About Ascentric
Ascentric is a Technology company based in Bath (United Kingdom) founded in 2006, and was acquired by M&G in May 2020. Financial planning solutions are provided for wealth managers. The company has 386 employees. Its chief executive, as recorded, is Rob Regan. The company was acqui-hired. Ascentric offers products and services including Wealth Platform, In-House Dealing, and Retirement Planning. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Financial Planning. Its legal entity is INVESTMENT FUNDS DIRECT LIMITED.
Company details
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.
- Headquarters Bath, United Kingdom
- Employees 386
- Stage Acquired
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website ascentric.co.uk
- Social LinkedIn X
- Acquired by M&G (May 2020)
- Legal Name Investment Funds Direct Limited
- Date of Incorporation 02 Feb, 1982
- Jurisdiction LONDON, UNITED KINGDOM
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
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 |
|---|---|---|---|---|
Diversified asset management firm and private fund focused on debt and equity investments in climate startups, real estate, and multiple sectors | 1931 | mandg.com | London, United Kingdom |
Investor details for Ascentric
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People of Ascentric
1 people are tracked at Ascentric (1 in leadership); the tracked headcount is 386.
| Name | Role | Group |
|---|---|---|
Rob Regan | CEO | Leadership |
Complete people profiles for Ascentric
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Timeline of Ascentric
2 dated milestones of Ascentric across 14 years, from founding to its latest funding, stage changes and deals.
- Founded Ascentric is founded.
- Exit Acquired by M&G.
Web traffic of Ascentric
Websites that share an audience with Ascentric (ascentric.co.uk).
Websites whose visitors overlap most with Ascentric. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
financialplanning.hsbc.co.uk | financialplanning.hsbc.co.uk | 100% | – | ||
noviaonline.co.uk | noviaonline.co.uk | 100% | #12,694,104 | – | |
adviserzone.com | adviserzone.com | 99% | #8,482,600 | – | |
| nucleusfinancial.com | 98% | 82.7K | #455,344 | View details | |
rjis.co.uk | rjis.co.uk | 78% | #669,267 | – | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 11 similar websites and full traffic analytics for Ascentric
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- 11 similar websites
- Audience overlap
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Top companies in Investment & Financial Technology
2 companies that operate in the same segment as Ascentric (Investment & Financial Technology) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Online data source platform for information, analytics, and solutions for governments and financial markets | 1959 | London, England, United Kingdom | USD 1.41 B | |||
AI-based platform for automated personal spend management is provided. | 2016 | London, England, United Kingdom | USD 75.78 M |
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Related news about 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 CEO of Ascentric, as recorded in our data.
Ascentric has 386 employees.
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.
Ascentric operates through Investment Funds Direct Limited.
Yes. Ascentric was acquired by M&G in May 2020.