Allfunds

Allfunds Group plc operates as a prominent business-to-business WealthTech platform, connecting fund houses and distributors through a comprehensive and integrated ecosystem. Established in 2000 by the Santander Group and subsequently owned by a consortium including Hellman & Friedman, GIC, and Credit Suisse, the company has grown into a key player in the global fund distribution network. Allfunds was founded by Juan Alcaraz, who currently serves as the Executive Chairman. The company's journey began with the vision of creating a more efficient and streamlined process for fund distribution, a vision that has propelled its expansion across major financial markets.

The core of Allfunds' business model is to provide a single point of access for financial institutions, such as banks, insurance companies, and wealth managers, to a vast universe of investment funds. It serves two main client categories: fund houses, which are the asset management companies that create and manage investment funds, and distributors, who offer these funds to their end-investor clients. The platform facilitates the entire investment cycle, from trade execution and settlement to providing sophisticated data and analytics tools. Revenue is primarily generated through fees charged for assets under administration and transaction-based fees for the services rendered on the platform.

Allfunds' service offering is extensive. The platform provides dealing and execution services, which streamline the process of buying and selling fund shares. A significant component of its value proposition lies in its data and analytics capabilities, offering clients insights into market trends and portfolio performance. Additionally, the company provides regulatory technology (RegTech) solutions to help clients navigate complex compliance requirements, as well as Environmental, Social, and Governance (ESG) screening tools for sustainable investing. Portfolio monitoring services complete the offering, allowing distributors to track and manage their clients' investments effectively. The company's global footprint, with offices in 17 major financial hubs, and its administration of over €1.5 trillion in assets underscore its scale and established position within the wealth management technology sector. Following its initial public offering on Euronext Amsterdam in April 2021, Allfunds has continued to enhance its platform and expand its reach.

Keywords: WealthTech, B2B platform, fund distribution, asset management, financial services, investment funds, RegTech, ESG investing, portfolio management, capital markets