AK
Akshay Kapoor
Managing Director at Ev Financial Solutions
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Work Experience
Managing Director
Apr 2016 - Present · 8 years and 8 months
Executive Director Business Development
Apr 2016 - Present · 8 years and 8 months
Executive Director
Oct 2014 - Jan 2016 · 1 years and 3 months
Company Details
51-200 Employees
EV is one of the UK’s market-leading digital financial planning solutions providers. We have operated as an independent organisation for over a decade, backed by a further 18 years of financial services consultative experience. We connect and empower our intermediary financial partners with intuitive, customer-centric advice, guidance software, and investment solutions. We have a history of developing engaging tools that help financial advisers and their clients navigate the complexities of financial markets, ultimately delivering simplified financial planning and enabling clarity over investment options, cash flow forecasting and aligned client risk profiles. Powered by our proprietary market-leading stochastic asset model, our powerful calculations and strategic multi-asset allocations are used globally across the financial ecosystem by financial advisers, pension and platform providers, asset managers, banks, and building societies, to name but a few.
Year Founded
2011
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
Benyon House Newbury Business Park, Newbury RG14 2PZ, GB
Keywords
Financial TechnologyRobo AdviceStochastic forecastingRisk Suitability AssessmentFinancial Planning Toolsand Risk rating funds
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