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Market Leader Transact is the leading independent investment wrap platform in the UK with over £61 billion of funds under direction. This strong market presence indicates a high level of trust and reliability among financial advisors and clients, presenting a significant sales opportunity to leverage this position.

Diverse Product Offerings With access to a wide range of tax wrappers, funds, and online platform services, Transact provides a comprehensive solution for building client investment portfolios. This diversity in product offerings creates multiple entry points for sales engagement, catering to varying client needs and preferences.

Listed Parent Company Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and a member of the FTSE 250 index. This affiliation with a well-established and respected entity enhances the company's credibility and financial stability, presenting a prime opportunity for sales pitches to risk-averse clients.

Technology Integration By utilizing a tech stack including RoundCube, PHP, and jQuery Migrate, Transact demonstrates a commitment to modern technologies. This tech-savvy approach can serve as a selling point for attracting tech-forward clients who value innovative solutions and robust digital platforms.

Market Expansion Potential Amidst similar companies like ABBYY and Kofax, Transact stands out as a key player with substantial revenue and employee strength. This comparison highlights the growth potential and scalability of Transact, making it an attractive target for partnership opportunities and client acquisition strategies.

Similar companies to Transact

Transact Tech Stack

Transact uses 8 technology products and services including Cookie Notice, RoundCube, Twitter Emoji (Twemoji), and more. Explore Transact's tech stack below.

Cookie Notice
Cookie Compliance
RoundCube
Email
Twitter Emoji (Twemoji)
Font Scripts
Moment.js
Javascript Libraries
jQuery Migrate
Javascript Libraries
Revslider
Miscellaneous
PHP
Programming Languages
X-XSS-Protection
Security

Media & News

Transact's Email Address Formats

Transact uses at least 1 format(s):

Transact Email Formats	Example	Percentage
FLast@transact-online.co.uk	JDoe@transact-online.co.uk	45%
First@transact-online.co.uk	John@transact-online.co.uk	6%
First.Last@transact-online.co.uk	John.Doe@transact-online.co.uk	4%
FLast@transact-online.co.uk	JDoe@transact-online.co.uk	45%

Frequently Asked Questions

Where is Transact's headquarters located?

Transact's main headquarters is located at 29 Clement’s Lane London, EC4N 7AE GB. The company has employees across 5 continents, including EuropeAsiaOceania.

What is Transact's phone number?

You can contact Transact's main corporate office by phone at

+44-20-7608-****

. 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 Transact's stock symbol?

Transact is a publicly traded company; the company's stock symbol is AXHM.

What is Transact's official website and social media links?

Transact's official website is transact-online.co.uk and has social profiles on LinkedIn.

How much revenue does Transact generate?

As of October 2024, Transact's annual revenue reached $75M.

What is Transact's NAICS code?

Transact's NAICS code is 52 - Finance and Insurance.

How many employees does Transact have currently?

As of October 2024, Transact has approximately 451 employees across 5 continents, including EuropeAsiaOceania. Key team members include Chief Accounting Specialist: B. K.Chief Of Platform Custody Operations: J. I.Chief Actuary: P. L.. Explore Transact's employee directory with LeadIQ.

What industry does Transact belong to?

Transact operates in the Financial Services industry.

What technology does Transact use?

Transact's tech stack includes Cookie NoticeRoundCubeTwitter Emoji (Twemoji)Moment.jsjQuery MigrateRevsliderPHPX-XSS-Protection.

What is Transact's email format?

Transact's email format typically follows the pattern of . Find more Transact email formats with LeadIQ.

When was Transact founded?

Transact was founded in 2000.

Transact

Transact

Financial ServicesLondon, United Kingdom201-500 Employees

Transact is the leading independent investment wrap platform in the UK. Established in 2000, we have over £61 billion of funds under direction (as at March 2024) on behalf of over 7,800 advisers and 231,500 investor clients. Our service includes an online platform, owned and built by us, and dedicated regional adviser support to help bring clients' assets and investments together in a smarter, more tax efficient way. We offer access to a wide range of tax wrappers (including ISAs, pensions and life insurance investment bonds) and funds which advisers use to build client investment portfolios. Portfolio valuations, purchases and sales are all supported via Transact Online which is available 24/7. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index.

Company Overview

Headquarters: 29 Clement’s Lane London, EC4N 7AE GB
Phone number: ✕
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+44-20-7608-****
Website: transact-online.co.uk
Stock Symbol: AXHM
NAICS Code: 52 - Finance and Insurance
Founded: 2000
Employees: 201-500

Media & News

Funding & Financials

$50M$100M
Transact's revenue is in the range of $50M$100M

Funding & Financials

$50M$100M
Transact's revenue is in the range of $50M$100M

Company Leadership

B. K.
Chief Accounting Specialist
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J. I.
Chief Of Platform Custody Operations
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P. L.
Chief Actuary
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B. T.
Head Of Business Intelligence
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H. W.
Head Of Legal And Group Company Secretary
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Employee Directory

K. B.
Head Of Compliance
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P. L.
Chief Actuary
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P. P. L.
Head Of Application Support
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R. S.
Head Of Client Service
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T. M.
Head Of Compliance Monitoring & Business Control Testing
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