Third Financial
Third Financial is an investment platform and software provider that offers technology and industry expertise to support wealth managers and advisers. The company focuses on client service and operational efficiencies to assist clients with their investments.
- Investment platform
- Client reporting tools
- API integration services
- Wealth management software
- Back-office operations outsourcing
Locations
Competitors
Transact is an award-winning investment platform that provides financial advisers and their clients with smart technology, unrivalled support, and exceptional service for managing investment portfolios.
7IM is a leading investment management firm that partners with financial advisers to provide tailored investment and financial planning services.
ShareIn is an investment platform that helps clients deliver market-leading impact investment channels.
Company Details
Third Financial is operated by Third Financial Software Limited and is a Active company incorporated on 7 December 2007 with the registered office located in London, City of London. Third Financial Software Limited was registered 17 years ago.
Status
Active
Size
Medium
Directors
8
Age
17 years old
Employees
95
Turnover
£14.6M
Total Assets
£15.62M
Cash in Bank
£9.56M
Total Liabilities
-£4.03M
Teams
98
21
20
19
16
13
11
Chief Executive Officer • Joined Aug 2018
Chief Technology Officer • Joined Feb 2021
Chief Risk Officer (CRO) • Joined Sep 2021
Lead Product Designer • Joined Sep 2022
Head Dealer • Joined May 2017
Development Team Lead • Joined Oct 2021
Infrastructure Manager • Joined Nov 2011
Relationship Manager • Joined Apr 2023
Relationship Manager • Joined Aug 2024
Transfers Manager • Joined Sep 2023
Lead Product Designer • Joined Sep 2022
Senior Developer • Joined Nov 2023
Senior Developer • Joined Jan 2015
Systems Technician • Joined Oct 2016
Graduate Software Developer • Joined Sep 2022
Database Administrator • Joined Apr 2021
Quality Analyst • Joined Jul 2022
Infrastructure Engineer • Joined Apr 2022
QA Engineer • Joined Jan 2025
Support Engineer • Joined Jan 2023
Chief Risk Officer (CRO) • Joined Sep 2021
Transfers Manager • Joined Sep 2023
Manager - Relationship Management • Joined Apr 2023
CASS Risk Manager • Joined Sep 2024
FP&A Director • Joined Jun 2022
Investment Administrator • Joined Apr 2022
Investment Administrator • Joined Sep 2022
Investment Administrator • Joined Jan 2025
Settlements Administrator • Joined Jul 2024
Investment Administrator • Joined Oct 2023
Chief Executive Officer • Joined Aug 2018
Head Dealer • Joined May 2017
Development Team Lead • Joined Oct 2021
Infrastructure Manager • Joined Nov 2011
Board Director • Joined Apr 2018
Sales Director • Joined Mar 2022
Managing Director • Joined Sep 2024
Head Of Operations • Joined Aug 2018
Head Of Support • Joined Jan 2017
Senior Relationship Manager • Joined Feb 2025
Relationship Manager • Joined Apr 2023
Relationship Manager • Joined Aug 2024
Relationship Manager • Joined Aug 2023
Relationship Manager • Joined Jan 2025
Relationship Manager • Joined Jun 2024
Sales Director • Joined Mar 2022
Commercial Director • Joined Jan 2019
Senior Relationship Manager • Joined Feb 2025
Business Consultancy Manager • Joined Apr 2023
Senior Client Relationship Manager • Joined Feb 2025
Development Team Lead • Joined Oct 2021
Developer • Joined Mar 2022
Senior Developer • Joined Nov 2023
Senior Developer • Joined Jan 2015
Software Developer • Joined Oct 2024
Frontend Developer • Joined Nov 2023
Software Developer • Joined Jul 2022
Software Developer • Joined Oct 2021
Software Developer • Joined Sep 2013
Graduate Software Developer • Joined Sep 2022
Chief Technology Officer • Joined Feb 2021
Implementation Manager • Joined Aug 2024
QA Analyst
QA Analyst • Joined Jun 2023
Graduate Consultant • Joined Sep 2024
Implementation Consultant • Joined Jan 2025
Business Consultant • Joined Dec 2024
Business Consultant • Joined Jul 2024
Implementation Consultant • Joined May 2024
Analyst Support Junior • Joined Mar 2022
View 98 members