A J Bell

Manchester, United Kingdom Founded: 1995 • Age: 31 yrs
Financial advisory and retirement planning services are provided to users.
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About A J Bell

A J Bell is a company based in Manchester (United Kingdom) founded in 1995.. A J Bell has raised $32 million across 1 funding round from investors including Woodford Investment Management. A J Bell has completed 1 acquisition, including Adalpha. A J Bell offers products and services including Investment Platform, SIPP Account, and Stocks and Shares ISA. A J Bell operates in a competitive market with competitors including Moneyfarm, The Openwork Partnership, Y TREE, My Pension Expert and Police Mutual, among others.

  • Headquarter Manchester, United Kingdom
  • Stage Public
  • Sectors
    Technology
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Aj Bell Plc
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
    $337.59 M (USD)
    23.46
    as on Sep 30, 2024
  • Net Profit
    $105.62 M (USD)
    23.57
    as on Sep 30, 2024
  • EBITDA
    $146.1 M (USD)
    28.15
    as on Sep 30, 2024
  • Total Equity Funding
    $32 M (USD)

    in 1 rounds

  • Latest Funding Round
    $32 M (USD), Private Equity Round

    Jun 08, 2015

  • Investors
  • Employee Count
    Employee Count
  • Investments & Acquisitions
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IPO & Listings of A J Bell

A J Bell is a publicly listed company on the LSE with ticker symbol AJB in UK, operating in the Finance sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.

Exchange: LSE · Ticker: AJB . Sector: Finance · UK

Products & Services of A J Bell

A J Bell offers a comprehensive portfolio of products and services, including Investment Platform, SIPP Account, and Stocks and Shares ISA. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Platform for buying and managing stocks, funds, and pensions

Self-invested personal pension for retirement savings and investments

Account for tax-free investment in shares and funds up to limits

People of A J Bell
Headcount 500-1000
Employee Profiles 94
Board Members and Advisors 5
Employee Profiles
People
Greg Morton
Business Development Manager - South West
People
Ewan Hopes
Senior Database Administrator
People
Zoltan Kovacs
Senior Software Engineer
People
Thomas Clay
Software Engineer

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Board Members and Advisors
people
Margaret Hassall
Non-Executive Director
people
Evelyn Bourke
Non-Executive Director
people
Eamonn Flanagan
Non-Executive Director
people
Simon Turner
Non-Executive Director

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Funding Insights of A J Bell

A J Bell has successfully raised a total of $32M through 1 strategic funding round. The most recent funding activity was a Private Equity Round round of $32 million completed in June 2015. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding
  • Total Rounds 1
  • Last Round Private Equity Round — $32.0M
  • First Round

    (08 Jun 2015)

  • Investors Count 1
Date Amount Transaction Name Valuation Lead Investors Investors
Jun, 2015 Amount Private Equity Round - A J Bell Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in A J Bell

A J Bell has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Woodford Investment Management. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Institutional
Investor Description Founded Year Domain Location
Diversified investment portfolios are managed for clients by the firm.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by A J Bell

A J Bell has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Adalpha. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
App-based platform is provided for advisers to manage client finances.
2018
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - A J Bell

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

A J Bell Comparisons

Employees
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Competitors of A J Bell

A J Bell operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Moneyfarm, The Openwork Partnership, Y TREE, My Pension Expert and Police Mutual, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Platform for investment planning & advisory services
domain founded_year HQ Location
Online financial advisory platform for individuals and families is operated.
domain founded_year HQ Location
Personal wealth is managed via an online platform.
domain founded_year HQ Location
Pensions and retirement planning solutions are provided to users.
domain founded_year HQ Location
Offers insurance, healthcare, mortgages, and savings services for police families.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on A J Bell

REG - AJ Bell PLC - Transaction in Own Shares
London Stock Exchange5 days ago
REG - AJ Bell PLC - Transaction in Own Shares
London Stock Exchange10 days ago

Frequently Asked Questions about A J Bell

When was A J Bell founded?

A J Bell was founded in 1995 and raised its 1st funding round 20 years after it was founded.

Where is A J Bell located?

A J Bell is headquartered in Manchester, United Kingdom. It is registered at Manchester, Greater Manchester, United Kingdom.

Is A J Bell a funded company?

A J Bell is a funded company, having raised a total of $32M across 1 funding round to date. The company's 1st funding round was a Private Equity Round of $32M, raised on Jun 08, 2015.

What is the annual revenue of A J Bell?

Annual revenue of A J Bell is $337.59M as on Sep 30, 2024.

What does A J Bell do?

Founded in 1995 and based in Manchester, United Kingdom, A J Bell operates within the financial services sector. A platform is maintained for delivering investment advice, financial recommendations, and wealth management custody solutions. Retirement options such as SIPP and SSAS are supported, alongside tools for developing financial goals. Regulatory guidance, pricing details, calculators, and news updates are included to inform users on operations and compliance.

Who are the top competitors of A J Bell?

A J Bell's top competitors include Moneyfarm, The Openwork Partnership and Y TREE.

What products or services does A J Bell offer?

A J Bell offers Investment Platform, SIPP Account, and Stocks and Shares ISA.

Is A J Bell publicly traded?

Yes, A J Bell is publicly traded on LSE under the ticker symbol AJB.

How many acquisitions has A J Bell made?

A J Bell has made 1 acquisition, including Adalpha.

Who are A J Bell's investors?

A J Bell has 1 investor. Key investors include Woodford Investment Management.

What is A J Bell's ticker symbol?

The ticker symbol of A J Bell is AJB on LSE.

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