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 18 years ago.
Status
Active
Size
Medium
Directors
4
Age
18 years old
Employees
111
Turnover
£18.19M
Total Assets
£21.1M
Cash in Bank
£13.03M
Total Liabilities
-£6.54M
Teams
98
38
37
20
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
Transfers Manager • Joined Sep 2023
Infrastructure Manager • Joined Nov 2011
Relationship Manager • Joined Jan 2025
Relationship Manager • Joined Aug 2023
Chief Technology Officer • Joined Feb 2021
Development Team Lead • Joined Oct 2021
Infrastructure Manager • Joined Nov 2011
Implementation Manager • Joined Aug 2024
Developer • Joined Mar 2022
Software Developer • Joined Sep 2013
Senior Developer • Joined Jan 2015
Software Developer • Joined Oct 2024
Frontend Developer • Joined Nov 2023
Senior Developer • Joined Nov 2023
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
Product Manager • Joined Mar 2025
Implementation Manager • Joined Aug 2024
Product Director • Joined Jan 2019
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 Sep 2022
Investment Administrator • Joined Jan 2025
Investment Administrator • Joined Apr 2022
Settlements Administrator • Joined Jul 2024
Investment Administrator • Joined Oct 2023
Relationship Manager • Joined Jan 2025
Relationship Manager • Joined Aug 2023
Relationship Manager • Joined Aug 2024
Relationship Manager • Joined Apr 2023
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 (QA) • Joined Apr 2023
Back Office Developer & Manager
CASS Oversight Manager • Joined Oct 2021
Head Of Reporting Services • Joined Feb 2020
Operations Change & Projects Manager • Joined Sep 2023
Investment Operations Associate - Payments • Joined Apr 2021
Business Consultant (Client Services) • Joined Sep 2023
Graduate Client Services Consultant • Joined Sep 2024
Graduate Client Services Consultant • Joined Aug 2024
Operations Managers - Reconciliations • Joined Sep 2022
View 98 members