Point
HQ Address
2 Tallis St, London, EC4Y 0AB, United Kingdom
Website Address
Relevant Regions
Business introduction
Investment Data Intelligence Platform
Decide. Engage. Scale.
Point are a London-based fintech, serving clients across the UK, Switzerland, Europe, the Middle East, and the USA.
Our Investment Data Intelligence (IDI) platform empowers wealth and asset managers to unlock the full potential of their data through advanced data architecture, sophisticated analytics, and a growing suite of AI tools.
Using the Point IDI platform, our clients make informed investment decisions, engage clients more effectively, and scale their businesses by leveraging best-in-class third-party tech solutions. Our platform provides the data foundation they need for sustained growth and success.
The Point platform design stems from our team’s deep industry experience across investment management, technology, strategy, and data science.
We believe that one-size-fits-all technology fails to address the unique needs of individual wealth and asset managers.
Instead, unlocking data value requires an Investment Data Intelligence platform—one that aggregates, analyses, visualises, and shares complex investment data.
This robust data orchestration foundation helps address key challenges that wealth and asset managers face every day, including:
- Comprehensive multi-manager, multi-asset analysis for the CIO
- Consolidated reporting and client insights for the RM team
- Management Information (MI) for the C-suite
- Automated data aggregation and management for operations
- Integration of multiple tech solutions for building tailored operations
Our approach enables wealth and asset managers to adopt a data-first mindset, critical for thriving in today’s competitive landscape.
Business Overview
Why we exist
The investment management industry is undergoing significant changes—technological, economic, regulatory, and social. To succeed, wealth and asset managers must quickly recognize, understand, and act on risks and opportunities as they arise.
Managers need to harness diverse data sources to drive insights, make informed decisions, and maintain strong client relationships through both good times and bad.
We exist to equip wealth and asset managers with the investment data intelligence they need to thrive. Our platform streamlines data operations, sharpens decision-making, and frees managers to focus on growing their businesses.
Point - what it is
Our AI-assistant
What our platform does
Challenges we address
Our solution
Customers
Point’s clients, including CapGen, Amana Wealth, and William & Partners, are leading wealth managers and multi-family offices serving HNW and international clients. They rely on Point for data-driven insights, comprehensive reporting, and seamless wealth oversight.
From designing and building a HNW wealth management platform to creating the data foundation for a high-growth wealth manager with complex integrations, Point empowers firms with scalable, data-driven solutions that enhance oversight, reporting, and client service.
Key Data
Year founded
2017employees
11-50offices
1Type of Clients
- Bank Wealth Managers
- Digital Wealth Manager
- Family Offices
Point Solutions
eXeer
eXeer acts as an investment managers ‘data keystone’, it delivers three core capabilities. One, it collects, controls and secures investment and market data from underlying custodians, platforms, AIFMS, direct investments, real estate and specialist market data providers. Two, it enables users to make intelligence-led decisions by understanding their data, and connects them......
business needs
- Client Engagement & Management
- Data Management & Analysis
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
Client type
client geography presence
view solutionBespoke R&D
Our experienced team of financial sector professionals and technologist work with clients to design, build and operate: Investment Management Operating Models: We build digitally-enabled investment managers. We support the entire target operating model design, build and configuration process, by applying our proprietary integration technology and migration expertise to facilitate our clients' digital transformations. Cloud-native digital......
business needs
- Software Development & Management
- Technology Implementation & Management
- Technology Strategy & Consulting
