Dolfin Email Format

Financial ServicesEngland, United Kingdom51-200 Employees

Dolfin operates as an independent wealth management platform within the financial services sector, delivering custody, execution, and investment management to private clients, financial advisers, and institutional investors. It aims to be a comprehensive, fast-moving solution that can open accounts promptly, safeguard assets, share infrastructure, and provide access to global markets alongside advanced investment know-how.

The platform serves wealth managers, external asset managers, multi-family offices, small private banks, and emerging fund managers, helping them grow their businesses with simplicity and speed. Founded in London in 2013, Dolfin now has an international footprint and oversees more than $3 billion in client assets, with around $650 million of brokerage flow each month. In 2021, Dolfin expanded its offices to the City of London, reflecting ongoing geographic expansion.

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