Tiger Financial & Asset Management

What Tiger Financial & Asset Management does

Tiger Financial & Asset Management is the trading name of Marygold & Co. Limited (registered in England and Wales, company number 6202676), a UK-based FCA-authorized and regulated financial services firm headquartered at 18th and 19th Floors, 100 Bishopsgate, London, EC2N 4AG. The firm provides independent financial advice, investment management, asset management, compensation advice, and financial consulting services to UK retail and professional investors. Its go-to-market is built around a subscription/recurring advisory revenue model, with client acquisition conducted through its website and direct advisory channels.

The firm's product surface centers on a Portfolio Management Platform delivered in partnership with SecureValuation, representing its main technology-enabled offering alongside traditional advisory services. The underlying technology footprint is modest: a standard Wix-based web presence and a third-party portfolio platform, with no disclosed proprietary infrastructure, in-house engineering scale, or AI capabilities. As a subsidiary operating under the Marygold & Co. Group parent, the firm sits within a broader group ecosystem that provides corporate, capital, and back-office support, while the regulated advisory entity itself remains the client-facing brand.

The business model is anchored on ongoing retainer-style advisory fees rather than transactional commissions, targeting a fragmented base of UK retail and professional clients. With no disclosed headcount, AUM, revenue, funding, or M&A activity in the input data, the operating scale is unobservable; the firm should be treated as a small, early-stage regulated advisory entity whose growth trajectory and competitive position are not yet established from the available evidence.

Name

Tiger Financial & Asset Management

Legal name

Marygold & Co. Limited

Website

https://tfam.co.uk

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Tiger Financial & Asset Management is the FCA-authorized UK advisory trading name of Marygold & Co. Limited, providing independent financial advice, investment management, and asset management to UK retail and professional investors via a subscription advisory model and a third-party portfolio platform.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Independent financial advice
• Asset management services
• Investment management
• Portfolio management
• Financial consulting

Headquarters

HQ city

Boughton

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Advisory Services: Revenue generated from providing independent financial advice and asset management services to UK clients. The company is authorized and regulated by the FCA.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Tiger Financial & Asset Management provides independent financial advice, investment management, compensation advice, and financial consulting services to UK-based clients. Operating as a trading name of Marygold & Co. Limited, the firm offers clients access to a web-based Portfolio Management Platform that enables online access and management of investment portfolios. All services are delivered within the UK regulatory regime under FCA authorisation.

Product overview

Tiger Financial & Asset Management operates as a single-service financial advisory firm providing independent financial advice to clients in the UK. The primary offering is the Portfolio Management Platform, which enables clients to access their investment portfolios through a secure online portal linked to SecureValuation. The company is part of the Marygold & Co. Limited family and is regulated by the Financial Conduct Authority (FCA), with services primarily targeted to UK consumers.

Differentiator

Problem solved

Functional benefit

Products and services

• Portfolio Management Platform A web-based portal enabling UK clients to access and manage their investment portfolios online, with secure login access via the SecureValuation platform.
• Independent Financial Advice Consultation-based independent financial advisory service provided to UK clients, covering investment, compensation, and broader financial planning needs. Services are authorised and regulated by the UK's Financial Conduct Authority.
• Asset Management Services Investment management services for UK retail and professional investors, delivered under the Marygold & Co. Limited umbrella and FCA regulation.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Marygold & Co. Group of CompaniescoreOthersTiger Financial & Asset Management is a member/trading name of Marygold & Co. Group of Companies. The company is a trading name of Marygold & Co. Limited (registered in England and Wales, registered number 6202676).

Recent moves5 records

Expansion highlights3 records

Emerging players

• Interactive Investor: UK investment platform providing execution-only and advice services to retail investors. Comparable as an FCA-regulated UK investment service provider with overlapping retail investor target market.
• AJ Bell: UK investment platform offering SIPPs, ISAs, and general investment accounts with some advisory services. Comparable as a UK FCA-regulated investment service provider targeting retail investors, though with a platform-led model.

Broad incumbents

• Quilter: UK wealth manager offering financial advice, investment platforms, and portfolio management. Comparable as an FCA-regulated adviser and asset manager serving UK retail investors, with overlapping advisory and discretionary services.
• Brewin Dolphin: UK wealth manager (now part of RBC) providing discretionary portfolio management and financial planning advice. Comparable as a UK-based, FCA-regulated investment adviser with portfolio management capabilities.
• Rathbones Group: UK-listed wealth manager providing investment management and advisory services to individuals, charities, and trustees. Directly comparable as a UK FCA-regulated investment adviser with a similar client-focused advisory model.
• St. James's Place: One of the largest UK wealth management groups offering independent financial advice and discretionary investment management. Comparable as a UK-based, FCA-regulated adviser targeting retail and HNW clients, though at significantly greater scale.
• Hargreaves Lansdown: Largest UK retail investment platform offering funds, shares, and advisory services. Comparable as an FCA-regulated provider of investment advice and portfolio tools, though operating primarily as a self-directed platform.

Direct peers

• Charles Stanley: UK wealth manager offering discretionary and advisory investment management services. Directly comparable as a UK-based, FCA-regulated investment adviser targeting private clients and intermediaries.
• Tilney Smith & Williamson: UK wealth manager providing investment management and financial planning. Comparable as a UK-based, FCA-regulated investment adviser with similar advisory services and UK retail client focus.
• Evelyn Partners: UK wealth management and professional services firm offering investment advice, financial planning, and portfolio management. Closely comparable as an FCA-regulated independent adviser with a similar UK retail and professional client focus.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat2 records

Key risks4 records

Key highlights4 records

Customer concentration

• LinkedInlinkedin.com/company/asset-management-limited

Compliance1 record

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 Tiger Financial & Asset Management