Transact
London, United Kingdom (UK) · Finance and Banking
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Data quality
Complete · Accuracy
Last verified
May 2026
#pensions
#isas
#wrappers
#investment management
#platform
#technology
#wealth management
#bonds
#investment platform
Transact is a leading UK investment wrap platform provider, based in London, dedicated to empowering financial advisors and their clients.We offer a comprehensive platform designed to simplify portfolio management, providing a secure and efficient solution for holding and managing investments.
Overview
We offer a comprehensive platform designed to simplify portfolio management, providing a secure and efficient solution for holding and managing investments. Our platform integrates seamlessly with other software providers through our robust API, streamlining data sharing and enhancing operational efficiency.
Transact’s parent company, IntegraFin Holdings plc, is a publicly listed FTSE 250 company, demonstrating our stability and commitment to long-term growth. As of March 31, 2026, we manage over £77.8 billion in funds under direction for more than 254,000 clients, and have received over 100 awards.
Contact Details
London, United Kingdom (UK), 4th Floor, Gresham Street
Company Type
Public Limited Company
Employees
200-500
Categories
Keywords
#pensions
#isas
#wrappers
#investment management
#platform
#technology
#wealth management
#bonds
#investment platform
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