Fundscape
Fundscape is a London-based B2B research consultancy that publishes confidential quarterly reports, annual reviews, and the Platinum Database covering 98% of the UK retail wealth management platform industry, serving platforms, asset managers, and advice consolidators.
- Company typePrivate
- Founded2010
- HeadquartersLondon, United Kingdom
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Fundscape does
Fundscape is a London-based B2B research consultancy founded in October 2010 by Bella Caridade-Ferreira, specializing in the UK retail wealth management industry. The firm produces a portfolio of confidential quarterly and annual subscription reports — most notably the Platform Report (its flagship), the Distribution Report, and Direct Matters — alongside the Platinum Database, an online tool housing platform data collated since 2006. The Platinum Database is the proprietary technological core of the business: subscribers can interrogate historical trends, view prior data submissions, and generate custom reports on assets and gross/net sales by platform, product, or platform type. Coverage spans approximately 98% of the UK platform universe, with the firm's proprietary classification methodology (Leader, Laggard, Leapfrogger, Lynchpin) underpinning annual reviews and five-year projections to 2030.
Fundscape earns revenue primarily through recurring B2B subscriptions to its three core quarterly publications and the Platinum Database, supplemented by competitively priced Competitor Assessment Reports (£3,000 for the first report, with 10% discounts on additional units) and bespoke consultancy services. Subscriptions to the Platform Report require platforms to contribute actual sales and asset data and sign confidentiality agreements, creating a closed user group data network. Customers span four primary segments — platforms, asset managers/fund groups, consolidators and advice networks, and private equity houses — with named enterprise clients including M&G, Canada Life Investments, First State Investments, 7IM, and Novia Financial. The business is privately held by the founder, operates from a small core team of 6 with an 11-50 stated headcount band, and has no external institutional funding, no API or SDK surface, and no app distribution footprint.
Fundscape firmographics
Firmographics- Name
- Fundscape
- Legal name
- Fundscape UK Ltd
- Website
- https://fundscape.co.uk
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Fundscape is a London-based B2B research consultancy that publishes confidential quarterly reports, annual reviews, and the Platinum Database covering 98% of the UK retail wealth management platform industry, serving platforms, asset managers, and advice consolidators.
- Ownership category
- akta.pro rank
Fundscape industry classification
Industry- Product category
- Financial Research & Wealth Management Data Analytics
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Managed Account Platforms (Separately Managed Accounts / Customized Portfolios) (FSAHAKAC)
Keywords
Where Fundscape is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices2 records
Markets served
Fundscape business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Quarterly Research Reports: Subscription-based quarterly reports including Platform Report, Distribution Report, and Direct Matters. Platforms must provide actual sales and asset data and sign confidentiality agreements to access. Provides comprehensive platform data, fund group analysis, and fund-level intelligence.
- Platinum Database Subscription: Online database tool providing access to historical platform data and trends from 2006 onwards. Subscribers can interrogate the database to generate custom reports on assets, gross and net sales for any time period by platform, product, or platform type.
- Competitor Assessment Reports (CARs): Individual competitor analysis reports priced at £3,000 for the first report with 10% discount for additional reports. Tailored to client needs including competitor data comparison and board-level presentations.
- Annual Reports and White Papers: Annual reviews including Platform Leaders, Laggards, Leapfroggers and Lynchpins report, Consolidators Report, and Model Portfolios guide. Also includes thought leadership white papers on retail wealth management industry.
- Consultancy Services: Bespoke work and consultancy projects across strategy, product development, market analysis, and entry strategies. Undertaken on project basis with direct client engagement.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Unit Pricing | Pay-as-you-go | Competitor Assessment Reports (CARs) - £3,000 first report with 10% discount for each additional report |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels5 records
Fundscape product offering
Product offeringCore offering
Fundscape is a B2B research and consulting firm providing subscription-based reports, proprietary data analytics, and bespoke consultancy services on the UK retail wealth management industry. Its core products are quarterly reports (The Platform Report, The Distribution Report, Direct Matters), the Platinum Database (an online historical data tool since 2006), annual deep-dive reports, and individual Competitor Assessment Reports, all targeting platforms, asset managers, consolidators, and private equity firms.
Product overview
Fundscape is a research house offering a portfolio of research reports and data tools focused on the UK retail wealth management industry. The core offering centers on three flagship quarterly publications: The Platform Report (tracking UK adviser platform data), The Distribution Report (covering UK investment distribution across advice, DFM, and D2C channels), and Direct Matters (analyzing the D2C platform sector). These are supported by the Platinum Database, an online historical data tool tracking platform trends since 2006. Fundscape also publishes specialized annual reports including Platform Leaders, Laggards, Leapfroggers and Lynchpins (annual platform market review), The Consolidators Report (advice consolidator analysis), and model portfolio industry guides. Individual Competitor Assessment Reports (CARs) and bespoke Consultancy Services round out the portfolio. The Platinum Database operates as a separate online tool accessible via login, while reports are confidential and require platform participation agreements.
Differentiator
Problem solved
Functional benefit
Products and services
- The Platform Report Fundscape's flagship confidential quarterly publication tracking the UK platform sector, providing comprehensive data on assets, flows, platform performance, and fund group/fund analysis. Platforms must provide actual sales and asset data and sign a confidentiality agreement to participate.
- The Platinum Database Online database tool housing all platform data collated since 2006, allowing subscribers to monitor historical trends, view full data history, previous data submissions, and monitor key competitor, product and proposition trends. Provides intuitive report functionality to interrogate data and generate reports on assets, gross and net sales by platform, product, or type of platform.
- The Distribution Report Quarterly report providing authoritative analysis and hard data across three UK investment distribution channels: financial advice, discretionary fund management, and D2C platforms. Delivers trends, data, and deals shaping the UK landscape in a concise format.
- Direct Matters Quarterly deep-dive into the D2C platform sector tracking assets under administration, gross and net flows, customer numbers, and market share across D2C platforms, online discretionary managers, and digital wealth apps. Includes individual platform profiles, strategic analysis, and emerging player intelligence.
- Platform Leaders, Laggards, Leapfroggers and Lynchpins Annual review of the UK adviser platform market drawing on 20 years of proprietary platform data. Classifies every platform as Leader, Laggard, Leapfrogger, or Lynchpin with SWOT analysis and five-year pessimistic, realistic, and optimistic growth projections to 2030.
- Competitor Assessment Reports (CARs) Detailed analytical reports on platform competitors containing commentary, data, charts covering proposition, product, pricing, penetration, profitability, historical trends, product/channel analysis, financial indicators, and SWOT analysis. Competitively priced at £3,000 for the first report with a 10% discount for additional reports.
- The Consolidators Report Annual in-depth analysis of UK financial advice consolidators reviewing consolidation drivers, leading consolidator profiles, business models, platform preferences, technology integration, and strategic considerations for platforms, asset managers, and private equity.
- How to win business and influence model portfolios Annual definitive guide to UK model portfolio activity covering sector size, distribution trends, discretionary vs advised model portfolios, platform integration, leading gatekeepers, fund manager selection criteria, and growth forecasts.
- Consultancy Services Bespoke consulting projects covering strategy, product development, market analysis, and market entry strategies tailored to client requirements. Undertaken on project basis with direct client engagement.
Quantifiable outcome
- 98% platform universe coverage
- +1 more outcomes
Companies that use Fundscape
Customer profileNamed customers7 records
Segments5 records
Ideal customer profiles5 records
Fundscape technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Fundscape partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Finscape (Joint Venture with Altus)coreFundscape's joint venture with Altus resulting in Finscape. This partnership combines Fundscape's research capabilities with Altus's platform expertise to provide comprehensive market intelligence and analysis tools for the UK wealth management industry.
Scale indicators7 records
Recent moves6 records
Expansion highlights6 records
Fundscape competitors and assessment
Company assessmentBroad incumbents
- Morningstar UK: UK arm of global investment research firm (which acquired Lipper, the founder's former employer) — large incumbent offering fund research, portfolio analytics, and platform data that competes with Fundscape at the enterprise end of the market.
- Defaqto: UK financial product data and ratings provider (owned by Broadridge) covering funds, platforms, pensions, and protection — broader product scope than Fundscape but overlapping enterprise customers and ratings/research buying motion.
- FE fundinfo: UK and European fund data, research, and analytics provider — comparable data-and-research subscription model serving many of the same asset-manager and platform clients as Fundscape.
Direct peers
- The Lang Cat: UK platform and adviser research/consultancy founded by Mark Polson, providing independent technology, platform, and adviser-market research and consulting — directly comparable to Fundscape's niche of UK platform data and strategic advisory.
- Square Mile Investment Consulting: UK fund research consultancy providing independent fund ratings and research for advisers and platforms — comparable B2B subscription research model with similar adviser-platform buyer base to Fundscape.
- Synaptic Research: UK-based financial adviser and platform research firm producing segment-level intelligence on adviser platforms, DFM/MPS, and distribution — closely aligned with Fundscape's distribution and platform data subscriptions.
Others
- Altus: UK platform and wealth-management consultancy and Fundscape's joint-venture partner in Finscape — adjacent services to Fundscape's data/research core and a strategic ally that combines Altus's consulting with Fundscape's proprietary dataset.
Emerging players
- Boring Money: UK consumer-focused financial product and platform research firm — adjacent research model targeting a different buyer (consumers/advisers) but sharing the platform-research domain and benefiting from similar regulatory transparency tailwinds.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks7 records
Key highlights7 records
Customer concentration
Fundscape social profiles
Digital presenceFundscape compliance and trust
Trust signalCompliance2 records
Fundscape financial estimates
Financial estimateRevenue estimate
Valuation estimate
Fundscape leadership team
Management profileNumber of profiles
Profiles6 records
Fundscape funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Fundscape 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 Fundscape
What does Fundscape do?
Fundscape is a B2B research and consulting firm providing subscription-based reports, proprietary data analytics, and bespoke consultancy services on the UK retail wealth management industry. Its core products are quarterly reports (The Platform Report, The Distribution Report, Direct Matters), the Platinum Database (an online historical data tool since 2006), annual deep-dive reports, and individual Competitor Assessment Reports, all targeting platforms, asset managers, consolidators, and private equity firms.
Is Fundscape a public or private company?
Fundscape is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Fundscape founded?
Fundscape was founded in 2010. It employs 11 to 50 people.
Where is Fundscape based?
Fundscape is headquartered in London, United Kingdom, in the Europe region.
How does Fundscape make money?
Five revenue lines are on record. Quarterly Research Reports are the primary driver. The others are platinum Database Subscription, competitor Assessment Reports (CARs), annual Reports and White Papers and consultancy Services.
Who are Fundscape's main competitors?
Broad incumbents on record are Morningstar UK, Defaqto and FE fundinfo. Direct peers are The Lang Cat, Square Mile Investment Consulting and Synaptic Research. Altus is listed as an others. Boring Money is listed as an emerging player.
Does Fundscape have an API?
No public API is recorded for Fundscape.
What industry is Fundscape in?
Fundscape's product category is Financial Research & Wealth Management Data Analytics. Its primary akta.pro industry code is FSAHAKAC, Managed Account Platforms (Separately Managed Accounts / Customized Portfolios). Its NAICS code is 523940 and its SIC code is 6282.