1fs Wealth

1fs Wealth is an easy-to-use sophisticated platform which allows you to control all your investments and collectables in one place.

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Products and services

The company's platform offers centralised documentation including liquid assets such as equities and bonds, illiquid assets such as private equity and direct investments, and also collectibles such as art and classic cars in one place that can be viewed on multiple devices, helping wealth managers, private banks, family offices, and high net-worth individuals to make smarter asset allocation decisions.

1fs, family office software, portfolio management software, consolidated reporting software

Category

Consolidated Reporting

Country

United Kingdom

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About the business

1fs Wealth is a wealth intelligence platform intended to provide technology and data for wealth owners making financial decisions. 1fs Wealth was founded in 2019 and was headquartered in Richmond, England.

History

The company was founded in 2019 by Bobby Console-Verma and Vitaly Nechaev. The company is in the process of raising $2.25 million of seed funding as of January 2022, putting the company’s pre-money valuation at $8 million. It plans to close the round by September 30, 2022.

About the owners and the team

The small team of 14 employees is led by the CEO, Bobby Console-Verma. 1fs Wealth has an entrepreneurial management team with deep knowledge and experience of its sector.

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