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Seccl breakfast roundtable

19 June 2026

Investment-as-a-Service: lowering the barriers to wealth creation

Soho House
00 Days
00 Hours
00 Minutes
Join Seccl and fintech leaders for a discussion on how investment-as-a-service is reshaping the future of financial services and helping more customers move from saving to long-term wealth creation.

Investing is entering a new phase. No longer a standalone destination, it’s becoming a capability embedded directly into the digital platforms people already use to manage their money.

Soho House
Friday 19 June 8am - 10am Soho Works, 180 Strand, London WC2R 1EA Get directions

For fintech companies, this creates a significant opportunity. Customers increasingly expect simple, guided and contextual financial experiences, while firms are looking for new ways to deepen engagement, diversify revenues and build more valuable long-term relationships.

At this exclusive roundtable we’ll explore how investment-as-a-service is lowering traditional barriers to entry - making it faster, simpler and more scalable for fintechs, digital banks and consumer platforms to launch compelling investment propositions.

Drawing on insight from Seccl’s latest embedded investing research, alongside perspectives from customers and partners, the session will examine what it takes to build investment journeys that are accessible, trusted and commercially sustainable.

Why attend

The UK continues to face a major investing gap, with billions sitting idle in cash while many consumers remain underserved by traditional investment models. At the same time, leading fintech brands are proving that investing can be successfully embedded into everyday financial journeys - from banking and budgeting to savings and wealth-building.

This event is designed for senior leaders who are considering how investing could enhance their proposition, strengthen customer relationships and open up new growth opportunities.

You’ll hear practical insight on:

  • Why embedded investing is emerging as the next major frontier of embedded finance
  • How fintechs can help customers bridge the gap between saving and investing
  • What emerging investors expect from modern investment experiences
  • How investment-as-a-service reduces the cost, complexity and operational burden of launching
  • The commercial benefits for brands, including deeper engagement, lower churn and new recurring revenue streams

Seccl breakfast roundtable

Meet the team

A few of the Seccl team will be on hand, ready to connect and start conversations. Whether you’re exploring new ideas or just want to get to know us, we’d love to chat.

James Holmes
James Holmes, Chief product officer Connect on LinkedIn
Annabel Melvin
Annabel Melvin, Customer director Connect on LinkedIn
Olivia Segsworth
Olivia Segsworth, Head of growth Connect on LinkedIn
Kristina Harris
Kristina Harris, Growth director Connect on LinkedIn
George Bower-Nye
George Bower-Nye, Growth lead Connect on LinkedIn

About Seccl

Change the way millions invest, with your own embedded investment journey

Build an investment journey customers love

Neobanks, savings apps and fast-growing technology firms from all sectors can use our scalable investment infrastructure to launch the investment propositions of the future.

Hundreds of thousands – maybe even millions – of customers trust your brand to deliver a service they love. Seccl helps you build on that trust, strengthen your proposition and grow your bottom line – with an embedded investment journey of your own.

Find out more
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