Isio enhances financial adviser offering with acquisition of Collidr
Strategic move elevates technology-led investment solutions
Isio has announced that it will acquire Collidr, a UK fintech and AI driven technology and investment management company, subject to FCA approval.
This acquisition will enhance Isio’s investment solutions for financial advisers by integrating advanced technology, adviser tools, and leading co-manufacturing expertise alongside its institutional investment capabilities. This will drive increased portfolio innovation providing improved support for advisers and their clients.
Isio is among the UK’s fastest growing pensions, employee benefits, wealth and investment management firms, with over 1,400 employees in 10 offices serving a wide range of clients, backed by Aquiline, a private investment specialist in financial services and technology.
This acquisition reinforces the firm’s commitment to growing investment management capabilities in the wealth space with a focus on talent, technology, and innovation for clients. Isio offers investment management via its Model Portfolio Service (MPS) and discretionary fund management (managed accounts service) for family offices. Isio’s MPS provides advisers with an institutional-grade alternative to traditional wealth portfolios, backed by 20 years of experience supporting advisers, £300bn in assets under advice or management, and 160 investment professionals.
Collidr, founded in 2010, operates through Collidr Technologies Limited, offering AI solutions to businesses, and Collidr Asset Management Limited, providing FCA-regulated investment management. The company manages over £3.8 billion in assets, specialising in both bespoke and ready-made model portfolios. Collidr’s technology digitises investment processes, reduces bias, and enables systematic, intelligence-driven decisions.
Combining Collidr’s cutting-edge technology and investment strategies with Isio’s expertise and broad reach, this partnership positions Isio to become a leading force in the MPS market, offering innovative solutions for advisers and valuable benefits to clients of all sizes.
Subject to FCA approval, Collidr’s team will become part of Isio Investment Solutions. This move will follow on from the first anniversary of Isio’s MPS launch and delivery of top quartile performance across the range, which builds on a long track record in the institutional space.
Andy Tunningley, Partner and Head of Wealth at Isio, commented: “This acquisition represents a significant milestone for Isio, uniting institutional capability with advancements in innovation and technology. Subject to FCA approval, we look forward to integrating our collective expertise into the business, collaborating with them to deliver clarity, confidence and better outcomes for advisers and their clients.”
Symon Stickney, Group CEO and Founder of Collidr, highlighted: “Collidr was created to address the needs of investment advisers. We have built upon this heritage to develop AI driven technology and investment solutions that help advisers deliver better outcomes, guiding investors to their financial goals. Becoming part of Isio is an important move to reinforce this position, and the partnership promises to deliver more extensive, client-focused solutions that are genuinely exciting for the market.”
ENDS
Isio media contact:
Lansons, Ronan Friel
0207 294 3606 / 07929 724 696
About Isio
Isio is a progressive advisory firm, working with clients of all sizes to deliver expertise in pensions, employee benefits, wealth planning, and investment management. As a market leader with a national team of over 1,400 people across ten UK offices, Isio has the scale and expertise to be the adviser of choice, providing practical solutions and outcomes that matter.
