About Embark Group
Embark Group is a Technology company based in London (United Kingdom) founded in 1998, and was acquired by Lloyds Banking Group in July 2021. Retirement solutions are provided via managed pension investments. Embark Group has completed 2 acquisitions, including Rowanmoor and The Adviser Centre. Its website embarkgroup.co.uk draws about 10 thousand monthly visits. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Financial Planning. Its legal entity is EMBARK INVESTMENT SERVICES NOMINEES LIMITED.
Company details
Embark Group was founded in 1998 and is headquartered in London, United Kingdom. Operations focus on the retirement solutions sector, where various pension investments are offered and managed. Financial businesses under its umbrella include Rowanmoor, Vested, EBS, and Hornbuckle, supporting pension-related services across the UK market.
- Headquarters London, United Kingdom
- Stage Acquired
- SectorsTechnology
- Email••••••••
- Website embarkgroup.co.uk
- Social LinkedIn X
- Acquired by Lloyds Banking Group (Jul 2021)
- Legal Name Embark Investment Services Nominees Limited
- Date of Incorporation 13 Dec, 2016
- Jurisdiction LONDON, ENGLAND
Funding Insights of Embark Group
- Total Rounds 2
- Investors Count 2
All 2 funding rounds of Embark Group with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Nov 2019 | Private Equity Round | – | Franklin Templeton Investments | – | |
| Jan 2019 | Private Equity Round | – | – |
4 investors in total: 4 institutional.
Investors in Embark Group
Embark Group has secured backing from 4 investors, including institutional investors. Prominent investors backing the company include FNZ, Lloyds Banking Group and Franklin Templeton.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Diversified investment management services are offered globally by the firm. | 1947 | franklintempleton.com | New York, United States | |
Wealth management solutions are delivered for asset managers. | 2003 | fnz.com | London, United Kingdom | |
Commercial banking and insurance services are offered to clients worldwide. | 1975 | lloydsbankinggroup.com | London, United Kingdom | |
| mazars.com |
Investor details for Embark Group
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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People of Embark Group
49 people are tracked at Embark Group (6 in leadership, 43 in team).
| Name | Role | Group |
|---|---|---|
Thomas Rostron | CEO | Leadership |
Peter Toogood | Chief Investment Officer | Leadership |
Diane Croskerry | Head Of Corporate Governance | Leadership |
Ross Easton | Head Of Platform Propositions | Leadership |
Iain Steel | Senior Finance Buisiness Partner | Leadership |
Jonathan Sandell | Executive Director - Customer And Proposition | Leadership |
David Adamson Gcgi | Platform Administrator | Team |
Toji Thankachan | Platform Developer | Team |
Libby McLachlan | Proposition Manager | Team |
Craig McKenzie | Release And Implemenation Manager | Team |
Jason Warren | Program Manager | Team |
Mark Peters | Proposition Manager | Team |
James Haley | Business Insights Analyst | Team |
Andy Shepherd | Senior Business Analyst | Team |
Liam Roarty | Senior Business Analyst | Team |
Suraj Shah | Digital Marketing Manager | Team |
Simon Ransom Cook | Compliance Monitoring Manager | Team |
Leah Lawas | Senior Property Administrator | Team |
Lloyd Bennett-Smith | Investments Technical & Due Diligence Senior Analyst | Team |
Kitty Li | Senior Business Analyst | Team |
29 more people are available in the full profile.
Complete people profiles for Embark Group
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Investments & Acquisitions by Embark Group
Embark Group has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Rowanmoor and The Adviser Centre.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Provider of investment research & advisory services | theadvisercentre.co.uk | London, United Kingdom | 2014 | Oct 2016 | •••• | |
Wealth management firm | rowanmoor.co.uk | Salisbury, United Kingdom | 1988 | Jul 2016 | •••• |
Complete acquisition details for Embark Group
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
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Timeline of Embark Group
7 dated milestones of Embark Group across 23 years, from founding to its latest funding, stage changes and deals.
- Founded Embark Group is founded.
- Acquisition Acquires Rowanmoor.
- Acquisition Acquires The Adviser Centre.
- Exit Acquired by Mazars.
- Funding First funding round.
- Funding Latest funding round, Private Equity Round,.
- Exit Acquired by Lloyds Banking Group.
Web traffic of Embark Group
The website of Embark Group (embarkgroup.co.uk) receives about 10.1K visits a month.
- Monthly visits10.1K
▲ 78.4% vs previous month
Top companies in Investment & Financial Technology
2 companies that operate in the same segment as Embark Group (Investment & Financial Technology) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Online data source platform for information, analytics, and solutions for governments and financial markets | 1959 | London, England, United Kingdom | USD 1.41 B | |||
AI-based platform for automated personal spend management is provided. | 2016 | London, England, United Kingdom | USD 75.78 M |
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Related news about Embark Group
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Frequently Asked Questions about Embark Group
Embark Group was founded in 1998 and raised its 1st funding round 21 years after it was founded.
Embark Group is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.
Embark Group was founded in 1998 and is headquartered in London, United Kingdom. Operations focus on the retirement solutions sector, where various pension investments are offered and managed. Financial businesses under its umbrella include Rowanmoor, Vested, EBS, and Hornbuckle, supporting pension-related services across the UK market.
Embark Group has made 2 acquisitions, including Rowanmoor, and The Adviser Centre.
Embark Group has 4 investors. Key investors include FNZ, Lloyds Banking Group, Franklin Templeton, and Mazars.
Embark Group operates through Embark Investment Services Nominees Limited.
Yes. Embark Group was acquired by Lloyds Banking Group in July 2021.