Point Group

HQ Address

2 Tallis St, London, EC4Y 0AB, United Kingdom

Website Address


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Business introduction

Data-first investment management.

Aggregation. Analysis. Visualisation. Integration.

Point Group design, build and operate financial technology systems and cloud-native digital applications for investment managers. 

Our platform - eXeer - places data at the centre of investment management business models by aggregating, analysing and visualising multiple sources of data to create a single source of investment truth. eXeer enables investment managers to engage their clients, make intelligence-led decisions and adapt as they grow. Using eXeer our clients can exploit their data, and integrate best-in-class
third-party technologies and services to create modular, tailored and highly efficient investment operating platforms. 

Applying our expertise in financial data engineering, software design and regulated business operations, we also design and build bespoke investment management operating systems and digital applications for a wide range of financial services clients.

Business Overview

Point Group are a team of leaders from across the financial technology and operations, digital transformation and strategyconsultancy sectors.

Together we have run regulated financial businesses, growing them from start-up to IPO. We have built, bought and managed financialtechnology platforms. We have taken fintech products to market and integrated different technologies to create systems that are greater than the sum of their parts. We have advised leaders in government and business. Built high-performing teams and delivered
transformation in the most demanding of environments.

We bring this mix of talent and experience together to provide investment managers with the technology expertise they need to grow, create value and serve their customers.

Our story:
Formed in London in 2017 our founders combined their experience to bring innovation, advice and operational technology to the rapidly changing financial sector.

We have stayed true to our founding values of integrity; innovative, open and diverse thinking; the delivery of excellence; and the responsibility we have to our clients, our colleagues and our society. 

From our offices in London, and alongside our Swiss and European partners, we have worked with clients across the sector to transform their businesses through the use of innovative technology and actionable advice. 

Mission: To enable investment managers to succeed through the aggregation and analysis of data and the integration of technology.

Vision: To build a more efficient and engaging investment management sector by bridging the gap between business, data and




Point Group work with wealth and asset managers, private banks and family offices; as well as specialist finance sector professional services companies.


We believe we can achieve more by building mutually beneficial relationships with other technology companies and service providers in the space. Our focus on building our partnership model allows our client to benefit from marketing-leading technologies, configured and integrated to service their needs. 

Key Data

Year founded
Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Digital Wealth Manager
  • Family Offices

Point Group Solutions


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 type
client geography presence
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Bespoke 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......

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