moneyinfo
Tessa Lee is a seasoned professional with over two decades of experience in the financial services and technology sectors. As Managing Director at moneyinfo limited since May 2010, Tessa has been instrumental in transforming wealth management through innovative technology that prioritizes human connections. Previously, Tessa served as CEO at FinQS, leading a web technology firm that focused on enhancing client feedback loops in the financial services industry. Tessa's earlier roles include Product Realisation Manager at 1st Software, where strategic product development was a key responsibility, and Administration Manager at T L Clowes Financial Services, managing administrative operations and client interactions. Tessa holds a BA Hons in Classics & Classical Archaeology from the University of Birmingham.
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moneyinfo
At moneyinfo, we believe in working smarter, not harder. Our best-in-class digital relationship management technology solves real-life problems by enhancing human expertise and putting your clients first. We streamline your processes, elevate client engagement, ensure compliance, and back it all with a dedicated team that always delivers on promises. Together, we help you unlock your peak performance.