More about Moneyinfo
Best-in-class digital experiences. First-class people.
We’re a private fintech organisation that makes intelligent digital relationship solutions for wealth management firms. Based in Henley in Arden, we’re an inquisitive, approachable and inventive team that gives your firm a competitive advantage.
Our team has a broad range of skills, plenty of energy and a good sense of humour.
That means we can solve your challenges with ingenuity, passion and flexibility. Our track record of improving financial planning and wealth management services speaks for itself – but we occasionally mention it, too.
What we do
We deliver digital relationship management tools for financial planning businesses and investment firms that's always mobile and on brand.
With our wealth platforms, you’ll experience four times as many logins as traditional web-based technology. It’s secure, too. For you, this means increased client loyalty, better profitability and full compliance confidence.
Join us in shaping the future of our industry
We’re proud to support some of the UK’s most forward-thinking advisory and investment management firms, including Saunderson House, Kingswood Group, RC Brown Investment Management, Whitechurch Securities, Progeny Wealth, and many more.
Supported by our industry-leading client team
Investment management software should be easy to implement, and even easier to use. Our team will expertly guide you through every step with one ambition – to help you achieve your client adoption targets.
And, because we genuinely care, we include ongoing support and training for the lifetime of your partnership with moneyinfo.
Game-changing
For many of the best investment management businesses in the UK and their clients, we’ve changed the way they engage in portfolio management – giving them a unique, efficient and enjoyable experience on any device.
At moneyinfo, it's about unlocking your peak performance.
Our Values
Bold
We are passionate about everything we do and are committed to keep improving.
We are accountable for our decisions and we are confident to challenge each other. We encourage imagination, curiosity and creativity. We are open to change.
Trusted
We honour our commitments to our clients and to each other.
We are open and honest in our communications.
We act with professionalism and integrity and we are accountable for our actions.
Together
We collaborate, listen, and act with care – for our clients and each other.
We work as a team to deliver on our promises and make ourselves and our clients feel great. We are approachable and we listen to each other and to our clients. We act with care, kindness and empathy. We look after each other.