Invest Southwest Independent Financial Advisers is a family office. Based in Taunton, England, United Kingdom. Known portfolio companies include Polls Platform and Strategikon Pharma, 2 companies in all.
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Investment focus
- Sector
- FinTechHealthcareSaaS
- Focus
- Financial AdvicePharma
Who to pitch at Invest Southwest Independent Financial Advisers
Invest Southwest Independent Financial Advisers portfolio companies (2)
- Polls Platform
- Strategikon Pharma
Co-investors
Funds that share portfolio companies with Invest Southwest Independent Financial Advisers.
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About Invest Southwest Independent Financial Advisers
The firm's listing covers sectors FinTech, Healthcare and SaaS, and focus areas Financial Advice and Pharma.
Leila Plate (Board Member) is listed as the contact to pitch at Invest Southwest Independent Financial Advisers.
Invest Southwest Independent Financial Advisers shares portfolio companies with 4 other investment firms, among them Invest Southwest, Bascom Ventures (an Alumni Ventures Fund) and Arizona Tech Investors.
Frequently asked questions
What is Invest Southwest Independent Financial Advisers?
Invest Southwest Independent Financial Advisers is a family office based in Taunton, England, United Kingdom, with a known portfolio of 2 companies. The portfolio comes from public investment records rather than from the firm, so deals that never surfaced publicly are not in it.
What does Invest Southwest Independent Financial Advisers invest in?
Listed sectors include FinTech, Healthcare and SaaS; listed focus areas include Financial Advice and Pharma. Those tags come from the portfolio attached to the firm, so they describe what has been backed rather than a stated mandate for what comes next.
Who should I pitch at Invest Southwest Independent Financial Advisers?
One person at Invest Southwest Independent Financial Advisers is on file, listed as a contact for the firm, with their own profile page.
How do I contact Invest Southwest Independent Financial Advisers?
Any email address on file for the firm is masked on this page and readable inside RaiseHunt after you create an account. The one person attached to the firm has their own page, which shows whether an address is on file for them.
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Data: RaiseHunt investor dataset · Snapshot 5 September 2026 · How this data is built · Report a correction or request removal