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Launching a new investment or financial advice fintech

In this comprehensive guide, we cover everything you need to know about launching an investment or advice fintech, from getting permissions to ongoing compliance and building your team...

Launching a new investment or financial advice fintech

Wondering how to take a great idea and make it real? This guide’s for you…

About this guide

So, you’ve got your sights set on a new investment or advice fintech. Exciting!

Perhaps you’re creating a platform that makes it easier for people to invest in the areas or causes that they care about.

Maybe you’re hoping to bring investments, pensions or financial advice to a new or once hard-to-reach area of the market.

Or it could be you’re just looking to build a cheaper, more efficient and easier-to-use version of the many investment platforms that have proven so popular over the last few years.

You might have the beginnings of a fantastic team – or maybe just a group of talented co-founders to help get things underway.

And you’ll probably have some funding in the bank – whether that’s pre-seed venture or hard-earned savings from a previous life.

Permission to launch

Hitting the target

Building the business

Tackling the tech

Scaling the team

Keeping on the straight and narrow

Putting it into practice

Preparing for launch

Find out more

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