MONEYINFO

moneyinfo-logo

moneyinfo is a private fintech firm that specializing in client portals and mobile apps for the wealth management industry.

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MONEYINFO

Social Links:

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: 198.49.23.144
  • IP address: 198.49.23.144
  • Location: New York United States
  • Latitude: 40.7157
  • Longitude: -74
  • Metro Code: 501
  • Timezone: America/New_York
  • Postal: 10013

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More informations about "moneyinfo"

About us - moneyinfo

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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Moneyinfo Manager: A management tool for overseeing digital services, including client communication, data analysis, and account management. Aggregating Data: Integration …See details»

moneyinfo | Game-changing wealth management software

At moneyinfo, it's about unlocking your peak performance. Integrations list View full list Book a discovery call We understand you to make sure everything aligns with your needs. So first, …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 (formerly known as Sammedia) is a fintech firm specializing in client portals and mobile apps for the wealth management industry. It offers a proprietary client portal technology to …See details»

moneyinfo - Products, Competitors, Financials, Employees, …

Moneyinfo managing director Tessa Lee said the firm is “passionate about pushing the boundaries of technology” to benefit the wealth management industry. ... Biscuit Tin is a …See details»

moneyinfo 2025 Company Profile: Valuation, Funding …

When was moneyinfo founded? moneyinfo was founded in 1998. Where is moneyinfo headquartered? moneyinfo is headquartered in Henley-in-Arden, United Kingdom. What is the size of moneyinfo? moneyinfo has 32 total …See details»

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Moneyinfo is a private fintech firm that specializing in client portals and mobile apps for the wealth management industry. ... Log In. Log In. Experience the new Crunchbase, powered by AI . …See details»

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Who is moneyinfo. moneyinfo is a private fintech firm that focuses on client portals and mobile apps for the wealth management industry. It specializes in account ag gregation software, …See details»

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Moneyinfo provides 24/7 access for your clients to their investments, savings, pensions, property, banking, mortgages, credit cards and insurances. With document sharing and secure messaging to allow organisations to …See details»

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Moneyinfo provides branded client and wealth manager portals for desktop, tablet and mobile with apps for IOS and Android. The focus of the moneyinfo offering is on the wealth manager’s clients, putting them at the very heart of their …See details»

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Moneyinfo Profile and History moneyinfo ltd offers an online client feedback solution that simplifies the process of gathering, monitoring, and analyzing client feedback. Their services include various methods for collecting feedback, real-time monitoring with alerts for client dissatisfaction, and comprehensive reporting tools that enable businesses to understand and act on feedback data.See details»

moneyinfo - The Wealth Mosaic

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»

Moneyinfo - Adviser Software

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»

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