Katherine Branch's Contact Details

Katherine Branch's Company Details

Onvestor

London, England, UK • 20 - 49 Employees
Financial Services

Onvestor is a financial technology group focussed on "B2B" services to other Wealth Management firms in the industry, dedicated to making high-quality advice available to everyone by delivering the best-in-class solutions to our partner firms. The group comprises two distinct and seperate entities:Onvestor Limited develops the technology which underpins the automation of financial advice. It does this primarily via partnership with pure technology firms active in the financial sector, who then resell the end-product of automated advice to some of the largest financial groups in the industry.Onvestor Advisory Limited is the separate regulatory authorised business which works directly with other financial advisory firms to service the clients that they are unable or unwilling to, utilising the technology developed by Onvestor Limited together with revolutionary business, control and management process and most importantly via brilliant people. This advice can span everything from daily expenditure to mortgages, insurance and protection, investments and pensions and estate planning (please note; Onvestor Reporting was a former trading style of the company, which in 2019 was sold to Basi & Basi Financial Planing Limited who continue to operate this business under this trading style).