WealthTech Company moneyinfo Continues Success Story in Henley-in-Arden

WealthTech Company moneyinfo Continues Success Story in Henley-in-Arden

For wealthtech company moneyinfo, 2023 is proving to be a memorable year for all the right reasons.

The company, which specialises in client portals and mobile apps for the wealth management industry, celebrated the start of the year by cutting the ribbon to its brand new offices in Henley-in-Arden and setting out plans for future growth.

moneyinfo has been located at UBC’s Forward House offices for more than eight years, and during that time, the company has repeatedly outgrown and expanded its office space within the building. UBC is delighted that the moneyinfo team has chosen to stay and grow with us here at Henley-in-Arden.

So what’s the secret to their success?

“moneyinfo is on a mission to make the wealth management industry the best it can be,” said Oliver Jenkins, Head of Marketing. “We are taking client engagement to the next level, one ambitious firm at a time, by leveraging our client portal and mobile apps for forward-thinking wealth management firms.”

The wealth management industry is traditionally “behind the times” in terms of technology, which means there are still plenty of time-consuming manual processes and paper-based inefficiencies.

moneyinfo is working to transform this outdated approach by providing game-changing tech for their clients with vastly increased efficiency, security, and cost reductions.

“Client’s expectations have changed. They expect digital access to their wealth manager for increased security and access to their information whenever and wherever they need it – this is what they can get in all other aspects of their lives.”

“Through app-based technology we make sure our firms are ‘future ready’ – enabling them to connect with the next generation of clients now so that they are building relationships with their future clients.”

As for their own future, the moneyinfo team certainly doesn’t believe in standing still.

“We’ve had the benefit of working with our fantastic clients over the years to really understand their business processes and how they work with their clients. We currently have over 110,000 end users across 190 wealth management firms. Our goal is to have 500,000 end clients with more than 1,000,000 logins per month, whilst being the critical piece of technology used by our client firms.”

UBC loves a local success story. And we’re particularly pleased that moneyinfo has chosen to stay and grow with us here at Forward House.

The team moved into their newly expanded office space at the start of 2023, and as a sign of yet more things to come, the office has extra space for yet more newcomers to join the growing team.

The beautiful space has been decorated and fitted out with moneyinfo’s branding, complete with client quotes and endorsements on the walls. It’s not just an office – it’s also home to state-of-the-art training facilities and a new podcast/vlogging suite, which is set to supercharge the company’s content creation and send their message far and wide.

Take a look at their new offices here (LinkedIn)

“Our business has been based at UBC in Henley-in-Arden for several years now. My experience of working with the team at the centre has always been very positive and the management team are extremely professional and helpful,” said Oliver.

“They recently helped us with a move to larger office space over the Christmas break (in the same building) to accommodate our growing team, and managed to coordinate redecorating, furniture, wiring, removing a wall, and lots of other tech jobs allowing us to move in on our target date and really giving the new space the WOW factor!”

Oliver added that Forward House is in “a fantastic location in the quiet but quirky Warwickshire town, with plenty of shops and pubs to visit at lunchtime if you need a breath of fresh air (or a pint!).”

As a company dedicated to the Midlands, UBC is thrilled to continue supporting the moneyinfo team as they continue their exciting growth journey. Discover more about moneyinfo and meet the team at www.moneyinfo.com.

Interested in finding out what makes this corner of Warwickshire a great place for business? Pop in to meet our friendly team in Henley-in-Arden and we’ll happily give you a tour of the building. We’ll even show you the best place for a pub lunch, too!