Reshaping how everyday people access the tools that build wealth.
- Everyday peopledemand
- Building wealthPlatforms · Technology · Data
- Markets & infrastructuresupply
Wealth technology is the layer between people and their financial futures: the platforms, infrastructure and data that decide who gets access, and on what terms. We build, back and advise the operators changing it, with patient capital and a clear view of who it should serve.
How the four pillars fit togetherBriefing
A running note on wealth technology: the questions we are working through, and the ones we think the industry should be asking.
Subscribe to Briefing →Advisory
Independent assessments of the technology beneath a platform, starting with a free Workshop and report. For brokers, exchanges and wealth platforms, and the technology and operations teams behind them.
How Advisory works →Foundry
Our venture studio and VC arm. We co-found and invest at pre-seed with operators across trading, wealth management and investment advice. Three companies so far: Giovanni, ARCA and The Reset.
The Foundry portfolio →Equity
In formation: a patient, long-term owner for established technology and market-infrastructure businesses whose founders are ready for what comes next.
Equity, in formation →Better access to wealth, by rebuilding the technology beneath it.
Wealth advisory, retail brokerage, custody, clearing, distribution. Much of this layer was built for institutions, in another era, and is no longer well matched to the people now using it.
We back operators rebuilding it, advise those weighing the work, and build the parts that ought to exist and do not. The intent is the same in each case: the tools to manage wealth should sit closer to the people whose wealth it is.
A handful of operators, in markets we know well.
- Brokers & exchanges
- Retail brokerages and trading venues weighing what to replace next in their stack.
- Wealth platforms
- Advisory, distribution and digital-wealth platforms entering new markets or modernising the one they are in.
- Infrastructure operators
- Custody, clearing, settlement, data, payments. The layer beneath everything else.
- Boards & owners
- Owners of long-held businesses thinking about the next chapter.