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Transact

Transact is the leading independent investment wrap platform in the UK. Established in 2000, we have over £50.31 billion of funds under direction (as at June 2021) on behalf of over 6,400 advisers and 205,000 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 sales are all supported via Transact Online which is available 24/7. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. We have been rated the number one investment platform in independent surveys conducted by CoreData and Investment Trends for 11 consecutive years (2010-2020). We once again topped major categories including Overall Satisfaction, Investment Capabilities and Adviser Support Services in the 2020 Investment Trends survey. We are proud to have been voted Platform of the Decade at the 2016 UK Platform Awards, and in 2017 we won eight awards including FT Adviser’s 5 Star Investment and Investment Innovation award. In 2018 our awards included Platforum's Best Adviser Platform over £10bn, as well as Professional Paraplanner's Best Platform and Best Overall Service - Existing Business awards. In 2019 we were awarded Professional Adviser's Best Platform for Advisers (AUA over £20bn), Professional Paraplanner's Best Platform award as well as FT Adviser’s 5 Star Investment Provider award. For 2020 we were awarded a Platinum Platform Rating by Adviser Asset (which we also received in 2019 and 2018) and the FT Adviser’s 5 Start Platform award.

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Financial Services 500 Employees Found Founded 2000 10 Similar Companies
500 Employees Found
91% Email Coverage
$50.0M Est Revenue
1 Office HQ
10 Similar Companies
Sep '26 Last Verified

Transact Technology Stack

Amazon SES

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Investis

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Atlassian Cloud

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Mimecast

Mimecast is a cloud-based cybersecurity and email management platform that offers secure email continuity, archiving, and threat protection to safeguard organizations from cyber threats and ensure reliable email communication.

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Modern Slavery Statement

A Modern Slavery Statement is a disclosure by organizations outlining their efforts to prevent slavery and human trafficking within their supply chains, demonstrating commitment to ethical practices and compliance with legal requirements.

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Companies House

Companies House is the UK's official register of companies, providing public access to company information, filings, and financial reports to promote transparency and support business transparency and compliance.

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Frequently asked questions about Transact

Who is the CEO of Transact?

Nisse Nissarna is the CEO of Transact.

Who are the decision makers in Transact?

The decision makers in Transact are Transact, Harmeet Bhooi, Nisse Nissarna, etc. Click to Find Transact decision makers emails.

How can I contact Transact for support or inquiries?

You can reach Transact by visiting our website and using the 'Contact Us' page. We provide various contact methods, including phone and email options, to ensure your inquiries are addressed promptly by our dedicated support team.

Is there a staff directory available for Transact?

Yes, Transact provides a staff directory on our website. This directory includes key personnel and their roles, making it easier for clients and advisers to connect with the right individuals for their specific needs and inquiries.

What services does Transact offer to investment advisers?

Transact offers a comprehensive investment wrap platform that includes services such as investment management, ISAs, pensions, and various wrappers. Our platform is designed to support advisers in managing client portfolios efficiently and effectively.

What industries does Transact support with its investment services?

Transact primarily supports the financial services industry, particularly investment advisers and wealth managers. Our platform is tailored to meet the needs of professionals managing investments for individual clients across various sectors.

Can I find information about Transact's team and their expertise?

Absolutely! Our website features profiles of key team members, highlighting their expertise and experience in the investment sector. This information helps clients and advisers understand the qualifications of our staff and how they can assist with investment solutions.

How does Transact ensure client inquiries are handled efficiently?

Transact prioritizes client satisfaction by implementing a structured inquiry management system. Our dedicated support team is trained to handle inquiries promptly, ensuring that clients receive timely and accurate responses to their questions and concerns.

What is Transact Contact number?

You can contact Transact at 0207 608 4900. For faster support, we recommend reaching out via email or the contact form on their website.