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IHP

Integrafin Holdings PLC

Financial Services First-pass screen £1.1bn
430/1000 Overall fit
AI beneficiary 35% 25
Operating leverage 25% 65
Valuation 25% 30
Downside protection 15% 70

First-pass take

UK wealth platform with strong operational momentum (76% net inflow growth, 95% client retention, 99% recurring revenue) and excellent net cash position (£266m). However, zero AI exposure in strategy, cyclical UK adviser market exposure, and platform revenue margins compressing from tiered fee structure. No valuation data provided for assessment.

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