Fintegrate

Financial Services • Chorley, England, United Kingdom • 11-20 Employees

Company overview

Headquarters	Unit 1, Guest House Farm, Runshaw Lane, Chorley, Lancashire PR7 6HD, GB
Website	fintegrate.co.uk
NAICS	52
Founded	2019
Employees	11-20
Socials

Key Contact at Fintegrate

Louise Coleman

Director

Fintegrate Email Formats

Fintegrate uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@fintegrate.co.uk), used 100% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@fintegrate.co.uk	100%

About Fintegrate

Fintegrate is a digital financial planning solution designed to help advisory firms reduce complexity, time, and cost while delivering optimum client outcomes. Unlike other digital financial planning products available in the market, Fintegrate is tailored to meet the specific needs of each financial planning firm. The platform offers automation, including risk profiling, portfolio reviews, portfolio risk analysis, recommendation builder and white-labelled client reporting, to streamline the most time-consuming and challenging areas of the financial planning process. By aligning with each firm’s Centralised Investment Proposition, Fintegrate eliminates disjointed advice processes, reduces costs and business risk, and ensures the delivery of consistent client outcomes.

Fintegrate revenue & valuation

Annual revenue	$1,454,435
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$4,700,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

Director

Employees by Department

Fintegrate has 8 employees across 4 departments.

Departments

Number of employees

Funding Data

Fintegrate has never raised funding before.

Fintegrate Tech Stack

Discover the technologies and tools that power Fintegrate's digital infrastructure, from frameworks to analytics platforms.

CivicTheme

UI frameworks

Oxygen

Page builders

Wistia

Video players

Microsoft 365

jQuery

JavaScript libraries

LiteSpeed

Web servers

Tippy.js

JavaScript libraries

HTTP/3

Miscellaneous

PHP

Programming languages

Calendly

Appointment scheduling

WordPress

Blogs

Zoho

CRM

Frequently asked questions

Fintegrate is located in Chorley, England, GB.

Fintegrate was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

Fintegrate has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Fintegrate

Louise Coleman

Director

4.8

40,000 users