UK Based
The company offers an enterprise data management suite designed for financial institutions, offering solutions for data ingestion and distribution , data quality, master data management, and data governance.
Targeted at medium-to-large asset managers and investment divisions of insurance and pension firms, the programmes are available as a software-as-a-service (SaaS) or self-hosted solution, with additional services for implementation, training, and managed projects.
Our clients are now offering the business for sale as part of their de-risking strategy and to facilitate retirement plans.
Offers invited.
Generated a turnover of £2m in YE25, with an EBITDA of £157k.
Projected to achieve a turnover of £2.3m and £2.7m in YE26 and YE27 respectively.
Serves an international client base, comprising prominent asset management, pension, and insurance firms, with relationships spanning up to 16 years.
80% of revenue is generated via renewable annual contracts.
Secures sales across the UK, Europe, North America, and Africa.
Has obtained a strong project pipeline, including a SaaS transition for an existing client worth £185k and a £60k project due to be completed in H1 2026 for a European pension firm.
Set to implement its first AI module in Q1 2026.
Joint marketing commenced in Q4 2025 for environmental, social, and governance capability with a leading global financial infrastructure provider.
Over 15 years of continuous innovation.
