What Collidr does

Collidr is a London-based investment technology firm founded in 2010 that provides AI-driven portfolio management tools and discretionary model portfolio services to UK financial advisers, wealth managers, and investment consultants. The company operates two principal product lines: Noxai, an AI-powered SaaS portfolio assistant that automates portfolio construction, monitoring, reporting, fund screening, stress testing, and client commentary generation; and IntelligentMPS, a discretionary model portfolio service offered in Select, Tailored, and Custom configurations with AUM-based fees ranging from 0.05% to 0.23%. Its underlying investment methodology, branded as 'Quantimental,' combines behavioural research with quantitative and AI-driven fund selection and is delivered by an investment team averaging 25+ years of industry experience. The platform covers an investment universe of 250,000+ funds, trusts, and ETFs and executes 100,000+ daily calculations.

Collidr monetises through two complementary revenue streams: subscription SaaS fees from Noxai (with a free tier and a Premium tier priced at £90–£140 per user per month) and annual AUM-based fees on IntelligentMPS model portfolios. Distribution is delivered through a dedicated sales team, a freemium self-serve funnel, and 25+ UK platform integrations including Aegon, Abrdn, AJ Bell, Aviva, Morningstar Wealth Platform, Quilter, and Transact. Strategic partnerships extend the offering, most notably with Worthstone for the Wellth Sustainable Investment Portfolios. The firm's asset management subsidiary is FCA-authorised (FRN 36631), and reported metrics include £3+ billion in AUM, £8+ billion in client assets powered, and 1,000+ unique portfolios managed with an average client tenure of 8+ years.

Following its acquisition by Isio in October 2025, Collidr operates as a subsidiary within a larger pensions and investment consulting group, with corporate parentage tracing to Independent Strategic Group (ISG) Ltd. The company remains privately held and headquartered at Adler House, 35–36 Eagle Street, London, with a stated headcount of 30+ professionals spanning technology and investment functions.

Name

Collidr

Legal name

Collidr Technologies Limited

Website

https://collidr.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

Collidr is a London-based investment technology firm providing AI-powered portfolio management software (Noxai) and discretionary model portfolio services (IntelligentMPS) to UK financial advisers, wealth managers, and investment consultants across 25+ platform integrations.

Ownership category

akta.pro rank

Product category

Investment Management Software and Model Portfolio Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industry

Digital/Robo Financial Planning (FSAEAAAK)

Keywords

• Portfolio management software
• Investment technology
• Model portfolio services
• Wealth management solutions
• AI investment advisory

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Technology Subscription (Noxai): SaaS subscription revenue from Noxai portfolio technology platform. Free tier available with Premium tier starting at £140/user/month, reducible to £90/user/month based on user count.
2. Discretionary Fund Management (IntelligentMPS): Annual percentage-based fees on assets under management for discretionary model portfolio services. Pricing ranges from 0.05% to 0.23% depending on service level (Select, Tailored, Custom).
3. Investment Research Services: Fund research and investment advisory solutions provided to professional intermediaries and institutions.

Pricing tiers

Go-to-market motion4 records

Distribution channels4 records

Marketing channels6 records

Core offering

Collidr provides digital investment management solutions to financial organizations through two main offerings: Noxai, an AI-powered portfolio assistant technology platform for investment advisers providing portfolio construction, management, tracking, and automated reporting; and IntelligentMPS, a discretionary model portfolio service with Select, Tailored, and Custom tiers. The company's proprietary Quantimental methodology combines behavioural research and AI-driven technology to deliver institutional-grade investment capabilities to UK financial advisers, IFAs, wealth managers, and institutional investors, powering £8+ billion in client assets.

Product overview

Collidr offers a platform-plus-modules architecture consisting of two core products: Noxai (AI-powered portfolio assistant technology) and IntelligentMPS (discretionary model portfolio service). Noxai provides portfolio construction, management, tracking, and AI-driven automated reporting through a free tier and premium subscription. IntelligentMPS delivers a modular discretionary model portfolio service with three tiers (Select, Tailored, Custom) and includes Select Portfolios as ready-made solutions. These products are complemented by specialized offerings including the Wellth Sustainable Investment Portfolios (via Worthstone partnership) and the Collidr Adaptive Global Equity UCITS Fund. The technology platform processes data from 250,000+ investment instruments and powers £8+ billion in client assets.

Differentiator

Problem solved

Functional benefit

Brands

• Noxai: AI-powered portfolio assistant technology for investment advisers, providing portfolio building, management, tracking, automated reporting, and analytics tools.
• IntelligentMPS
• Select Portfolios

Products and services

• Noxai AI-powered portfolio assistant technology for investment advisers providing portfolio construction, management, tracking, automated reporting, and analytics. Offers a free tier and premium subscription with advanced AI features.
• IntelligentMPS Discretionary model portfolio service with modular approach offering Select (ready-made), Tailored (calibrated to mandate), and Custom (built to specifications) tiers. Provides full access to Collidr's proprietary Quantimental investment process and tools.
• Select Portfolios Suite of seven ready-made model portfolios available under IntelligentMPS: Strategic Index, Enhanced Index, Hybrid, Active, Income, Decumulation, and Responsible. Easy to implement with DFM charges ranging from 0.07% to 0.20%.
• Noxai Premium Premium subscription tier for Noxai offering advanced features including smart content generation for AI-driven portfolio performance commentary, portfolio attribution analysis, portfolio and fund stress testing, and fund health check dashboards.
• Collidr Adaptive Global Equity UCITS Fund UCITS fund managed using Collidr's adaptive global equity strategy, awarded 'Global Equity – Hedged' Fund for 2025 in the UCITS Hedge Awards.
• Wellth Sustainable Investment Portfolios Sustainable investment portfolios managed by Collidr in partnership with Worthstone, utilizing Worthstone's proprietary sustainability screening across six metrics combined with Collidr's Quantimental investment approach.

Quantifiable outcome

• Save time on portfolio management and reporting through automation
• +3 more outcomes

Named customers5 records

Segments5 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration27 records

AI capability10 records

Feature7 records

Partnerships

Two partnerships are on record, tiered core.

• WorthstonecoreStrategic or Co-development Partner · 17 October 2023Strategic partnership for Wellth Sustainable Investment Portfolios. Worthstone provides proprietary sustainability screening technology across six metrics (Positive impact, Active agency, Harm avoidance, ESG principles, Carbon risk, Paris alignment). Collidr applies its Quantimental investment approach to fund selection and ongoing portfolio management. Portfolios offered through 10+ adviser firms with growing distribution.
• Platform Partner Network (Aegon, Abrdn, AJ Bell, Aviva, Credo, Fidelity, Fundment, Fusion, Hubwise, Legal & General, LV= Adviser, Mobius Life, Morningstar, Moventum, Multrees, Nucleus, Parmenion, Phoenix Group, Quai, Quilter, Saxo, 7iM, Scottish Widows, Transact, Wealthtime, Wealthkernel)coreChannel Partner/ Reseller/ DistributorIntegration partnerships with 25+ UK investment platforms enabling advisers to access Collidr services through their existing platform relationships. These partnerships provide distribution reach and platform integration for both Noxai technology and IntelligentMPS services.

Scale indicators10 records

Recent moves9 records

Expansion highlights6 records

Direct peers

• Parmenion: Parmenion is a UK model portfolio service for IFAs owned by Schroders, offering ready-made and bespoke discretionary portfolios — directly comparable to Collidr's IntelligentMPS and Select Portfolios offerings.
• FE fundinfo: FE fundinfo provides investment research, fund data, and portfolio analytics tools to UK advisers, overlapping with Collidr's research services and Noxai analytics capabilities for the same IFA buyer.
• 7IM (Seven Investment Management): 7IM combines discretionary fund management with a proprietary adviser technology platform, closely paralleling Collidr's dual product strategy of investment management (IntelligentMPS) plus portfolio technology (Noxai).
• Tatton Investment Management: Tatton provides model portfolio services and investment management exclusively to UK financial advisers, overlapping directly with Collidr's IntelligentMPS proposition and IFA target customer base.
• Praemium: Praemium provides a platform and portfolio management technology used by advisers and wealth managers, comparable to Noxai's portfolio construction and reporting capabilities for professional investment firms.
• Square Mile Investment Research: Square Mile provides independent fund research and ratings for UK advisers and DFMs, directly comparable to Collidr's investment research and fund screening services.

Broad incumbents

• Morningstar: Morningstar operates a broader UK wealth platform plus global investment data and analytics, with overlapping capabilities to Noxai and a presence among Collidr's own platform partners, making it a large incumbent in the same space.
• Quilter: Quilter operates a major UK adviser platform with model portfolio services and proprietary investment solutions, representing a broader incumbent that competes with both IntelligentMPS and Noxai within the same adviser channel.
• Brewin Dolphin (RBC Wealth Management): Brewin Dolphin, now part of RBC Wealth Management, is a UK wealth manager with discretionary portfolio services and technology-driven investment tools that intersect with Collidr's IntelligentMPS offering.

Others

• Waystone: Waystone provides governance, regulatory, and fund services across the UK and European investment management ecosystem, making it an adjacent enabler rather than a direct competitor but operating within the same adviser and DFM value chain.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat7 records

Key risks7 records

Key highlights8 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 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 Collidr