white-labelled sub-brands to clients including Motus Money, MyOvation, Client Hub, bfp moneyinfo, MyEQ, and Lomond Wealth App. The platform serves discretionary fund managers, multi-family offices, private banks, financial planners, and wealth managers with over 50 platform integrations.

Differentiator

Problem solved

Functional benefit

Products and services

• Moneyinfo Client Portal and Branded Apps A best-in-class digital relationship management platform combining branded apps, secure communication, workflow automation, and seamless onboarding and reviews for UK wealth management and financial planning firms.
• Branded Mobile Apps Custom-branded mobile apps for iOS and Android that deliver a branded client experience with biometric security, secure messaging, and access to portfolios and documents.
• Secure Communication Secure messaging platform with WhatsApp-style threads, mobile push notifications, document attachments, group conversations, custom templates, read history, full audit trail, and Outlook 365 email integration for compliance.
• Document Vault Secure document storage and automated delivery system enabling bulk document distribution, customisable folder structures, mobile document scanning, and privacy controls allowing clients to upload and manage their own documents with selective sharing permissions.
• Multi-Currency Portfolio Reporting Comprehensive multi-currency portfolio reporting with choice of base currency, native currency reporting options, custom portfolio views, multi-generational family wealth views, and integration with portfolio management systems.
• Cross-Platform Wealth Reporting Cross-platform reporting combining data from various platforms and product providers into a single dashboard with automated daily valuations and outsourced data management across custodians, DFMs, and portfolio management systems.
• Digital Onboarding and KYC Fully customisable KYC process for efficient client onboarding and periodic reviews with streamlined information collection, eSignatures, document sharing, and approvals managed in one secure workflow.

Quantifiable outcome

• 91% client app adoption achieved at Tideway Wealth Management with 100,000 logins in one year from 800 HNW clients, 80%+ via mobile app
• +11 more outcomes

Named customers22 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

Integration19 records

Feature10 records

Partnerships

14 partnerships are on record, tiered core and minor.

• TransactcoreTechnology or Integration · 1 December 2025Major integration enhancement bringing straight-through account opening to Moneyinfo users. Pre-populates Transact applications using data already held in Moneyinfo, reducing manual rekeying, lowering error risk, and accelerating client onboarding. Won 'Best Use of Platform Technology' at the 2025 Schroders UK Platform Awards. Transact CEO Tom Dunbar commented on saving time and removing rekeying for advisers. Thomson Tyndall cited the integration as significantly reducing administrative burden.
• Iress (Xplan)coreTechnology or Integration · 1 October 2025Landmark partnership announced October 2025 delivering the deepest integration between Iress Xplan (used by 450+ UK wealth firms) and a client portal in the UK. The partnership connects client engagement with adviser workflows in a single seamless digital journey. First phase delivers tightly integrated digital fact-finding; further enhancements include full custom field mapping. Moneyinfo MD Tessa Lee described it as a first-of-its-kind partnership driven by shared culture and ambition to serve advisers and clients.
• Citywire Wealth ManagerminorGTM or Marketing Partner · 1 October 2025Citywire Wealth Manager covered the James Hambro & Partners and Moneyinfo partnership launch as a news story, providing third-party press validation and industry exposure for Moneyinfo's client engagement platform.
• Schroders UK Platform AwardsminorOthers · 1 September 2025Moneyinfo and Transact jointly won 'Best Use of Platform Technology' at the 2025 Schroders UK Platform Awards for their straight-through account opening integration. This award recognition validates the depth of the partnership and its impact on the UK wealth management technology ecosystem.
• DocuSigncoreTechnology or IntegrationDocuSign eSignature integration allows Moneyinfo clients to send, receive, and process electronic signatures directly within the portal and app. Supports DocuSign templates, individual and bulk signature requests, counter-signatures, signing orders, and multiple signatories. Lomond Wealth and other clients cite this as a transformative capability that reduced form completion times from weeks to minutes.
• IRESS (Pulse)coreTechnology or IntegrationIRESS Pulse integration enables portfolio management system connectivity for Moneyinfo clients. RC Brown Investment Management was Moneyinfo's first investment management client through the Pulse integration. The platform also integrates with IRESS Xplan (see Iress partnership).
• Third FinancialcoreTechnology or IntegrationThird Financial integration connects portfolio management and reporting systems with the Moneyinfo client portal, enabling automated data feeds and consolidated wealth reporting for family offices, DFMs, and wealth managers.
• PershingcoreTechnology or IntegrationPershing custodian integration enables automated data feeds and reporting for firms using Pershing as their custodian platform, with consolidated portfolio views delivered through the Moneyinfo client portal.
• IMiXcoreTechnology or IntegrationIMiX portfolio management system integration with Moneyinfo, enabling automated reporting and data connectivity for wealth management firms using IMiX as their core technology platform.
• IntelliflocoreTechnology or IntegrationIntelliflo back-office platform integration listed among Moneyinfo's 50+ integration partners, enabling data connectivity for adviser firms using Intelliflo's technology stack.
• HubwisecoreTechnology or IntegrationHubwise platform integration used by Hymans Robertson Personal Wealth. The two-way integration between Moneyinfo and Hubwise enables automatic portfolio valuation feeds and document collection, reducing manual processes for advisers.
• X-Plan (in-house via Iress)coreTechnology or IntegrationX-Plan integration enables real-time data feeds into the Moneyinfo portal. Motus Financial Planning uses X-Plan feeds to display live valuations directly within the Motus Money app, providing clients with up-to-date portfolio information.
• Sopro (Prospect Global Ltd)minorGTM or Marketing PartnerSopro is Moneyinfo's appointed digital marketing agent, conducting marketing activity on Moneyinfo's behalf under compliant processing of personal information. Sopro is registered with the ICO (ZA346877) and has a named Data Protection Officer.
• MailchimpminorGTM or Marketing PartnerMailchimp is used as Moneyinfo's marketing automation platform for email newsletters and campaigns. Subscriber information is transferred to Mailchimp for processing per Mailchimp's privacy terms.

Scale indicators15 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• InvestCloud: Provides white-labelled digital client portals and engagement experiences for wealth managers and advisers, directly overlapping with moneyinfo's branded portal/app and reporting offering.
• Moneyhub: UK open-banking and account-aggregation platform used by wealth and advice firms to deliver consolidated client financial views, closely comparable to moneyinfo's cross-platform net wealth reporting.
• Praemium: Offers investor portals and consolidated multi-custodian portfolio reporting for wealth managers and family offices, mirroring moneyinfo's aggregation and client-reporting core.
• Third Financial: UK wealth-tech vendor offering PMS plus client portal capabilities to wealth managers; an integration partner of moneyinfo that also competes in the client-facing portal space.
• Wealth Dynamix: UK-based client lifecycle and digital engagement software for wealth managers and private banks, competing for the same adviser-client relationship layer as moneyinfo.

Broad incumbents

• Intelliflo: Dominant UK adviser back-office platform with client portal features; overlaps with moneyinfo on digital client servicing as part of a broader practice-management suite.
• Iress: Provider of Xplan back-office software for UK advice firms; both a key moneyinfo partner and a potential competitor able to extend into client-portal functionality.
• Addepar: Wealth data aggregation, analytics and reporting platform for advisers and family offices, overlapping with moneyinfo's consolidated multi-custodian wealth reporting at larger scale.
• Objectway: Wealth and asset management software vendor offering digital client engagement and reporting tools to financial institutions, competing in moneyinfo's category internationally.
• Avaloq: Global banking and wealth management software provider with digital client experience modules, overlapping with moneyinfo's portal and onboarding capabilities for larger institutions.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/moneyinfoTech
• Facebookfacebook.com/moneyinfotech
• LinkedInlinkedin.com/company/moneyinfotech

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

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 moneyinfo