One Point Advisory Services

One Point

United Kingdom · Founded 2018

Employees
11–50
Founded
2018
Business Model
B2B
Last Round
Growth EquityMar 2025
Rounds
1

About

One Point Advisory Services supports 'Regional Champion' accountants and independent financial advisers who want to preserve their long-term independence as leading firms in their local market. The company serves more than 25,000 SME clients and manages over GBP 2bn of client money through leading accounting and IFA firms including Galloways, Mitchell Charlesworth, Pierce, and Pembroke. One Point has been one of the longest-standing investors in the accounting and IFA industries, backing its Regional Champion firms through a long-term, stewardship-based ownership model since 2018.

Summary

One Point Advisory Services is a Fintech company based in United Kingdom, founded in 2018. Its most recent funding was a Growth Equity round in Mar 2025. Investors include Summit Partners.

Funding History

Growth EquityGrowth EquityMar 2025

Investors

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