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Global brokerage and custody platform for RIAs and other institutions
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Embedded investment platform and custody for UK advice firms and fintechs
Bath, GBFounded 2016Part of a larger companyseccl.tech
Seccl runs an API-based investment platform and custody service in the UK. Its customers include financial planners, wealth managers, established investment platforms and fintech apps that want to offer investing inside their own products. A subsidiary, Seccl Custody Limited, holds Financial Conduct Authority authorisation, and the group acts as custodian and as ISA and SIPP provider for the accounts it administers.
The platform covers account opening and tax wrappers such as ISAs, Junior ISAs, SIPPs and general investment accounts, plus digital client onboarding, trading, payments, transfers between providers, fee and cash handling, model-based portfolio management and client reporting. Firms can launch on ready-made adviser and client portals or build their own front end on the REST API. The professional portal embeds Looker dashboards that break down holdings, fees, ISA allowances and regular payments. Discretionary managers can run model rebalances across many accounts through a Portfolio Cloud integration.
Seccl is part of Octopus, the UK group behind Octopus Energy and Octopus Investments. Structured data on its site gives a 2016 founding date, a registered office in Bath and a second office in Edinburgh. Named adviser-software links include Plannr, moneyinfo, Intelligent Office and Curo, with NorthRow for AML checks. The company says its platform serves over 1 million investors. Prices are not published.
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