Clever Adviser Technology
Outsourced and in-house investment portfolio technology for UK financial planners and their clients
Highlights
- New on EvolcAdded 2026-10-27
About Clever Adviser Technology
Clever. develops technology-driven investment portfolio solutions. Its products are CleverMPS, an outsourced model portfolio service, and CleverAdviser, an in-house investment portfolio system. CleverEngine, its portfolio optimisation technology, runs rules-based, data-driven portfolio decisions that the company says draw on academic research and big data.
Customers are financial planners and independent financial advisers, who use the services to manage portfolios for their own clients. Partner firms quoted on the website include Marlborough Group, CRS Consultants and Financial Dimensions (UK) Ltd. Colum Wilde is Founder and CEO, and Nicola Cornish is Managing Director. The team includes research, software development, sales and marketing, and accounting staff.
The company is registered in Chester, United Kingdom, and was founded in 1994.
Product: CleverMPS (outsourced model portfolio service), CleverAdviser (in-house investment portfolio system) and CleverEngine (portfolio optimisation technology).
Jobs at Clever Adviser Technology
Leadership
- Colum Wilde · Founder | CEOSource: company website
- Anthony Walters · CIO | Head of ESGSource: company website
- Gary Roberts · Finance DirectorSource: company website
- George Cliff · CIO | Director of ResearchSource: company website
- Nicola Cornish · Managing DirectorSource: company website
- Davinia Rogers · Sales DirectorSource: company website
- Joanne Graham · Head of HRSource: company website
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