Company

Building the Future of Wealth Infrastructure

We're on a mission to democratise access to institutional-grade investment infrastructure for every financial adviser and wealth manager.

Our Story

Founded in London in 2020, Helix Financial Technologies was born from a simple observation: building an investment platform shouldn't require a team of 50 engineers and years of custodian negotiations.

Our founders, with backgrounds spanning Goldman Sachs, Revolut, and the FCA, set out to create the infrastructure layer that makes wealth management technology accessible to firms of all sizes.

Today, we power over 200 wealth management firms across the UK, processing billions in assets through our unified API platform.

Client-First

Every decision we make is guided by what's best for the firms and advisers who trust our platform.

Reliability

Financial infrastructure demands unwavering reliability. We engineer for resilience at every layer.

Transparency

Clear pricing, honest communication, and open documentation. No hidden fees or surprises.

Innovation

We're building the future of wealth management technology, one API at a time.

Leadership Team

James Mitchell

Chief Executive Officer

Sarah Chen

Chief Technology Officer

David Thompson

Chief Operating Officer

Emma Williams

Chief Compliance Officer

Join Our Team

We're always looking for talented people who are passionate about fintech and building great products.

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