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Home Home breadcrumbs arrow Company breadcrumbs arrow Transact


Transact is the leading independent investment wrap platform in the UK. Established in 2000, we have over £41.09 billion of funds under direction (as at September 2020) on behalf of over 6,000 advisers and 192,000 investor clients. Our service includes an online platform, owned and built by us, and dedicated regional adviser support to help bring clients' assets and investments together in a smarter, more tax efficient way. We offer access to a wide range of tax wrappers (including ISAs, pensions and life insurance investment bonds) and funds which advisers use to build client investment portfolios. Portfolio valuations, purchases and sales are all supported via Transact Online which is available 24/7. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. We have been rated the number one investment platform in independent surveys conducted by CoreData and Investment Trends for 11 consecutive years (2010-2020). We once again topped major categories including Overall Satisfaction, Investment Capabilities and Adviser Support Services in the 2020 Investment Trends survey. We are proud to have been voted Platform of the Decade at the 2016 UK Platform Awards, and in 2017 we won eight awards including FT Adviser’s 5 Star Investment and Investment Innovation award. In 2018 our awards included Platforum's Best Adviser Platform over £10bn, as well as Professional Paraplanner's Best Platform and Best Overall Service - Existing Business awards. In 2019 we were awarded Professional Adviser's Best Platform for Advisers (AUA over £20bn), Professional Paraplanner's Best Platform award as well as FT Adviser’s 5 Star Investment Provider award. For 2020 we were awarded a Platinum Platform Rating by Adviser Asset (which we also received in 2019 and 2018) and the FT Adviser’s 5 Start Platform award.

  • Pensions
  • ISAs
  • Wrappers
  • Investment Management
  • Platform
  • Headquarters

    London, England, United Kingdom

  • Contact

    (020) 7608 4900


  • Company Size

    201-500 Employees

  • Stock Symbol


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  • Tech Stack
  • Employees
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Technology Stack of Transact

Find 37 technologies across 12 categories used by Transact


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JIRA Software

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Ansible is open source software that automates software provisioning, configuration manage...


Docker Cloud allows IT Ops team to deploy & manage Dockerized applications, from single co...

Amazon EC2

Amazon Elastic Compute Cloud (Amazon EC2) is a web service that provides resizable compute...


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Business Continuity

The ultimate in high-end cloud data protection. Their system continuously replicates their...

Windows Server 2003

Windows Server 2003 is a business-oriented operating system by Microsoft and was released ...

Amazon EC2

Amazon Elastic Compute Cloud is a web service that provides resizable compute capacity in ...


Gluster is an open source, distributed file system that is capable of scaling to several p...

Windows XP

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Docker is an open platform that enables developers and system administrators to create dis...


VMware, Inc. is a compute, cloud, mobility, networking, and security infrastructure softwa...

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Google Analytics

Google Analytics allows users to measure sales & conversions, plus gain fresh insights int...

Microsoft Office

Microsoft Office is a suite of desktop productivity applications and client and server sof...


JavaScript is the programming language of HTML and the Web.


MySQL is an open source database that supports scalable web-based and embedded database ap...


DataTables is a table enhancing plug-in for the jQuery Javascript library, adding sorting,...


Python is an interpreted high-level programming language for general-purpose programming. ...


Nginx is a web server which can also be used as a reverse proxy, load balancer, mail proxy...

Font Awesome

Font Awesome makes it easy to add vector icons and social logos to their website.


ASP.net is an open source framework for building web applications and services with .NET a...


Hypertext Markup Language (HTML) is the standard markup language for documents designed to...

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Mitel Networks Corporation provides business communications and collaboration software and...


GoToWebinar is a collaboration tool customer can use to conduct do-it-themself webinars, f...

Business Continuity

Business Continuity is ultimate in high end cloud data protection. The system continuously...


Rsam is the award-winning governance, risk assessment & compliance management platform tha...

Microsoft SQL Server

Microsoft SQL Server is a relational database management system used for storing and retri...

JIRA Software

JIRA Software enables customer's team at every stage of the application lifecycle. From pl...

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Jobtrain Solutions uses its extensive HR and recruitment experience coupled with a 19 year...

Find all the technology stack and renewals of Transact

Employees at Transact

Find rich insights on prospects from Transact including contact information, interests,skills and more


Blair Robertson

Blair Robertson is General Manager at Transact at England United Kingdom...


Markus Landrock

Markus Landrock is Managing Director at Transact at England United Kingdom...


Vanessa Blow

Vanessa Blow is Client Services Manager at Transact at England United Kingdom...


Tim Hudd

Tim Hudd is Corporate Action Executor at Transact at England United Kingdom...

Connect with Transact top decision maker

Jobs at Transact

Find recent and open job postings from Transact

Recruitment Adviser

London,United Kingdom

12 Apr 2021 view

Compliance Adviser - Compliance Business Support & Advice

London,United Kingdom

29 Mar 2021 view

Recruitment Adviser

London,United Kingdom

12 Apr 2021 view

Discover all open jobs and vacancies at Transact

Company News and Alerts

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What is Transact official website?

The official website of Transact is https://www.transact-online.co.uk/.

What is Transact phone number?

The phone number for Transact is (020) 7608 4900.

How many employees are working at Transact?

Slintel keeps track of 201-500 employees who are working at Transact.

What industry is Transact in?

Transact is in the industry of Financial Services.

What is Transact's tech stack?

The top technologies used by Transact are :- Finch Rsam JIRA Software JIRA Software Document Control Microsoft Active Directory .

Where are Transact's headquarters?

Transact headquarters are at London, England, United Kingdom.

What are Transact's products and services ?

Transact's product and services are Pensions ISAs Wrappers Investment Management Platform .