Why we exist
Our goal is simple: to advance digital integration across the entire wealth management supply chain and deliver safer, fairer results for every retail investor.
Learn more
Why we exist
Our goal is simple: to advance digital integration across the entire wealth management supply chain and deliver safer, fairer results for every retail investor.
Learn more
Why we exist
Our goal is simple: to advance digital integration across the entire wealth management supply chain and deliver safer, fairer results for every retail investor.
Learn more
The wealth management industry is constrained by outdated technology, manual processes, and a fragmented ecosystem.
The wealth management industry is constrained by outdated technology, manual processes, and a fragmented ecosystem.
DFMs, platforms, and adviser firms carry operational and regulatory risk because critical processes such as model portfolio rebalancing still rely on repetitive, error-prone workflows that were never designed for scale or Consumer Duty expectations.
DFMs, platforms, and adviser firms carry operational and regulatory risk because critical processes such as model portfolio rebalancing still rely on repetitive, error-prone workflows that were never designed for scale or Consumer Duty expectations.
Tikker was founded to address this challenge.
Tikker creates automation that connects legacy infrastructure with modern operational workflows. By unifying model portfolio operations across investment platforms, we help firms reduce risk, strengthen regulatory alignment, and improve efficiency.
Tom Whittle, CEO
Tikker was founded to address this challenge.
Tikker creates automation that connects legacy infrastructure with modern operational workflows. By unifying model portfolio operations across investment platforms, we help firms reduce risk, strengthen regulatory alignment, and improve efficiency.
Tikker was founded to address this challenge.
Tikker creates automation that connects legacy infrastructure with modern operational workflows. By unifying model portfolio operations across investment platforms, we help firms reduce risk, strengthen regulatory alignment, and improve efficiency.
Tom Whittle, CEO
Our mission
To advance digital integration in wealth management, overcoming supply chain fragmentation in order to deliver safer, more efficient, and more consistent outcomes for retail investors.
We’re creating a fully integrated wealth management ecosystem where multi-platform model portfolio operations are centrally managed, automated, secure, and consistently aligned to regulatory expectations.
How we work
Market-neutral and independently owned
Built in collaboration with DFMs and platforms
Focused on shared operational challenges
Designed to strengthen governance
Our mission
To advance digital integration in wealth management, overcoming supply chain fragmentation in order to deliver safer, more efficient, and more consistent outcomes for retail investors.
We’re creating a fully integrated wealth management ecosystem where multi-platform model portfolio operations are centrally managed, automated, secure, and consistently aligned to regulatory expectations.
How we work
Market-neutral and independently owned
Built in collaboration with DFMs and platforms
Focused on shared operational challenges
Designed to strengthen governance
Our mission
To advance digital integration in wealth management, overcoming supply chain fragmentation in order to deliver safer, more efficient, and more consistent outcomes for retail investors.
We’re creating a fully integrated wealth management ecosystem where multi-platform model portfolio operations are centrally managed, automated, secure, and consistently aligned to regulatory expectations.
How we work
Market-neutral and independently owned
Built in collaboration with DFMs and platforms
Focused on shared operational challenges
Designed to strengthen governance
Our team
Our team
Our team
Tom Whittle
Founder and CEO
Bio ▼
Laurence McGinty
Co-Founder and COO
Bio ▼
Mike Smith
CTO
Bio ▼
Rebecca Streeter
Fractional CMO
Bio ▼
Mark Nicholls
Client Onboarding Manager
Bio ▼
David Field
Chairman
Bio ▼
Kevin Lee
Board Adviser
Bio ▼
Mark Polson
Board Adviser
Bio ▼
Want to know more?
Want to know more?
Want to know more?
Talk to us about how we can help streamline your rebalance process.
Talk to us about how we can help streamline your rebalance process.
Book a demo