AdviserAsset

Kent, United Kingdom Founded: 2010 • Age: 16 yrs Acquired By FE fundinfo
Platform providing tools and solutions for financial advisers

About AdviserAsset

AdviserAsset is a Technology company based in United Kingdom founded in 2010 by Colin Turton, and was acquired by FE fundinfo in September 2024. Platform providing tools and solutions for financial advisers. AdviserAsset offers products and services including Nexus for Asset Managers, Client Portal, Data Feeds, and Factsheet Production. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Suite. Its legal entity is FE fundinfo Limited.

Company details

AdviserAsset was founded in 2010 in Kent, United Kingdom, as a platform in the financial services sector. Integration tools are offered to assist financial advisers and para-planners in managing clients financial affairs. Features include support for charge comparisons, switching and consolidation processes, platform due diligence, and cash flow planning. Operations focus on enhancing efficiency in advisory practices across the UK.

Key Metrics

Products & Services of AdviserAsset

AdviserAsset offers a comprehensive portfolio of products and services, including Nexus for Asset Managers, Client Portal, Data Feeds, and Factsheet Production.

Nexus for Asset Managers
Data Platform

Platform for global funds registration and regulatory filing services

Client Portal
Digital Tool

Tool for client onboarding, engagement, and financial planning

Data Feeds
Information Service

Service providing verified data for investment research and analysis

Factsheet Production
Document Service

Service for creating and disseminating regulatory documents

Apps and channels of AdviserAsset

its YouTube channel FE fundinfo FundsHub TV has 63 subscribers and 30 videos.

FE fundinfo FundsHub TV
YouTube 63 subscribers 30 videos Science & Technology
Open channel

Videos from AdviserAsset

The most watched videos on AdviserAsset's YouTube channel, FE fundinfo FundsHub TV (63 subscribers). Click a video to play it here.

[LONDON] Better Connected 2022 - Welcome Address, Hamish Purdey, CEO FE fundinfo
163 views
Better Connected 2021 - [ASIA] THE FUTURE OF FUND DATA EXCHANGE
150 views
Better Connected 2021 - [UK, EUROPE] THE FUTURE OF FUND DATA EXCHANGE
79 views
Better Connected 2021 - [GERMANY, SWITZERLAND, AUSTRIA] THE FUTURE OF FUND DATA EXCHANGE
63 views

More on FE fundinfo FundsHub TV.

Investors in AdviserAsset

AdviserAsset has secured backing from 1 investor. Prominent investors backing the company include FE fundinfo.

All
InvestorDescriptionFounded YearDomainLocation
Financial database and analytics for fund managers are offered.
2019fefundinfo.comLondon, United Kingdom
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Investor details for AdviserAsset

The complete investor list, round-by-round participation and investor portfolios require an active premium plan.

  • Complete investor list
  • Round participation
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  • Co-investor network

Verified entity values are shown only after access is granted.

People of AdviserAsset

1 people are tracked at AdviserAsset (1 in leadership).

NameRoleGroup
Colin Turton
FounderLeadership
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Complete people profiles for AdviserAsset

Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.

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  • Team structure
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Verified entity values are shown only after access is granted.

Timeline of AdviserAsset

2 dated milestones of AdviserAsset across 14 years, from founding to its latest funding, stage changes and deals.

  1. Founded AdviserAsset is founded.
  2. Exit Acquired by FE fundinfo.

Top companies in Investment & Financial Technology

2 companies that operate in the same segment as AdviserAsset (Investment & Financial Technology) in United Kingdom, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Online data source platform for information, analytics, and solutions for governments and financial markets
1959London, England, United KingdomUSD 1.41 B
AI-based platform for automated personal spend management is provided.
2016London, England, United KingdomUSD 75.78 M
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Related news about Adviserasset

Fe Fundinfo Acquires Adviserasset
Privatebankerinternational β€’ 2 years ago
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Complete news archive for AdviserAsset

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  • Full article archive
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  • Brand-specific news history

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Frequently Asked Questions about AdviserAsset

AdviserAsset was founded in 2010.

AdviserAsset is headquartered in United Kingdom. It is registered at Kent, United Kingdom.

AdviserAsset was founded in 2010 in Kent, United Kingdom, as a platform in the financial services sector. Integration tools are offered to assist financial advisers and para-planners in managing clients financial affairs. Features include support for charge comparisons, switching and consolidation processes, platform due diligence, and cash flow planning. Operations focus on enhancing efficiency in advisory practices across the UK.

AdviserAsset offers Nexus for Asset Managers, Client Portal, Data Feeds, and Factsheet Production.

AdviserAsset has 1 investor. Key investors include FE fundinfo.

AdviserAsset operates through Fe Fundinfo Limited.

Yes. AdviserAsset was acquired by FE fundinfo in September 2024.

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