Quilter
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Quilter

https://www.quilter.com/
Last activity: 03.09.2026
Active
Categories: AIAutomationEDAElectronicsHardwareDesign
Advice, investments and wealth management aiming to create brighter financial futures for every generation.
Mentions
99
Location: United States
Total raised: $25M

Funding Rounds 1

DateSeriesAmountInvestors
17.10.2025Series B$25MIndex Vent...

Mentions in press and media 99

DateTitleDescription
03.09.2026‘Reckless’ pensions advice: Watchdog slaps ex-Quilter rep with huge fineThe City watchdog has banned a former Quilter adviser from working in finance, accusing him of “recklessly betraying his responsibilities” by offering pensions advice he wasn’t qualified to give. The Financial Conduct Authority (FCA) has gi...
26.08.2026Lloyds and Natwest flaunt social credentials as fears grow of Burnham tax grabLloyds and Natwest are flaunting their community credentials and pledging a raft of new social investment initiatives as fears grow that Prime Minister Andy Burnham will launch a punishing tax raid on the sector with the government’s first ...
18.08.2026UK’s largest wealth firms tighten their hold on the marketThe ten largest wealth firms in the UK have expanded their grip on the market, serving nearly the entirety of the country’s client base. The firms served up to 89 per cent of the discretionary client base in the previous tax year, according...
12.08.2026LegadoSign Selected by Aberdeen Adviser to Power Secure Digital Onboarding at ScaleUK fintech Legado has announced that Aberdeen Adviser has adopted LegadoSign to support secure digital signing across key customer onboarding documents. This press release features multimedia. View the full release here: https://www.busines...
06.08.2026Quilter toasts record inflows as financial advice push pays offQuilter has posted record net inflows as the wealth management firm toasts the success of capturing customers seeking financial advice. Total assets under administration and management (AUMA) jumped 25 per cent to £157.4bn in the first half...
05.08.2026Investors ‘may be less than impressed’ by John Healey’s £9bn borrowing plansInvestors may be “less than impressed” by John Healey’s plans to increase borrowing by £9bn a year to take stakes in assets such as infrastructure, analysts have warned. On Tuesday evening, it was reported that the new Chancellor and Treasu...
21.07.2026IHT receipts hit record high as Rachel Reeves’ frozen bands raid plague BritsInheritance tax receipts soared to a record high in the three months to June 2026, as frozen thresholds drag more Brits into the net. Receipts hit £2.3bn over the period, according to the latest figures from HMRC, a £96m increase from the s...
01.07.2026House prices stay flat in June as Iran war fallout continues to weaken the marketUK house prices were flat in June as the conflict in the Middle East and looming political uncertainty continue to subdue consumer confidence. The average price fell £540 in June, hitting £277,484. This was a slight drop from £278,024 the p...
29.06.2026Legado and Amiqus Partner to Streamline Regulated Onboarding in UK Financial Services SectorA new partnership between two of Scotland’s fastest-growing fintechs is set to simplify the regulated onboarding of clients and customers for financial services firms as the sector faces increasing pressure to implement digital infrastructu...
22.06.2026Who could be Andy Burnham’s Chancellor?As speculation over the Labour leadership grips Westminster, Maurício Alencar looks at the possible candidates for the next Chancellor – an appointment that will face heavy scrutiny by the markets. Andy Burnham’s journey toward Downing Stre...
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