About Evelyn
Evelyn is a company based in London (United Kingdom) founded in 1881 was acquired by NatWest Group in February 2026.. Evelyn has completed 7 acquisitions, including Ashcroft Partnership, Creaseys Group and Dart Capital. Evelyn offers products and services including Wealth Management, Financial Planning, and Investment Management.
- Headquarter London, United Kingdom
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Evelyn Partners Group Limited
- Date of Incorporation 21 Oct, 2013
- Jurisdiction LONDON, UNITED KINGDOM
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Investments & Acquisitions
Ashcroft Partnership
& 6 more
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Acquired by
NatWest Group
(Feb 09, 2026)
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Products & Services of Evelyn
Evelyn offers a comprehensive portfolio of products and services, including Wealth Management, Financial Planning, and Investment Management. 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.
Personalized advice for protecting and growing client assets.
Expert guidance on retirement, inheritance, and life events.
Discretionary solutions for managing investments responsibly.
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Leadership Team
42 people
Finance and Accounting
19 people
Software Development Team
18 people
Human Resources and Administration
14 people
Senior Team
14 people
Investment Team
13 people
Client Team
12 people
Head Team
12 people
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Funding Insights of Evelyn
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Evelyn
Evelyn has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include NatWest Group. 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.
| Investor | Description | Founded Year | Domain | Location |
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Commercial bank
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Evelyn
Evelyn has strategically engaged in corporate development activities, having acquired 7 companies. Notable acquisitions include Ashcroft Partnership, Creaseys Group and Dart Capital. 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.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Independent financial advice and planning services are offered.
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2018 | ||||
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Tax planning, assurance, accounting, and financial services are offered.
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2006 | ||||
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Advisory and restructuring services are provided for businesses in distress.
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2006 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Evelyn
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Evelyn Comparisons
Competitors of Evelyn
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Evelyn
Frequently Asked Questions about Evelyn
When was Evelyn founded?
Evelyn was founded in 1881.
Where is Evelyn located?
Evelyn is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.
Who is the current CEO of Evelyn?
Paul Geddes is the current CEO of Evelyn.
What does Evelyn do?
Evelyn was founded in 1881 in London, United Kingdom. Operations are centered in the financial services sector, where wealth management, advisory, and investment solutions are delivered to clients. Personalized financial strategies are developed based on individual needs, with a focus on long-term asset growth and risk assessment. The firm maintains a presence in the UK market, supported by experienced partners.
What products or services does Evelyn offer?
Evelyn offers Wealth Management, Financial Planning, and Investment Management.
How many acquisitions has Evelyn made?
Evelyn has made 7 acquisitions, including Ashcroft Partnership, Creaseys Group, and Dart Capital.
Who are Evelyn's investors?
Evelyn has 1 investor. Key investors include NatWest Group.