Tied agent solution

Provide investment services in the EU without your own permit of licence. Huddlestock’s liability umbrella enables your company to operate under its WpIG authorisations.

Become a tied agent of a MiFID investment firm

Obtaining a licence to provide investment services subject to authorisation often requires considerable resources. Companies have to fulfil complex obligations and contend with rising costs before they can even get started.

Huddlestock offers companies a more accessible way to get involved in investment intermediation through its liability umbrella and compliance expertise.

Launch or transform your investment service with Huddlestock

Tap into the European market

Carry out investment brokerage as a tied agent of Huddlestock GmbH, a company authorised by BaFin as a investment firm.

Save time and costs

Go to market quickly without your own authorisation process, which can take several months to a year. Lower your startup costs by avoiding licence fees, legal and consulting costs.

Take full control of your business model

Operate independently under your own brand. Our solution gives you access to a wide range of financial instruments that allow you to optimise your services to meet your customers’ needs.

Stay compliant with proactive expertise

Huddlestock’s liability umbrella assumes responsibility for the activities of tied agents and ensures professional expertise and reliability of employees through appropriate training.

Reduce market entry risk

Working as a tied agent generally requires fewer resources than acquiring your own permit or licence and offers the flexibility to obtain your own permits in the future.

Plan ahead with transparent pricing

Huddlestock offers flexible and transparent pricing that simplifies budgeting throughout the planning and implementation process.

“We are very excited to continue working with Huddlestock Investor Services, as we have enjoyed excellent cooperation with them over the past year on the fund platform, back-office services, and their regulatory platform.”


Madeleine Bjørnestad Røed

CEO, Stack x me

Established technology and expertise to propel your business forward

  • Regulated by financial authorities in Norway and Germany
  • B2B firm – you won’t compete with us for business
  • Licenced custodian with €450m in assets under administration
  • Ongoing support from capital markets and fintech specialists
  • Listed on the Euronext stock exchange

Latest insights

Event

Nordic Fintech Week 2024 

August 23, 2024

We’re pleased to be exhibiting at the biggest finance and fintech conference in the Nordics again this year. Join us 25-26 September …

Event

PostTrade 360° Nordic 2024 

August 22, 2024

Meet us at PostTrade 360° Nordic 2024, taking place 4-5 September in Stockholm.  PostTrade 360° Nordic 2024 is set to be a …

Article

Launching an investment platform: A guide to MiFID permissions and authorisation

July 5, 2024

If you’re thinking about launching an investment platform in the European Economic Area (EEA), getting the right permissions under the Markets in …

We’d love to hear what you’re planning. Leave your details and we’ll be in touch.

Please enter your first name.
Please enter your last name.
Please enter your job title.
Please enter your work e-mail.
Please enter the name of your company.
Please enter your country.
Please choose the solution that may interest you.
Please describe your enquiry.

By submitting this form, you agree to the processing of your personal data by Huddlestock and receiving communications as described in our privacy notice.

By submitting this form, you agree to the processing of your personal data by Huddlestock for the purpose of responding to your enquiry. For more information, see our privacy notice.

Huddlestock 2024 © All rights Reserved. Cookie settings