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

Innovation

Experience

Trust & Respect

Service

Customers

Transparency

Our leadership team

Alex Cowan-Sanluis

CEO

David Cassettari

Head of Engineering

Kim Aviv

Ops & SaaS

Clive Boothman

Chairman of the Board

Michael Fordham

Director

Chris Murphy

Director & CASS Oversight