Insights

Platform leadership Transact is a PLC-backed, market-leading UK investment wrap platform with a client-centric service model and APIs for data integration, indicating a strong channel for cross-sell opportunities to financial advisers seeking efficiency and consolidation.

AUM and growth With over £74.2 billion of funds under direction and more than 246,000 clients, Transact demonstrates scale and potential for expanded service adoption, upsell of advanced reporting, and premium support offerings.

Technology moat The tech stack and emphasis on data sharing security via APIs present opportunities to bundle additional integrations, analytics, and automation services to advisers looking to streamline operations and data flows.

Parent public profile IntegraFin Holdings plc’s FTSE 250 listing provides credibility and potential leverage for enterprise-grade solutions, compliance tooling, and aligned financial services partnerships.

Growth routine Recent news highlighting platform enhancements and a focus on service-driven growth suggests opportunities to position complementary solutions for expansion of wrappers, custody, tax wrapping, and reporting capabilities.

Similar companies to Transact

Transact Tech Stack

Transact uses 8 technology products and services including Amazon Web Services, Open Graph, Cohesity, and more. Explore Transact's tech stack below.

Amazon Web Services
Cloud Hosting
Open Graph
Content Management System
Cohesity
Data Management
Microsoft Dynamics
Enterprise Resource Planning
Atlassian Jira
Issue Trackers
Azure Front Door
Load Balancers
HTML
Programming Languages
X-XSS-Protection
Security

Media & News

Transact's Email Address Formats

Transact uses at least 2 format(s):

Transact Email Formats	Example	Percentage
FLast@integrafin.co.uk	JDoe@integrafin.co.uk	98%
First.Last@integrafin.co.uk	John.Doe@integrafin.co.uk	2%
FLast@transact-online.co.uk	JDoe@transact-online.co.uk	80%
First@transact-online.co.uk	John@transact-online.co.uk	11%
First.Last@transact-online.co.uk	John.Doe@transact-online.co.uk	9%

Frequently Asked Questions

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 TACT.

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 Crunchbase.

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 2026, Transact has approximately 500 employees across 5 continents, including EuropeAsiaNorth America. Key team members include Chief Executive Officer: T. D.Coo: J. D.Chief Compliance Officer (smf16): R. P.. 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 Amazon Web ServicesOpen GraphCohesityMicrosoft DynamicsAtlassian JiraAzure Front DoorHTMLX-XSS-Protection.

What is Transact's email format?

Transact's email format typically follows the pattern of FLast@integrafin.co.uk. Find more Transact email formats with LeadIQ.

When was Transact founded?

Transact was founded in 2000.

Transact

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

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

Q: How many employees does Transact have currently?

Transact has approximately 500 employees.

Q: What technology does Transact use?

Transact's tech stack includes Chef Infra, Microsoft Azure DNS, Atlassian Jira, Cookie Notice, Cohesity.

Q: What is Transact's NAICS code?

Transact's NAICS code is 52 (Finance and Insurance).

Financial ServicesEngland, United Kingdom201-500 Employees

Transact is a UK-based provider of an investment wrap platform designed for financial advisers and their clients. The platform consolidates portfolio management into a single online interface and is supported by personal service. It delivers custody, tax wrapping, trading and reporting, and can share data with other software providers through APIs to facilitate faster and more secure information exchange.

Transact sits within the financial services sector as part of IntegraFin Holdings plc, a company listed on the London Stock Exchange and a FTSE 250 constituent. Based in London, the group describes its purpose as enabling advisers and their clients to hold investments on a single platform across wrappers, with a strategy focused on simplifying financial planning, supporting advisers’ growth, and reducing risk and cost while maintaining control of technology and service.