Devere Group
“Can a globally regulated independent financial advisory firm evolve into a full-service financial platform for cross-border individuals by embedding fintech infrastructure (cards, FX, digital onboarding) into its advisory proposition?”
Founded in 2002 as a cross-border financial advisory firm for expatriates and globally mobile individuals, deVere Group has grown into one of the world's largest independent financial advisory organisations with $14B in client assets. Over time the group moved beyond pure advisory into fintech product delivery, launching the Vault multi-currency card in 2020 via Moorwand card issuing partnership and building a proprietary onboarding/verification app. The group's embedded finance posture is driven by the need to serve clients operating across 100+ regulatory jurisdictions — hence investment in regulated card issuance, identity verification, and international financial planning infrastructure.