Biography
I am a serial angel investor in innovative start-up businesses.
Current holdings include: Amplytic, Bankifi, Bridge Fund Finance, Fincentive, Gazeal, Green Lithium, Kamelion, MoneyAlive, Money First Aid, Money Means, Multiply AI, Mozzle, Penfold, Photocert, Planda AI, RQ, The Bunch, Timeline, Wealth AI, Woven, xWatts, Zen Plans. I have had a successful partial exit from Timeline and successful full exits from Advicefront and Finimize, with the latter being bought by global asset manager ABRDN in 2021.
I have a background in retail financial services, 15 years of which was as a partner in the wealth management firm that I founded. I retired from advising clients in 2015 when I was 46. When I was a practising adviser I held both Chartered Financial Planner and Chartered Fellow of the CISI status.
I am a Keynote speaker on innovation in retail financial services.
If you would like to get in contact, please do so via enquiries@jason-butler.com.