AdviserAsset
AdviserAsset is a London-based investment research platform providing pension switching and platform due diligence tools for UK financial advisers and paraplanning firms. Founded in 2010, it was acquired by FE fundinfo in September 2024 and now operates as FE AdviserAsset within FE fundinfo's Nexus platform ecosystem.
- Company typePrivate
- Founded2010
- HeadquartersLondon, United Kingdom
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What AdviserAsset does
AdviserAsset is a London-based investment research platform, founded in 2010, that provides business and financial management tools for aggregating assets across multiple wrappers, with a specific focus on pension switching and platform due diligence for UK financial advisers and paraplanning firms. The platform enables advisers to research, compare, and execute pension transfers and platform switches for their clients, addressing complexity in investment decision-making and regulatory compliance burdens. Following its acquisition by FE fundinfo in September 2024, AdviserAsset was rebranded as 'FE AdviserAsset' and integrated into FE fundinfo's Nexus platform ecosystem, positioned alongside other Investment Tools products including FE CashCalc, FE Analytics, Dericon Fund Research, and Command Deck.
The underlying technology leverages FE fundinfo's broader data infrastructure, which processes 9 million static data points, 7 million prices, and 1.5 million documents monthly across 100,000+ active funds and 300,000+ share classes globally, with 90% of processes automated via AI-enabled workflows. Distribution occurs digitally through the Nexus platform (app.get-nexus-ai.com), serving 5.3k financial advice and paraplanning firms and accessing FE fundinfo's broader network of 4,200 connected firms across 75+ jurisdictions.
The company operates with a small team (1-10 employees) and its specific revenue model and pricing are not publicly disclosed. As an acquired entity now operating under FE fundinfo's strategic direction, AdviserAsset's commercial mechanics are consolidated within the parent's broader data, regulatory, and analytics ecosystem serving investment managers, wealth managers, and technology providers.
AdviserAsset firmographics
Firmographics- Name
- AdviserAsset
- Legal name
- AdviserAsset
- Website
- https://adviserasset.co.uk
- Company type
- Private
- Founded year
- 2010
- Operating status
- Acquired
- Headcount range
- 1–10 employees
- Short description
- AdviserAsset is a London-based investment research platform providing pension switching and platform due diligence tools for UK financial advisers and paraplanning firms. Founded in 2010, it was acquired by FE fundinfo in September 2024 and now operates as FE AdviserAsset within FE fundinfo's Nexus platform ecosystem.
- Ownership category
- akta.pro rank
AdviserAsset industry classification
Industry- Product category
- Wealth Management Software
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
- akta.pro secondary industry
- Retirement Planning & Long-Term Financial Planning Tools (FSAGADAI)
Keywords
Where AdviserAsset is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
AdviserAsset business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Distribution channels1 record
Marketing channels4 records
AdviserAsset product offering
Product offeringCore offering
AdviserAsset (now FE AdviserAsset) provides pension switching and platform due diligence tools for financial advisers and paraplanning firms. The software enables advisers to research, compare, and execute pension transfers and platform switches for their clients using integrated investment research content and independent ratings, delivered through FE fundinfo's Nexus digital platform.
Product overview
FE fundinfo operates as a unified platform connecting the investment ecosystem. AdviserAsset operates as an acquired brand within FE fundinfo's portfolio, specifically providing pension switching and platform due diligence solutions for financial advisers. The product is positioned under FE fundinfo's Investment Tools alongside other adviser-facing solutions including FE CashCalc, FE Analytics, Dericon Fund Research, and Command Deck.
Differentiator
Problem solved
Functional benefit
Products and services
- FE AdviserAsset (Pension Switching and Platform Due Diligence) Pension switching and platform due diligence tool enabling financial advisers to research, compare, and execute pension transfers and platform switches for their clients, with integrated investment research content and independent ratings.
Quantifiable outcome
- 2.5 million+ regulatory documents processed annually (across PRIIPs EU/UK and KIID)
- +2 more outcomes
Companies that use AdviserAsset
Customer profileNamed customers1 record
Segments2 records
Ideal customer profiles2 records
AdviserAsset technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
AdviserAsset partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- FE fundinfocoreFE fundinfo acquired AdviserAsset in September 2024. AdviserAsset is an investment research platform that now operates as part of FE fundinfo's product portfolio, specifically serving financial advisers with pension switching and platform due diligence tools.
Scale indicators3 records
Recent moves4 records
Expansion highlights4 records
AdviserAsset competitors and assessment
Company assessmentDirect peers
- Dynamic Planner: Dynamic Planner provides risk profiling, fund and platform research, and investment suitability tools for UK advisers. Its platform and fund research overlap with FE AdviserAsset's due diligence use cases.
- Trustnet: Trustnet, part of the FE fundinfo group, provides fund ratings, research, and investor engagement content. It overlaps with FE AdviserAsset's research and ratings use cases for advisers and end investors.
- Selectapension: Selectapension offers pension switching and transfer analysis tools used by UK financial advisers. It competes head-on with FE AdviserAsset's core pension switching workflow.
- FE CashCalc: FE CashCalc is FE fundinfo's cashflow and financial planning tool for advisers, sitting in the same Investment Tools suite as FE AdviserAsset. Both target UK advice firms with workflow-critical compliance and planning tools.
- Defaqto (Synaptic): Defaqto, now part of Synaptic, provides platform and product due diligence, ratings, and comparison tools to UK financial advisers. It directly overlaps with FE AdviserAsset's platform due diligence functionality for advisers.
- Synaptic Software: Synaptic (which acquired Defaqto) provides adviser research, product ratings, and due diligence across pensions, investments, and protection. It competes in the same adviser research and platform due diligence category as FE AdviserAsset.
Broad incumbents
- Avaloq: Avaloq is a wealth management software provider offering platform, advisory, and digital tools to banks and wealth managers. It represents a larger incumbent in adjacent adviser and wealth technology.
- Iress (Xplan): Iress's Xplan platform is a leading adviser and wealth management software suite in the UK and Australia. As an incumbent adviser-tech platform, it offers broader workflow capabilities that overlap with FE AdviserAsset's research and switching tools.
- FNZ: FNZ is a global wealth platform serving major financial institutions with end-to-end investment, platform, and adviser tooling. It overlaps with FE AdviserAsset in the adviser platform and due diligence space at much larger scale.
Emerging players
- Distribution Technology (Finametrica): Distribution Technology, owner of the Finametrica risk profiling system, provides risk tolerance and financial personality tools used by UK advisers. It is an adjacent specialist whose workflow overlaps partially with FE AdviserAsset's suitability and due diligence processes.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights5 records
Customer concentration
AdviserAsset social profiles
Digital presenceAdviserAsset financial estimates
Financial estimateRevenue estimate
Valuation estimate
AdviserAsset leadership team
Management profileNumber of profiles
AdviserAsset funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
AdviserAsset 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 AdviserAsset
What does AdviserAsset do?
AdviserAsset (now FE AdviserAsset) provides pension switching and platform due diligence tools for financial advisers and paraplanning firms. The software enables advisers to research, compare, and execute pension transfers and platform switches for their clients using integrated investment research content and independent ratings, delivered through FE fundinfo's Nexus digital platform.
Is AdviserAsset a public or private company?
AdviserAsset is a private company. It is classified as corporate owned and is currently acquired.
When was AdviserAsset founded?
AdviserAsset was founded in 2010. It employs 1 to 10 people.
Where is AdviserAsset based?
AdviserAsset is headquartered in London, United Kingdom, in the Europe region.
Who are AdviserAsset's main competitors?
Direct peers on record are Dynamic Planner, Trustnet, Selectapension, FE CashCalc, Defaqto (Synaptic) and Synaptic Software. Broad incumbents are Avaloq, Iress (Xplan) and FNZ. Distribution Technology (Finametrica) is listed as an emerging player.
Does AdviserAsset have an API?
No public API is recorded for AdviserAsset.
What industry is AdviserAsset in?
AdviserAsset's product category is Wealth Management Software. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech), with a secondary code of FSAGADAI, Retirement Planning & Long-Term Financial Planning Tools. Its NAICS code is 523940 and its SIC code is 6282.