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Investment Platform Technology Provider In Central Bristol
Bristol, Bristol, South WestIdentity protected
Available
About this business
This Bristol company runs the technology behind investment platforms used by advice firms and discretionary managers: account opening, dealing, custody records and client reporting. Founded in 2015, it employs 72 people in leased offices in the city centre. Turnover has grown every year to £10.9m and adjusted EBITDA has risen faster, from £2.53m in 2021 to £3.15m, a margin of about 29%. Net profit was £2.73m. A buyer takes on a sizeable software and operations business with income tied to the assets its clients hold on the platform.
Key investment highlights
- Turnover up every year to £10.9m
- Adjusted EBITDA margin of about 29%
- 72 staff in leased city-centre offices
- Income tied to assets held on platform
Reason for sale
The private equity backer is selling at the end of its planned holding period.
Nothing flagged on the two questions buyers ask first
No flagRevenue going backwards and one client being too much of it are the two things that end most deals in due diligence. Both are shown here up front, from the figures the seller supplied.
- Revenue directionNo flag
Turnover rose +4.0% in 2026.
- 2021: baseline
- 2022 (+2.0%)
- 2023 (+2.2%)
- 2024 (+2.8%)
- 2025 (+2.9%)
- 2026 (+4.0%)
6 years of turnover, 2021 to 2026, as supplied by the seller.
- Client concentrationNot stated
The seller has not declared what share of revenue the largest clients represent.
No declaration supplied. Client concentration cannot be derived from accounts.
EBITDA margin widened from 26.7% in 2021 to 28.9% in 2026.
These are observations from the supplied figures, not a view on whether this business is worth buying. Nothing here predicts an outcome.
Computing valuation...
What happens next
Submit an enquiry to the seller. Once they approve it, you sign a non-disclosure agreement and gain access to the information memorandum, the financials and a secure deal room with the seller.