Opus Una
Opus Una is a London-based boutique wealth management consultancy founded in 2011, providing strategy, product design, software engineering, expert network access, and fintech acceleration services to private banks, wealth managers, custody providers, and wealthtech companies.
- Company typePrivate
- Founded2011
- HeadquartersLondon, United Kingdom
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Opus Una does
Opus Una is a London-based boutique consultancy founded in 2011 by Sharmil Patwa, focused exclusively on the wealth management sector. The firm serves wealth managers, private banks, custody and investment administration providers, and wealthtech companies, delivering strategy, product design, digital transformation, and technology implementation services. The firm operates a network-based delivery model built around a small core team and a curated bench of senior associates - including Dan Petrovic (digital assets), Matt Dangerfield (fintech and blockchain), Chris Redman (investment management), Andy Donnell (risk), Meridyth Park (marketing), Firas Baker (change and risk), Brian Downer (product), Ian Cromie (Asia wealth), and most recently Jake Gibbons (product) - most of whom carry 20-30+ years of practitioner experience at institutions such as Barclays Wealth, Deutsche Bank, BNP Paribas, UBS, Morgan Stanley, JP Morgan, HSBC, Standard Bank, and Accenture.
The company's product portfolio is organised around four core offerings: Consulting (wealth-domain expertise-led strategy and product design with hands-on execution), Software Engineering (technology propositions and managed offshore delivery through partners including Systango, Merixstudio, Netguru, and Krusche & Company), Expert Laser (an on-demand expert network providing hourly access to wealth management specialists at a transparent £200/hour rate), and Turbo Traction (a fixed-price three-month program delivering fundraising assets - working prototype, investor deck, brand assets, and validation approaches - for early-stage fintechs). The firm's underlying technology footprint is delivered through partner engineering capacity rather than proprietary platforms; no APIs, SDKs, or AI models are operated in-house, though AI delivery is resold via partnerships with Xamun Ai and Blast Asia.
Commercially, Opus Una runs a professional services revenue model across consulting engagements, software engineering services, and structured knowledge products, with project-based or fixed-price pricing and transparent hourly rates for expert access. The go-to-market is senior practitioner-led direct enterprise sales targeting C-suite and Board-level stakeholders at private banks, wealth managers, and family offices, supplemented by thought leadership through Financial Times PWM (where founder Sharmil Patwa has judged the Wealth Tech Awards for seven consecutive years), The Wealth Mosaic knowledge partnership, and industry event participation. The firm maintains presence across UK, Europe, Asia-Pacific, and EMEA markets but operates from a single London headquarters at Third Floor, 86-90 Paul Street.
Opus Una firmographics
Firmographics- Name
- Opus Una
- Legal name
- Opus Una Financial Services Consulting Ltd
- Website
- https://opusunafsc.com
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Opus Una is a London-based boutique wealth management consultancy founded in 2011, providing strategy, product design, software engineering, expert network access, and fintech acceleration services to private banks, wealth managers, custody providers, and wealthtech companies.
- Ownership category
- akta.pro rank
Opus Una industry classification
Industry- Product category
- Wealth Management Consulting
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)
- akta.pro secondary industry
- Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)
Keywords
Where Opus Una is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
Opus Una business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Consulting Services: Wealth domain expertise-led strategy and product design with hands-on execution. Includes digital transformation, product development, and business acceleration consulting.
- Software Engineering Services: Technology propositions and partnerships specifically designed to increase speed to market. Includes managed offshore software engineering and fintech prototyping services.
- Expert Laser: Knowledge, insight and training solutions for growing wealth management and wealthtech businesses. Standard £200 hourly rate for expert sessions.
- Turbo Traction Program: Fixed price, fixed timeframe (3 months) program delivering fund-raising assets including working prototype, investor deck, brand assets and validation approaches for early-stage fintechs.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Standard hourly rate for all Expert Laser sessions |
| One time/ perpetual license | Multi-year contract | Turbo Traction - Fixed price 3-month program |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels5 records
Opus Una product offering
Product offeringCore offering
Opus Una is a wealth management business acceleration consultancy that sells four core service lines to enterprises: Consulting (strategy and product design with hands-on execution for wealth managers, private banks, custody providers, and wealthtechs), Software Engineering (managed offshore development and fintech prototyping via technology partner network), Expert Laser (on-demand access to vetted wealth management experts at £200 per hour), and Turbo Traction (a fixed-price 3-month programme delivering fund-raising assets — working prototype, investor deck, brand assets, validation — for early-stage fintechs).
Product overview
Opus Una is a wealth management business acceleration consultancy offering a portfolio of professional services. The core offerings consist of Consulting (wealth domain expertise-led strategy and product design with hands-on execution), Software Engineering (technology propositions and managed offshore development to increase speed to market), Expert Laser (hourly expert knowledge access for wealth management and wealthtech businesses), and Turbo Traction (accelerated programme for early-stage fintechs to raise seed capital and validate products). The company serves wealth managers, private banks, custody providers, and wealthtech companies, combining practitioner experience with project management rigour to drive outcome-focused delivery.
Differentiator
Problem solved
Functional benefit
Products and services
- Consulting Wealth domain expertise-led strategy and product design with hands-on execution. Provides advisory services for wealth managers, private banks, custody providers, and wealthtech companies facing challenges around changing client behaviours, regulatory burden, fee pressure, and legacy technology. Delivered by senior practitioners (20-30+ years experience) with focus on outcome-focused delivery.
- Software Engineering Technology propositions and partnerships specifically designed to increase speed to market. Includes managed offshore software engineering providing high-quality development capability at lower cost, with fintech prototyping services for early-stage companies and entrepreneurs. Delivered through a curated technology partner ecosystem (Systango, Merixstudio, Netguru, SCAD Software, Hedgehog lab, Xamun Ai, Blast Asia, Krusche & Company).
- Expert Laser Knowledge, insight and training solutions for growing wealth management and wealthtech businesses. Provides hourly access to wealth management industry experts at a transparent £200 rate, covering topics such as vendor solutions, product validation, hiring requirements, and revenue models. Cuts out admin and middle-man costs associated with traditional expert networks.
- Turbo Traction Accelerated programme designed to help early-stage fintechs raise seed capital and validate their product. Delivers a working product prototype, investor deck, brand assets, and user validation approaches within 3 months at a fixed price.
Companies that use Opus Una
Customer profileNamed customers14 records
Segments3 records
Ideal customer profiles3 records
Opus Una technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
Opus Una partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered technology partner, knowledge partner and market research partner.
- Systangotechnology partnerEnterprise-class IT and product engineering services providing web and mobile apps, QA and DevOps capabilities to support Opus Una's technology delivery for wealth management clients.
- Merixstudiotechnology partnerFull-stack web and cross-platform mobile application design and development services complementing Opus Una's consulting and product development offerings.
- SCAD Softwaretechnology partnerTechnology partner for companies transforming customer experience, operational processes or launching new software products, helping accelerate results and improve time to value.
- Hedgehog labtechnology partnerHuman-centered global tech consultancy experts in UXR, UI/UX, engineering, cloud, and data science delivering custom app development and digital transformation services.
- Xamun Aitechnology partnerEnterprise grade AI-enabled application design and development services, expanding Opus Una's capabilities in AI and machine learning for wealth management solutions.
- Blast Asiatechnology partnerAI Transformation Strategy, AI Software Development, AI Agent Development, and Private GenAI Implementation services extending Opus Una's AI practice.
- Netgurutechnology partnerEngineering and consulting services for product development, creating software solutions and product design. Contributed to Netguru's Disruption Guide Fintech 2021.
- Krusche & Companytechnology partnerOutsourced software engineering services specialising in web applications, cloud, big data and dev ops, providing additional delivery capacity for Opus Una engagements.
- The Wealth Mosaicknowledge partnerKnowledge resource for participants in the global wealth management ecosystem. Opus Una is featured solution provider and contributed to UK Wealth Technology Landscape Reports 2019, 2020, and 2022.
- Context Consultingmarket research partnerMarketing research experts who use insight to turn aspiration into action. Have helped create financial products from mass market up to UHNW.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Opus Una competitors and assessment
Company assessmentBroad incumbents
- Synechron: Digital, consulting, and technology firm focused on financial services with established wealth and asset management capabilities. Comparable to Opus Una in combining consulting and software engineering for wealth managers, but at much larger scale.
- Capco: Global financial services consultancy with a dedicated wealth management practice covering strategy, digital, risk, and technology. Comparable to Opus Una as a senior-practitioner-led FS consultancy, but at significantly greater scale and geographic reach.
- Avaloq: Established wealth management platform vendor serving private banks and wealth managers with core banking, advisory, and digital tooling, plus adjacent consulting and integration services. Comparable as a larger incumbent in the same end market.
- InvestCloud: Global wealth technology platform offering digital advice, portfolio management, and client engagement tools to wealth and asset managers. Comparable to Opus Una in serving the same enterprise wealth segment with combined technology and advisory capabilities.
Emerging players
- Thought Machine: Cloud-native core banking technology provider increasingly serving private banks and wealth managers as they modernize legacy platforms. Comparable as an emerging wealthtech player targeting transformation mandates that Opus Una also pursues.
Direct peers
- Objectway: European wealth and asset management software and services provider covering digital platform, advisory, and back-office solutions. Comparable to Opus Una in offering both technology and consulting services to wealth managers in EMEA.
- Profile Software: Provider of wealth, asset, and investment management software solutions (such as Axia) to private banks, wealth managers, and institutional investors. Comparable to Opus Una in combining software build with domain consulting for the wealth management sector.
- Wealth Dynamix: UK-based provider of client lifecycle management, KYC/AML, and digital onboarding technology for wealth managers and private banks. Direct comparable to Opus Una's wealth management technology and consulting offerings, with similar UK-centric client base.
- Finantix: Wealth management technology provider offering digital client engagement, advisory, and compliance solutions to private banks and wealth managers. Comparable to Opus Una in serving the same enterprise wealth management buyer with technology and advisory.
Others
- The Wealth Mosaic: Knowledge, research, and events platform for the global wealth management ecosystem and an existing knowledge partner of Opus Una. Comparable as an ecosystem participant targeting the same enterprise wealth buyer and influencing the same market narrative, rather than as a direct competitor.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Opus Una social profiles
Digital presenceOpus Una financial estimates
Financial estimateRevenue estimate
Valuation estimate
Opus Una leadership team
Management profileNumber of profiles
Profiles10 records
Opus Una funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Opus Una 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 Opus Una
What does Opus Una do?
Opus Una is a wealth management business acceleration consultancy that sells four core service lines to enterprises: Consulting (strategy and product design with hands-on execution for wealth managers, private banks, custody providers, and wealthtechs), Software Engineering (managed offshore development and fintech prototyping via technology partner network), Expert Laser (on-demand access to vetted wealth management experts at £200 per hour), and Turbo Traction (a fixed-price 3-month programme delivering fund-raising assets — working prototype, investor deck, brand assets, validation — for early-stage fintechs).
Is Opus Una a public or private company?
Opus Una is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Opus Una founded?
Opus Una was founded in 2011. It employs 11 to 50 people.
Where is Opus Una based?
Opus Una is headquartered in London, United Kingdom, in the Europe region.
How does Opus Una make money?
Four revenue lines are on record. Consulting Services are the primary driver. The others are software Engineering Services, expert Laser and turbo Traction Program.
Who are Opus Una's main competitors?
Broad incumbents on record are Synechron, Capco, Avaloq and InvestCloud. Thought Machine is listed as an emerging player. Direct peers are Objectway, Profile Software, Wealth Dynamix and Finantix. The Wealth Mosaic is listed as an others.
Does Opus Una have an API?
No public API is recorded for Opus Una.
What industry is Opus Una in?
Opus Una's product category is Wealth Management Consulting. Its primary akta.pro industry code is FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions), with a secondary code of FSAAABAM, Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs). Its SIC code is 8742.