Dolfin Group Revenue and Competitors

Dolfin empowers financial intermediaries to exceed their clients' expectations and grow their business with security, simplicity and speed. Unhindered by outdated technology or legacy thinking, we provide asset management, trading and custody solutions that combine investment expertise with digital agility. Although Dolfin serves a select group of institutional and private investors, our focus is partnering with forward-thinking private bankers, wealth managers, independent financial advisors and other external asset managers. Our model — which includes sharing our infrastructure, market access and technology — leaves our partners free to focus on their clients: - kick-starting their launch; - streamlining client on-boarding and relationship management; - offering sophisticated investment advice; - enabling trading with hundreds of counterparties worldwide; and - delivering client reporting, back-office support and a robust compliance framework. We are accomplished investment strategists, wealth managers, market analysts, economists, academics, traders, systems specialists, marketers, legal experts, and software developers. We share strong values and a readiness to challenge convention. Together, let's reimagine finance. asset management, investment management, custody, trading, structuring, fintech, wealth management, execution