Do you sell funds?

We gather data and business intelligence from across the industry, with 9,500 UK, Channel Islands and Republic of Ireland wealth management professionals, 1,156 firms with an additional 582 branches in the Fundpath Knowledge Bank.

Over 100 asset management companies already subscribe to Fundpath to better serve their clients.

Intelligence made visible, opportunity made possible.

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Alliance Bernstein
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How our solutions help

Sales Teams
Marketing Teams
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Ensuring maximum market coverage and intelligence

Fundpath delivers real-time industry insights and intelligent lead generation, directly to your fingertips. Instantly connect relevant investment products with the right decision-makers at the right time.

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The industry in your pocket
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The industry understood
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Access and control the best buy-side data, in house

Unlock unparalleled audience curation across the full addressable market with proprietary trend analysis, predictive insights, and exportable data—empowering personalised campaign planning and precision marketing execution.

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The industry understood

Intelligence made visible

The power of collective data, intelligence architecture and technology

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Over 9,000 fund buying influencers

With over 95% coverage of the UK wealth management addressable market, Fundpath is like having the industry in your pocket. There is no other intelligent industry data source that is as accurate and up-to-date as Fundpath.
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Industry insight

A personalised, perpetually updated view of your market. Professional fund buyers share their responsibilities, interests and preferences securely.
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Proprietary data architecture

Leverage cutting-edge technology to drive smarter connections. Fund sellers use Fundpath’s real-time data to engage with the right buyers at the right time, enabling more relevant and timely interactions.
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Safe and secure

Wealth managers can now securely share business information in one central, GDPR-compliant platform—giving asset managers real-time access to a trusted source of truth for better service and deeper engagement.

What our clients say

We’re a small team with limited time, so achieving full market coverage was nearly impossible. However, since we started using Fundpath, our efficiency in targeting investors has transformed. We now identify more opportunities, much faster and more effectively.
Helen Mattia Head of Investor Relations Asset Value Investors
Helen Mattia , Head of Investor Relations
Asset Value Investors
Fundpath gives me a real-time look into my team’s pipeline and the opportunities they’re focusing on. It’s incredibly valuable to have clear visibility into the market and understand where to direct their time. This level of insight completely changes how I approach managing sales targets and overall business goals.
Tom Mcgillycuddy Head of UK Distribution Foresight Group
Tom McGillycuddy , Head of UK Distribution
Foresight Group
We love what Fundpath is doing and genuinely find the data service easy to use and insightful. As a boutique asset manager Fundpath has been instrumental for Kennox in enabling our sales & marketing effort. Fundpath has enabled us to have reach way beyond our resource, honing in on the relevant fund-buying individuals at the right time. It ensures meaningful engagement for both parties and saves a great deal of time and cost.
Geoff Legg Investment Director Kennox Asset Management
Geoff Legg , Investment Director
Kennox Asset Management
We’ve seen a significant increase in the number of relevant attendees at our regional events since using Fundpath to aggregate the individuals we target. The ability to create strong and accurate contact lists for events is invaluable, and Fundpath have been instrumental in helping to formulate these.
James Norden Head of UK Wholesale AXA Asset Management
James Norden , Head of UK Wholesale
AXA Asset Management
Fundpath fits a gap which asset management distribution has struggled to fill for the past 30 years.
Head of UK Wholesale
UK Asset Manager
I’m just astounded by it. A firm came up, and I’m thinking, there’s no way I would have ever found this firm otherwise. It’s just incredible.
Sales Director
UK Asset Manager
It’s doing everything that I expected it to do. And it’s definitely useful, I recently made a £12 million sale directly on the back of lead generation from Fundpath.
Sales Director
UK Asset Manager
It’s very user friendly. All the information is really helpful; being able to see where fund buyers are planning to allocate, and what people do and don’t want to talk about.
Client Relations Manager
UK Asset Manager
It creates a whole different level of professionalism.
Head of UK Wholesale
UK Asset Manager
Discover how Fundpath can help you
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