Developer docs
API playgroundTry for free, no card

Search company profiles

CFSI

Full company profile

uuid002f8lk

Namestring
CFSI
Websiteurl
cfsi.ae
Company typeenum
Private
Founded yearint
2020
Descriptiontext

CFSI is a private financial services firm headquartered in London, United Kingdom, that provides investment advisory, insurance advisory, financial planning, and wealth management services. Founded in 2020, the firm operates with a headcount of 11-50 and is led by co-founder and Chief Executive Officer Madhusudan Narasimhaiah. The firm's web presence is anchored at cfsi.ae, suggesting an intended or active service footprint extending into the United Arab Emirates alongside its UK domicile.

The firm operates in the regulated advisory segment, offering personal financial planning, wealth structuring, insurance advisory, and investment guidance. There is no public evidence of a proprietary technology platform, mobile application, digital onboarding flow, or in-house product — the public website resolves to a non-substantive loading page, and no API, integrations, patents, or product launches are disclosed. The firm's primary identifiable asset is its advisory team and its co-founder/CEO.

The business model is consistent with a fee-based advisory practice: revenue is expected to be generated through advisory fees, financial-planning retainers, and wealth-management mandates, with no disclosed pricing schedule, contract sizes, or customer logos. With no disclosed AUM, client count, segment mix, or geographic split, the firm's revenue mechanics, customer concentration, and growth profile cannot be precisely determined from the available data; investors should treat this name as data-thin and rely on direct diligence for any quantification.

Short descriptiontext

CFSI is a London-based private financial advisory firm founded in 2020, offering investment advisory, insurance advisory, financial planning, and wealth management services with a UAE-facing web presence.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersLondon, United Kingdom
HQ citystring
London
HQ countrystring
United Kingdom
HQ regionstring
Europe
Markets served

Serves global market

Keyword5 values
investment advisory services, wealth management services, financial planning services, insurance advisory services, private wealth advisory
Industry1 code
1Institutional Consultants & Fiduciary Management (Investment Consulting)
CodeFSAAAGAJPrimaryYes
NAICS code2 codes
  • Portfolio Management and Investment Advice523940
  • Portfolio Management and Investment Advice52394
SIC code1 code
  • Investment Advice6282
Product category
Wealth Management
Cost components4 values
Personnel, Operations, Marketing or Sales, Others
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

CFSI provides investment advisory, insurance advisory, financial planning, and wealth management services to clients. The firm delivers personalized financial guidance across these four advisory disciplines, functioning as a multi-disciplinary wealth advisory practice rather than offering standalone financial products or technology platforms.

Differentiator
Functional benefit
Problem solved
Recent move3 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight3 records

Each record includes

Type, Description

Peers5 records
1Killik & Co
TypeDirect peer
Description

Independent London-based private client stockbroker and wealth manager offering investment advisory and financial planning to HNW individuals. Closely comparable boutique competitor to CFSI's London-focused advisory model.

2Quilter
TypeBroad incumbent
Description

UK wealth manager and financial adviser network providing investment solutions, platform services, and advice to mass-affluent and HNW clients. Comparable in target segment and breadth of advice-led services.

3Rathbones Group
TypeBroad incumbent
Description

UK-listed wealth manager providing discretionary investment management, financial planning, and advice to HNW individuals, charities, and trusts. Comparable to CFSI in core service mix and HNW target market.

4St. James's Place
TypeBroad incumbent
Description

Largest UK wealth manager built around a restricted adviser network offering investment, retirement, and financial planning to mass-affluent and HNW clients. Directly comparable to CFSI's investment advisory and financial planning offering, but at vastly greater scale.

5Brewin Dolphin (now RBC Brewin Dolphin)
TypeBroad incumbent
Description

UK wealth manager offering investment management, financial planning, and wealth advice to private clients, intermediaries, and institutions. Closely overlaps with CFSI's investment advisory and financial planning proposition.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights4 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles1 record

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

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

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

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

CFSI

Wealth Managementcfsi.ae

CFSI is a London-based private financial advisory firm founded in 2020, offering investment advisory, insurance advisory, financial planning, and wealth management services with a UAE-facing web presence.

What CFSI does

CFSI is a private financial services firm headquartered in London, United Kingdom, that provides investment advisory, insurance advisory, financial planning, and wealth management services. Founded in 2020, the firm operates with a headcount of 11-50 and is led by co-founder and Chief Executive Officer Madhusudan Narasimhaiah. The firm's web presence is anchored at cfsi.ae, suggesting an intended or active service footprint extending into the United Arab Emirates alongside its UK domicile.

The firm operates in the regulated advisory segment, offering personal financial planning, wealth structuring, insurance advisory, and investment guidance. There is no public evidence of a proprietary technology platform, mobile application, digital onboarding flow, or in-house product — the public website resolves to a non-substantive loading page, and no API, integrations, patents, or product launches are disclosed. The firm's primary identifiable asset is its advisory team and its co-founder/CEO.

The business model is consistent with a fee-based advisory practice: revenue is expected to be generated through advisory fees, financial-planning retainers, and wealth-management mandates, with no disclosed pricing schedule, contract sizes, or customer logos. With no disclosed AUM, client count, segment mix, or geographic split, the firm's revenue mechanics, customer concentration, and growth profile cannot be precisely determined from the available data; investors should treat this name as data-thin and rely on direct diligence for any quantification.

CFSI firmographics

Firmographics
Name
CFSI
Website
https://cfsi.ae
Company type
Private
Founded year
2020
Operating status
Operating
Headcount range
11–50 employees
Short description
CFSI is a London-based private financial advisory firm founded in 2020, offering investment advisory, insurance advisory, financial planning, and wealth management services with a UAE-facing web presence.
Ownership category
akta.pro rank

CFSI industry classification

Industry
Product category
Wealth Management
NAICS
Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
SIC
Investment Advice (6282)
akta.pro primary industry
Institutional Consultants & Fiduciary Management (Investment Consulting) (FSAAAGAJ)

Keywords

  • Investment advisory services
  • Wealth management services
  • Financial planning services
  • Insurance advisory services
  • Private wealth advisory

Where CFSI is headquartered

Location

Headquarters

HQ city
London
HQ country
United Kingdom
HQ region
Europe

Markets served

CFSI business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Others

CFSI product offering

Product offering

Core offering

CFSI provides investment advisory, insurance advisory, financial planning, and wealth management services to clients. The firm delivers personalized financial guidance across these four advisory disciplines, functioning as a multi-disciplinary wealth advisory practice rather than offering standalone financial products or technology platforms.

Differentiator

Problem solved

Functional benefit

Companies that use CFSI

Customer profile

Ideal customer profiles1 record

CFSI technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

CFSI partnerships and signals

Strategic signal

Recent moves3 records

Expansion highlights3 records

CFSI competitors and assessment

Company assessment

Direct peers

  • Killik & Co: Independent London-based private client stockbroker and wealth manager offering investment advisory and financial planning to HNW individuals. Closely comparable boutique competitor to CFSI's London-focused advisory model.

Broad incumbents

  • Quilter: UK wealth manager and financial adviser network providing investment solutions, platform services, and advice to mass-affluent and HNW clients. Comparable in target segment and breadth of advice-led services.
  • Rathbones Group: UK-listed wealth manager providing discretionary investment management, financial planning, and advice to HNW individuals, charities, and trusts. Comparable to CFSI in core service mix and HNW target market.
  • St. James's Place: Largest UK wealth manager built around a restricted adviser network offering investment, retirement, and financial planning to mass-affluent and HNW clients. Directly comparable to CFSI's investment advisory and financial planning offering, but at vastly greater scale.
  • Brewin Dolphin (now RBC Brewin Dolphin): UK wealth manager offering investment management, financial planning, and wealth advice to private clients, intermediaries, and institutions. Closely overlaps with CFSI's investment advisory and financial planning proposition.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights4 records

Customer concentration

CFSI social profiles

Digital presence

CFSI financial estimates

Financial estimate

Revenue estimate

Valuation estimate

CFSI leadership team

Management profile

Number of profiles

Profiles1 record

CFSI funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

CFSI M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about CFSI

What does CFSI do?

CFSI provides investment advisory, insurance advisory, financial planning, and wealth management services to clients. The firm delivers personalized financial guidance across these four advisory disciplines, functioning as a multi-disciplinary wealth advisory practice rather than offering standalone financial products or technology platforms.

When was CFSI founded?

CFSI was founded in 2020. It employs 11 to 50 people.

Where is CFSI based?

CFSI is headquartered in London, United Kingdom, in the Europe region.

Who are CFSI's main competitors?

Killik & Co is listed as a direct peer. Broad incumbents are Quilter, Rathbones Group, St. James's Place and Brewin Dolphin (now RBC Brewin Dolphin).

Does CFSI have an API?

No public API is recorded for CFSI.

What industry is CFSI in?

CFSI's product category is Wealth Management. Its primary akta.pro industry code is FSAAAGAJ, Institutional Consultants & Fiduciary Management (Investment Consulting). Its NAICS code is 523940 and its SIC code is 6282.

Unlock the full company data

50 free credits on sign-up, no credit card required.

Contact sales