Democratising Access toWorld-Class Wealth Management
We believe exceptional financial guidance should be accessible, transparent, and matched to your unique circumstances—not hidden behind gatekeepers or opaque pricing.
Our Mission
To empower investors with the information they need to find the perfect wealth manager, and help wealth management firms connect with qualified clients.
Trust & Security
Every firm on our platform is FCA-verified, ensuring you only connect with regulated professionals.
Transparency
Clear fee structures and minimum investment requirements — no hidden costs or surprises.
Perfect Matches
Our platform matches you with firms that specialize in your specific financial needs and goals.
The Problem We're Solving
Lack of Transparency
Most wealth manager websites hide fees and minimum investment requirements, making comparison nearly impossible.
Information Overload
With 1,100+ firms in London alone, investors struggle to distinguish between them and find the right fit.
Wasted Time
Investors contact firms only to discover their portfolio is too small or the firm doesn't specialize in their needs.
struggle to find qualified advice
avoid due to pricing opacity
think portfolio is 'too small'
Our Solution
A platform that eliminates guesswork and puts you in control
Minimum Investment Transparency
Every firm lists their minimum investment requirement upfront, so you don't waste time contacting firms that can't serve you.
Clear Fee Structures
Compare fees side-by-side. Whether it's AUM percentage, fixed fee, or hourly — we show it all.
FCA Verification
We manually verify every firm's FCA registration to ensure they're authorized and in good standing.
Specialization Filtering
Find firms that specialize in ESG investing, retirement planning, tax optimization, or whatever matters to you.
Our Values
Principles that guide everything we do
Transparency First
We believe investors deserve complete visibility into fees, minimums, and qualifications. No hidden information, no surprises.
Independence
We are not owned by any wealth management firm, bank, or financial institution. Our loyalty is to investors seeking unbiased information.
Quality Over Quantity
We only list FCA-regulated firms that meet our standards. Every profile is verified, and we actively remove firms that lose authorization.
User-Centric Design
Every feature we build solves a real problem for investors. We optimize for clarity, speed, and ease of use — not flashy gimmicks.
Elite Wealth Managers
The largest verified directory in London
FCA-Regulated
Every firm verified and authorized
Always Available
Research and connect anytime
Ready to Find Your Wealth Manager?
Browse our directory of verified wealth management firms or get in touch to list your firm.