Insights

Strong Asset Base JM Finn manages over £11 billion in assets for nearly 20,000 clients, indicating a significant opportunity to introduce supplementary financial products and services tailored to high-net-worth investors and large institutional portfolios.

Recognition & Awards The company's consistent recognition as Best Wealth Manager and recent shortlist for top awards highlight their commitment to excellence, making them a key prospect for premium technology solutions and innovative financial services to enhance client engagement and operational efficiency.

Leadership Expansion Recent hires of top executives such as a chief technology officer and independent non-executive directors suggest strategic growth and modernization efforts, creating opportunities to offer advanced tech platforms, cybersecurity solutions, and board-level consultancy services.

Digital Engagement With a tech stack including Tableau, Google Tag Manager, and VMware, JM Finn demonstrates an openness to digital tools, opening doors for sales of data analytics, CRM enhancements, and digital marketing solutions to further optimize their client interactions.

Market Position & Growth As a leading UK-based firm competing with notable players, JM Finn's focus on wealth planning and personalized services presents avenues for targeted financial technology integrations, wealth management software, and specialized advisory solutions to support their growth objectives.

Similar companies to JM Finn

JM Finn Tech Stack

JM Finn uses 8 technology products and services including Tableau, Ansible, Font Awesome, and more. Explore JM Finn's tech stack below.

Tableau
Business Intelligence
Ansible
Configuration Management
Font Awesome
Font Scripts
Hootsuite
Marketing
HSTS
Security
Google Tag Manager
Tag Management
VMware
Virtualisation Software
X-Content-Type-Options
Web & Portal Technology

Media & News

JM Finn's Email Address Formats

JM Finn uses at least 1 format(s):

JM Finn Email Formats	Example	Percentage
First.Last@jmfinn.com	John.Doe@jmfinn.com	94%
Last@jmfinn.com	Doe@jmfinn.com	3%
First.Middle@jmfinn.com	John.Michael@jmfinn.com	3%

Frequently Asked Questions

Where is JM Finn's headquarters located?

JM Finn's main headquarters is located at 25 Copthall Avenue London, England ec2r 7ah United Kingdom. The company has employees across 3 continents, including EuropeNorth AmericaAsia.

What is JM Finn's phone number?

You can contact JM Finn's main corporate office by phone at

+44-20-7600-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is JM Finn's official website and social media links?

JM Finn's official website is jmfinn.com and has social profiles on LinkedIn.

How much revenue does JM Finn generate?

As of March 2026, JM Finn's annual revenue is estimated to be $880K.

What is JM Finn's SIC code NAICS code?

JM Finn's SIC code is 1611 - Highway and Street Construction, Except Elevated Highways NAICS code is 5239 - Other Financial Investment Activities.

How many employees does JM Finn have currently?

As of March 2026, JM Finn has approximately 339 employees across 3 continents, including EuropeNorth AmericaAsia. Key team members include Chief Executive Officer: H. B.Chief Operating Officer: M. H.Chief Financial Officer (cfo): D. M.. Explore JM Finn's employee directory with LeadIQ.

What industry does JM Finn belong to?

JM Finn operates in the Investment Management industry.

What technology does JM Finn use?

JM Finn's tech stack includes TableauAnsibleFont AwesomeHootsuiteHSTSGoogle Tag ManagerVMwareX-Content-Type-Options.

What is JM Finn's email format?

JM Finn's email format typically follows the pattern of First.Last@jmfinn.com. Find more JM Finn email formats with LeadIQ.

When was JM Finn founded?

JM Finn was founded in 1946.

JM Finn

Q: What is JM Finn's official website and social media links?

JM Finn's official website is jmfinn.com. JM Finn has social profiles on LinkedIn.

Q: How many employees does JM Finn have currently?

JM Finn has approximately 339 employees.

Q: What technology does JM Finn use?

JM Finn's tech stack includes Apache, Tableau, Cisco, Polyfill, Linkedin Insight Tag.

Q: What is JM Finn's NAICS code?

JM Finn's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementEngland, United Kingdom201-500 Employees

By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations. 

Wealth challenges come in many different shapes and sizes and often when one least expects it; by putting an investment manager as the main point of contact, we look to develop long term relationships with clients of all ages to guide them through the complex world of investing, so that their wealth can last generations. We offer support to first time investors, wealth planning advice, investment structuring guidance and pension planning.

Our personalised services have helped us grow the number of clients we help. Today, this represents over £11 billion of assets on behalf of close to 20,000 investors across our five offices in London, Bristol, Bury St Edmunds, Cheltenham, York and Winchester.