Fusion Wealth
Fusion Wealth is a UK FCA-authorised subsidiary of Benchmark Capital within the Schroders group, providing an integrated compliance, platform, investment, and practice management platform to over 200 UK financial adviser firms via a subscription-based model.
- Company typePrivate
- Founded2010
- HeadquartersHorsham, United Kingdom
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Fusion Wealth does
Fusion Wealth is a UK-based, FCA-authorised (registration number 541404) subsidiary of Benchmark Capital Limited operating within the Schroders group, providing integrated compliance, platform, investment, and practice management services to over 200 financial adviser firms. The company's core offering is a proprietary, single-sign-on adviser platform that unifies CRM, compliance workflow, investment management, and a dedicated client portal, replacing the fragmented multi-vendor technology stacks typical in the UK IFA market. It targets five distinct adviser segments — individual advisers, chartered financial planning firms, adviser network members, directly authorised businesses, and professional services partners — and supports advisers across the full business lifecycle from startup through to succession planning and exit, including finance options for business sale transitions. Revenue is generated through subscription-based access to the integrated platform and associated services, with no publicly disclosed pricing; the go-to-market is sales-led via direct engagement, supported by content marketing, case studies, and enquiry-driven conversion. The firm is headquartered at Broadlands Business Campus in Horsham, West Sussex, and operates with a small headcount of 1-10 employees, leveraging shared infrastructure and distribution with sibling entities Best Practice IFA Group, Evolution Wealth Network, and Bright Square Pensions under the Benchmark Capital umbrella.
Fusion Wealth firmographics
Firmographics- Name
- Fusion Wealth
- Legal name
- Fusion Wealth Limited
- Website
- https://fusionwealth.co.uk
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Fusion Wealth is a UK FCA-authorised subsidiary of Benchmark Capital within the Schroders group, providing an integrated compliance, platform, investment, and practice management platform to over 200 UK financial adviser firms via a subscription-based model.
- Ownership category
- akta.pro rank
Fusion Wealth industry classification
Industry- Product category
- Wealth Management Platform for Financial Advisers
- NAICS
- Portfolio Management and Investment Advice (523940), Computer Systems Design and Related Services (54151)
- SIC
- Investment Advice (6282), Services-Prepackaged Software (7372), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
- akta.pro secondary industry
- Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE)
Keywords
Where Fusion Wealth is headquartered
LocationHeadquarters
- HQ city
- Horsham
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
Fusion Wealth business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales
Revenue model
- Financial Adviser Platform Services: Integrated platform and services for financial advisers including practice management, compliance services, advice technology, investment solutions, platform access, and succession planning. Revenue generated through subscription-based access to the proprietary integrated solutions.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Fusion Wealth product offering
Product offeringCore offering
Fusion Wealth provides an integrated platform for financial advisers that combines compliance services, investment solutions, platform access, and practice management tools. Delivered through a single sign-up, the proprietary system offers end-to-end advice technology from CRM to investment management, supported by dedicated teams and a hand-picked peer network. Services span the full adviser business lifecycle, from getting started and launching through to growing and realising value via succession planning.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- Trusted by over 200 adviser firms
Companies that use Fusion Wealth
Customer profileNamed customers3 records
Segments5 records
Ideal customer profiles2 records
Fusion Wealth technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
Fusion Wealth partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- Schroders CapitalcorePart of the Schroders group providing access to a broad range of private asset investment opportunities. Schroders Capital is positioned as a key affiliated entity under the Schroders brand, enhancing the investment solutions capability available to Fusion Wealth adviser clients.
- Cazenove CapitalcorePart of Schroders group focusing on advising high net worth individuals, family offices and charities. Provides access to established wealth management expertise and client relationships within the Schroders ecosystem.
- Benchmark CapitalcoreBenchmark Capital is the parent/affiliated entity operating the Fusion Wealth platform. Best Practice IFA Group Limited and Evolution Wealth Network Limited are also affiliated entities under the Benchmark Capital umbrella, all sharing the same registered office and operating within the Schroders group structure.
Scale indicators1 record
Recent moves4 records
Expansion highlights3 records
Fusion Wealth competitors and assessment
Company assessmentDirect peers
- Transact: One of the UK's largest TAMPs/platforms for financial advisers, providing integrated investment and platform infrastructure. Direct competitor to Fusion Wealth's adviser platform proposition for the same UK IFA customer base.
- Nucleus Financial Group: UK adviser platform offering wrap platform, investment solutions, and practice support tools to financial advisers. Closely comparable business model and target segment to Fusion Wealth.
- P1 Investment Services: Mid-market UK platform for directly authorised advisers and networks providing wrap platform and back-office support. Comparable mid-market positioning and integrated technology offering to Fusion Wealth.
- True Potential: Integrated UK platform and technology provider for financial advisers with proprietary app and wealth management tools. Direct competitor serving UK IFAs with embedded technology and investment solutions.
Broad incumbents
- AJ Bell: Listed UK investment platform and SIPP provider serving advisers and direct investors. A scaled incumbent with overlapping platform, investment, and adviser technology capabilities that competes for the same adviser relationships.
- Abrdn Wrap: Wrap platform business of Abrdn (formerly Standard Life Aberdeen) serving UK financial advisers with platform, investment, and model portfolio services. Broad incumbent with overlapping capabilities to Fusion Wealth.
- Aviva Platform: UK adviser platform from Aviva providing wrap, pension, and investment solutions to financial advisers. Large incumbent with comparable platform functionality serving the UK IFA market.
- SS&C Technologies (UK platform businesses): Global financial technology vendor operating multiple UK platform and TAMP-adjacent businesses servicing advisers. Provides overlapping platform and back-office technology to UK financial advisers at greater scale.
- Quilter Platform: UK wealth manager with a substantial adviser platform serving directly authorised advisers with wrap, investment, and practice support. Comparable offering to Fusion Wealth from a larger wealth group.
Emerging players
- Hubwise (RSMR): UK platform and investment research/services provider to advisers and networks with a more specialist mid-market focus. Comparable in serving niche adviser segments with platform and investment research support.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights5 records
Customer concentration
Fusion Wealth social profiles
Digital presenceFusion Wealth compliance and trust
Trust signalCompliance1 record
Fusion Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
Fusion Wealth leadership team
Management profileNumber of profiles
Fusion Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Fusion Wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Fusion Wealth
What does Fusion Wealth do?
Fusion Wealth provides an integrated platform for financial advisers that combines compliance services, investment solutions, platform access, and practice management tools. Delivered through a single sign-up, the proprietary system offers end-to-end advice technology from CRM to investment management, supported by dedicated teams and a hand-picked peer network. Services span the full adviser business lifecycle, from getting started and launching through to growing and realising value via succession planning.
Is Fusion Wealth a public or private company?
Fusion Wealth is a private company. It is classified as corporate owned and is currently operating.
When was Fusion Wealth founded?
Fusion Wealth was founded in 2010. It employs 1 to 10 people.
Where is Fusion Wealth based?
Fusion Wealth is headquartered in Horsham, United Kingdom, in the Europe region.
How does Fusion Wealth make money?
One revenue line is on record: financial Adviser Platform Services.
Who are Fusion Wealth's main competitors?
Direct peers on record are Transact, Nucleus Financial Group, P1 Investment Services and True Potential. Broad incumbents are AJ Bell, Abrdn Wrap, Aviva Platform, SS&C Technologies (UK platform businesses) and Quilter Platform. Hubwise (RSMR) is listed as an emerging player.
Does Fusion Wealth have an API?
No public API is recorded for Fusion Wealth.
What industry is Fusion Wealth in?
Fusion Wealth's product category is Wealth Management Platform for Financial Advisers. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech), with a secondary code of FSAAAAAE, Hybrid Advice (Advisor + Digital) Platforms. Its NAICS code is 523940 and its SIC code is 6282.