Square Mile

What Square Mile does

Square Mile Investment Consulting & Research Limited is a London-based, FCA-regulated (FRN 194286) independent investment research firm founded in 2014 and operating commercially under the Titan Square Mile brand. The firm delivers fund research, ratings, and selection analysis to UK financial advisers, wealth managers, and institutional investors through its Academy of Funds web platform, which covers 359 funds spanning more than 70 management groups across major asset classes and sectors.

The core product surface consists of two proprietary rating systems: the Titan Square Mile Rating (tiered AAA, AA, A, Recommended, Positive Prospect, Suspended, with parallel Responsible-investment ratings) and the 3D Rating framework, which evaluates funds across Impact (Impact, Improver), Metal (Gold, Silver, Bronze), and Goals (Focus, Mixed Goals) dimensions for ESG and impact mandates. The Academy of Funds platform adds advanced filtering by fund management group, asset class, sector, cost, risk parameter, and desired outcome, plus a side-by-side Fund Comparison tool and downloadable rating reports and factsheets.

The firm operates a self-serve distribution model aimed at professional buyers, with no public pricing disclosure and an explicit FCA exclusion of retail clients. Marketing relies on the Academy of Funds content platform, published sector analysis (e.g., IA Targeted Absolute Return), and earned media in UK financial outlets. No acquisitions, funding rounds, leadership changes, or international operating entities are disclosed; the firm's market is concentrated in the United Kingdom and Europe.

Name

Square Mile

Legal name

Square Mile Investment Consulting & Research Limited

Website

https://squaremileresearch.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

Square Mile is a London-based FCA-regulated independent investment research firm providing fund ratings and selection analysis via its Academy of Funds platform, serving UK financial advisers, wealth managers, and institutional investors.

Ownership category

akta.pro rank

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Distribution channels3 records

Marketing channels3 records

Core offering

Square Mile provides independent investment fund research, ratings, and analysis through its Academy of Funds platform (Titan Square Mile). The offering covers over 350 funds across multiple asset classes and sectors, featuring proprietary rating systems (Titan Square Mile Ratings and 3D Ratings for ESG/impact evaluation) to support professional investors and financial advisers in fund selection and due diligence.

Product overview

Titan Square Mile offers a unified fund research and selection platform through its Academy of Funds, which integrates a proprietary rating system (Titan Square Mile Ratings with AAA to Suspended tiers) and a 3D Ratings framework for responsible investment evaluation. The platform provides access to over 350 funds from numerous management groups, with advanced filtering capabilities by asset class, sector, outcome, cost, and risk parameters. The core offering combines quantitative performance analysis with qualitative fund selection expertise to support investment decision-making.

Differentiator

Problem solved

Functional benefit

Products and services

• Academy of Funds Platform A web-based fund research and selection platform providing ratings, qualitative analysis, performance benchmarking, risk assessment, and side-by-side comparison tools for professional investors, financial advisers, and wealth managers evaluating investment funds.
• Titan Square Mile Ratings Proprietary tiered fund rating system offering classifications of AAA, AA, A, Recommended, Positive Prospect, and Suspended to help investors evaluate fund quality and performance potential.
• 3D Ratings Three-dimensional fund rating framework evaluating funds across Impact (Impact, Improver), Metal (Gold, Silver, Bronze), and Goals (Focus, Mixed Goals) dimensions to support responsible and ESG-focused investment assessment.
• Fund Selector & Dashboard Advanced search and filtering tool enabling users to screen and shortlist investment funds by fund management group, fund name, asset class, sector, desired outcome, costs, and risk parameters.

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Trustnet (Interactive Investor): Trustnet provides UK fund research, screening tools, and fund data to advisers and self-directed investors. It competes with Square Mile on fund search, comparison, and rating-adjacent functionality aimed at UK advisers.
• FE fundinfo: FE fundinfo is a leading UK and European fund data, ratings, and research provider serving advisers and platforms with fund analytics and selection tools. It directly competes with Square Mile's Academy of Funds in the IFA research and rating category.
• FundCalibre: FundCalibre is a UK-based independent fund research and ratings specialist focused on advisers and wealth managers, using its own Elite Ratings system. It competes head-to-head with Square Mile for IFA subscriptions and ratings-led due diligence.
• Defaqto: Defaqto provides UK fund and product ratings, data, and comparison tools used by advisers and platforms. It is a direct competitor in fund and investment-research ratings for the IFA market.
• Chelsea Financial Services: Chelsea Financial Services is a UK fund research and ratings firm serving advisers and direct investors with model portfolios and rating-led selection. It is closely comparable to Square Mile in scale and target audience.

Emerging players

• Research in Finance (Euclid): Research in Finance (formerly part of Euclid Research) provides independent fund research and ratings for UK advisers, overlapping with Square Mile's professional adviser research focus but with a smaller footprint.
• Rayner Spencer Mills Research: Rayner Spencer Mills Research is a smaller UK fund-research boutique producing ratings and due diligence for advisers. It overlaps with Square Mile's proposition but at a smaller scale and narrower coverage.

Broad incumbents

• Morningstar: Morningstar is the dominant global investment research platform offering fund ratings (Star Rating), data, and analyst reports to advisers and institutions. It overlaps with Square Mile's rating and research proposition but at far greater scale and breadth.
• Quilter Investors (research function): Quilter operates a large UK wealth management business with internal fund research and rating capability for its adviser and direct channels. It represents an in-house competitor to the third-party rating proposition offered by Square Mile.
• Lipper (LSEG): Lipper, part of LSEG, provides global fund performance, classification, and ratings data widely used by UK institutions and advisers. It is a broader incumbent competitor to Square Mile's institutional and adviser-focused research.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/SquareMileICR

Revenue estimate

Valuation estimate

Number of profiles

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 Square Mile