Opportunity Description
About the Company
We're partnering with a fast‑growing, FCA‑regulated digital wealth platform that is redefining how modern professionals build and manage their wealth.
The business has been built to address a clear gap in the market - giving mass‑affluent individuals (e.g. high‑earning professionals, founders, and entrepreneurs) access to sophisticated financial tools and investment opportunities traditionally reserved for private banking clients.
Their platform combines:
- Actively managed investment portfolios
- Tax‑efficient savings solutions
- Lending products (portfolio‑backed credit)
- Access to alternative investments (e.g. private markets - current and upcoming)
- A financial advice proposition
Having already surpassed £100M+ AUM within a short period, the business is now entering a true scale‑up phase, with a clear trajectory toward £1B AUM.
The team is still relatively sma...
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