Solution introduction

Opus Una works with FinTechs to scale into or across the wealth management vertical

We leverage our traditional consulting skills, subject matter expertise and industry and FinTech networks to support your growth

We have taken the skills, experience, knowledge-base and networks developed through our consulting business to create a proposition to support our growing FinTech client base. We can help you to:


  • Identify clients, competitors and addressable markets

  • Use our network to get the ‘inside track’. Our specialist Wealth Management research partners support our business experts as required


  • Develop/evolve all aspects of your commercial model

  • Support your investor pitch creation (we have reviewed and advised on hundreds of company pitchdecks)


  • Access new clients and new markets including new product evolution/iteration

  • Identify and connect distribution partners

Opus Una: Collaboration in wealth management technology - why it is important and how to make it work

Client Engagement & Management, Proposition Design, Development & Delivery, Technology Evaluation & Selection, Technology Strategy & Consulting


In this first episode in our new two-part series of video interviews with Opus Una, we speak to Sharmil Patwa, Founder of Opus Una. Sharmil talks to us about why......

Wealthtech examined. What does the future hold?

Business Strategy & Advisory, Digital (Robo) Investing, Technology Strategy & Consulting


Opus Una: On disruption in the wealth management sector

Proposition Design, Development & Delivery, Technology Strategy & Consulting


The changing face of financial services: Disruption or evolution?

Business Strategy & Advisory, Technology Strategy & Consulting


Opus Una: Challenges and opportunities faced by UK wealth managers

Compliance & Regulation, Compliance & Regulatory Services


Opus Una: An introduction to Opus Una

Business Strategy & Advisory, Proposition Design, Development & Delivery, Technology Strategy & Consulting



Key Data

Client Regional Presence
  • Western Europe

FinTech Strategy

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Connect with Opus Una

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