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Briefcase Partners with Desktop Broker to Enhance Adviser Access to Non-Custodial Investment Solutions.

Jun 30, 2025

Contract Type

partnership

LondonSoftwareArtificial IntelligenceSaaSFintechMachine LearningLegal TechAccounting

Description

Briefcase has partnered with Desktop Broker to provide advisers with access to direct indexing technology and institutional-grade ETF model portfolios. This collaboration aims to improve portfolio flexibility and cost-effectiveness for complex, high-net-worth clients.

Company Information

Company

Briefcase

Location

London, England, United Kingdom

About

Briefcase is a UK startup focused on disrupting the accounting industry with AI-powered automation. The company is developing the first AI-native accounting automation platform aimed at streamlining traditionally manual processes like bookkeeping. Founded by Reuben Steenkamp and Jan Stehlik, Briefcase seeks to improve efficiency and reduce the burden of repetitive tasks in accounting firms. The company is currently in its pre-launch phase and collaborating with various UK accounting firms.

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Reuben
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Predictive Intelligence
Strategic

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Agreement Insights

What this usually means
Strategic partnership established
Partnership agreements typically involve technology integration and joint go-to-market strategies

Briefcase signed a new agreement. Fundz surfaces partnerships and contracts as they are announced.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.