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P1 Investment LLC
P1 Investment Services provides investment management and platform solutions for UK financial advisers and their end clients. Its services include risk-rated model portfolios, ethical investing, and specialist solutions through P1 Investment Management, alongside a low-cost digital adviser platform featuring onboarding and reporting tools via the P1 Platform.
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P1 Investment LLC at a glance
P1 Investment LLC is a financial services company headquartered in United Kingdom, founded in 2015. Its most recent funding round raised $11.6M in June 2020. Xcout tracks 4 named people at P1 Investment LLC, including James Priday (CEO).
P1 Investment LLC leadership
- James PridayCEO
- Will DicksonChief Investment Officer
- Kate HarrisSenior Compliance
- Barry WiddowsIndependent Member of Investment Governance Committee
P1 Investment LLC funding rounds
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $11.6M | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
P1 Investment LLC competitors
A few of P1 Investment LLC's closest competitors — see the full list of competitors and alternatives →
Scottish Widows Platform provides investment and retirement services to financial advisers and their clients in the United Kingdom.
EQi is an online investment platform providing products such as ISAs, SIPPs, and dealing accounts for self-directed investors in the United Kingdom.
Ethex is an investment platform that connects everyday people with ethical investments, enabling them to fund UK-based charities, community benefit societies, and social purpose businesses. The platform offers opportunities such as community shares, bonds, and Innovative Finance ISAs to support environmental and social projects while aiming to provide financial returns.
One Four Nine Group is an independent, nationwide chartered financial planning and investment management group in the United Kingdom. The company provides tailored financial advisory services, covering retirement planning and tax strategies for private and business clients.
Corbel Partners supports independent financial advisers and firms by providing services such as compliance and paraplanning. The company assists advisers with starting new firms, moving networks, or transitioning from direct authorisation while helping them maintain their independence.
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More on P1 Investment LLC in Xcout Intel
- 4 named people with titles, LinkedIn and board committees
- 1 funding round with the investors in each, and who they co-invest with
- The full competitor set, tracking, exports and API access