Fundz
Free weekly newsletter

Get the free weekly executive digest

The new leadership moves, who’s behind them, and what they mean — delivered to your inbox every week. No credit card, unsubscribe anytime.

Weekly Digest

New leadership moves, summarized for you

Straight to Inbox

No login, no app to check — it comes to you

Leadership Trends

See who's moving and how much in your market

No credit card required Weekly executive digest

Platform One Expands Office To Wimborne, Dorset and Strengthens Service and Financial Teams

PRIVATEJul 12, 2024almost 2 years ago

Position

Cass Analyst

Company

Platform One

Amy Shovelar
London

Description

Platform One has opened a new office in Wimborne, Dorset and made several new hires to strengthen its service and financial teams. The company is focused on offering a first-class service and continued development of its products.

Company Information

Company

Platform One

Location

London, Ontario, Canada

About

Platform One is an FCA regulated investment platform for wealth managers, financial advisers and their retail clients, both in the UK and Offshore. We're a growing player in the FinTech space. Our platform focuses on exceptional user experience and intuitive technology, also providing our clients with access to a wide range of financial products and services. Over the past two years, the company more than doubled its assets and is continuing to experience exponential growth. With a focus on technology, we offer clients multiple packages, including managed services, SaaS and white-labelling, licensing, and more. At the end of 2018, the Group merged with a technology provider Roxy Capital, the founders of which are now leading the revamped company as CEO and CTO. We are always on the lookout for great talent. If you are keen to be part of a growing and disruptive team, please get in touch!

Related People

Suggested for you

Choose your plan to reveal verified contacts

Predictive Intelligence
Strategic

ML-powered predictions for Platform One's next move

Learn about Strategic plan

Executive Insights

Based on hiring data
New executive impact window
87% of new executives make significant technology decisions within first 100 days
Budget influence
C-level executives control 73% of technology spending decisions
Transformation catalyst
65% of new senior hires launch digital transformation initiatives
Vendor review timeline
New executives typically review existing vendors within 6 months

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 FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.