Platform One
Digital investment and custody platform for UK wealth managers, financial advisers and fintechs
Highlights
- New on EvolcAdded 2026-10-29
About Platform One
Platform One provides a digital investment platform covering custody, administration, tax wrappers, investments and client portals. Its services include adviser wrap solutions, an API SIPP and integrations with back-office and other financial software.
Customers include financial advisers, wealth managers, consolidators, adviser groups and fintechs. The platform supports client onboarding, account and investment management, transfers, reporting, automation and white-labelling.
Platform One Limited was founded in 2009 and is headquartered in Wimborne, UK. It is authorised and regulated by the Financial Conduct Authority.
Product: A regulated digital investment platform providing custody, administration, tax wrappers, investment tools, adviser solutions and APIs.
Jobs at Platform One
Leadership
- Alex Cowan-Sanluis · Chief Executive Officer (CEO)Source: company website
- David Cassettari · Chief Technology Officer (CTO)Source: company website
- Joachim Miller · Chief Operating Officer (COO)Source: company website
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Website technologies
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- AWS
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- Webflow