Confidante

Confidante is a software as a service business that offers a workflow solution for financial planners in the UK. It consolidates family wealth assets and facilitates financial planning through a platform.
  • Client reporting tools
  • Asset valuation updates
  • Client onboarding processes
  • Market intelligence sharing
  • Workflow solutions for financial planners
Size
Small
Phone
N/A
Website
confidante.cloud
Email
N/A
Locations
Dalton House, 9 Dalton Square, LA1 1WD
Digital Popularity
Social Media
Company Details
Confidante is operated by Confidante Cloud Services Limited and is a Active company incorporated on 24 January 2022 with the registered office located in Lancaster, Lancashire. Confidante Cloud Services Limited was registered 3 years ago.
Status
Active
Size
Micro
Directors
3
Age
3 years old
Employees
5
Turnover
Unreported
Total Assets
£1.06M
Cash in Bank
£63.65K
Total Liabilities
-£67.59K
Jonathan David Zenios
Director • British • Lives in UK • Born in Jan 1970
Graham Martin Wade
Director • British • Lives in UK • Born in Nov 1975
Sonaca Investments Limited
PSC
Tractatus Z Investments Limited
PSC
More information on Confidante Cloud Services Limited
Teams
All
1
Graham Wade
Co-founder • Joined Aug 2019