Founded in 2012 and acquired by PAM Insight in 2018, Find A Wealth Manager is a leading client-matching service in the UK's wealth management industry. The company's mission is to simplify the process of finding a wealth manager by providing a confidential and objective platform. Users answer a series of questions about their financial situation and preferences, and the service's proprietary algorithm matches them with a shortlist of suitable wealth management firms from a panel of pre-vetted providers. The service is free for private clients, as the company earns a fee from the wealth management firms upon a successful introduction.

Founded in

United Kingdom