Private markets and tax‑efficient investments are moving steadily into the mainstream of UK wealth management. Advisers are increasingly using them in everyday portfolio construction as clients look for diversification, tax planning and long‑term growth.
The shift is happening quickly. The global private‑wealth channel is estimated at more than $450tn, and private‑market exposure is becoming increasingly relevant to retail portfolios. Regulatory developments such as ELTIF 2.0 and the UK’s Long‑Term Asset Fund are accelerating access, while evergreen structures are making private‑market funds easier for advisers to use.
But infrastructure has not kept pace. Much of the wealth‑management technology stack was built for listed assets and simpler portfolios.
“It becomes obvious very quickly how many different parties are involved in a single private‑markets transaction,” says Daniel Rodwell, CEO of GrowthInvest. “What also stands out is how few of those systems speak the same data language. When you work with those disparate datasets every day, you realise how significant the integration gap has become.”
Private‑market information often arrives in fragments — valuation PDFs, emailed updates from fund managers, and inconsistent transaction records. This leaves advisers piecing together a full picture manually, creating broader operational challenges and limiting firms’ ability to deliver a truly personalised client experience
A specialist platform built for a complex market
GrowthInvest was founded to address the operational challenges associated with tax‑efficient and alternative investments, building a platform designed from day one around integration and data standardisation for advisers and wealth managers.
“It felt strange to me that no platform was delivering the efficiencies mainstream systems offered — but tailored to tax‑efficient and private‑markets investing,” Rodwell recalls. “We kept meeting advisers who were facing exactly the same operational problems. That was the moment GrowthInvest was born.”
Under CTO Aled Treharne, whose background in telecommunications included high‑volume multi‑party integration, real‑time resilience and large‑scale systems reliability, the company rebuilt its technology architecture from the ground up. The resulting platform ingests, normalises, reconciles and distributes private‑market data across advisers’ core systems.
A key step came through GrowthInvest’s work integrating with multiple adviser back‑office systems — supported by data‑hub technology such as Sprint Enterprise’s FINIO, and through direct integrations with leading platforms including Intelliflo Office, Xplan (Iress) and other major ecosystem providers. For the first time, advisers can manage and report on alternative and tax‑efficient investments within their existing systems, receiving standardised portfolio data without manual intervention.
“Access to standardised and accurate portfolio data across private‑market and tax‑efficient assets has long been a problem for advisers,” Rodwell notes. “This is a landmark moment because it finally brings these assets into advisers’ core systems.”
These integrations cover VCTs, EIS, SEIS, BPR/IHT services and a growing range of private‑market funds including private equity, venture capital, private credit and infrastructure. At its core, GrowthInvest acts as a data and information consolidator for one of the industry’s most complex asset classes.
Infrastructure as a competitive advantage
The private‑markets landscape is entering a period of transformation. Evergreen structures are broadening access, global managers are seeking credible distribution partners, and advisers are increasingly relying on alternatives for diversification and tax planning. However, unlocking this next wave will require infrastructure to catch up.
Consolidation across adviser groups means firms now hold thousands of historic private‑market positions, often spread across legacy systems. GrowthInvest’s technology — combined with its analyst and consultancy teams — is now being used to standardise these portfolios, deliver clarity for Consumer Duty, and provide a single view across entire networks.
“We are now delivering transparency, value and insight on previously disparate portfolios within days,” Rodwell says. “That simply was not possible even two years ago.”
As WealthTech competition intensifies, success will depend less on product breadth and more on infrastructure: clean data, deep integrations and efficient adviser workflows. Private markets expose the weaknesses of legacy architecture and reward platforms that can bring structure and predictability to one of the industry’s most complex asset classes.
GrowthInvest’s thesis is simple: if private markets are going to scale within UK wealth management, someone has to fix the plumbing. Increasingly, advisers are choosing partners who can do exactly that.
GrowthInvest was recently named in this year’s WealthTech100, which identifies the companies that every leader in the wealth and asset management industries needs to know about in 2026.
The full WealthTech100, including profiles on each company, can be found here.
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