Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
9
self-reported band not used
Founded
2013
13 years
Legal entities
None matched
Office countries
1
2 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
Tonic - the cloud-based wealth management solution transforming the investment landscape! As a Software-as-a-Service (SaaS) offering, Tonic streamlines the investment process, ensuring simplicity for investors and seamless management for financial advisors. With four key modules, Tonic revolutionizes portfolio management, client onboarding, reporting, and KYC compliance.
The Portfolio Management module serves as the backbone of Tonic, empowering financial advisors with a comprehensive and efficient back-office solution. It facilitates portfolio tracking, asset allocation, and back-office advisory tasks, enhancing the accuracy and effectiveness of investment strategies. By automating time-consuming tasks, Tonic frees up advisors to focus on personalized client relationships and strategic decision-making.
Complying with Know Your Customer (KYC) regulations is crucial in the financial industry, and Tonic's KYC Module simplifies this complex process. It automates identity verification, risk profiling, and due diligence, significantly reducing manual efforts and enhancing compliance efficiency. Tonic's KYC Module ensures regulatory adherence while providing a seamless experience for both advisors and investors.
Tonic's innovative modules, combined with its SaaS model, make it a game-changer in the wealth management industry.
Specialties
All 13 specialties
- Financial Services
- Wealth Management software
- Cloud
- Workflow software
- Compliance software
- Fintech
- Digital Transformation
- RegTech
- Fund Administration
- KYC
- On-boarding
- Investor Portal
- FinTech
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | MT |
All codes: MT
Addresses
- MTThe Tower, 3rd Floor; Fortunato Mizzi Street; Victoria, Gozo VCT2571Primary
- MTATL Business Centre Suite 1; 89 Cannon Road; St Venera, Malta SVR 9035
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
4 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
Names are withheld until a consented source exists.
FAQ
How many people work at Tonic - Wealth Management Solution?
9 counted staff profiles at January 2026. The brand's self-reported band sits above that count and is not published as a headcount.
Where does Tonic - Wealth Management Solution have offices?
Two addresses on record, Australia only. Primary: The Tower, 3rd Floor, Fortunato Mizzi Street, Victoria, Gozo VCT2571.
Has Tonic - Wealth Management Solution raised funding?
None linked to this brand.
What does Tonic - Wealth Management Solution list as its specialties?
13 tags on the brand's own list, among them fintech, kyc and financial services.
Which companies are listed alongside Tonic - Wealth Management Solution?
2 profiles list Tonic - Wealth Management Solution as a peer — 64th percentile in IT Services & Consulting. It lists ten peers of its own. Nautiqs and BOA Gaming list it back.