Bobby Console-Verma, Co-Founder and CEO, 1FS Wealth
Industry: Digital Wealth Intelligence Platform
Summary: an easy-to-use sophisticated platform which allows you to
control all your investments and collectibles in one place
Highlights:
- 1fs Wealth helps family offices and high net worth individuals to make smart and
timely business decisions through efficient use of data and innovative technology.
- Total Addressable Market (TAM): £32bn per year immediately with a potential to
expand the offering to cover the £500bn+ market in 5 years.
- Market Drivers: The accelerated digitisation of the wealth management industry
which has been lagging behind the technology innovation curve for years.
- Key Features: Smart analytics, ESG, Succession Planning, Messaging, Document
vault and the Digitalisation of physical assets.
- 1FS Wealth Clients: Over two dozen long-term clients including three prominent UK
billionaire families, a large Swiss wealth manager and a prominent MFO. They have a
large enterprise deal about to be signed with one of the largest banking institutions
in the United States and one of the oldest banks in continuous operation.
- Sales Pipeline: Rich pipeline with 200+ active leads which is growing faster than they
can onboard new clients.
- Strategic Partnerships: 13+ Partnerships including key partners: Grant Thornton
(ESG and Tax), Sotheby's (Collectibles), Bold & Reeves (Real Estate), Gallagher
(Insurance), Textron (Aviation).
- Strategic Advisory Board: 7+ world class advisors that participate in day-to-day
business operations and strategy, contributing to sales pipeline, lead generation and
business processes.
Seeking: Investors and Clients: wealth owners, private banks, family offices, wealth managers
and trust companies