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The first software provider built solely for tax-efficient investments.

As tax-efficient investments increase in importance, financial advisers and their clients are demanding digital solutions to streamline the investment process and upgrade reporting standards. We solve these challenges by providing flexible, cloud-based software to transform the way tax-efficient investments are managed. 

 Our goal is to be the leading SaaS provider for the management of tax-efficient investments. To achieve this requires that we maintain our focus on continuing to deliver best-in-class solutions whilst at the same time integrating these with the leading providers of back-office software already used by our clients.

We connect managers, investors and advisers through best-in-class, cloud-based software designed to support the continued growth and institutionalisation of tax-efficient investing.

CoInvestor Technologies is an established business staffed by a professional team of individuals with strong financial and technology backgrounds.

Briony Thomas
Head of Sales and Marketing


Chris Cox, CFA
Head of Strategic Partnerships


Nicky Sevel
Head of Product Operations


Tom Dehlsen
Client Relationship Manager


Ella-Louise Houghton
Senior Relationship Manager


Tom Plumptre
Business Analyst

We are always on the look out for driven and passionate individuals to join our team.

If you are interested in finding out more, please visit our careers page.

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