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.
- Amir Nabi, Taking the burden out of onboarding
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.