adviser-software
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Fintech · Saas · Enterprise
Defaqto’s five stars hide a much bigger business
The familiar insurance badge is the shop window. Behind it, Defaqto sells the data and software that help financial companies design products, compare rivals and explain their decisions.
financial-product-ratings · insurance-dataRead →
Fintech · Saas · Enterprise
Origo wants your pension to spend less time in transit
The Edinburgh fintech handles 1.6 million transfers a year and tackles the paperwork around them. Now part of iPipeline, it is selling the financial industry something decidedly practical: fewer reasons to chase.
pension-transfers · financial-servicesRead →
Fintech · Saas · Enterprise
Dynamic Planner built a business on the second opinion
People wanted a human to check the computer’s financial advice. Dynamic Planner turned that habit into a software business, then rebuilt it when its original customers changed course.
financial-planning · wealthtechRead →