2 years ago

Open Advice Secures £250K Funding for Hybrid-Advice Platform

  • Open Advice, a London-based provider of a hybrid-advice platform, raised a total of £250,000 in funding

  • The funding included £100,000 from the founders and £150,000 from Symvan Capital

  • Open Advice intends to use the funds to expand operations and its development efforts

  • Open Advice is already plugged into P1 Investment Services, so clients can access discretionary managed, low-cost evidence-based portfolios easily.

      • ProblemFinancial Services

      "providing a platform for clients to access financial plans and manage investments"

      Solution

      "a hybrid-advice platform that enables clients to complete tasks in one place, including accessing financial plans, managing investments, opening an ISA and generating valuations and compliance reports"

      Covered on