Ardan International

Name

Ardan International

Legal name

Ardan International Limited

Website

https://ardan-international.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Wealth Management Platform

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)

akta.pro secondary industries

Robo-Advisors & Digital Wealth Managers (FSAAAAAD), Managed Account Platforms (Separately Managed Accounts / Customized Portfolios) (FSAHAKAC)

Keywords

• Wealth management platform
• International investment platform
• Multi-currency portfolio management
• Financial adviser platform
• SIPP administration services

Headquarters

HQ city

Douglas

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Platform Fee (Annual Management Charge): A flat fee of 0.4% per year charged on the value of client assets under administration. This is the primary recurring revenue stream.
2. Transaction/Trading Fees: Fees charged when clients add or make changes to their portfolios. Fund trades: £5, Listed securities/bonds at major exchanges: £25, Other securities/structured notes: £40. Also charges £5 for money transfers out.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Ardan International provides a secure, multi-currency online wealth management platform that allows financial advisers and wealth managers to hold, view, and manage their international clients' investments in one place. The open-architecture platform supports 11 currencies, real-time valuations, model portfolio management, and digital client onboarding. The service is distributed exclusively through Independent Financial Advisers and wealth management firms, with no direct-to-consumer offering.

Product overview

Ardan International offers the Ardan Wealth Management Platform as its core unified product, a secure online platform for international investors to hold and manage all investments in one place. The platform operates on an open architecture model and supports multi-currency capabilities across 11 currencies. The offering is enhanced through several integrated modules and services including: the Online Application System for rapid client onboarding (30 minutes), Model Portfolio Service for portfolio management across client bases, Ardan SIPP (Self-Invested Personal Pension) for retirement savings, Fixed Term Deposits and Notice Accounts via Lloyds Bank International, Managed Portfolio Service, Beneficiary Trust for estate planning, and Group Savings Schemes functionality. The platform is accessible exclusively through financial advisers and serves clients across approximately 170 countries.

Differentiator

Problem solved

Functional benefit

Products and services

• Ardan Wealth Management Platform Secure online wealth management platform that allows advisers and their international clients to hold, view, and manage all investments in one place, supporting 11 currencies with up-to-date valuations and open-architecture investment access.
• Online Application System Digital onboarding system for advisers enabling new client applications with identity verification via ID-Pal biometric technology, document upload, and electronic signature via DocuSign, completing standard cases in as little as 30 minutes.
• Model Portfolio Service Allows adviser firms to create and manage unlimited model portfolios across their client base with automatic application of new investments and model changes, plus access to third-party Discretionary Fund Managers.
• Ardan SIPP (Self-Invested Personal Pension) Self-Invested Personal Pension product created in partnership with a leading pension administration business, designed for use with the Ardan wealth management platform to support retirement savings for international investors.
• Lloyds Bank Fixed Term Deposits and Notice Accounts

Quantifiable outcome

• Revenue increased by 55% in 2024
• +1 more outcomes

Named customers2 records

Segments4 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Feature5 records

Partnerships

Seven partnerships are on record, tiered core.

• Lloyds Bank InternationalcoreStrategic or Co-development PartnerArdan offers access to Fixed Term Deposit and Notice accounts with Lloyds Bank International through the platform, providing clients with short-term cash investment options.
• Citi Bank InternationalcoreStrategic or Co-development PartnerPartnership with Citi Bank International for safe custody of client monies and assets held on the Ardan platform.
• AllfundscoreTechnology or IntegrationMajor fund distribution partner providing access to wide range of investment funds through the Ardan platform.
• Capital InternationalcoreTechnology or IntegrationPartner for custody services ensuring safe custody of client monies alongside Citi Bank International.
• ID-Pal LimitedcoreTechnology or IntegrationThird-party identity verification service using biometric technology (ID-Pal app) for secure digital client onboarding. ID-Pal is a company incorporated under the laws of Ireland.
• DocuSigncoreTechnology or IntegrationElectronic signature solution used for submitting new applications, enabling faster and more efficient digital onboarding process.
• Octium GroupcoreStrategic or Co-development PartnerDublin-based unit-linked life insurance provider with €8.5 billion in assets under management. IFGL agreed to acquire Octium Group in March 2026, subject to regulatory approvals, to expand IFGL's presence across Europe. Operations will continue under current CEO Dara Hurley.

Scale indicators6 records

Recent moves10 records

Expansion highlights6 records

Direct peers

• Transact: UK-based investment platform serving financial advisers with wrap/Sipp services and a broad investment universe. Direct competitor to Ardan for UK adviser firms with international expat clients.
• Quilter International: International wealth platform serving expat clients via financial advisers with multi-currency capability. Closest direct competitor to Ardan in the offshore/international adviser market.
• Standard Life International (Phoenix Group): International savings and investment platform for expatriate clients, distributed through advisers. Comparable offshore wealth proposition targeting the same international expat segment.
• AJ Bell Investcentre: UK adviser platform providing SIPPs, ISAs, and general investment accounts with growing international offering. Competes for the same adviser-firm wallet share, particularly with UK-based advisers servicing international clients.
• M&G Wealth Platform (Ascentric): Adviser platform providing wraps, SIPPs, and investment accounts to UK financial advisers. Comparable multi-product, adviser-led platform with model portfolio functionality.

Broad incumbents

• Zurich International: Established international life and pensions provider serving expat clients via advisers. Broader incumbent with cross-border savings, pensions, and investment capabilities that overlap with Ardan's proposition.
• True Potential: Large UK adviser platform with integrated app-based wealth management proposition. Broader incumbent in the UK adviser platform market with growing international interest.
• 7IM (Seven Investment Management): UK-based discretionary wealth manager and platform serving advisers and private clients. Broader incumbent with both discretionary and platform capabilities overlapping Ardan's proposition.

Others

• RL360: Sister company within the IFGL group providing offshore savings and investment bonds. Related-party with shared ownership and infrastructure rather than direct competitor, but addresses overlapping expat wealth needs.
• Friends Provident International: Sister company within IFGL group following 2020 acquisition from Aviva, offering international investment bonds and pensions. Related-party within the same parent, with potential cross-sell but distinct product focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/Ardan_Platform
• YouTubeyoutube.com/@ArdanInt
• Facebookfacebook.com/ArdanInternational
• LinkedInlinkedin.com/company/acordias
• Instagraminstagram.com/ardaninternational

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

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 Ardan International