GrowthInvest

What GrowthInvest does

GrowthInvest (legal entity EIS Platforms Limited) is a UK-based digital platform that consolidates tax-efficient and alternative investments into a single system for financial advisers, wealth managers, and qualified high-net-worth investors. Founded in 2016 and headquartered in London at Warnford Court, Throgmorton Street, the firm has operated for nearly a decade and is FCA-regulated as an appointed representative of Sapphire Capital Partners LLP. The platform hosts a wide range of UK-specific tax-efficient instruments — Venture Capital Trusts, EIS and SEIS Funds, AIM Inheritance Tax, Unlisted Business Relief, GP/LP and Semi-Liquid Private Equity and Venture Capital funds, and direct private company shares and debt — accessible through a complete wrapper set covering ISA, VCT ISA, SIPP, SSAS, and General Investment Account.

The technology stack is a proprietary, cloud-native UK-hosted platform with a public API developed alongside the web interface, off-the-shelf integrations into CRM, administration, and back-office systems, and security architecture including mandatory MFA, encryption at rest and in transit, and AI-based monitoring for suspicious activity. A dedicated onboarding team evaluates, digitises, and consolidates existing alternative-investment portfolios onto the platform alongside their full documentation. White-labelled client-portal branding, multi-factor authentication, and data-loss-prevention tooling round out the enterprise feature set. Supporting services include the Knowledge Centre, Market Download newsletter, Alternative Thinking podcast, Adviser Hour webinar series, and the VCT Buy-Back Calendar — all functioning as content-led demand-generation channels targeting the UK adviser and wealth-management community.

GrowthInvest monetises primarily through a 0.25% Assets under Administration charge with a £250 annual minimum per client account, billed quarterly, plus additional platform administration and transaction-related fees. Distribution is split between a sales-led B2B motion targeting FCA-authorised intermediary firms (with demos, onboarding programmes, and portfolio-transfer services) and a direct self-serve motion for UK HNW, Sophisticated, Restricted, and Professional Investors who self-certify. Ownership rests with management, staff, high-net-worth angel investors, platform corporate clients, and strategic corporate investors; no institutional venture capital or private equity rounds are disclosed in the source material. The company is privately held, UK-only in geographic scope, and operates with 11-50 employees.

Name

GrowthInvest

Legal name

EIS Platforms Limited

Website

https://growthinvest.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

GrowthInvest is a UK-based digital platform that consolidates tax-efficient and alternative investments — VCTs, EIS/SEIS, IHT, and private equity — into a single system for financial advisers, wealth managers, and qualified high-net-worth investors, monetising through AuA-based fees.

Ownership category

akta.pro rank

Product category

Alternative Investment Platform

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Finance Services (6199), Investment Advice (6282)

akta.pro primary industry

Tax-Advantaged Investing & Wrappers (ISA, 529, Insurance Bonds, etc.) (FSAAAAAL)

akta.pro secondary industries

Execution-Only / Self-Directed Investing Platforms (FSAAAAAI), Business Services (B2B) Growth Equity (FSANACAD)

Keywords

• Alternative investment platform
• Wealth management technology
• Tax-efficient investments
• EIS VCT platform
• Adviser portfolio administration

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

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

Revenue model

1. Assets under Administration (AUM) Fees: Standard charges based on overall Assets under Administration. GrowthInvest charges clients on basis of their overall AuA with a standard 0.25% AuA charge and an annual minimum charge of £250 per client account.
2. Platform and Administration Fees: Additional administrative charges for various platform services. Facilitates both initial and ongoing adviser charges on client accounts, calculated monthly and applied quarterly.
3. Transaction and Custodian Services: Fees due to EISP typically charged to Investee Company or Manager on Closing Date. Investments may be subject to annual charges, initial charges, and success fees as set out in Prospectus.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels8 records

Core offering

GrowthInvest is a UK-based, FCA-regulated digital platform that centralises the execution, administration, and reporting of tax-efficient and private market investments (VCTs, EIS/SEIS funds, AIM IHT, unlisted Business Relief, private equity/venture capital funds, and private company shares and debt). It serves both financial advisers and wealth managers (B2B, with white-label branded portals and dedicated onboarding for portfolio transfers) and self-certified HNW/Sophisticated/Restricted/Professional investors (B2C, non-advised), enabling management of all wrappers (ISA, VCT ISA, SIPP, SSAS, GIA) in a single view with transparent AUM-based fees.

Product overview

GrowthInvest operates as a unified digital platform for tax-efficient and alternative investments, combining both listed and unlisted products within a single system. The core GrowthInvest Platform serves as the central hub for portfolio management, execution, and administration. The platform uniquely integrates a comprehensive range of investment products including Venture Capital Trusts (VCTs), Inheritance Tax Services (IHT) with both AIM and Unquoted options, Enterprise Investment Scheme (EIS) Funds, Seed Enterprise Investment Scheme (SEIS), Private Equity and Venture Capital Funds (GP/LP and Semi Liquid), and Private Company Shares and Debt. These products can be held within various investment wrappers including ISA, VCT ISA, SIPP, SSAS, and GIA. Supporting the core platform are complementary tools and services including the VCT Buy-Back Calendar for secondary market liquidity, the EIS Fund Fee Transparency Table, the Knowledge Centre with educational content, the Alternative Thinking Podcast series, Adviser Hour video content, and the Spotlight interview series. The platform offers dedicated onboarding and portfolio transfer services to consolidate existing alternative investments into a single centralized view. The platform is complemented by an API for system integration and off-the-shelf integrations with administration systems, CRM platforms, and adviser platforms.

Differentiator

Problem solved

Functional benefit

Products and services

• GrowthInvest Platform Proprietary cloud-native, FCA-regulated digital platform for the execution, administration, and reporting of UK tax-efficient and private market investments. Supports multiple wrappers (ISA, VCT ISA, SIPP, SSAS, GIA), offers a branded client portal with white-label options, and provides API and off-the-shelf integrations with administration, back-office, and CRM systems for UK financial advisers, wealth managers, and self-certified private investors.
• Portfolio Transfer and Onboarding Service Dedicated onboarding service in which the GrowthInvest team evaluates, digitises, and consolidates an existing alternative investment portfolio (with full documentation) onto the GrowthInvest platform, providing a single centralised, analysable view for advisers and wealth managers.

Quantifiable outcome

• Significant cost savings for clients through efficient platform administration
• +2 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature4 records

Partnerships

Five partnerships are on record, tiered core and strategic.

• Sapphire Capital Partners LLPcoreOthersSapphire Capital Partners LLP (FRN:565716) is authorised and regulated by the FCA in the UK. GrowthInvest (EIS Platforms Limited, FRN: 694945) operates as an appointed representative of Sapphire Capital Partners LLP, providing regulatory oversight and principal firm relationship.
• Woodside Corporate Service LimitedcoreTechnology or IntegrationPreferred custodian for unlisted investments including EIS, IHT and private markets. Located at 4th Floor, 50 Mark Lane, London EC3R 7QR, authorised and regulated by FCA (no. 467652). Accounts opened for all clients.
• James Brearley & Sons LimitedcoreTechnology or IntegrationCustodian for majority of listed investments including VCTs. Registered office at Unit 2, Burton Road, Blackpool FY4 4NW, authorised and regulated by FCA (no. 189219).
• EIS AssociationstrategicGTM or Marketing PartnerGrowthInvest collaborates with the EIS Association to provide the EIS Fund Fees table, bringing transparency to fees charged by EIS Funds. Active participant in EIS industry initiatives.
• Fund Managers and Product ProviderscoreChannel Partner/ Reseller/ DistributorVarious EIS, SEIS, VCT, Private Equity and alternative fund managers distribute their investment products through the GrowthInvest platform, reaching advisers and wealth managers as distribution channel.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Hubwise (Hub Financial Solutions): UK platform focused on adviser workflows, model portfolios and consolidated reporting across multiple providers. Comparable as a UK B2B platform aimed at simplifying adviser administration and reporting.
• Transact (Integrafin): One of the largest UK adviser platform businesses, providing wrap-based administration, custody, and execution services for financial advisers and wealth managers. Highly comparable as a B2B platform serving the same adviser customer base with a broad investment wrapper range.
• Nucleus Financial: UK wrap platform owned by adviser shareholders, providing platform services, model portfolios and reporting tools for financial advisers. Directly comparable as a UK adviser-focused platform with shared wrapper and reporting capabilities.

Broad incumbents

• Embark Group: UK retirement and platform business providing wrap, SIPP, ISA and adviser platform solutions. Comparable as a UK platform provider targeting advisers and consumers with overlapping wrapper and administration capabilities.
• Fidelity Adviser Solutions: UK platform arm of Fidelity, providing adviser-focused platform services across wrappers and a wide investment range. Comparable as a large incumbent UK platform targeting the same adviser channel with broader product scope.
• Abrdn Adviser (formerly abrdn Wrap): UK platform business of Abrdn plc, offering wrap, ISA, SIPP, GIA and a broad investment universe including alternatives for advisers. Comparable as a much larger UK adviser platform with overlapping wrappers but a wider product set and deeper institutional backing.

Emerging players

• Moneyhub: UK wealthtech offering open finance data aggregation, pensions dashboard and personal finance management tools for advisers and consumers. Comparable as a UK wealthtech targeting adviser and consumer workflows, though more focused on data aggregation than alternative investment administration.
• Parmenides Capital: UK specialist provider focused on EIS and IHT Business Relief products and adviser support. Comparable in niche focus on UK tax-efficient investments serving the adviser channel.
• Octopus Investments: UK fund manager and platform with deep specialism in tax-efficient wrappers (EIS, VCT, IHT) and adviser distribution. Comparable in product overlap (EIS, VCT, IHT) and adviser-facing distribution, though primarily an asset manager/distributor rather than a pure technology platform.

Regional players

• True Potential: UK wealth management and platform business offering adviser-led investment solutions with embedded technology. Comparable as a UK platform targeting advisers and retail investors, although with a more consumer-led distribution model.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/GrowthInvestUK
• LinkedInlinkedin.com/company/growthinvest

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about GrowthInvest