Collegia
Curated by SignalFinancial planners' solutions offering sustainable auto-enrollment pension management.
Overview
Collegia is a fintech company that focuses on providing financial planners and advisors with a range of tools aimed at improving client management and investment strategies. Their product offerings include a workplace pension, a personal retirement planner, and the Collegia app, which enables users to manage multiple pension pots. The company targets both individuals and employers in the UK and seeks to address the complexities associated with the pension industry by offering digital auto-enrollment solutions. Collegia emphasizes responsible investing, fair charges, and government top-ups, while ensuring adherence to regulatory requirements. Additionally, Collegia's API supports data exchange to enhance the wealth management experience.
Key facts
- Founded
- 2018
- Headquarters
- Oxford, United Kingdom
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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- Commercial model
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Contact
- Primary office
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