The Creation of Fundment
In a recent episode of Adviser 3.0 The Podcast, Abraham Okusanya speaks with Ola Abdul, founder of Fundment. Ola shares the journey of building a digital investment platform designed to simplify and modernise how advisers deliver investment services to clients.
£10m Fundraising and ETFS Capital Investment
The conversation highlights Fundment’s recent £10m fundraising round, which included £3.375m from ETFS Capital. Ola explains how this funding supports growth, innovation, and the development of adviser‑focused technology that streamlines portfolio management and client engagement.
Private Equity and Platforms
Ola and Abraham discuss the surge of private equity money into platforms and what it means for advisers. With scalability and technology becoming key differentiators, Ola provides insights into how new entrants like Fundment are reshaping the landscape.
Fundment’s Partnership with Timeline
One of the most exciting developments is the partnership between Fundment and Timeline. Ola shares how this collaboration brings together cutting‑edge platform technology with advanced financial planning tools, creating a seamless experience for advisers and their clients.
Ola’s Personal Approach to Retirement
Beyond business, Ola shares his personal approach to retirement and long‑term investing, giving advisers a glimpse into how one of the sector’s leading innovators manages his own future planning.
Why Advisers Should Listen
For financial advisers looking to understand the impact of technology, private equity, and partnerships on the industry, this episode offers valuable perspective. It also highlights how collaboration between fintechs and planning specialists is setting new standards in client outcomes.
To listen to the full discussion, tune in to Adviser 3.0 The Podcast or explore more insights on Timeline.
