WAys to give IFAs back the time to build better client relationships.
We believe that investment research shouldn't steal you away from the clients you're researching for. We’ll transform hours of complexity into minutes of clarity, so you can focus on what technology can't replicate. Understanding clients and building trust.
The problems we're solving
Why we exist
You didn't become a financial adviser to spend your evenings drowning in spreadsheets.
Yet, here's the reality, comprehensive research demands hours spent gathering data, cross-referencing performance metrics & tracking global markets. Hours that steal you away from the very clients you're researching for. .
The problem isn't your capability. It's capacity.
With over 150,000 securities across 70 global exchanges, staying on top of investment opportunities manually isn't just exhausting, it's becoming impossible. Meanwhile, your clients expect rapid responses, proactive outreach and personalised guidance as a minimum.
Excellence in financial advisory has traditionally demanded a trade-off, thorough research or personal time. Comprehensive analysis or client-facing hours. Growth or balance.
We believe that trade-off is no longer necessary.
How We're Different
Our Approach
Your thoroughness and professionalism are what makes you stand out. Your clients trust you with their retirements,
their children's education & financial futures.
That responsibility deserves every hour you're putting in, but the reality of current processes and limitations can put a
strain on you maximising the opportunities.
Empathy First
We start by understanding the weight you carry. Every recommendation that you make affects someone's retirement, their children's education or their financial security. That responsibility deserves technology that genuinely reduces stress, not just efficiency.We listen more than we pitch. We design from your pain points, not competitor feature lists.
Simplification, Not Complication
The investment world generates overwhelming data. Our purpose is to distil the complexity into clarity without losing nuance.No dozens of confusing metrics. No overwhelming dashboards. Just the insight you need, when you need it.
Partnership, not Transaction
We succeed when you succeed, your practice growth is our growth and your challenges are our challenges.This isn't a vendor-customer relationship, it's a partnership.We're invested in your long-term success, not just your subscription renewal.
What drives us
Our Values
Our values guide every decision we make, from product development to client interactions to how we operate as a team.
Empathy first
Because we understand the weight IFAs carry, we build solutions that genuinely reduce stress, not just claim efficiency.
We validate your expertise before suggesting improvements and measure success by your wellbeing, not just platform adoption.
Time is sacred
We recognise that time is your most precious resource. Every minute we save must be genuinely valuable, not just marketed as such.
Platform onboarding takes just 20 minutes, not 2 hours. Support responses are rapid and complete. Our updates enhance workflow, they don't disrupt it.
Human expertise above all
Technology amplifies human judgement but never replaces it. You're the hero of every client success story, not our platform.
We provide analysis, never advice. Rankings inform your decisions, they don't make them.
Integrity in Every Insight
The recommendations you make carry profound consequences. Our data analysis must be rigorous, transparent and above-all honest.
Data sources are transparent and verifiable, ranking methodologies are documented and any limitations are acknowledged openly.
Relentless Simplification
Complexity is the problem, not the solution. Our purpose is to distil that complexity into clarity without losing nuance.
Four rankings, not dozens and scores from 0-100. Our interface design feels familiar immediately where every feature easily justifiable.
Partnership not transaction
We only succeed when you succeed. This isn't a vendor-customer relationship, it's a real partnership.
Customer success is measured by your AUM growth & productivity metrics. Our support goes beyond just troubleshooting to strategic guidance.
What we're committed to
Our commitments to IFAs
We commit to:
- Respect your time as sacred.
- Provide rigorous, transparent analysis that you can trust.
- Never trying to replace your judgement, only amplifying it.
- Being honest about what we can & can’t do.
- Partnering in your long-term success.
- Listening more than we pitch.
- Provide rigorous, transparent analysis that you can trust.
- Never trying to replace your judgement, only amplifying it.
- Being honest about what we can & can’t do.
- Partnering in your long-term success.
- Listening more than we pitch.
Our commitments to your clients
We commit to:
- Enabling you to be more present, prepared and proactive for them.
- Supporting thorough research that leads to more reliable recommendations.
- Contributing to a more sustainable advisory profession.
- Never encouraging speed over thoughtfulness.
- Supporting thorough research that leads to more reliable recommendations.
- Contributing to a more sustainable advisory profession.
- Never encouraging speed over thoughtfulness.
To our investors
We commit to:
- Building a sustainable, scalable business.
- Maintaining financial discipline whilst pursuing growth.
- Communicating transparently about progress and challenges.
- Creating enduring value through genuine adviser success.
- Maintaining financial discipline whilst pursuing growth.
- Communicating transparently about progress and challenges.
- Creating enduring value through genuine adviser success.
To our team
We commit to:
- Building a company where empathy & excellence coexist.
- Providing meaningful work that genuinely improves lives.
- Valuing sustainable work practices.
- Creating opportunities for growth.
- Making decisions transparently.
- Building for long-term impact.
- Providing meaningful work that genuinely improves lives.
- Valuing sustainable work practices.
- Creating opportunities for growth.
- Making decisions transparently.
- Building for long-term impact.
The Impact we're having
Transforming practices, one adviser at a time.
Our values guide every decision we make, from product development to client interactions to how we operate as a team.
12 Hours
Average weekly time saved per adviser.
23% AUM Growth
Average year-over-year growth among active users.
98% Retention
Advisers who start with us, stay with us
2.6M Hours
Target hours reclaimed annually by 2027
"I gained back an entire day each week. That time goes straight into client meetings, and my AUM has grown 23% as a result. Wealth Analytica didn't change how I work, it gave me back the time to do it brilliantly."
James Mitchell, IFA, 15 years experience, £180M AUM
> "I leave the office at 5:30 PM now. I'm present at my daughter's football matches. And ironically, my clients are more satisfied because when we meet, I'm fully present. The research is done."
Sarah Thompson, IFA, £120M AUM, 180 clients
Meet The Team
Dedicated professionals ensuring your financial success
Tony Fred
Chief Executive Officer
Founder and chief visionary, Tony is the driving force behind our institution. He is deeply involved in developing financial strategies, marketing, and enhancing customer experiences.
Mich Stark
Chief Financial Officer
Mich thrives on challenges. With years of experience as a Financial Director, Mich has been instrumental in shaping our financial strategies. He is recognised as one of the leading experts in the field.
Aline Turner
Chief Financial Officer
Jane is a passionate financial advisor who loves helping clients navigate their financial journeys. With over a decade of experience, she has empowered countless individuals to achieve their financial aspirations.
Iris Joe
Chief Financial Officer
Iris, with her extensive background in finance, helps us interpret complex data and improve our financial strategies. She is committed to driving success and utilises her expertise to elevate our services.
Join us
We're building more than just software. We're building a better way for financial professionals to practice their craft sustainably, effectively and humanely.
By reclaiming time, relationships deepen and practices transform.
If our approach resonates with you, we'd love to partner in your success.
