.avif)
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.
Find contacts at Transact
Search our verified sources for decision-makers, emails, and titles.
Start searching
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.
Share Article
Get access to more people and company data using Clay
Leverage the power of 100+ data providers for industry-leading data coverage & quality.
4.9 rating
Amazon Email Format
Amazon is a global technology company that operates e-commerce, cloud computing, digital streaming, and artificial intelligence services, driven by customer obsession and continuous innovation.
May 18, 2026
Read post
Eliassen Email Format
Eliassen Group is a strategic consulting firm delivering technology, business advisory, and life sciences solutions to help organizations accelerate meaningful outcomes.
May 19, 2026
Read post
Aramark Email Format
Aramark is a global hospitality company providing food services and facilities management to educational institutions, corporations, healthcare providers, and sports venues across 16 countries.
April 30, 2026
Read post
B Capital Email Format
B Capital is a global venture capital firm investing in seed to late-stage technology, healthcare, and resilience tech companies with over $9 billion in assets under management.
April 30, 2026
Read post
B2b Email Format
B2b is a Portuguese business consulting firm providing IT services, human resources management, accounting, invoicing, payment management, and credit recovery solutions.
May 17, 2026
Read post
Clay Email Format
Clay is a software development company that provides a creative go-to-market platform enabling teams to leverage unique data and automate outbound workflows at scale.
May 19, 2026
Read post
Mapfrere Email Format
Mapfrere is a global reinsurance company headquartered in Madrid, providing professional reinsurance services across more than 100 countries through its network of 18 offices worldwide.
May 5, 2026
Read post
Edmond DE Rothschild Email Format
Edmond de Rothschild is a European private banking and asset management firm that invests client wealth in the real economy to generate financial and societal returns.
May 25, 2026
Read post
American Eagle Outfitters Email Format
American Eagle Outfitters is a leading American retail company operating a portfolio of lifestyle brands including American Eagle, Aerie, and Todd Snyder, offering apparel, intimates, and accessories globally.
May 25, 2026
Read post
Sleep Number Email Format
Sleep Number is a retail company specializing in personalized sleep wellness products, offering adjustable smart mattresses, bedding, and furniture through 600+ stores nationwide and online.
May 2, 2026
Read post
Consensys Email Format
Consensys is a blockchain software development company that builds decentralized applications, developer tools, and infrastructure solutions for the Ethereum ecosystem and broader web3 space.
April 30, 2026
Read post
Mace Email Format
Mace is a global construction and consultancy company headquartered in London, delivering programme management, project delivery, and construction services across major infrastructure and development projects worldwide.
April 29, 2026
Read post
Where is Veeva Systems's Headquarters? Main Office Location and Global Offices
December 13, 2024
Read post
Incyte Email Format
Incyte is a global biopharmaceutical company focused on the discovery, development, and commercialization of innovative medicines in oncology, inflammation, autoimmunity, and dermatology.
May 26, 2026
Read post
Hermes Email Format
Hermes is a French luxury goods house that designs, manufactures, and sells high-quality artisanal products including leather goods, silk, fashion, and home furnishings through over 300 stores worldwide.
May 11, 2026
Read post
Fabletics Email Format
Fabletics is a digitally native activewear brand offering stylish, high-performance athletic apparel, scrubs, and shapewear at accessible prices to customers worldwide.
May 1, 2026
Read post
British American Tobacco Email Format
British American Tobacco is a global consumer goods company operating across 180 markets, focused on tobacco products and reduced-risk alternatives as part of its transition to a smokeless business.
May 20, 2026
Read post
Fortress Investment Email Format
Fortress Investment is a highly diversified global investment manager offering credit, real estate, private equity, and permanent capital strategies to institutional clients and private investors worldwide.
May 19, 2026
Read post
Vuori Email Format
Vuori is a California-based activewear brand that designs premium performance apparel inspired by coastal lifestyle, blending fitness, surf, sport, and art into modern athletic wear.
May 25, 2026
Read post
Where is Graco Baby's Headquarters? Main Office Location and Global Offices
February 7, 2025
Read post
Freshworks Email Format
Freshworks is a software development company that builds enterprise-grade customer experience and employee experience solutions trusted by over 74,000 companies worldwide.
May 19, 2026
Read post
Zappos Email Format
Zappos is an online retail company headquartered in Las Vegas that specializes in shoes, clothing, and accessories with a focus on exceptional customer service.
May 5, 2026
Read post
Hain Celestial Email Format
Hain Celestial is a health and wellness company that produces and markets better-for-you food, beverage, and personal care products across more than 75 countries worldwide.
May 14, 2026
Read post
Northwell Health Email Format
Northwell Health is New York State's largest health care provider, operating 28 hospitals and over 1,000 outpatient facilities while serving more than two million patients annually.
May 20, 2026
Read post
Eurofins Email Format
Eurofins is a global biotechnology and laboratory services company operating over 950 laboratories across 59 countries, providing analytical testing, clinical diagnostics, and quality assurance services.
May 24, 2026
Read post
AON Email Format
Aon is a global professional services firm providing risk management, insurance brokerage, reinsurance, and human capital consulting solutions to clients in over 120 countries.
May 23, 2026
Read post
On24 Email Format
ON24 is a software development company that provides an intelligent engagement platform helping businesses drive AI-powered go-to-market strategies and revenue growth worldwide.
May 21, 2026
Read post
Lake Regional Hospital Email Format
Lake Regional Health System is a nonprofit health care provider offering comprehensive hospital, clinic, and specialty services throughout the Lake of the Ozarks region in Missouri.
May 14, 2026
Read post
Varian Email Format
Varian is a Siemens Healthineers company that develops and delivers innovative cancer care technologies, including radiation therapy systems, imaging solutions, and oncology software worldwide.
May 19, 2026
Read post
Alector Email Format
Alector is a late-stage clinical biotechnology company developing therapies to counteract the progression of neurodegenerative diseases, including Alzheimer's and other degenerative brain disorders.
April 30, 2026
Read post
Douglas Email Format
Douglas is a European premium beauty retailer operating an omnichannel platform with nearly 2,000 stores and online shops offering fragrances, makeup, skincare, and haircare products.
May 13, 2026
Read post
CAE Email Format
CAE is a global aviation and defense technology company that delivers cutting-edge training, simulation, and critical operations solutions to airlines, business aviation operators, and defense forces worldwide.
May 16, 2026
Read post
Wealthsimple Email Format
Wealthsimple is a Canadian fintech company that provides digital investing, trading, and banking services designed to make financial products more accessible and user-friendly.
May 23, 2026
Read post
Fareva Email Format
Fareva is a French contract manufacturing company specializing in pharmaceuticals, cosmetics, and industrial products with 41 production sites across 13 countries worldwide.
May 7, 2026
Read post
Lincoln Financial Email Format
Lincoln Financial is a financial services company that provides annuities, life insurance, group protection, investments, and retirement plan services to help individuals and businesses plan for long-term financial security.
May 16, 2026
Read post
Debenhams Email Format
Debenhams is a British heritage retail brand offering a curated online marketplace of over 15,000 brands across beauty, fashion, and homeware categories.
May 12, 2026
Read post
Outsystems Email Format
OutSystems is an enterprise AI development platform company that enables organizations to rapidly build custom applications and AI agents for mission-critical business functions worldwide.
April 27, 2026
Read post
Jardeg Email Format
Jardeg is a Canadian construction services company providing recruitment, finance, and administration support for large-scale industrial and construction projects across Canada.
May 11, 2026
Read post
Freddie MAC Email Format
Freddie Mac is a government-sponsored enterprise that provides liquidity, stability, and affordability to the U.S. housing market by financing homeownership and rental opportunities nationwide.
April 29, 2026
Read post
Upmc Email Format
UPMC is a nonprofit health care provider and insurer headquartered in Pittsburgh, delivering clinical care, research, and insurance services across Pennsylvania, New York, Maryland, and internationally.
May 16, 2026
Read post
Cooper University Health Care Email Format
Cooper University Health Care is a nonprofit academic health system in South Jersey providing primary, specialty, tertiary, and urgent care services across three hospitals and more than 130 outpatient locations.
May 10, 2026
Read post
Bbinsurance Email Format
Brown & Brown is a leading insurance brokerage firm headquartered in Florida, delivering risk management solutions and a wide range of insurance products to businesses and individuals across the United States.
May 25, 2026
Read post
Tokio Marine HCC Email Format
Tokio Marine HCC is a specialty insurance company headquartered in Houston that underwrites more than 100 classes of specialty insurance across 180 countries worldwide.
May 9, 2026
Read post
Sears Email Format
Sears is an American integrated retailer offering home merchandise, apparel, automotive products, and home services through full-line and specialty stores across the United States.
April 30, 2026
Read post
KEY Email Format
Key Group is a UK-based retirement finance specialist offering equity release advisory services, lending products, and later life financial solutions to the over-50s market.
May 15, 2026
Read post
MilliporeSigma Email Format
MilliporeSigma is a global life science and technology company providing laboratory products, pharmaceutical development tools, and contract manufacturing services to researchers and manufacturers worldwide.
May 18, 2026
Read post
Ralph Lauren Email Format
Ralph Lauren Corporation is a global luxury lifestyle company that designs, markets, and distributes apparel, footwear, accessories, home products, fragrances, and hospitality experiences worldwide.
May 23, 2026
Read post
Pine Labs Email Format
Pine Labs is an Indian fintech company that provides merchant commerce solutions, enabling multichannel payment processing and point-of-sale services for businesses across Asia and the Middle East.
May 2, 2026
Read post
Crocs Email Format
Crocs is a global footwear company that designs and markets casual shoes under the Crocs and HEYDUDE brands, known for comfort-focused products sold worldwide.
May 11, 2026
Read post
Sap Email Format
SAP is a global enterprise software company that provides cloud ERP, business AI, and technology platform solutions to help organizations automate processes and make intelligent decisions.
April 27, 2026
Read post
Priceline Email Format
Priceline is an online travel technology company that helps millions of travelers find affordable flights, hotels, and rental cars through innovative booking solutions.
April 28, 2026
Read post
Waters Email Format
Waters Creative is a UK-based graphic design and branding agency that creates impactful brand identities and digital experiences for clients ranging from government bodies to e-commerce businesses.
May 15, 2026
Read post
Safeway Email Format
Safeway is a major American supermarket chain operating as a banner of Albertsons Companies, providing grocery and pharmacy services across multiple states in the United States.
May 3, 2026
Read post
DEL Monte Foods Email Format
Del Monte Foods is a food and beverage company that produces and distributes fresh, fresh-cut, and shelf-stable food products through brands like Del Monte, Contadina, and S&W worldwide.
May 11, 2026
Read post