Transact
Transact is an investment platform that provides financial advisers and their clients with technology, support, and service for managing investment portfolios. Established in 2000, it offers a range of financial planning tools and investment options.
- Data services API
- Structured products
- Tax efficient wrappers
- Financial planning tools
- Investment platform services
Locations
Digital Popularity
Social Media
Competitors
Third Financial is a leading investment platform and software provider that combines market-leading technology with industry expertise to support wealth managers and advisers.
Walker Crips is a long-established investment management firm that offers a range of financial services including investment management, financial planning, and share dealing.
Rathbones is a leading provider of individual wealth management, asset management and related services to private clients, charities, trustees and professional partners.
7IM is a leading investment management firm that partners with financial advisers to provide tailored investment and financial planning services.
Quilter is one of the UK's leading wealth managers, dedicated to helping individuals plan and manage their finances.
Company Details
Transact is operated by Integrated Financial Arrangements Ltd and is a Active company incorporated on 5 March 1999 with the registered office located in London, City of London. Integrated Financial Arrangements Ltd was registered 26 years ago.
Status
Active
Size
Large
Directors
13
Age
26 years old
Employees
Unreported
Turnover
£71.74M
Total Assets
£89.36M
Cash in Bank
£77.41M
Total Liabilities
-£8.36M
Teams
391
226
151
101
58
32
13
Chief Development Officer • Joined Apr 2021
Recruitment Business Partner • Joined Jul 2020
HR Business Partner • Joined Oct 2019
Executive Assistant • Joined Sep 2024
Director
Lead Business Analyst • Joined Jun 2020
Legal Executive • Joined Mar 2023
Chief Of Platform Custody Operations • Joined Jan 2024
Training & Development Business Partner • Joined Aug 2019
Non Executive Director & Chair Of Audit & Risk Committee • Joined Jul 2012
Chief Development Officer • Joined Apr 2021
Recruitment Business Partner • Joined Jul 2020
HR Business Partner • Joined Oct 2019
Director
Lead Business Analyst • Joined Jun 2020
Chief Of Platform Custody Operations • Joined Jan 2024
Training & Development Business Partner • Joined Aug 2019
Non Executive Director & Chair Of Audit & Risk Committee • Joined Jul 2012
CASS Operations Lead • Joined Nov 2008
Recruitment Manager • Joined Mar 2022
Client Service Manager • Joined May 2011
Client Services Manager • Joined Oct 2021
Client Service Manager
Client Service Manager • Joined May 2018
Client Services Manager • Joined Feb 2009
Client Services Manager • Joined Aug 2023
Sales Support Manager • Joined Feb 2020
Client Services Manager • Joined Mar 2018
Client Services Manager • Joined Dec 2021
Client Service Manager
Lead Business Analyst • Joined Jun 2020
Project Manager • Joined Sep 2018
Program Manager • Joined Aug 2018
Project Manager • Joined Dec 2023
Project Manager • Joined Aug 2021
Cyber Security Team Lead • Joined Jan 2024
IT Infrastructure Manager • Joined Apr 2024
IT Operations Manager • Joined Jul 2020
Assistant IT Project Manager • Joined Apr 2024
Head Of Business Intelligence • Joined Jun 2022
Non Executive Director & Chair Of Audit & Risk Committee • Joined Jul 2012
Senior Risk Manager • Joined Mar 2020
Corporate Tax Manager • Joined Jan 2019
Corporate Reporting Manager • Joined Oct 2021
Senior Internal Audit Manager • Joined Jun 2023
Payroll Specialist • Joined Jul 2022
Finance Administrator
Corporate Actions Specialist • Joined Sep 2017
Business Analyst • Joined May 2016
Business Analyst • Joined May 2022
Client Services Manager • Joined Oct 2021
Client Services Manager • Joined Feb 2009
Client Services Manager • Joined Aug 2023
Client Services Manager • Joined Mar 2018
Client Services Manager • Joined Dec 2021
Online Support Manager • Joined Dec 2021
Adviser Support Manager
Client Services Manager • Joined May 2023
Client Services Manager • Joined May 2023
Client Services Manager
Executive Assistant • Joined Sep 2024
Client Account Manager • Joined Jan 2023
Head Of Training And Development • Joined Dec 2024
Creative Designer • Joined Feb 2022
Asset Onboarding Specialist • Joined Jun 2024
Asset Onboarding Specialist • Joined Mar 2025
Asset Onboarding Specialist • Joined Dec 2022
Marketing Assistant • Joined Nov 2023
Recruitment Assistant • Joined Nov 2022
Assistant Company Secretary • Joined Dec 2018
View 391 members