About Transact
Transact is a company based in London (United Kingdom) founded in 2000 by Ian Taylor. The company has 543 employees. Transact operates in a competitive market with competitors including Addepar, sei, Avaloq, Centricity and 360 One, among others.
- Headquarter London, United Kingdom
- Employees 543
- Founders Ian Taylor
- SectorsTechnology
- Website category Finance
- Email••••••••
- Phone•••• ••••
- Website transact-online.co.uk
- Social LinkedIn X
- Legal Name Integrated Financial Arrangements Ltd
- Date of Incorporation 05 Mar, 1999
- Jurisdiction LONDON, UNITED KINGDOM
- Annual Revenue$86.57 M (USD)13as on Sep 30, 2021
- Net Profit$57.01 M (USD)22as on Sep 30, 2021
- Employee Count543
People of Transact
42 people are tracked at Transact (13 in leadership, 29 in team); the tracked headcount is 543.
| Name | Role | Group |
|---|---|---|
Tom Dunbar | CEO | Leadership |
Ian Taylor | ex-Co-Founder | Leadership |
Olga Marunchak | Head Of Operational Performance | Leadership |
Tim Meeks | Head Of Compliance Monitoring & Business Control Testing | Leadership |
Jonathan Gunby | Chief Executive Officer | Leadership |
Ben Procter | Head Of Tech Risk & Governance | Leadership |
Ben Turner | Head Of Business Intelligence | Leadership |
Damien Francis | Chief Technology Officer | Leadership |
Peter Lee | Chief Actuary | Leadership |
Lucy Smith | Head Of HR | Leadership |
Helen Wakeford | Head Of Legal And Group Company Secretary | Leadership |
Andrew Cullen-Jones | Chief Development Officer (cdo) | Leadership |
Jane Isaac | Chief Of Platform Custody Operations | Leadership |
Louise Lockett | Client Services Manager | Team |
Kirsty Burke | Regional Client Operations Manager | Team |
Rob Barrett | Compliance Manager | Team |
Ryan Henry | Compliance Monitoring Officer | Team |
Richard Acton | Lead Business Analyst | Team |
Ellie Proffitt | Client Service Manager | Team |
Kajel Davda | Risk Analyst | Team |
22 more people are available in the full profile.
Complete people profiles for Transact
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
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Competitors of Transact
Transact 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 Addepar, sei, Avaloq, Centricity and 360 One, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| addepar.com | 2009 | Mountain View, United States | $759.1M | 560 | Wealth management solutions are delivered for investment advisors. | |
| seic.com | 1968 | Oaks, United States | – | 5,061 | Wealth and investment management solutions are offered to institutional investors. | |
| avaloq.com | 1985 | Zurich, Switzerland | $301.11M | – | Cloud-based solutions for financial institutions are provided by Avaloq. | |
| centricity.co.in | 2022 | Gurugram, India | $24.05M | 458 | Digital private wealth management platform for individuals | |
| 360.one | 2008 | Mumbai, India | – | 65 | Asset and wealth management software is provided for businesses. | |
| envestnet.com | 1999 | Berwyn, United States | – | 1,342 | Cloud-based solutions are offered for wealth management and financial advising. | |
| broadridge.com | 2007 | New York, United States | – | 14,600 | Cloud-based accounting and financial management solutions are offered to businesses. | |
| investcloud.com | 2010 | West Hollywood, United States | $78.73M | 373 | Investment management software is provided for advisors and institutions. | |
| sanctuarywealth.com | 2018 | Indianapolis, United States | $175M | – | Solutions are provided to wealth managers for client management. | |
| deltacapita.com | 2010 | London, United Kingdom | $90.15M | – | Provider of consulting, managed services, and technology solutions for financial services |
Detailed competitors of Transact
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
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Web traffic of Transact
The website of Transact (transact-online.co.uk) receives about 300K visits a month and ranks #133,762 among all websites worldwide, #8,365 in Finance.
- Monthly visits300K
▲ 23.8% vs previous month
- Unique visitors31.6K
per month
- Global rank#133,762
among all websites
- Category rank#8,365
Finance · Finance
- Bounce rate15%
- Pages per visit6.3
- Average visit5 min 05 sec
- DevicesDesktop 75% · Mobile 25%
Websites whose visitors overlap most with Transact. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| ii.co.uk | 100% | 3.2M | #16,965 | View details | |
| mandg.com | 97% | 686.2K | #73,980 | View details | |
| octopus.energy | 82% | 9.9M | #4,566 | View details | |
| feanalytics.com | 79% | 60.9K | #403,423 | View details | |
fidelity.co.uk | fidelity.co.uk | 79% | – | #19,173 | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 39 similar websites and full traffic analytics for Transact
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 39 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Transact
Complete news archive for Transact
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to Transact
10 companies that operate in the same segment as Transact (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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Frequently Asked Questions about Transact
Transact was founded in 2000.
Transact is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.
Tom Dunbar is the current CEO of Transact.
Transact has 543 employees.
Annual revenue of Transact is $86.57M as on Sep 30, 2021.
Transact was founded in 2000 and is based in London, United Kingdom. Practice management software is supplied to financial advisors, with features for portfolio rebalancing, fund reporting, valuations, transaction review, and approval processes. Support is extended to various investments, including ETFs, onshore and offshore funds, equities, term deposits, and hedge funds. Operations center on streamlining advisor workflows in the financial sector.
Transact's top competitors include Addepar, Delta Capita and sei.
Transact operates through Integrated Financial Arrangements Ltd.
The website of Transact receives about 300 thousand visits a month and ranks #133,762 among all websites worldwide.