MONEYINFO
moneyinfo is a private fintech firm that specializing in client portals and mobile apps for the wealth management industry.
MONEYINFO
Industry:
Financial Services FinTech Software Wealth Management
Founded:
2002-01-01
Address:
Henley In Arden, Warwickshire, United Kingdom
Country:
United Kingdom
Website Url:
http://www.moneyinfo.com
Total Employee:
11+
Status:
Active
Contact:
03303-600-300
Email Addresses:
[email protected]
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Official Site Inspections
http://www.moneyinfo.com Semrush global rank: 5.08 M Semrush visits lastest month: 1.62 K
- Host name: 198.185.159.144
- IP address: 198.185.159.144
- Location: New York United States
- Latitude: 40.7157
- Longitude: -74
- Metro Code: 501
- Timezone: America/New_York
- Postal: 10013
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Moneyinfo limited is a private fintech firm based in Henley in Arden, Warwickshire specialising in client portals and mobile apps for the wealth management industry. #Wishyouworkedhere? Our software is designed to help wealth managers …See details»
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Tessa Lee is the Founder and Managing Director of moneyinfo, a specialist digital client portal provider for wealth managers and financial planners. With over 25 years’ experience in financial services and fintech, she is a trusted voice on …See details»
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Moneyinfo’s technology platform is a testament to innovation, delivering substantial operational efficiencies through features like consolidated portfolio reporting, secure document sharing …See details»
What is moneyinfo? Company Culture, Mission, Values
See what employees say it's like to work at moneyinfo. Salaries, reviews, and more - all posted by employees working at moneyinfo.See details»
Moneyinfo working on a system to improve onboarding
Nov 28, 2023 Moneyinfo is working with Octopus-owned investment platform Seccl to launch an integrated system to help make the process of onboarding easier for advisers and their clients.See details»
Who are moneyinfo?
"moneyinfo has brought our firm up several notches in terms of efficiency and professionalism. Yes it takes some financial input and time to adopt, but the reward for clients and our firm are …See details»
moneyinfo - Crunchbase
Moneyinfo is a private fintech firm that specializing in client portals and mobile apps for the wealth management industry. ... Experience the new Crunchbase, powered by AI . Organization. …See details»
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Moneyinfo’s best-in-class digital relationship management technology solves real-life problems by enhancing human expertise and putting clients first. It streamlines your everyday processes, …See details»
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'An update on what moneyinfo is and how it supports the needs of wealth managers' from our MD Tessa Lee in this recent interview via The Wealth Mosaic. Find out more by watching the video below:See details»
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Mar 11, 2019 Moneyinfo can be accessed via mobile, tablet and laptops either by the web or customised company branded applications that are available from both the iOS and Google …See details»