As we step into 2026, a year that promises to be the most exciting chapter in our journey so far, it was important to take a moment to reflect on the incredible progress we made in 2025. In the fast-paced world of financial technology and alternative investments, it’s easy to focus solely on what’s next. But looking back and reflecting for a moment allows us to appreciate how far we’ve come and to celebrate the achievements that set the stage for the future.
2025 was a landmark year for GrowthInvest. We strengthened our technology, expanded our product offering, enhanced operational efficiency, and deepened relationships with our clients. These efforts not only delivered tangible benefits to advisers and investors but also laid the foundations for scalable growth in 2026 and beyond.
Technology: Driving Innovation at Scale
Our commitment to innovation was evident in the delivery of 10 major and 36 minor software releases, introducing 329 new features. Key milestones included:
- New Capabilities: Adviser back-office integrations, automated fee illustrations, an Additional Needs Suite, and embedded AI solutions with careful guardrails within our onboarding and asset servicing processes.
- Private Markets Integration: Execution and reporting capabilities launched with a new custodian.
- Enhancements: Additional flexibility around digital signatures and applications, automated LOA software, provider portal improvements, internal KPI reporting, and a complete overhaul of our Notifications architecture.
Operational Excellence
We transitioned from a quarterly to a monthly billing cycle across the platform, enhanced KYC/AML processes in line with FCA best-practice guidelines and successfully onboarded execution and reconciliation processes for private markets products. Many existing integrations and partnerships were strengthened and made even more efficient.
Expanding Investment Access
Through our partnership with Allfunds, clients gained access to hundreds of leading private markets funds. We also increased by over ten times our overall monthly onboarding capability of existing client portfolios, have fully automated and integrated reporting in place, for over 85% of all assets, and significantly scaled up our AI-powered onboarding and servicing processes.
Client Engagement and Education
Our team resolved over 12,000 client queries, delivered 143 demos to more than 100 firms, and activated 400+ new firm users. This was nearly double the number of queries in 2024 and the expansion of our team client services team and investment in technology enabled both response and resolution times to be more than halved in the same period. Educational initiatives thrived, with thousands engaging through our Knowledge Centre, online help tools, and digital content. Our #AlternativeThinking podcast delivered 16 episodes, cementing its reputation as a go-to resource for alternative investment insights.
Recognition and Growth
We were proud to be named among the WealthTech 100 for the fifth year running and shortlisted for multiple industry awards, including the Growth Investor Awards, Professional Adviser, PA Women in Finance and Investment Week Investment Company Awards. On the business development front, we welcomed 24 new large client firms and built strong engagement with several major national firms setting the stage for exciting announcements in early 2026.
Record-Breaking Performance
2025 was a record year for GrowthInvest across a wide range of different metrics. We broke daily, weekly, and monthly records for onboarding and new business execution, increased overall AUA and revenue by 40%, and achieved all of this without increasing our overheads. Most importantly, we strengthened our relationships with our clients, improving our unique service and delivering solutions that increase the efficiency of their alternative advice proposition. This gave them more time to focus on their clients and deliver the best possible service.
Looking Ahead
The foundations we built in 2025 position us for significant, scalable growth in 2026. With ongoing discussions pointing to a significant influx of new clients, we’re excited about what lies ahead over the next few months. Thank you to our clients, partners, and team for making this journey possible, here’s to another exceptional year.