A J Bell

Manchester, United Kingdom Founded: 1995 • Age: 31 yrs
Financial advisory and retirement planning services are provided to users.
Annual revenue $427.3M Latest available
Total funding $32.0M 1 rounds
Employees - Tracked headcount
Investors 1 Known backers
Products 3 Services tracked
Competitors 10 Brand Intelligence

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
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name Aj Bell Plc
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $427.28 M (USD)
    17.97
    as on Sep 30, 2025
  • Net Profit
    $141.31 M (USD)
    24.71
    as on Sep 30, 2025
  • EBITDA
    $184.36 M (USD)
    17.61
    as on Sep 30, 2025
  • Total Equity Funding
    $32 M (USD)

    in 1 rounds

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

    Jun 08, 2015

  • Investors
  • Employee Count
    Not available
  • 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.

Product name locked
Category locked
Primary

Platform for buying and managing stocks, funds, and pensions

Product name locked
Category locked
Locked

Self-invested personal pension for retirement savings and investments

Product name locked
Category locked
Locked

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 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.

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.

All
Institutional
Investor Description Founded Year Domain Location
Diversified investment portfolios are managed for clients by the firm.
Locked Locked Locked
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Investor details for A J Bell

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
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  • Participation history

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Investments & Acquisitions by A J Bell

A J Bell has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Adalpha.

Investments
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Investment portfolio details for A J Bell

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  • Transaction dates
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Acquisitions
Company Name Description Domain Location Founded Year Amount
App-based platform is provided for advisers to manage client finances.
Locked Locked 2018 Locked
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Complete acquisition details for A J Bell

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  • Acquired stakes
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  • Domains and locations

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Financial Statements - A J Bell

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Detailed financials for A J Bell

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  • Profit trends
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A J Bell Comparisons

A J Bell Primary company
Description
Financial advisory and retirement planning services are prov...
Location
Manchester, United Kingdom
Founded Year
1995
Annual Revenue
$427.28 M (USD)
Net Profit
$141.31 M (USD)
EBITDA
$184.36 M (USD)
Employees
Not available
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Peer comparison for A J Bell

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

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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.

Company Name Domain Founded year HQ Location Description
Locked Locked Locked
Platform for investment planning & advisory services
Locked Locked Locked
Online financial advisory platform for individuals and families is operated.
Locked Locked Locked
Personal wealth is managed via an online platform.
Locked Locked Locked
Pensions and retirement planning solutions are provided to users.
Locked Locked Locked
Offers insurance, healthcare, mortgages, and savings services for police families.
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Detailed competitors of A J Bell

Competitor domains, locations, full profiles, and operating metrics require an active premium plan.

  • Domains and locations
  • Full company profiles
  • Operating metrics
  • Competitive positioning

Verified entity values are shown only after access is granted.

Latest news on A J Bell

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Complete news archive for A J Bell

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  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

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Frequently Asked Questions about A J Bell

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

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

A J Bell is a funded company, having raised a total of $32M across 1 funding round to date.

Annual revenue of A J Bell is $427.28M as on Sep 30, 2025.

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.

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

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

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

A J Bell has made 1 acquisition, including Adalpha.

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

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

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