Introducing Koala Prospector! Bringing Waterfall Enrichment to Reps

Learn More!
Schroders Personal Wealth

Schroders Personal Wealth

Schroders Personal Wealth is a joint venture between Lloyds Banking Group and Schroders - two of the UK's largest names in banking and asset management. We were created to help more people across the UK benefit from financial advice. We have the advantage of solid foundations and a strong heritage. But we take a fresh, transparent and personal approach to financial planning. We aim to provide clients with clarity and transparency in everything we do. This includes using technology to explain how long-term financial planning can add value to people's lives; to give people access to information about their financial wellbeing; and to communicate with their adviser when it's convenient for the client. Our heritage may be 400 years old, but our approach is built for the future.

Last updated on

About Schroders Personal Wealth

Founded

2019

Estimated Revenue

$1M-$10M

Employees

251-1K

Category

Industry

Financial Services

Location

City

Leeds

State

West Yorkshire

Country

United Kingdom

Tech Stack (106)

search

Productivity And Operations

Business Intelligence And Analytics

Testing And QA

IT Management

Operations Software

Customer Management

Audio / Video Media

Web Hosting Providers

Web Servers

Verified CDN