Biography

I am a serial angel investor in innovative start-up businesses.

Current holdings include MoneyAliveTimeline, Gazeal, Money Means, Multiply AI, Planda AI, Bankifi, Zen Plans, Money First Aid, The Bunch, xWatts, and Green Lithium. I have had a successful partial exit from Timeline and successful full exits from Advicefront and Finimize, with the latter being bought by global asset manager ABRDN in 2021.

I have a background in retail financial services, 15 years of which was as a partner in the wealth management firm that I founded. I retired from advising clients in 2015 when I was 46. When I was a practising adviser I held both Chartered Financial Planner and Chartered Fellow of the CISI status.

I am a Keynote speaker on innovation in retail financial services.

If you would like to get in contact, please do so via enquiries@jason-butler.com.