More than a provider, a partner.

Dolfin provides custody, execution and asset management to financial advisers and their clients. What we pride ourselves on is less tangible yet more valuable: our ability to help. That ability has earned us the status of true partner to our clients, who invariably come to us first with their new projects and ideas.

Stable growth. Unwavering commitment.

Founded as a London-based wealth boutique in 2013, today we’re a diversified financial services firm with an international presence, and our own bespoke technology platform. Although we now look after more than $1.6bn of client assets and handle around $650m of brokerage flow every month, the commitment that drove us in those early days endures: we are our clients’ first port of call because we think differently and act faster than most.

 Client assets


Average monthly brokerage flow




Our mission
We help our clients grow their wealth and their business by combining investment expertise with digital agility.

Our values

Put clients first.

Earning the right to call ourselves a partner means taking the time to understand your current challenges and your ultimate goals, then designing solutions specifically for you.

Challenge convention.

We’re a young, ambitious firm in a competitive market. We have big ideas about how to improve investing and, as challengers, we try harder, think differently and move faster than most.

Harness technology.

Technology is at the heart of Dolfin. It makes us more nimble, powers your growth and puts investors firmly in control.

Group Changes saved Group