HQ Address

Forward House, Henley-in-Arden, Warwickshire, B95 5AA, United Kingdom

Website Address

Ownership Type


Connect with moneyinfo
Business introduction

Beautiful client portals for wealth management

Your clients entire financial life in one place

moneyinfo is a private fintech firm based in Henley in Arden, Warwickshire specialising in client portals and mobile apps for the wealth management industry. We are proud to work with some of the UK's most exceptional advisory businesses including Saunderson House, Aon, Prydis Wealth, Andrews Gwynne, Citywide and many more.

moneyinfo brings a client’s entire financial life including all of the associated documentation together with a single login, available on any device, regardless of the multiple investment platforms or back office systems being used by the adviser.

Our software is designed to help wealth managers address the challenges of the 21st century with their own branded client portal and mobile app.

moneyinfo: A headline view on the status, challenges and barriers to quality client reporting in the UK wealth management sector

Client Communications & Reporting, Digital Platforms & Tools


Welcome to the second in our new video interview series with United Kingdom-headquartered FinTech, moneyinfo. In this segment, Tessa Lee, Managing Director of moneyinfo, provides us with a view on: How......

moneyinfo: An update on what moneyinfo is and how it supports the needs of wealth managers

Client Communications & Reporting, Digital Platforms & Tools


moneyinfo Q&A video: Cleansing your data


moneyinfo Q&A video: Supporting adoption


Moneyinfo Q&A video: Increasing service efficiency


moneyinfo Q&A video: Back office integration


moneyinfo Q&A video: Automated reporting


moneyinfo Q&A video: Data aggregation II


moneyinfo Q&A video: Data aggregation


moneyinfo Q&A video: GDPR and moneyinfo


moneyinfo Q&A video: Branding


moneyinfo Q&A video: What makes moneyinfo special?

Client Engagement & Management, Digital Platforms & Tools


moneyinfo Q&A video: Secure communications


moneyinfo Q&A video: Addressing security concerns?


moneyinfo Q&A video: Why’s moneyinfo different?

Client Engagement & Management, Digital Platforms & Tools


moneyinfo Q&A video: What is a client portal?

Client Engagement & Management, Digital Platforms & Tools


Moneyinfo: Andrews Gwynne case study

Client Engagement & Management, Data Management & Analysis


moneyinfo: moneyinfo Wealth introduction

Data Management & Analysis, Digital Platforms & Tools


Moneyinfo: IronMarket case study

Client Engagement & Management, Digital Platforms & Tools


Moneyinfo: Equilbrium case study

Client Engagement & Management, Digital Platforms & Tools


moneyinfo: Some of the opportunities and challenges facing wealth managers in the UK

Compliance & Regulation, Digital Platforms & Tools


moneyinfo: An introduction to moneyinfo

Client Engagement & Management, Digital Platforms & Tools


TWM video: moneyinfo's pitch at the PIMFA FinTech conference in September 2017

Client Engagement & Management, Digital Platforms & Tools


Business Overview

We have developed our moneyinfo client portal technology to allow aggregation of investments, insurance and pensions alongside a client’s personal finances and other assets. Our objective is to help wealth managers compete effectively against other digital emerging threats that aim to dis-intermediate professional advisers.

The issues
The cost of advice is too high. It is not available to the majority of the population at a price they can afford. Technology is the only solution to this problem. The answer is not to replace advisers with technology but to enable advisers to deliver advice to more people through the use of technology.

The solution
The majority of the time spent in delivering advice is gathering data. It’s the bit clients dislike and they often fail to provide accurate information. Imagine if all clients had all their finances in one place.

Key Data

Year founded
wealth management employees
Office Regional Presence
  • Western Europe
Type of Clients
  • Independent Financial Advisor
  • Multi-Family Office
  • Private Client Investment Manager
Client Regional Presence
  • Western Europe
Leading client geographies
  • United Kingdom

moneyinfo Solutions

moneyinfo wealth

Imagine being able to give your clients the ability to access all of their financial data, on the move, 24/7... The freedom this would give them, and how this could revolutionise your relationship with them. Not only will they be able to access their investments and pension and general savings portfolios,......

business needs
Client type
client geography presence
view solution

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.