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Transact

Financial Services

Specialities :
Pensions
Isas
Wrappers
Investment management
And platform
Last Updated: November 20, 2025
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Revenue
$7.70M
Total Funding
--
Size
201 - 500
About Us
Org Charts
Employees
Buyer Intent
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Frequently Asked Questions About Transact

What does Transact do?+

Transact is the leading independent investment wrap platform in the UK. Established in 2000, we have over 61 billion of funds under direction (as at March 2024) on behalf of over 7,800 advisers and 231,500 investor clients. Our service includes an online platform, owned and built by us, and dedicated regional adviser support to help bring clients assets and investments together in a smarter, more tax efficient way. We offer access to a wide range of tax wrappers (including ISAs, pensions and life insurance investment bonds) and funds which advisers use to build client investment portfolios. Portfolio valuations, purchases and...

What are Transact's specialties? +

Pensions,isas,wrappers,investment management,and platform

What is Transact's industry? +

Transact operates in the Financial services industry.

What is Transact's revenue? +

Transact's revenue is $7.70m

What is Transact's company size? +

Transact has 201 - 500 employees.

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