IntegraFin Holdings plc (84N)

Profile

https://www.integrafin.co.uk

IntegraFin Holdings plc is a UK-based holding company and FTSE 250 constituent that owns and oversees the IntegraFin Group, specializing in technology-driven software and services for financial advice firms. Its core offering, the Transact investment platform operated by subsidiary Integrated Financial Arrangements Ltd, provides a comprehensive wrap service including General Investment Accounts, Self-Invested Personal Pensions, ISAs, and custody for diverse assets, supported by affiliated insurance entities for onshore and offshore bonds. The group develops proprietary platforms like Time4Advice for adviser practice management and emphasizes regulatory compliance, tax efficiency, and personalized service alongside advanced technology. Founded in 1999 and publicly listed since 2018, IntegraFin Holdings plc manages substantial funds under direction—£77.2 billion for 249,000 clients as of late 2025—playing a pivotal role in the asset management sector by empowering UK financial advisers with integrated tools for efficient wealth management.