About Ascentric
Ascentric is a company based in Bath (United Kingdom) founded in 2006 was acquired by M&G in May 2020. The company has 386 employees as of December 31, 2021. Ascentric offers products and services including Wealth Platform, In-House Dealing, and Retirement Planning. Ascentric operates in a competitive market with competitors including Iress, Planful, Link Group, Modern Wealth Management and Hubly, among others.
- Headquarter Bath, United Kingdom
- Employees 386 as on 31 Dec, 2021
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Technology
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- Legal Name Investment Funds Direct Limited
- Date of Incorporation 02 Feb, 1982
- Jurisdiction LONDON, UNITED KINGDOM, UNITED KINGDOM
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Products & Services of Ascentric
Ascentric offers a comprehensive portfolio of products and services, including Wealth Platform, In-House Dealing, and Retirement Planning.
Service for managing investments and financial planning for advisers
Intraday trading desk for stock exchange transactions
Tools for creating efficient retirement plans for clients
Funding Insights of Ascentric
Detailed funding history for Ascentric
Round names, dates, amounts, investors, and valuation history require an active premium plan.
- Round names and dates
- Funding amounts
- Participating investors
- Valuation history
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Investors in Ascentric
Ascentric has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include M&G.
| Investor | Description | Founded Year | Domain | Location |
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Diversified asset management firm and private fund focused on debt and equity investments in climate startups, real estate, and multiple sectors
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Investor details for Ascentric
Investor domains, locations, round participation, and complete history require an active premium plan.
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- Investor locations
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Investments & Acquisitions by Ascentric
Investment portfolio details for Ascentric
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Financial Statements - Ascentric
Detailed financials for Ascentric
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- Profit trends
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Ascentric Comparisons
Peer comparison for Ascentric
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- Named peers
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Competitors of Ascentric
Ascentric operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Iress, Planful, Link Group, Modern Wealth Management and Hubly, among others.
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Wealth management solutions are provided online for financial markets.
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Cloud-based financial planning and advisory solutions are provided for businesses.
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Retirement and superannuation solutions are provided, including investments and pensions.
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Wealth management services are provided to clients by the firm.
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A business management platform is offered for financial advisors.
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Financial planning software for IRA recordkeeping is offered.
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Detailed competitors of Ascentric
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Latest news on Ascentric
Complete news archive for Ascentric
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Frequently Asked Questions about Ascentric
Ascentric was founded in 2006.
Ascentric is headquartered in Bath, United Kingdom. It is registered at Bath, Somerset, United Kingdom.
Rob Regan is the current CEO of Ascentric.
As of Dec 31, 2021, the latest employee count at Ascentric is 386.
Annual revenue of Ascentric is $43.8M as on Dec 31, 2020.
Ascentric was founded in 2006 and is based in Bath, United Kingdom. Financial planning and investment solutions are delivered to wealth managers within the fintech sector. Customization of financial plans is enabled, along with control over investment portfolios, automated reporting, access to research insights, and management of client stock-broking and assets. Operations focus on supporting advisory practices through integrated tools.
Ascentric offers Wealth Platform, In-House Dealing, and Retirement Planning.
Ascentric has 1 investor. Key investors include M&G.