Fundment
Fundment is a UK-based financial technology company that provides portfolio management tools for financial advisors, supporting hundreds of advisory businesses and tens of thousands of investors. The company has raised $60M in funding, most recently in a Series C round in January 2025. Fundment offers a platform for financial advisors that includes account opening, transfers, investment management, and custom indexing. Its tools aim to streamline portfolio management and help advisors execute client financial goals efficiently. The company serves thousands of advisors and hundreds of advisory businesses across the UK. Fundment has grown to 77 employees, with operations being its largest function. Its workforce includes talent from firms like Transact, ETF Securities, and AJ Bell, and alumni have gone on to roles at companies such as AJ Bell and Saxo UK. One alumnus founded Aélio.re, a startup in the financial services space.
The growth story
Fundment grew from 16 to 77 employees between 2022 and 2026, raising $60M along the way, most recently a Series C in January 2025.
About
We've built Fundment to propel financial advice businesses through technology.Our simple account opening, transfers, investment management, digital drawdown, and custom indexing – to name a few – are taking portfolio management to a new level.We are the high-tech bridge between an adviser's expertise and their clients' financial goals, turning advice into action quickly, accurately and securely.Today, we support tens of thousands of advised investors, thousands of advisers, and hundreds of advisory businesses across the UK.
Founders and leadership
Fundment's largest function is operations, with 12 employees in this area. The company has a median tenure of 1 year, indicating a relatively young and dynamic workforce.
The Fundment org chart
Ola Abdul (Founder & CEO) leads 47 mapped leaders with 8 direct reports. Click +N to expand a team; names link to the person’s public profile.
Departments, and which ones grew
Headcount by function: Operations 14 (+100% YoY), Engineering 14 (+27% YoY), Business Development 10 (+67% YoY), Information Technology 9 (+50% YoY), Finance 9 (+13% YoY), Sales 6 (+100% YoY).
Talent flow
Fundment draws talent primarily from financial services firms like Transact, ETF Securities, and AJ Bell. Alumni have moved to roles at companies such as AJ Bell, Saxo UK, and Fusion Consulting, with one founding the startup Aélio.re.
Most common previous employers of Fundment staff: Transact (9), ETF Securities (4), Embark (3), ETFS Capital (3), AJ Bell (3), Fidelity International (3). Former Fundment employees most often moved to ADI Foundation (1), the LEGO (1), AJ Bell (1), Fusion Consulting (1), Saxo UK (1), Genefold AI (1).
Alumni worth knowing
Hiring now
Web traffic
Traffic mix: 64% direct, 30% search, 1% social, 1% paid.
What this company is made of
Most common skills at Fundment: Investments (21), Management (19), Microsoft Office (19), Microsoft Excel (18), Customer Service (18), Leadership (17), Communication (16), Financial Services (14).
Where the team actually sits
Fundment people are concentrated in England, United Kingdom (44), United Kingdom (9), London Area, United Kingdom (5), Greater Edinburgh Area (1).
Search footprint
Fundment attracts about 152 organic search visits a month, traffic worth roughly $1K a month if bought through ads. It gained 26 ranking keywords and lost 27 in the last period.
What employees say
- Compensation
- 4.00 / 5
- Career opportunities
- 5.00 / 5
- Senior management
- 3.00 / 5
- Work-life balance
- 2.00 / 5
Frequently asked
Fundment has 77 employees as of September 2026.
Fundment has raised $60M in total, most recently a Series C round in January 2025.
Fundment was founded in 2018 by Ola Abdul.
Ola Abdul (Founder & CEO) sits at the top of Fundment's reporting structure, with 8 direct reports.
The most common previous employers of current Fundment staff are Transact (9 people), ETF Securities (4 people), Embark (3 people).
Former Fundment employees most often move to ADI Foundation (1), the LEGO (1), AJ Bell (1).
Fundment attracts about 152 organic search visits a month, worth roughly $1K a month in equivalent ad spend.
The most common skills among Fundment staff are Investments, Management, Microsoft Office, Microsoft Excel, Customer Service.
Fundment staff are concentrated in England, United Kingdom (44), United Kingdom (9), London Area, United Kingdom (5).
Fundment has about 14 people in Operations, up 100% over the past year, as of September 2026.
Fundment has about 14 people in Engineering, up 27% over the past year, as of September 2026.
Computed from 61 current and 21 former Fundment profiles, as of September 2026. Source: Crustdata.
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