Our CEO & Founder was an investor most of his working life, but (like so many investors) did not pay much attention. In 2008 William decided to dedicate time into understanding the workings of the industry, investment funds and various fund managers. His research helped him develop a clear understanding of which fund managers were pretending to perform well, which actually performed consistently better, and those who continually performed worse. Since then he has managed a very successful portfolio based on fund knowledge and research.

In 2014 Willliam and a small team launched Yodelar with the core aim of distributing research to investors who wanted to improve their existing knowledge of fund performance, or for those who were unhappy or unsure of the fund recommendations from their current investment adviser.

Between 2014 and 2016 Yodelar attracted 1,000’s of investors, and during that two year period, we grew to a community of 22,000 + investors. Quality advice firms began to appreciate our research as trustworthy and independent, and many continued to use our data to build and maintain robust and efficient client portfolios.

Our CFO, Roy Devine, formally joined in 2017 after one year of strategy consulting with William and the growing team. As an investor and entrepreneur, our new CFO was instrumental in raising our first significant round of funding, as well as attracting media coverage from some of the worlds most followed business brands such as Business Insider.

In 2018, we launched our new platform allowing investors to grade and assess their portfolio, and filter top performing funds in 100’s of sectors. We also produce a 100 + page Investor Magazine each month, which is focused on better-informing investors. Yodelar research is easy to understand, and we continue to provide the best fund research available for consumer investors and savvy professionals.