Where is Ascentric located?

Ascentric is headquartered in Bath, United Kingdom. It is registered at 10 Fenchurch Avenue, London, England, EC3M 5AG.

How many employees does Ascentric have?

As of May 31, 2026, the latest employee count at Ascentric is 49.

Is Ascentric a funded company?

Ascentric is a funded company, having raised a total of $***** in its 1st and only funding round.

Where does Ascentric rank among its competitors?

Ascentric ranks 48th amongst 234 active competitors, of which 21 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Income Lab, which secured $3.79M in Jan, 2025.

Who are the top competitors of Ascentric?

Ascentric's top competitors include Iress, Income Lab and RightCapital. Among them, Income Lab secured the most recent funding round in January, 2025.

Ascentric - 2026 Company Profile, Team, Competitors & Financials

Ascentric is an acqui-hired company based in Bath (United Kingdom), founded in 2006. It operates as a Financial planning solutions for wealth managers. The company has 234 active competitors, including 21 funded and 21 that have exited. Its top competitors include companies like Iress, Income Lab and RightCapital.

Company Details

Ascentric offers financial planning & investment solutions for wealth managers. It offers tools to customize financial plans, control investment portfolios, automated reporting, access research insights, and manage stock-broking & assets of clients.

Website: ascentric.co.uk
Social
Email ID: *****@ascentric.co.uk
Phone Number: +44 **********, +44 **********
Part Of
Registered Address: 10 Fenchurch Avenue, London, England, EC3M 5AG

Key Metrics

Founded Year

2006

Location

Bath, United Kingdom

Stage

Acqui-Hired

Ranked

48^th among 234 active competitors

Employee Count

49 as on May 31, 2026

Similar Companies

Iress & 248 more

View Ascentric's full profile

Ascentric is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
Investment Funds Direct Ltd CIN: 1610781 , Germany, Active	Feb 01, 1982	-	386 (As on Dec 31, 2021)

Ascentric has not raised any funding rounds yet.

Ascentric's employee count trend

Ascentric has 49 employees as of May 26. Here is Ascentric's employee count trend over the years:

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Top competitors of Ascentric include Iress, Income Lab and RightCapital. Here is the list of Top 10 competitors of Ascentric, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Iress 1993, Melbourne (Australia), Public	Online provider of wealth management solutions for financial markets	-	AMCIL, Djerriwarrh & 1 others	71/100
2nd	Income Lab 2018, Denver (United States), Series A	Developer of software for retirement income planning and financial advising	$8.81M	-	57/100
3rd	RightCapital 2012, New Haven (United States), Series A	Financial planning software empowering advisors to simplify, engage clients, and scale	$3.32M	-	56/100
4th	InvestorAi 2017, Bengaluru (India), Series A	AI-powered platform providing curated investment portfolios and intraday trading baskets	$9.55M	Lucky Investment Managers & 1 others	55/100
5th	Praemium 2001, Saint Helier (Jersey), Public	Practice management software for wealth managers	-	-	55/100
6th	Hubly 2019, New York City (United States), Acquired	Business management platform for financial advisors	$2.45M	OCA Ventures, Techstars & 3 others	55/100
7th	Leonteq 2007, Zurich (Switzerland), Public	Products and Services provider for Structured Products	-	VERAISON Capital	54/100
8th	eMoney Advisor 2000, Conshohocken (United States), Acquired	Wealth management solution for financial institutions	-	-	54/100
9th	Modern Wealth Management 2023, Lenexa (United States), Series D	Provider of wealth management services	$200M	Crestview Partners	53/100
10th	Asset-Map 2008, Philadelphia (United States), Series B	Visual financial planning software empowering advisors to create client-centric strategies	$7.6M	SixThirty, RGAX & 1 others	53/100
48th	Ascentric 2006, Bath (United Kingdom), Acqui-Hired	Financial planning solutions for wealth managers	-	-	31/100