Bluecoat Software

London, United Kingdom Founded: 2010 • Age: 16 yrs Acquired By Twenty7Tec
Financial planning solutions are provided for brokers and wealth managers.

About Bluecoat Software

Bluecoat Software is a Technology company based in London (United Kingdom) founded in 2010, and was acquired by Twenty7Tec in June 2022. Financial planning solutions are provided for brokers and wealth managers. The company has 16 employees. Its chief executive, as recorded, is Mark Skelding. Bluecoat Software offers products and services including FINPLAN, SOURCE, APPLY, and INSIGHT. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Financial Planning. Its legal entity is THE BIG BLUE TRADING COMPANY LIMITED.

Company details

Bluecoat Software was founded in 2010 and is based in London, United Kingdom. Solutions in the financial planning sector are developed for brokers and wealth managers. Workflows are automated, new businesses are administered, compliance is managed, and practice systems are supported through integrated tools. Cloud-based technology is employed to handle data backups, generate leads, and facilitate data migration.

  • Headquarters London, United Kingdom
  • Employees 16
  • Stage Acquired
  • Sectors
    Technology
  • Email
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  • Website bluecoatsoftware.com
  • Social LinkedIn X Facebook Instagram
  • Acquired by Twenty7Tec (Jun 2022)
  • Legal Name The Big Blue Trading Company Limited
  • Date of Incorporation 24 May, 2010
  • Jurisdiction BOURNEMOUTH, ENGLAND
Key Metrics

Products & Services of Bluecoat Software

Bluecoat Software offers a comprehensive portfolio of products and services, including FINPLAN, SOURCE, APPLY, and INSIGHT.

FINPLAN
CRM Software

Facilitates financial planning and client management for advisers.

SOURCE
Sourcing Platform

Enables mortgage product searches and analysis for financial services.

APPLY
Application Tool

Streamlines mortgage applications and integrations for efficiency.

INSIGHT
Analytics Software

Provides data insights for targeted advertising and performance tracking.

Investors in Bluecoat Software

Bluecoat Software has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Twenty7tec.

All
Institutional
InvestorDescriptionFounded YearDomainLocation
AI-enabled solutions are provided for mortgage lenders and wealth advisors.
2014twenty7tec.comLondon, United Kingdom
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People of Bluecoat Software

1 people are tracked at Bluecoat Software (1 in leadership); the tracked headcount is 16.

NameRoleGroup
Mark Skelding
CEO & MDLeadership
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Timeline of Bluecoat Software

2 dated milestones of Bluecoat Software across 12 years, from founding to its latest funding, stage changes and deals.

  1. Founded Bluecoat Software is founded.
  2. Exit Acquired by Twenty7Tec.

Top companies in Investment & Financial Technology

2 companies that operate in the same segment as Bluecoat Software (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 Bluecoat Software

FRP reveals role in Winchester deal
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Frequently Asked Questions about Bluecoat Software

Bluecoat Software was founded in 2010.

Bluecoat Software is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.

Mark Skelding is the CEO of Bluecoat Software, as recorded in our data.

Bluecoat Software has 16 employees.

Bluecoat Software was founded in 2010 and is based in London, United Kingdom. Solutions in the financial planning sector are developed for brokers and wealth managers. Workflows are automated, new businesses are administered, compliance is managed, and practice systems are supported through integrated tools. Cloud-based technology is employed to handle data backups, generate leads, and facilitate data migration.

Bluecoat Software offers FINPLAN, SOURCE, APPLY, and INSIGHT.

Bluecoat Software has 1 investor. Key investors include Twenty7tec.

Bluecoat Software operates through The Big Blue Trading Company Limited.

Yes. Bluecoat Software was acquired by Twenty7Tec in June 2022.

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