We’re a results
driven team

We're a mix of technologists and industry experts. The perfect combination for an outstanding experience.

It's our mission to offer a new platform model that champions automation, self-service and a delightful user experience

We've rethought what an investment platform is from the ground up; how it should look and operate. We designed and built our platform for those who want to focus on their clients with everything else running smoothly in the background. For those of you who want to get more done, quicker.

Platform One isn't just a regulated platform provider. It’s a technology company. By being both, we provide financial advisers, and other companies in the wealth management space, more freedom, strong security and access to a wider range of features. Whether you're after a wrap platform for your clients or pure technology to offer your own solutions, we’re here to help.

We’re driven
by our values

We value difference and we're dedicated to creating an inclusive and enterprising environment.

Join Us



Trust & Respect




Our leadership team

Alex Cowan-Sanluis


David Cassettari


Kim Aviv

Ops & SaaS

Clive Boothman

Chairman of the Board

Michael Fordham


Chris Murphy

Director & CASS Oversight