Fundment Overview
Pro stress-test →Fundment is a wrap platform built by a team of tech experts with the core objective of transforming the investment experience for financial advisers and their clients. The company serves a growing customer base of over 500 firms, including everything from sole traders to wealth management companies, and has doubled its assets under management year-on-year and reached profitability.
Strategic Profile
Pro stress-test →Fundment's proprietary technology integrates core platform services, back-office tools, discretionary investment management solutions and user-friendly portals, making it easier for advisers to operate and monitor their centralised investment proposition, whether outsourced or operated in-house. Founded in 2018 by experienced asset manager Ola Abdul who was previously with abrdn and BlackRock, Fundment was created to solve the technology challenges financial advisers face every day.
Competitive Landscape
Pro stress-test →Fundment has become one of the leading tech platforms for financial advisers and their high-net-worth clients. The platform competes against legacy infrastructure providers and emerging wealth-tech solutions by offering integrated, modern technology that advisers can customize and extend through APIs. The market gap between retail-focused robo-advisers and institutional-grade adviser tools creates tailwinds for dedicated advisory platforms.
Industry Context
Fundment operates in Adviser technology platforms.
Key facts
Founded: 2018 · Headquarters: London, UK