Daniel G.
Co-founder @Excede Loa
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WORK HISTORY
Co-founder @Excede Loa
Bristol, GB
We empower financial advisers with intuitive, AI-driven SaaS solutions designed to streamline operations, reduce costs, and enhance client service.
EDUCATION
The London Institute of Banking & Finance
DipFA® CeFA® CeMAP®
ABOUT DANIEL G.
I have successfully founded, scaled, and led start-up firms specialising in regulated financial advice, wealth management, and mortgages, operating across both directly authorised and appointed representative (AR) models. These businesses were recently sold—one to a publicly listed company and the other through a management buyout (MBO).I am now focused on building a portfolio of innovative, AI-driven fintech software companies from the ground up, purpose-built to meet the evolving needs of UK-regulated financial and mortgage advisory firms and networks.
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