Conexim Advisors

Name

Conexim Advisors

Legal name

Conexim Advisors Ltd

Website

https://conexim.ie

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Wealth Management Investment Platform

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access) (FSAGAEAL)

akta.pro secondary industries

Fund Custody & Depositary Services (UCITS/AIFMD & Mutual Funds) (FSAFAHAD), AML/KYC, Investor Onboarding & Compliance Services (FSAAAMAE)

Keywords

• Investment platform services
• Open-architecture investing
• Pension administration services
• Institutional custody solutions
• Wealth management platform

Headquarters

HQ city

Dublin

HQ country

Ireland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Platform Administration Fees: Conexim generates revenue through platform administration fees charged for access to investment solutions, custody services, dealing, and account administration. The platform supports flexible advisor charging structures where advisors have control over their own remuneration.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Conexim operates an Irish regulated, open-architecture investment platform that enables financial advisors, accountancy firms and pensioneer trustees to access a broad universe of investment solutions (UCITS funds, equities, UCITS ETFs and other exchange-traded instruments) for their personal, corporate and pension clients. The platform combines institutional-grade custody and execution (via BNY Pershing) with dedicated Qualifying Fund Manager services for Approved Retirement Funds, discretionary model portfolio management (in collaboration with PortfolioMetrix), and an online advisor and client portal (MyConexim) for reporting and administration.

Product overview

Conexim is an Irish regulated investment platform providing a unified, open-architecture system for financial advisors and their clients. The core offering is the Conexim Platform, which integrates with BNY Pershing for institutional-grade custody and provides access to UCITS funds, equities, ETFs, and fixed income securities. The platform supports multiple account types including personal, corporate, and pension structures (Self-Administered PRSAs, Buy Out Bonds/Personal Retirement Bonds, and Approved Retirement Funds). Discretionary management is delivered through Model Portfolio Solutions in collaboration with PortfolioMetrix. The MyConexim Portal provides online access with video guides and FAQ support. The system is designed for the intermediary market with Conexim acting as Qualifying Fund Manager for ARFs and offering dedicated payroll functions for ARF income payments.

Differentiator

Problem solved

Functional benefit

Products and services

• Conexim Investment Platform Irish regulated, open-architecture investment platform that enables financial advisors, accountancy firms and pensioneer trustees to access a broad universe of UCITS funds, equities, UCITS ETFs, fixed-income securities and other exchange-traded instruments for their personal, corporate and pension clients, with institutional-grade custody and execution services.
• Model Portfolio Solutions (Discretionary Management) Discretionary model portfolio offering, delivered in collaboration with PortfolioMetrix, providing institutional-quality portfolio construction, research, ongoing monitoring and rebalancing on behalf of advisors and their clients through the Conexim platform.
• Approved Retirement Funds (ARFs) Post-retirement Approved Retirement Fund product where Conexim acts as Qualifying Fund Manager, providing flexible income streams with managed compliance and administration, including monthly, quarterly and annual income payments and the handling of imputed and Revenue-required distributions.
• Self-Administered Personal Retirement Bonds (Buy Out Bonds / PRBs) Self-Administered Personal Retirement Bond (Buy Out Bond) structure giving clients flexible investment control over their pension assets, established on the Conexim platform with the assistance of regulated financial advisors and supported by institutional-grade custody and reporting.
• Self-Administered PRSAs Self-Administered Personal Retirement Savings Account enabling clients to retain full control over their pension investments through a transparent, self-administered option on the Conexim platform with access to the same investment universe as other account types.
• MyConexim Portal Online client and advisor portal providing intuitive, always-on access to accounts, investment management capabilities, flexible investment choice, transparent reporting and efficient administration across personal, corporate and pension account structures on the Conexim platform.

Quantifiable outcome

• Institutional-grade custody infrastructure through BNY Pershing serving c. 7 million investor accounts
• +2 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Three partnerships are on record, tiered core and flagship.

• BNY PershingcoreTechnology or IntegrationStrategic partnership providing institutional-grade custody, dealing, and platform administration services. BNY Pershing services c. 7 million investor accounts and holds over $2 trillion in global client assets. The partnership enables Conexim to offer institutional-quality infrastructure to Irish financial advisors and their clients. All on-platform assets are held in custody with BNY Pershing, regulated by the Central Bank of Ireland.
• PortfolioMetrixcoreStrategic or Co-development PartnerCollaboration for discretionary management model portfolio solutions. PortfolioMetrix builds and manages model portfolios on a discretionary basis, handling portfolio construction, research, and ongoing monitoring and rebalancing. This provides advisors and their clients with institutional quality portfolio management access through the Conexim platform.
• Great-West Lifeco Inc.flagshipOthersConexim is a member of the Great-West Lifeco Inc. Group, one of the world's leading life assurance organisations. Great-West Lifeco is a subsidiary of Power Corporation of Canada, providing global financial services expertise and backing.

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• True Potential: True Potential provides an integrated investment, pension, and model-portfolio platform serving UK financial advisors. Comparable to Conexim in its open-architecture multi-asset platform, discretionary model portfolios, and pure advisor-led distribution model.
• 7IM (Seven Investment Management): 7IM operates an investment platform with discretionary model portfolios and multi-asset funds for UK financial advisors. Comparable to Conexim in its open-architecture platform approach, model portfolio capability, and intermediary-led distribution strategy.
• Royal London Ireland: Royal London Ireland is a mutual life and pensions provider offering pensions, ARFs, and investment products through Irish financial advisors. Comparable to Conexim in advisor-led distribution, Irish market focus, and pension product range including ARF and PRSA wrappers.
• Parmenion: Parmenion is a UK investment platform owned by Alpha FMC, providing discretionary model portfolios and platform services to financial advisors. Comparable to Conexim in its emphasis on model portfolio solutions and open-architecture fund access for the intermediary channel.
• Aviva Ireland (formerly Friends First): Aviva Ireland operates a multi-asset investment and pension platform for Irish financial advisors and brokers. Directly comparable to Conexim as an advisor-led wrapper offering ARFs, PRSAs, and open-architecture fund access in the same Irish intermediary market.
• Transact (IntegraFin Group): Transact is one of the UK's largest advisor-facing investment platforms, providing wrap services with extensive fund coverage, model portfolios, and pension wrappers. Highly comparable to Conexim's B2B intermediary platform model, though operating at significantly greater scale in the UK.
• Zurich Life Ireland: Zurich Life offers pensions, ARFs, and investment wrappers to Irish financial advisors and brokers. Comparable to Conexim in providing advisor-accessible retirement products, fund platforms, and group-backed institutional infrastructure.
• New Ireland Assurance: New Ireland is a Bank of Ireland-owned life and pensions provider serving Irish advisors with ARF, PRSA, and Buy Out Bond products. Comparable to Conexim in product suite, target advisor channel, and Irish market focus.
• Abrdn (formerly Standard Life Aberdeen) Wrap platform: Abrdn's Wrap UK platform is an open-architecture investment and pension platform for financial advisors. Comparable to Conexim in providing institutional custody, model portfolios, and multi-asset access through an advisor-led B2B distribution model.

Broad incumbents

• Irish Life (sister company under Great-West Lifeco): Irish Life is the flagship Irish life and pensions arm of Great-West Lifeco and Conexim's sister company. Provides pensions, ARFs, PRSAs, and investment products to Irish consumers and advisors. Comparable as the dominant Irish incumbent competitor within the same parent group.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/Conexim_IE
• LinkedInlinkedin.com/company/conexim

Compliance3 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 Conexim Advisors