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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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VERIFIED BY CLAY
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, so Jane Smith would be jsmith@transact-online.co.uk.
What types of investment wrappers does Transact offer on its platform?
Transact supports a wide range of wrappers including ISAs, Junior ISAs, Lifetime ISAs, Personal Pensions, SIPPs, Onshore Bonds, Offshore Bonds, and General Investment Accounts, giving financial advisers and their clients broad tax-efficient coverage in one place.
How much does Transact hold in funds under direction in 2026?
Transact held around £77.8bn in funds under direction at the end of Q2 2026, with client numbers growing to more than 250,000 and gross inflows reaching a record £3.1bn in that same quarter.
Who leads Transact as CEO?
Tom Dunbar serves as CEO of Transact, with Euan Marshall as Chief Financial Officer and Damien Francis as Chief Technology Officer supporting the senior leadership team.
Can Clay help me find and verify contact details for financial advisers who use Transact?
Yes, Clay can help you identify and verify contact details for financial advisers connected to Transact, letting you build and enrich a targeted outreach list using confirmed email formats like the firstinitiallast pattern used at transact-online.co.uk.
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