Moneyinfo
Digital client relationship and wealth management software for financial planners and wealth managers in the UK
Highlights
- Hiring4 open roles
- New on EvolcAdded 2026-11-06
- Remote-friendly2 of 4 open roles remote or hybrid
- Salary transparent3 of 4 open roles list a salary
About Moneyinfo
Moneyinfo builds digital relationship management software for wealth management and financial planning firms. Its platform includes branded client mobile apps and portals, secure messaging, digital onboarding and client reviews, document vault, automated reporting, and cross-platform net wealth and account aggregation.
Its customers are wealth managers, discretionary fund managers, financial planners, multi-family offices, private banks, accountancy firms and professional trustee firms, mainly in the UK. The company sells its software to these firms and provides implementation, training and ongoing support.
Moneyinfo Limited is a private company registered in England and based in Henley-in-Arden, United Kingdom, where its address is listed. It was founded in 1998. Its team page lists roles including business development, product management, engineering and client service.
Product: Branded client mobile apps and portal, secure communication, digital onboarding, client reviews and wealth reporting software for financial advice firms.
Jobs at Moneyinfo (4)
Moneyinfo is hiring for 4 roles in product, customer support and engineering, based in Henley-in-Arden.
Web Developer
New on Evolcup to £60,000 / yearBusiness Analyst / Product Owner
New on Evolc£50,000 / yearClient Services Advisers
New on EvolcProject Consultant
New on Evolc£30,000–35,000 / year
Companies hiring like Moneyinfo
Leadership
- Mik Cons · Chief Executive OfficerSource: company website
- Tessa Lee · Managing DirectorSource: company website
- Chris Coombes · Chief Technical OfficerSource: company website
- Gavin Trevett · Head of OperationsSource: company website
- Kim Jenkins · Head of Client GrowthSource: company website
- Oliver Jenkins · Head of MarketingSource: company website
- Sally Padmore · Head of Client ServicesSource: company website
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Website technologies
Tools and platforms detected on this company’s website, grouped by purpose. Dates record when Evolc observed them.
Analytics
- Google Tag ManagerMedium confidence
- First detected
- Last detected
- Last checked
Detection evidence
- Integration code on pageinline script loader
Content management
- SquarespaceHigh confidence
- First detected
- Last detected
- Last checked
Detection evidence
- Website resourcedeclared script/iframe or software asset
- Website resourcedeclared script/iframe or software asset
CRM & customer data
- PipedriveHigh confidence
- First detected
- Last detected
- Last checked
Detection evidence
- Website resourcedeclared script/iframe or software asset
Scheduling
- CalendlyHigh confidence
- First detected
- Last detected
- Last checked
Detection evidence
- Website resourcedeclared script/iframe or software asset
Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.