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Transforming financial advisory with our white label solution

Problem

  • High initial portfolio and investment amounts
  • High management fees and hidden costs
  • Consumer lack of financial know-how
  • Passive reaction to global events
  • Model portfolios for customers

Solution

  • Low initial portfolio and investment amounts based on investor type
  • Competitive all inclusive management fees
  • Agile portfolio management with automated rebalancing
  • Dedicated section to encourage financial education
  • Unique and hyper-personalised portfolios for customers

About Us

Company

Gibraltar based wealthtech founded in 2020, an incubation of Red Ribbon Asset Management Plc

Mission

Empowering Financial Advisors with innovative WealthTech solutions to help organisations bring automation and scale to advice journeys

Market Presence

Strategic Partnerships with one of UK’s largest health insurance providers and neobanks

Scalability
Customisable
User-Interface
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Tailor Made Solutions

Scalability

Suitable for large and small IFAs alike. The platform grows with your business, accommodating increasing clients and transactions without compromising on the service.

Highly Customisable Platform

We offer a high degree of customisation, allowing you to tailor the user interface, experience and functionalities according to your brand identity and client preferences.

User Friendly Interface

The user interface is designed with simplicity and intuitiveness in mind allowing effortless navigation to information.

Personalisation

Tailored investment strategies that go beyond generic financial advice, increasing client engagement. Change text to strategies that go beyond

Team

6-Jan-10-2023-09-46-49-2372-AM

Tarun Ghulati

Chairman

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Krishika Parekh

Chief Business Officer

9

Suchit Punnose

Director & Co-Founder

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Arvid Pedersen

Director

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Franco Cassar

Non Executive Director

10

Rajesh Radhakrishnan

Chief Technology Officer

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Abhivyakti Gupta

Business Associate

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Sheetal Gandhi

Business Manager

Comprehensive Automation

2

Financial Planning

4

Investment Management

3

Risk Assessment

1

Regulatory Compliance

5

Streamlined Process

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Register for more information

Contact Us

enquiries@ribbonwealth.com

+44  20  3907  3840

Gibraltar Address: 2 Irish Town, Gibraltar, GX11 1AA

UK Address: 16 Berkeley Street, Mayfair, London W1J 8DZ

Ribbon Wealthtech Plc, Company Number: 120409, is an incubation by Red Ribbon Asset Management Plc,
a Mainstream Impact Investment company, following the principles of the ‘Triple P Bottomline’ arising from Planet, People and Profit.