Wow, what an amazing year 2017 was and 2018 is going to get a lot bigger!
In 2017 we rolled our game changing INTELLIGENT Robo-Advisor which optimises portfolios for the retail and institutional investors. This is akin to auto-pilot or autonomous cars – so make no mistake, this is the future of Wealth/Asset Management and we are leading it.
We launch the most advanced Portfolio optimisation platform, and immediate interest from Berkeley Futures to roll-out to high net worth clients, Saxo Bank to their large capital accounts. We have interest from a Fund Manager in San Antonio, Texas.
We win best broker-dealer research at 2017 WSL and Hedge Fund Technology awards in New York alongside Fidelity, Interactive Brokers and Bloomberg.
We exhibit at London Forex with resounding success on client interest and uptake.
A hedge Fund in NY starts trialing the platform for portfolio optimation.
Fund Intelligence in NY publishes MarketsFlow managed portfolios to highlight the future of AI within fund management
A Dutch boutique investment bank approaches us to acquire the complete platform and the team.
MarketsFlow is selected for Spark Entrepreneurial by Natwest, and potential roads open into Coutts, Natwest and RBS.
We receive partnership interest from one of the largest Financial data provider – Factset and Fintech solution provider- Finastra.
DIFC visit our offices and show interest in us introducing our platform to Middle East market.
MarketsFlow applies for Direct FCA Advisory Retail/Wholesale. No easy task as that tkes 3 months to prepare MIFID application covering over 40 documents, some of them longer than 80 pages.
MarketsFlow goes on Crowdcube for its fundraise and is currently at 215% overfunded with 642 investors, potential clients and stakeholders. MarketsFlow onboards investors from Asset Management institutions to Hedge Fund managers to Financial Industry professionals. It also onboards clients who have keen interest in investments and provide advisory from the day go as they see the untapped potential ready to be exploited.
For a second year in arrow MarketsFlow is nominated in 3 categories at WSL and Fund Technology Awards 2018. What a fantastic achievement!
After discussing with Joy Kinnear Vice Council for UK Trade and Industry back in July 17, MarketsFlow initiates discussions to launch in Boston. Joy quickly sets up a team to aid MarketsFlow in all aspects of the setup from advisory, regulatory and logistics. MarketsFlow is pleased to hear about the simplified SEC process as RIA within 45 days from application providing advisory and as well as Investment Management. MarketsFlow plans setup to be complete by Feb and application for SEC to initiate in Feb.
We are looking for a bigger 2018!
We hope to share this amazing journey with you. As per the plans we expect to raise another round in Jul-Aug at valuation more than 6 times the current valuation. If things go to the plan we may re-adjust valuation northwards.
We want you to be part of this amazing journey!
Risk Warning: Any financial performance figures refer to the past and that past performance is not a reliable indicator of or forms a guarantee for future results. For detailed Risk Warning click here.