Open Advice offers an integrated ecosystem that enables clients to complete financial tasks in one place, from accessing financial plans and managing investments to opening an ISA and generating valuations and compliance reports. Its technology can be white‑labelled for other advice firms, allowing partners to present the platform under their own brand. The platform is already integrated with P1 Investment Services, giving clients access to discretionary managed, low-cost, evidence-based portfolios. The company was founded by First Wealth directors Anthony Villis and Robert Caplan alongside brothers Charlton and Elliott Santana. Open Advice plans to use newly raised funds to expand operations and accelerate development efforts. Financially, the company completed a £250K raise comprising founder capital and SEIS investment.

Total raised

$0M

Funding rounds

1

Latest round

Seed

Latest activity

Apr 2023