All-in-one advice &a; investment platform for financial advisers to run and grow their business online
Business Model:
Revenue: $0
Employees: 11-50
Address:
City: London
State: England
Zip:
Country: United Kingdom
JustFA is a comprehensive advice &a; investment platform. With JustFA, financial advisory firms in the UK can add online sales and servicing channels to become hybrid advisers and widen their customer base, improve efficiency and, ultimately, increase the longevity and value of the business. JustFA combines proprietary technology for streamlined digital workflow with custody and investment management. We designed the technology to address the tremendous impact of intergenerational change on the sector and rapid growth of platforms’ assets, thereby targeting the £2 trillion market opportunity. The team brings together individuals with vast experience in investment management, enterprise-level software development, financial advice and investment platform services, from companies such as JPMorgan, Credit Agricole, Succession Wealth, UBS, Credit Suisse, Vodafone, IRESS and several start-ups.
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Announced Date | Company | Transaction | Money Raised |
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Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 1/2017 | Seed Round | $3.1M | 10/2022 | Venture Round | $669k | 12/2021 | Venture Round | $1.6M | 10/2022 | Funding Round | $669k | 12/2021 | Funding Round | $1.6M |
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