Visible Capital leverages Open Banking to provide financial services professionals with a comprehensive and accurate view of their clients' financial data. Their platform automates the process of gathering financial information, such as income, expenditure, and assets, directly from a client's bank accounts with their consent. This streamlines client onboarding, simplifies affordability assessments, and enhances the fact-finding process for financial advice and wealth management, ultimately aiming to reduce manual processes and improve efficiency and accuracy for their B2B clients.

Founded in

United Kingdom