Hubwise

What Hubwise does

Hubwise is a UK-based B2B wealth management technology platform, founded in 2011 and headquartered in Lichfield, that operates as a product line within SS&C Technologies, Inc. (NASDAQ: SSNC). It provides white-label, embedded investment infrastructure to enterprise clients across four named segments: fund managers, discretionary fund managers (DFMs), IFA consolidators, and direct-to-consumer (D2C) platforms. Rather than competing for end-investor relationships, Hubwise positions itself as a backend technology layer that other wealth brands embed into their own propositions.

The platform is multi-asset, multi-wrapper, and multi-currency, supporting the principal UK retail wealth wrappers (GIA, ISA, JISA, SIPP) alongside Offshore Bond structures in a single engine. It connects clients to an ecosystem of more than 30 third-party DFMs and approximately 3,000 UK funds, enabling model-portfolio routing and broad fund selection. Technical integration is delivered through a bi-directional REST API, allowing client platforms to embed Hubwise's investment and wrapper functionality into proprietary interfaces. The platform also supports fractional ETF trading, extending its product surface beyond whole-share dealing.

The business model is enterprise B2B with quote-based pricing, consistent with platform deals sized to client AUM, wrapper volume, and integration scope. Revenue is not separately disclosed because Hubwise is reported within SS&C Technologies' consolidated financials; firmographic data indicates 11-50 employees, suggesting Hubwise operates as a focused product unit rather than a standalone P&L of meaningful scale relative to SS&C's overall $5B+ revenue base. Go-to-market leverages SS&C's distribution channels alongside direct sales to UK wealth managers.

Name

Hubwise

Legal name

SS&C Technologies, Inc.

Website

https://hubwise.co.uk

Company type

Public

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Short description

Hubwise is a UK-based B2B wealth management platform within SS&C Technologies providing white-label, multi-wrapper investment infrastructure to fund managers, DFMs, IFA consolidators, and D2C platforms, with 30+ DFM integrations and ~3,000 UK funds accessible via a bi-directional REST API.

Ownership category

akta.pro rank

Product category

Wealth Management Platform

NAICS

Financial Transactions Processing, Reserve, and Clearinghouse Activities (522320)

SIC

Finance Services (6199)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

Keywords

• Wealth management platform
• White-label platform
• Investment custody services
• Fund administration software
• Discretionary fund management

Headquarters

HQ city

Lichfield

HQ country

United Kingdom

HQ region

Europe

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Platform-as-a-Service / B2B Licensing: SS&C Hubwise provides white-labeled wealth management infrastructure to fund managers, DFMs, IFA consolidators, and advised/D2C platforms. Revenue is generated through platform licensing and service fees charged to institutional clients.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

SS&C Hubwise is a regulated B2B wealth management platform providing back-office and custody services through a multi-wrapper investment engine. It supports GIA, ISA, JISA, SIPP, and Onshore/Offshore Bond wrappers with access to over 30 third-party DFMs and approximately 3,000 UK funds, and is delivered via white-label branding or bi-directional REST API integration to fund managers, DFMs, IFA consolidators, and advised/D2C platforms.

Product overview

The SS&C Wealth Platform is a unified portfolio and investment operations platform. At its core is SS&C Hubwise, a regulated investment platform delivering back-office and custody services through a multi-wrapper investment engine. Hubwise supports GIA, ISA, JISA, SIPP, and Onshore/Offshore Bond wrappers, with access to over 30 third-party DFMs and approximately 3,000 UK funds. The platform offers white-label capabilities, a bi-directional REST API for custom front-end journeys, DFM automation for model portfolios, and fractional ETF trading. Product wrappers include the Hubwise GIA (for multi-asset holding), Hubwise SIPP (for pension investments), and Onshore/Offshore Bond products from third-party providers.

Differentiator

Problem solved

Functional benefit

Brands

• SS&C Hubwise: A multi-wrapper investment engine and back-office platform supporting GIA, ISA, SIPP, JISA, and Offshore Bond products with API integration capabilities for wealth managers and financial advisers.

Products and services

• SS&C Hubwise Wealth Management Platform A regulated B2B investment platform providing back-office and custody services for wealth managers, fund managers, DFMs, IFA consolidators, and advised/D2C platforms. Delivered via white-label branding or bi-directional REST API, with access to over 30 third-party DFMs and approximately 3,000 UK funds.
• SS&C Hubwise GIA (General Investment Account) Standard investment account wrapper for investors who have exhausted other wrappers, allowing clients to hold multiple asset types including shares, unit trusts, investment trusts, ETFs and bonds.
• SS&C Hubwise SIPP (Self-Invested Personal Pension) Self-invested personal pension scheme established under one master trust deed, allowing investment in a wide range of UK and international products.
• SS&C Hubwise Onshore and Offshore Bond Investment-linked whole-of-life insurance assurance policies supplied by third-party providers, supported as investment wrappers within the SS&C Hubwise platform.

Quantifiable outcome

• Access to 30+ third-party DFMs and c3,000 UK funds
• +1 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Two partnerships are on record, tiered core.

• Third-party DFMs (30+)coreStrategic or Co-development PartnerSS&C Hubwise integrates with over 30 third-party discretionary fund managers, providing access to their model portfolio services within the platform's multi-wrapper investment engine.
• UK Fund Providers (c3,000 funds)coreTechnology or IntegrationPlatform provides access to approximately 3,000 UK funds including UK-listed fractional ETFs and foreign listed products from various fund providers.

Recent moves5 records

Expansion highlights5 records

Direct peers

• M&G Wealth Platform: UK wealth platform operating under M&G plc, providing wrap accounts, adviser and D2C propositions with integrated investment solutions. Competes with Hubwise for white-label and advised-platform mandates in the UK, particularly among IFA consolidators.
• Transact (Integrafin): UK wrap platform providing GIA, ISA, SIPP and pension wrapper administration to financial advisers and adviser consolidators, with white-label and integrated propositions. Directly overlaps Hubwise's core UK wrap, ISA, SIPP and bond wrapper capability set and competes for the same IFA customer base.
• GBST: Wealth management and stockbroking technology vendor offering back-office platform and custody infrastructure to wrap platforms, wealth managers and financial advisers in the UK and APAC. Comparable in scope to Hubwise's back-office / custody services proposition on a per-platform basis.
• FNZ: Global B2B wealth management platform providing custody, dealing, and back-office infrastructure to wealth managers, advised platforms, and D2C propositions. FNZ competes head-to-head with Hubwise on multi-wrapper, white-label and embedded use cases across the UK and internationally, with materially greater scale.
• Embark (Lloyds Banking Group): UK retirement and wealth platform serving advised and D2C customers with SIPP, ISA, GIA and pension wrapper propositions. Comparable to Hubwise on UK wrapper coverage and platform-as-a-service positioning, with scale from Lloyds Banking Group ownership.
• Avaloq (Oracle Financial Services Software): Wealth management platform serving private banks, wealth managers, and asset managers with multi-jurisdiction custody, portfolio management and front-to-back-office workflows. Highly comparable to Hubwise at the wealth/investment operations layer, with stronger geographic reach and now backed by Oracle's balance sheet.
• Profile Software: Provider of wealth management software (Axia) and fund/asset management systems covering portfolio management, risk, compliance and back-office workflows. Overlaps Hubwise on investment operations, reporting and multi-wrapper processing capability for wealth managers and asset managers.

Emerging players

• Praemium: Provider of separately managed account (SMA) and managed discretionary account technology to wealth managers and advisers, with automation of model portfolio administration. Comparable to Hubwise on DFM automation and model portfolio capability, but with lighter multi-wrapper breadth.

Broad incumbents

• Majesco: Provider of insurance and financial services software, including wealth and retirement platforms. Adjacent to Hubwise at the platform/software layer, with broader insurance and life-and-annuity capability, serving comparable wealth and retirement customer segments.
• SS&C Advent (Advent / Geneva): SS&C's investment accounting and middle-office platform (including Advent and Geneva) used by global asset managers and hedge funds. Sister platform within the same SS&C parent as Hubwise, overlapping at the investment operations/middle-office layer and providing cross-sell paths to asset management clients.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/hubwise
• Xx.com/Hubwiseltd
• Facebookfacebook.com/hubwiseltd

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 Hubwise