Insights

Sustainable Investment Solutions Transact offers sustainable investment solutions through a wide range of tax wrappers and funds, appealing to eco-conscious clients seeking to align their investments with their values.

Integrated Online Platform With Transact Online, a 24/7 available platform, clients can easily manage portfolio valuations, purchases, and sales. This integrated approach enhances client engagement and provides a seamless experience.

Smarter Tax-Efficient Investing Transact's dedicated regional adviser support helps clients consolidate assets in a tax-efficient manner, making it an ideal platform for high-net-worth individuals and sophisticated investors looking to optimize their tax strategies.

Financially Robust As part of IntegraFin Holdings plc, a publicly listed company on the London Stock Exchange and a constituent of the FTSE 250 index, Transact showcases financial stability and trustworthiness, attracting risk-averse clients seeking long-term investment partners.

Competitive Positioning and Market Reach Amidst a landscape of similar companies, Transact stands out with its significant market share and extensive client base. Leveraging this strength, sales development representatives can capitalize on Transact's reputation and track record to attract new investors.

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 6 continents, including EuropeAsiaNorth America.

What is Transact's phone number?

You can contact Transact's main corporate office by phone at +44-20-7608-4900. 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 July 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 July 2024, Transact has approximately 454 employees across 6 continents, including EuropeAsiaNorth America. Key team members include Chief Executive Officer: J. G.Chief Development Officer: T. D.Chief Technology Officer: D. F.. 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

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.