Finora

What We Do

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Transparency.

Efficiency.

Meaning.

Transforming wealth management for discerning clients.

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Why Finora

Pure financial advice, powered by technology.

We combine data, technology and human experience to provide a layer of intelligence over your financial life. Access the processes of the most sophisticated institutions, delivered 24/7 through our app and in person.

Access to the app is by invitation only.

0.0B+

Assets under management

300+

UHNW & HNW clients

1+

Years combined experience

10%

Client retention rate

What We Do

Investments

Tailored strategies across global markets, aligned with your personal values and long-term objectives.

Diversified portfolio

Risk-managed growth

Tax & Structures

Intelligent structuring to optimise efficiency, preserve wealth, and support multi-generational planning.

Efficient tax planning

Multi-generational wealth preservation

Life Planning

Holistic guidance for every major life decision, from family governance to lasting philanthropic impact.

Family governance

Philanthropy & social impact

Our Story

Together, we are on a mission to transform our clients’ lives.

Alexander, Ethan and Clara founded the company to transform personal finance into a transparent, efficient and meaningful life experience.

Our team

Insights

Thought leadership and analysis for sophisticated investors

View all insights

Market outlook

How compounding inflation could impact your retirement

In the current economic environment, you might have to work 12 extra years to maintain your lifestyle.

Article | 5 min read

Dec 2024

Tax Strategy

2025 Estate Planning Considerations

Key legislative changes and strategic opportunities for high-net-worth families in the coming year.

Article | 5 min read

Dec 2024

Family Office

Building Sustainable Family Governance

Best practices for establishing governance structures that preserve wealth across generations.

Article | 5 min read

Dec 2024

What Our Clients Say about Us

  • This is exactly what I thought and wanted it to be. It is the best, and most innovative concept and approach I’ve seen in this space.

    Senior Banker, Investment Bank

  • I don’t say this often but I am absolutely blown away by what you have built. Seriously impressive. I’ll be sending every single one of my clients your way.

    Founder and Partner, Career Consultancy

  • Unless I had billions of pounds, I’d never be able to replicate the quality of your team. I don’t want a family office - this is what I need.

    Senior Partner, Private Equity Firm

  • This is absolutely brilliant. You've captured all the issues with the industry... in a beautifully data-driven way.

    Head of Private Equity, London Law Firm

  • Your app is brilliant. It gives me peace of mind having everything in one place and accessible in the palm of your hand.

    Former CFO, FTSE 100 Company

  • This is hugely valuable. It gives me a realistic idea of what I can commit, whilst making sure I am not taking any reckless risks.

    Founder and Chief Operating Officer, Private Equity Firm

  • You have made it all about life which is what I really care about. Every lawyer in England should use you!

    Global Head of Restructuring, Magic Circle Law Firm

  • I’m not particularly interested in our finances but for the first time this makes sense to me. At least I know where everything is and we are well looked after if my partner goes under a bus.

    Full-time Parent

Begin the Conversation

Discover a different view of money and life

1-hour consultation with an expert adviser

Discover how institutional techniques and technology create efficiencies

Review your wealth management setup and rethink your financial approach and life

Confidentiality assured. All initial consultations are conducted under strict confidentiality agreements. We understand the importance of discretion in all our client relationships.

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Finora

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Contact

130 Shaftesbury Avenue, London W1D 5EU, UK

+44 20 1234 5678

information@finora.com

Finora Limited is authorised and regulated by the Financial Conduct Authority (Firm Reference Number 123456). Finora Limited is also regulated by the Financial Conduct Authority under the Payment Services Regulations 2017 as a Registered Account Information Service Provider (Firm Reference Number 815261).

Company registered in England and Wales under company number 12345678. Registered office: 130 Shaftesbury Avenue, London, W1D 5ET, United Kingdom.

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