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Venture capital firm

Benchmark Capital

UK support business helping financial advisers and advice firms with compliance, platform, investment and practice services

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About Benchmark Capital

Benchmark Capital, a UK business, gives independent financial advisers and advice firms a set of tools and services to run and grow their practices. It also offers access to private asset investment opportunities.

What Benchmark Capital offers

  • Compliance support: a service built to help advice firms meet their regulatory duties.
  • Platform and investment services: its own investment solutions, reachable through one sign-up.
  • Practice management: a client portal, customer relationship tools and a dedicated support team.
  • Growth and exit help: support for new advisers starting out, firms looking to expand, and owners who want to sell, including finance to help.

Clients

Chartered financial planning firms, network members, directly authorised businesses, individual advisers and professional services partners. It also advises high-net-worth individuals, family offices and charities. Its site says over 150 adviser firms use it.

Key facts

  • Region: England and Wales
  • Regulation: group companies are authorised and regulated by the Financial Conduct Authority

Profile written by TrustList from the business's own published information, Oct 2026.

Categories & features

  • CRM
  • Business
  • Goals
  • It
  • England,
  • Us,
  • Wales

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