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Transact Email Format
Financial Services
・
201-500 employees
・
London, England, UK
Transact is a UK investment wrap platform that enables financial advisers and their clients to hold and manage portfolios in one place, supported by custody, trading, and reporting services.
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firstinitiallast@transact-online.co.uk
Company Overview
Industry
Financial Services
Founded
2000
Headquarters
London, England, UK
Revenue
$250M-$500M
FUNDING Stage
Public
Key Executives
Tom Dunbar (CEO), Euan Marshall (Chief Financial Officer), Damien Francis (Chief Technology Officer)
Tech Stack
Key Executives
4.9/5 on G2
40K+ GTM professionals
SOC 2 Type II certified
Frequently Asked Questions
What is the email format of Transact?
Transact uses the firstinitiallast format on transact-online.co.uk, so Jane Smith would be jsmith@transact-online.co.uk.
What investment wrappers does Transact support on its platform?
Transact supports an extensive range of tax-efficient wrappers including SIPPs, ISAs, and onshore and offshore bonds, giving financial advisers and their clients broad flexibility to structure portfolios in a single place.
How many assets does Transact currently have under direction?
As of 31 March 2026, Transact had approximately 77.8 billion pounds in Funds Under Direction, making it the largest UK adviser investment platform built on proprietary technology.
Who leads Transact as its chief executive?
Tom Dunbar serves as CEO of Transact, with Euan Marshall as Chief Financial Officer and Damien Francis as Chief Technology Officer rounding out the senior leadership team.
Can Clay help me find a specific Transact contact or verify a Transact email address?
Yes, Clay can help you verify Transact email addresses and identify the right contact at the firm, whether you are reaching out to an adviser support team member or a technology decision-maker like the CTO.
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4.9 rating