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Dolfin

Dolfin is an independent and agile wealth management platform. We provide world-class custody, brokerage and investment management to private clients, financial advisers and institutional investors.

Founded as a London-based wealth boutique in 2013, today we offer diversified financial solutions, an international presence, and our own bespoke technology.

Latest intelligence:

Carrying out due diligence for new clients can be time-consuming and laborious, but automating the process through regtech could be a game-changer, believes Dolfin COO Amir Nabi.