evolcSign inStart free
Menu

transact-online.co.uk

Investment platform for UK financial advisers and their clients, with proprietary platform technology and portfolio administration

United Kingdomtransact-online.co.ukWebsite technologies

+ Add to sales board

Highlights

  • New on EvolcAdded 2026-10-28

About transact-online.co.uk

Transact provides an investment platform that financial advisers use to manage client portfolios. Its services cover administering investments, holding assets in tax-efficient wrappers, managing cash interest and supporting clients through to retirement income. The platform runs on the company's own in-house software.

Its customers are financial advisers and the clients they serve.

Transact reports £86.5bn in funds under direction and 258,154 clients as at 30 September 2026. It lists its offices as London, the Isle of Man and Melbourne, Australia, and states that it has 500+ employees. The company was named Provider of the Year at the Money Marketing Awards 2026.

Product: Investment platform service for advisers and clients: portfolio administration, tax-efficient wrappers, cash management and an online platform.

Jobs at transact-online.co.uk

No open positions listed right now.

More fintech companies

  • Transactworld

    Payment processing, Pay by Bank and business accounts for UK merchants
    Colindale, United KingdomFintechFounded 2014
    New on Evolc

  • Transak

    Crypto payment rail (on/off-ramps, virtual accounts, KYC) for wallets, exchanges and fintech apps via API
    London, United KingdomFintechFounded 2018
    New on Evolc

  • Transficc

    Fixed income trading technology: one API to rates, credit, IRS and repo venues, plus hosted eTrading for trading firms
    London, United KingdomFintechFounded 2015
    New on Evolc

  • Translucent

    Accounting workflow software for multi-entity finance teams using Xero or QuickBooks Online
    London, United KingdomFintechFounded 2022
    Young companyNew on Evolc

  • Transmony

    Cross-border accounts, payments and merchant processing for individuals and businesses
    Harrow, United KingdomFintechFounded 2022
    Young companyNew on Evolc

  • Travelex

    Foreign currency exchange, travel money cards and international money services for travellers and institutional clients
    United KingdomFintech83 open jobs
    New on Evolc

All fintech companies →

Website technologies

Older, unverified list. Detection dates and supporting evidence are not yet available.

  • Azure
  • Calendly
  • Cloudflare
  • Google Tag Manager
  • jQuery