Dolfin
Dolfin is an independent London-based investment firm founded in 1998 that provides custody, trading, and asset management services to institutional and private clients.
- Company typePrivate
- Founded1998
- HeadquartersLondon, United Kingdom
- Headcount101–250
- GTM typeB2B and B2C
- OfferingServices
What Dolfin does
Dolfin is an independent investment firm founded in 1998 and headquartered in London, United Kingdom. The firm provides custody, trading execution, and asset management services to a dual client base of institutional and private clients, positioning it as a multi-service financial intermediary rather than a single-product provider. With a headcount of 101–250 employees, Dolfin sits in the mid-sized segment of UK-based investment firms and operates as a privately held company with no public listing. The firm was co-founded by Roman Joukovski and Sanjay Maraj, with Maraj also serving as CFO, indicating founder-led continuity through the firm's 27-year operating history.
The business model is consistent with standard fee-based practices in custody, trade execution, and asset management, generating revenue from custody charges, transaction commissions, and management/performance fees on assets administered. Specific pricing, AUM, customer counts, regulatory license details, and segment economics are not disclosed in the available data. No funding rounds, M&A activity, partnerships, product launches, or leadership changes outside the co-founding team are recorded.
Public information about Dolfin is materially constrained: the firm's primary web domain (dolfin.com) currently resolves to a parked GoDaddy page with no substantive company content, and structured firmographic, technology, customer, geographic, and compliance records are largely empty. As a result, current product details, technology stack, geographic operating footprint, customer roster, and recent strategic activity cannot be verified from the available input.
Dolfin firmographics
Firmographics- Name
- Dolfin
- Website
- https://dolfin.com
- Company type
- Private
- Founded year
- 1998
- Headcount range
- 101–250 employees
- Short description
- Dolfin is an independent London-based investment firm founded in 1998 that provides custody, trading, and asset management services to institutional and private clients.
- Ownership category
- akta.pro rank
Dolfin industry classification
Industry- Product category
- Wealth and Investment Management Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Client Custody & Brokerage (Execution, Reporting, Safekeeping) (FSAAABAN)
- akta.pro secondary industries
- Private Client/High-Net-Worth Advisory (FSAEAAAN), Private Banking & UHNW Wealth Advisory (FSAEABAC)
Keywords
Where Dolfin is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Markets served
Dolfin business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Dolfin product offering
Product offeringCore offering
Dolfin is an independent investment firm providing custody, trading, and asset management services to institutional and private clients. The firm operates from London, United Kingdom, and was founded in 1998.
Differentiator
Problem solved
Functional benefit
Products and services
- Custody Services Safekeeping and administration of client assets provided by Dolfin to institutional and private clients as part of its independent investment firm offering.
- Trading Services Execution of securities transactions provided by Dolfin to institutional and private clients as part of its independent investment firm offering.
- Asset Management Investment management services provided by Dolfin to institutional and private clients as part of its independent investment firm offering.
Companies that use Dolfin
Customer profileIdeal customer profiles2 records
Dolfin technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Dolfin partnerships and signals
Strategic signalRecent moves1 record
Expansion highlights1 record
Dolfin competitors and assessment
Company assessmentDirect peers
- Charles Stanley: London-based wealth manager and stockbroker offering custody, execution, and discretionary portfolio management to private and institutional clients — closest direct peer to Dolfin in scale, geography, and integrated service offering.
- Interactive Brokers: Global multi-asset broker offering custody, trading, and asset management to institutional and private clients — direct competitor for Dolfin's execution-and-custody proposition, particularly with sophisticated UK-based clients.
- Saxo Bank: Custodian-broker offering trading, custody, and white-label wealth management to institutional and private clients — closely matches Dolfin's three-pillar service stack.
- Brooks Macdonald: UK-listed wealth manager providing investment management, financial planning, and custody-adjacent services to HNW private clients — comparable boutique-mid scale and UK footprint.
- Killik & Co: London private client stockbroker and wealth manager offering custody, advisory portfolio management, and execution — closely mirrors Dolfin's boutique private-client proposition.
- Canaccord Genuity Wealth Management: UK wealth management arm of Canaccord providing discretionary and advisory portfolio management with execution and custody — comparable integrated offering to HNW and intermediary clients.
Broad incumbents
- Hargreaves Lansdown: UK's largest direct-to-investor platform combining custody, trading, and asset management — competes for Dolfin's private-client segment but at significantly larger scale and through a digital-first model.
- AJ Bell: UK investment platform with custody, dealing, and fund management capabilities, serving both retail and institutional clients — overlaps Dolfin's integrated offering but at materially larger scale.
- IG Group: UK-listed multi-asset broker and platform provider — competes with Dolfin in execution and custody but at much larger scale and a retail-skewed client base.
- Man Group: London-headquartered asset manager with institutional focus — overlaps Dolfin's investment management capability, though Man operates at significantly larger scale and is publicly listed.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks4 records
Key highlights5 records
Customer concentration
Dolfin social profiles
Digital presenceDolfin financial estimates
Financial estimateRevenue estimate
Valuation estimate
Dolfin leadership team
Management profileNumber of profiles
Profiles2 records
Dolfin funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Dolfin M&A and investment
M&A and investmentM&A
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Dolfin
What does Dolfin do?
Dolfin is an independent investment firm providing custody, trading, and asset management services to institutional and private clients. The firm operates from London, United Kingdom, and was founded in 1998.
When was Dolfin founded?
Dolfin was founded in 1998. It employs 101 to 250 people.
Where is Dolfin based?
Dolfin is headquartered in London, United Kingdom, in the Europe region.
Who are Dolfin's main competitors?
Direct peers on record are Charles Stanley, Interactive Brokers, Saxo Bank, Brooks Macdonald, Killik & Co and Canaccord Genuity Wealth Management. Broad incumbents are Hargreaves Lansdown, AJ Bell, IG Group and Man Group.
Does Dolfin have an API?
No public API is recorded for Dolfin.
What industry is Dolfin in?
Dolfin's product category is Wealth and Investment Management Services. Its primary akta.pro industry code is FSAAABAN, Private Client Custody & Brokerage (Execution, Reporting, Safekeeping), with a secondary code of FSAEAAAN, Private Client/High-Net-Worth Advisory. Its NAICS code is 523940 and its SIC code is 6282.