At Benchmark Capital we are passionate about delivering long-term value in a fast-changing world. The Financial Services profession faces greater complexity and responsibility than ever before. Wealth and financial planning firms have never seen more opportunity, but at the same time are subject to ever-increasing regulatory scrutiny. Digital capability is fast becoming a “must have”. We believe that first-class client service and joined-up technology are essential components for long-term success – and we believe that the process doesn’t have to be complicated. Our seamless, holistic approach works in harmony both to empower you and your clients and to generate tangible financial and competitive advantages.
Round A and B
Sale to strategic investor