We build platform technology for financial advisers, DFMs and fintechs
We’re rebuilding the technology that allows investors to access financial markets. Our software helps financial advisers, investment managers and fintechs of all sizes to more easily and affordably operate their own investment platform.
Our mission is to rebuild the infrastructure of investments and advice
In most areas of life, technology has helped to create fast, seamless and highly personalised experiences. But when it comes to money management, technology is getting in the way.
It's bad for business...
Many financial advisers and wealth managers are frustrated with the wrap platforms or investment technology that they use. Integration is painful and expensive. Admin staff waste time rekeying data between systems. And clients can end up paying for a service that they’re not really happy with.
Meanwhile, young and ambitious fintechs struggle to get to market because of solutions that expensive to use and difficult to build on.
And it's bad for people too...
Unnecessary admin doesn’t just create a nightmare for administrators. It also makes financial advice more difficult to come by, as advisers are forced to turn away less affluent clients.
Meanwhile, the difficulty of launching low-cost investment products means that accessing investments can be more expensive than it needs to be.
We're imagining a different future
In our future, everybody will be able to access the financial markets, or find the advice they need, more easily and affordably than ever.
Savers will be able to access high quality financial advice on demand, whenever, however they want it.
- Financial advisers will spend more time advising, and less time on admin.
- Fintechs will get to market fast.
- And innovation will be shared within a vibrant ecosystem – so that ambitious businesses of all shapes and sizes can work together more easily than ever.
Our leadership team
David Harvey
Co-head
David founded Seccl alongside Hugo, and leads the business with Sam.
He has an extensive knowledge of stockbroking, trading, settlement and custody administration systems.
David's experiences with existing software models, which are typically between 15 and 30 years old, led him to conclude that he could dramatically improve upon current solutions through innovative architecture, APIs and serverless technology.
Sam Handfield-Jones
Co-head
Sam leads Seccl Technology alongside David.
He is passionate about fintech and the role that technology can play in opening access to financial services, and has championed both financial and digital education through initiatives like the Octopus Academy.
Sam joined Octopus – Seccl’s parent company in 2013 in financial planning and corporate development, working on strategy and M&A.
Hugo Thorman
Director
Hugo founded Seccl alongside David.
Formerly Hugo was Chief Executive of the Ascentric Wrap Platform which he launched in 2007 and grew to £9.7bn of assets. Before that he was Chairman of James Hay, launching the James Hay Platform in 2003.
Having previously worked together, Hugo shares David’s views on the opportunity to reduce costs and improve service by building flexible, integration-ready technology.