Process. Discipline. Self-Awareness.Skill-Based Investing.

All professional investors share a fundamental problem: they are selling skill, but getting paid for performance.
Unfortunately, the two are not the same. Performance is not a measure of skill – it’s a measure of outcome.

Skill is a function of the decisions we make, both consciously and unconsciously. Conscious decisions can be improved by implementing process in a disciplined way. Unconscious decisions are trickier – sometimes they are the secret of our success and sometimes they are our own worst enemy. Optimising the influence of the unconscious begins with self-awareness.

Process. Discipline. Self-Awareness.

They form the foundation of what we call Skill-Based Investing.

Essentia’s decision support software enables fund managers to capture richer data about their own behaviour, while improving the productivity and referenceability of their investment processes. A more accurate picture of the past enables better conscious decisions in the future.

Meanwhile, our data scientists identify behavioural patterns and correlations, and reveal actionable insights, enabling awareness of the unconscious influences.

Finally, our Coaching Partners help fund managers convert that awareness into behavioural change, increasing the probability of success.

Excellence demands a feedback loop. Essentia supplies one.

abiut-icon Security is at the heart of everything we do.

Essentia’s innovative data security architecture means that although it’s accessible anytime, anywhere via the Cloud, our clients remain in control of their own data at all times. YOU hold the keys, not us.

What that means for you: The client remains in control of its data at all times. The client can switch off Essentia’s access to its data at any time. Only the client is in a position to provide third parties with access to its data.

World Class Scientists, Technologists and Practitioners. Leading Edge Software That is Fit-for-Purpose.

Essentia’s leadership team is driven by a shared passion for using technology to empower profitable
investment decisions, and a shared obsession with the user experience.

We’re the real deal: ex-fund managers, neuroscientists, and industry-leading software engineers.
We understand portfolio managers’ pain, and the potential solutions to it, like no one else can.

Leadership Team
Clare Flynn Levy
Clare Flynn Levy

Founder / CEO

Greg Wallace
Greg Wallace

Head of Research

Julian Hall
Julian Hall


James Ramirez
James Ramirez


Join Us

Essentia is actively recruiting highly talented technologists, data scientists and relationship managers. We love our work and we take our culture seriously. Visit our careers page if you’re interested in joining us.

Advisory Board
Tom Abraham
Tom Abraham

Advisory Board

Dr. Mark Fenton-O’Creevy
Dr. Mark Fenton-O’Creevy

Advisory Board

Dr. Tomas Chamorro-Premuzic
Dr. Tomas Chamorro-Premuzic

Advisory Board

Kevin Eyres
Kevin Eyres

Non-Executive Director

Charles D. Ellis
Charles D. Ellis

Non-Executive Director

Peter Clarke
Peter Clarke

Non-Executive Director

Essentia in the News

  • CXO Corner [VIDEO] 3 November 2015 - What is Essentia and how can it help? In this short video, Clare Flynn Levy, Essentia CEO, explains how Essentia’s award-winning software can be used to enhance your investment performance.
  • CXO Corner 3 November 2015 - The Journal of Applied IT interviews Clare Flynn Levy and finds out how cognitive science is being combined with advanced technology to create a new type of investment feedback loop.
  • FStech 8 October 2015 - Clare Flynn Levy talks to Kate O’Flaherty about overcoming the obstacles to VC financing that can exist for female FinTech entrepreneurs.
  • Raconteur 7 September 2015 - Charles Orton-Jones surveys the uptake of wearables technology and what it already means for a growing number of fund managers and traders.
  • Absolute Return Magazine 11 August 2015 - What can fighter pilots teach money managers? Based on The Human in the Loop, Essentia’s latest white paper, the article explores the surprising parallels between the two professions.
  • Simcorp Journal of Applied IT 13 May 2015 - Feature article by Clare Flynn Levy and Eric Rovick exploring with worked examples how behavioural science and data are coming together to help active management confront its demons.


The Essentia Blog

  • “When you get clever with data, it can be truly beautiful.” 12 January 2016 - In an Essentia Team Profile, we talk to talk to Snežana Pejić PhD, Senior Quantitative Researcher at our London office. She tells us why crunching investor performance data trumps a life in academia, and what it’s like working at the heart of London’s flourishing fintech scene.                   […]
  • Will Google eat your lunch? Only if you let it 16 December 2015 - by Eric Rovick. Speculation is increasing about Google’s ambitions in the asset management space. This article argues that the real threat comes not from Google’s technology, but from its culture and a willingness to focus on process and behavior. Today’s asset managers would do well to learn from this approach as more new entrants enter […]
  • Before You Vote in the Next Election… 5 May 2015 - As we approach the general election on May 7th, we’re taking a look at some of the ways in which behavioural science is being used both to mobilise voters and also affect their perception of the party candidates. Did you know that the Endowment Effect is what lies at the heart of political scare tactics? […]
  • Free recorded webinars on applying behavioural science to your own investment decisions 4 November 2014 - In Q4 2014, Essentia hosted two webinars in reponse to requests for more information on how behavioural science can integrated into investment decision making day-to-day. The recordings of those webinars are available to view below. Our webinar speakers are both experienced market professionals who have become specialist trader/portfolio manager coaches and both are part of […]
  • On Fund Managers, Hermit Crabs and Decisions Under Stress
    (Mark Fenton-O’Creevy, PhD)
    24 July 2014 - Foreword by Clare Flynn Levy. There isn’t a fund manager alive who wouldn’t list “clear thinking under pressure” as a key requirement for the job. Flexibility of mind is essential in a continuously tense market environment in which rapid change is the norm and anxious companies are constantly pivoting to avoid the threat of disruption […]
  • Would Jesse Livermore Have Used Essentia?
    (Nick Yannoulopoulos)
    3 July 2014 - Behavioural finance isn’t a new thing – it’s part of a long-term quest by traders and fund managers to understand the true drivers of their investment performance. In this piece we look at the legendary investor Jesse Livermore and his early role in documenting the part played by emotion in investment decision-making. Jesse Livermore (1877-1940) […]


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Coaching. It's More Effective With Data.

Have you ever heard of an olympic medalist who didn’t have a coach? Neither have we.

Professional athletes use coaches to help them internalise behavioural change.  Coaches use data to measure opportunities and results.

The world’s top fund manager and trader coaches can now use Essentia’s software to take their services, and their ability to help their clients, to the next level, through our Certified Coaching Partners Programme.

Essentia clients can choose from a roster of carefully-vetted, thoroughly trained coaches with vast experience of helping professional investors make more money.

For Investors

Essentia clients benefit from monthly sessions with our own Account Execs, to ensure they get the most out of the system.

But for those who are ready to take the quest for continuous improvement to the next level, we offer a roster of hand-picked specialist trader and portfolio manager coaches, trained to use Essentia to maximise the results of the coaching process.

Meet the Essentia
Coaching Partners
For Coaches

Essentia believes that when it comes to coaching with data, the whole is greater than the sum of the parts.

If you are an experienced coach, with current clients who are portfolio managers and/or traders within hedge funds, banks or traditional asset management firms, and you suspect Essentia’s data and decision support software could benefit your ability to help your clients, please apply to join our Certified Coaching Partners Programme.

Learn more about becoming an
Essentia Coaching Partner

Learn More. Sign Up to Our Newsletter and/or Arrange a Demo.




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