Founded in 1999, moneyinfo limited is a UK-based fintech firm specializing in digital client engagement solutions for the financial services industry. The company's core product is a white-label client portal platform that financial advisers, wealth managers, and employee benefit consultants can brand as their own. This platform offers features like secure messaging, document sharing, and account aggregation, allowing end-clients to view their entire financial portfolio in one place. The company's mission is to help financial firms improve client relationships, streamline operations, and deliver a modern, digital experience.

Founded in

United Kingdom