Summary
IntegraFin Holdings plc, together with its subsidiaries, provides an investment platform for UK financial advisers and their clients. The company operates Transact platform that delivers an infrastructure, which enables advisers to implement financial plans, as well as provides real-time day-to-day and technical support services, as well as enables advisers to simplify management of the complex investment needs of clients. It also provides personal service to advisers and their clients; offers access to approximately 8,000 funds and assets listed on stock markets; and provides access to report and analysis tools, investment portfolio management, lifetime cash flow modelling, and other services. In addition, the company offers software development and maintenance; life insurance and assurance; consultancy; financial planning software; and investment administration services. IntegraFin Holdings plc was founded in 1999 and is headquartered in London, the United Kingdom.
History
The company was founded by Mike Howard who started the company in a flat above the Firehouse restaurant at Tabernacle Street in Shoreditch in London in April 1999. It was the subject of an initial public offering which valued the company at circa £650 million in March 2018.
Mission
IntegraFin is committed to empowering the modern consumer with access to a wide range of intuitive online services that make financial management easy and enjoyable.
Vision
IntegraFin strives to be the number one online financial services platform for businesses and consumers alike.
Key Team
Jane Isaac (Group Chief Financial Controller)
Mr. David Johnson (Group Counsel)
Ms. Gill Marples (Managing Director of IntegraLife International Limited)
Helen Wakeford (Head of Legal & Company Sec.)
Recognition and Awards
IntegraFin has been recognized for its excellence in the financial services industry, earning numerous awards such as the “Good Money Guide Customer Service Award” and the “Sunday Times Top 50 Best Money Websites” Award in 2018.
References
United Kingdom 