Allfunds
HQ Address
2 Fitzroy Pl, 8 Mortimer St, London, W1T 3JJ, United Kingdom
Website Address
Relevant Regions
Business introduction
The World's Leading B2B WealthTech Platform for Fund Distribution and Digital Wealth Solutions
Empowering wealth managers with access, efficiency and innovation in fund distribution and digital transformation
Allfunds is one of the world’s leading WealthTech platforms, providing a fully integrated ecosystem for fund distribution and digital wealth management. Since our founding in 2000, we have built a global network that connects financial institutions with an extensive universe of mutual funds, ETFs, and alternative investments.
Our open-architecture platform empowers wealth managers, banks, asset managers and advisers to scale efficiently, operate securely, and meet evolving client and regulatory expectations. Through Allfunds, clients can leverage a suite of digital tools including dealing and execution services, ESG screening, data analytics, compliance support and custom digital interfaces.
In the UK, Allfunds has a long-standing presence supporting wealth managers of all sizes in optimising their investment proposition, future-proofing their business models, and delivering enhanced value to their end clients.
Allfunds' 25 years of leadership in financial technology
17/07/2025
Business Overview
With more than €1.5 trillion assets under administration, over 17 offices worldwide, and clients in more than 60 countries, Allfunds serves as a trusted partner to leading financial institutions globally.
Our technology-driven model ensures seamless access to investment opportunities and a wealth of integrated services, designed to reduce operational complexity and improve efficiency for wealth managers.
At Allfunds UK, we combine global scale with local expertise to meet the specific needs of UK-based firms, providing solutions that address their distribution strategies, regulatory requirements and digital ambitions.
Customers
Allfunds UK serves a broad range of financial institutions including wealth managers, private banks, retail banks, independent financial advisers, platforms and asset managers. Our clients value the breadth of our fund universe, operational efficiency, regulatory expertise and commitment to digital transformation. We partner with institutions looking to scale their business, differentiate their client offering, and embrace technology to meet the evolving demands of investors.
Partners
Allfunds partners with leading asset managers globally to provide seamless distribution opportunities through our open-architecture platform. We also work closely with technology providers, data specialists, and digital solution partners to enrich our platform capabilities. Our approach is to develop strategic partnerships that add value for our clients and ensure that Allfunds remains at the forefront of innovation in wealth and asset management.
Key Data
Year founded
2000employees
1001-5000offices
17Type of Clients
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Allfunds Solutions
Nextportfolio 4
Nextportfolio 4 is Allfunds’ next-generation portfolio management solution, designed to help wealth managers and advisers transform their investment proposition and scale efficiently in an increasingly complex market. Built on the foundation of Allfunds’ global platform, Nextportfolio 4 delivers a comprehensive suite of capabilities that enable firms to manage, execute, and monitor......
business needs
- Client Engagement & Management
- Digital Platforms & Tools
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
client geography presence
view solutionAllfunds Alternative Solutions
Deliver premier private market strategies from top-tier GPs —at a fraction of traditional investment minimums. Our fully integrated 360° solution empowers you to unlock unique opportunities while eliminating operational complexity. ...
business needs
view solutionAllfunds Blockchain
By leveraging the power of blockchain technology, we can provide you with a secure and reliable platform offering improved performance, scalability, and cost savings, while also providing enhanced security for your operations....
business needs
- Digital Platforms & Tools
- Distributed Ledger Technologies & Cryptocurrencies
- Market & Business Infrastructure
Allfunds Data Analytics
Advanced reporting: Single dashboard with insights of your AUM and flows. Market intelligence: Enhance your global strategy with a Deep-Data driven tool. Commercial optimization with distribution optimizer: Optimise your sales strategy by identifying potential buyers and building a powerful action plan analytics, advanced reporting. ...
business needs
view solutionAllfunds ManCo & Investment Solutions
Due diligence and fund monitoring, model portfolio solutions, B2B sub-advisory platform with multi-boutiques offering, fund wrapping capabilities (DPM wrappers, FoF and etc.)...
business needs
view solutionAllfunds Tech Solutions
Builds for all client segments and sizes, multi-asset capabilities, self-trading....
business needs
- Proposition Design, Development & Delivery
- Software Development & Management
- Technology Implementation & Management
Fund Distribution and Dealing
Order management Efficient execution Settlements Holdings valuation Asset servicing (stock transfers and corporate actions processing) Rebate calculation and reporting ...
business needs
view solutionFund Registration
Allfunds offers comprehensive support to expand your fund distribution to new markets, providing you with the crucial information and registration services needed to successfully sell your funds globally. Navigating the complexities of fund registration can be daunting, but Allfunds simplifies this process with our all-in-one solution. Our platform provides: Comprehensive regulatory information: stay......
business needs
view solutionRegulatory Reporting
Allfunds’ Regulatory Reporting platform ensures compliance with regulations and streamlines efficient document distribution, including KID PRIIPs, EMT, EPT, EET, Factsheets, and ESG reports. (Principal Adverse Impact and EU Taxonomy analysis provided by MainStret Partner). Our platform goes beyond basic compliance, offering a suite of tools for effective regulatory reporting: Robust data management Leverage......
