Sidekick Reviews

What is Sidekick?

Sidekick positions itself as a digital wealth manager that aims to bring ultra-wealth strategies to ambitious professionals. Regulated by the FCA and backed by investors such as Octopus Ventures, Seedcamp and Semantic, the firm combines cash tools, public and private investments, and tax-efficient accounts within one app. In theory, this makes Sidekick an all-in-one solution for those who want professional-level diversification without juggling multiple providers.

Pricing: Needs improved transparency

When it comes to pricing, Sidekick is less transparent than many of its competitors. The website refers to a “Fees & Charges Schedule,” but the actual charges are not displayed clearly on its main pages. For a financial platform that promotes accessibility, this is an obvious drawback. Investors are entitled to know upfront what they will be paying, and without headline fee transparency, Sidekick loses ground against rivals who publish explicit cost structures.

Interest rates are high for savings account but not market leading.

Managed accounts cost 0.5% which is cheaper than some robo-advisors like Wealthify which charges 0.7% on average

0.25% is quite low for self directed accounts – that are attached to platforms that offer added value.

Sidekick says it does not charge an FX fee, but does not display if this is commission or an exchange rate market up.

Market Access: Good access to major markets and savings account, as well as private markets.

Market access, however, is where Sidekick excels. Clients can manage cash through a smart cash management system that spreads deposits across providers, echoing the practices used by ultra-high-net-worth individuals. Access to public markets is delivered through Interactive Brokers, offering both passive and personalised portfolios, while private investments are also available through tailored opportunities. This blend of cash management, public market exposure and exclusive private deals gives Sidekick one of the broadest propositions in the emerging digital wealth space.

Apps & Website: Strong app but no desktop version

The platform itself is app-centred, with an intuitive design that allows users to view investments, manage accounts and book calls with product specialists in one place. Sidekick offers free 15-minute video consultations, which add a valuable human element often missing from digital-first services. Early testimonials suggest that users find the app easy to navigate and responsive, with one customer praising how quickly they were set up and another noting the quality of support. While wider feedback through app stores and independent review sites is still limited, the signals so far are encouraging.

Research Tools: Offers weekly insights, but no personal advice

Sidekick provides a weekly newsletter, Market Pulse, covering developments such as European Central Bank decisions and corporate earnings updates. This could be a helpful addition and shows the team’s intent to engage users with meaningful commentary. That said, it is not yet clear whether the app itself integrates deeper research tools, data or analytics to guide investment decisions beyond the newsletter.

Overall, Sidekick scores highly.

It is fully regulated by the Financial Conduct Authority, with investments held securely via Interactive Brokers, cash safeguarded through GB Bank, and e-money services provided by Currencycloud. This structure mirrors the best practice in digital finance, where assets and transactions are ring-fenced and partners are established players. Combined with the calibre of its backers and team, this should reassure users that Sidekick is not just another fintech experiment.

Sidekick is a compelling proposition for those who want to manage cash, public and private investments in one place. The firm’s regulation, institutional partnerships and app experience are all strong, and the addition of personal support makes it stand out. The biggest weakness is its lack of fee transparency, which potential customers should investigate before committing funds. Research tools could also be more comprehensive. Nevertheless, Sidekick delivers on its promise of bringing high-end wealth management strategies to a much wider audience.

Updated 8/9/25