Glimzer

Glimzer is a UK-based financial technology company building modern CRM and workflow infrastructure for regulated financial advice firms. The company focuses on improving how advice businesses operate day to day, reducing administrative burden, and giving firms clearer visibility across their sales pipelines, ongoing client servicing, and management information.

Many advice firms today rely on legacy CRM systems supplemented by spreadsheets, manual processes, and duplicated data entry. While these systems store information, they often create unnecessary work for advisers, administrators, and compliance teams. As firms grow, this leads to capacity constraints, inconsistent data, and limited real-time insight into performance or workload.

Glimzer is designed to address these challenges by bringing client data, workflows, and reporting into a single platform, built on modern technology. Information is captured once and reused across processes, reducing re-keying and manual tracking. Structured workflows help firms manage prospects, advice journeys, and ongoing servicing in a more consistent and transparent way.

The platform also provides live dashboards and reporting views, allowing firms to see pipeline health, workload distribution, and fee information without relying on offline reports or spreadsheets. This supports better operational decision-making and helps firms scale without adding unnecessary complexity or headcount.

Glimzer works closely with advisers, operations teams, and compliance professionals to ensure the product reflects how advice is actually delivered in practice. The focus is on building practical, sustainable infrastructure that supports firms as expectations around data quality, oversight, and efficiency continue to increase.

The company is currently working with users and industry stakeholders, using real-world feedback to shape the product roadmap and ensure it delivers genuine operational value to advice firms.

Glimzer was created in response to first-hand exposure to the operational challenges faced by regulated financial advice firms. Across the industry, many firms are constrained not by demand or adviser capability, but by systems that create friction, duplication, and unnecessary administrative work.

Legacy CRM platforms were often designed primarily as record-keeping tools. Over time, firms have layered spreadsheets, manual workarounds, and disconnected processes on top of them in order to run their businesses. This has left advisers spending less time with clients and more time maintaining systems, while management teams struggle to get clear, reliable information about pipeline and performance.

Glimzer was founded to take a different approach. Rather than adding more tools or complexity, the aim was to rethink the underlying infrastructure that supports advice delivery. From the outset, the focus has been on workflows, data reuse, and visibility, ensuring that information captured during everyday work can support reporting, oversight, and decision-making without extra effort.

The company has taken a collaborative, feedback-led approach to development. Conversations with advisers, compliance leads, operations teams, and industry partners have shaped how the platform works and what problems it prioritises. This has helped validate early design decisions while also highlighting where firms are feeling the greatest pressure as they scale.

Today, Glimzer is building and refining its platform, with a clear focus on reducing admin, improving operational clarity, and giving advice firms more capacity to serve clients effectively. The company remains focused on learning from real-world use and continuing to build infrastructure that supports sustainable growth across the advice sector.

Tom Matthieson

Founder / Director