Octopus Wealth
Curated by SignalFinancial planning solutions offering tailored advice and investment strategies.
Overview
Octopus Wealth focuses on offering solutions for financial planners and advisors, providing tools for client management and investment strategy development. Their services include predictive analytics, robo-advisory platforms, and digital dashboards that present real-time insights into client portfolios. The company aims to assist individuals with retirement planning and financial management by providing customized financial plans and access to qualified advisers through multiple consultation methods. Octopus Wealth also offers a free financial MOT tool designed to assess financial situations. The company maintains a transparent cost structure and emphasizes personalized service in its wealth management approach.
Key facts
- Founded
- 2000
- Headquarters
- Holborn, United Kingdom
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
- 7 products and services
- Sign up to view
- Commercial model
- Sign up to view
Contact
- Primary office
- Sign up to view
- Sign up to view
- Phone
- Sign up to view
Open roles
6 rolesQuality Assurance Nurse / Practitioner
London, England, United Kingdom · On-site · Volunteer
Business Development Manager - Bridging and BTL Lending
London, England, United Kingdom · On-site · Volunteer
Senior Platform Engineer
London, England, United Kingdom · On-site · Volunteer
