Customer Profile

Fusion Wealth only offers a B2B2C proposition. Our customers are good quality firms who wish to build and run their own integrated platform solution by pulling together best of breed products wrappers, custody, investment solutions, technology and combining these elements into one unified and cohesive wealth management suite.

We do not operate a mass market approach and generally, our customers would represent large, well established financial planning firms, national IFA’s, networks and discretionary fund managers, who already have significant sums under management and influence.