Fundpath

Fundpath operates as a data-driven Software-as-a-Service (SaaS) platform providing business intelligence to the wealth and asset management sectors. The company was established in 2021 by Jamie Hinchliffe, Allan Goodridge, and Tom Porter to address a significant information inefficiency between the buyers and sellers of investment funds. The founders identified that asset management distribution teams often had limited visibility into the specific needs and intentions of their clients, the wealth managers, leading to misdirected sales and marketing efforts. CEO Jamie Hinchliffe previously co-founded and exited Last Word Media, a B2B financial media and data company, bringing extensive industry experience to this venture.

The core of Fundpath's business is its platform that facilitates a more efficient flow of information. It serves two primary client types: wealth managers (fund buyers) and asset managers (fund sellers). Wealth managers securely share their business responsibilities, investment parameters, and future allocation intentions on the platform. Asset managers then subscribe to this data, gaining actionable insights that allow for highly targeted and relevant communication. This model aims to reduce the volume of unsolicited and irrelevant contact for wealth managers while enabling asset managers to streamline their distribution strategies, improve client engagement, and ultimately enhance sales effectiveness. The company's revenue is generated through annual subscriptions paid by the asset management firms.

Fundpath's platform aggregates data from over 1,000 wealth management organizations in the UK, the Channel Islands, and Ireland. The service, branded FundpathPro, provides tools for market segmentation, audience curation, campaign planning, and data export for integration into clients' own systems. It uses proprietary B2B data, collective data, and AI to modernize the traditional fund-buying process. Since its launch, the company has secured significant milestones, including onboarding over 100 asset management firms and raising a total of $7.3 million over two seed funding rounds led by Fuel Ventures. These funds are being used to accelerate the product roadmap, invest in technology and data, and expand the team.

Keywords: wealth management, asset management, fund distribution, business intelligence, SaaS, FinTech, investment data, capital allocators, fund buyers, fund sellers, data intelligence, financial software, investment distribution insights, client engagement, sales enablement, market segmentation, UK financial services, wealthtech, proprietary data, investment platforms, Fuel Ventures, Jamie Hinchliffe, Allan Goodridge, Tom Porter, fund selection, asset allocation