About Isio
Isio is a company based in Birmingham (United Kingdom) founded in 2020 was acquired by Aquiline Capital Partners in July 2024. Isio has completed 2 acquisitions, including K3 Advisory and Premier Companies. Isio offers products and services including Pension Services, Investment Services, and Benefits Services. Isio operates in a competitive market with competitors including Investec, Aviva, Schroders, FNZ and HSBC, among others.
- Headquarter Birmingham, 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
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- Legal Name Isio Group Limited
- Date of Incorporation 21 Oct, 2019
- Jurisdiction LONDON, UNITED KINGDOM
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
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Latest Funding Round
Not available
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Investors
Aquiline Capital Partners
& 1 more
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Employee Count
Not available
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Investments & Acquisitions
K3 Advisory
& 1 more
- Acquired by
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Products & Services of Isio
Isio offers a comprehensive portfolio of products and services, including Pension Services, Investment Services, and Benefits Services.
Administers pensions and provides consulting for trustees and schemes.
Offers bespoke investment advice for organizations and individuals.
Provides employee benefits programs for employers and members.
People of Isio
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Funding Insights of Isio
Detailed funding history for Isio
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Investors in Isio
Isio has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Aquiline Capital Partners and Exponent.
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Exponent is engaged in private equity investments across Europe.
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Private equity and debt investments are directed toward financial sectors.
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Investor details for Isio
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Investments & Acquisitions by Isio
Isio has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include K3 Advisory and Premier Companies.
Investment portfolio details for Isio
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- Portfolio identities
- Transaction dates
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Provider of business advisory services
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Diversified actuarial and consulting services are offered.
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Complete acquisition details for Isio
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Financial Statements - Isio
Detailed financials for Isio
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- Profit trends
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Isio Comparisons
Peer comparison for Isio
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Competitors of Isio
Isio 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 Investec, Aviva, Schroders, FNZ and HSBC, among others.
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Global banking, investment, and wealth management services are offered worldwide.
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Insurance and asset management services are offered in multiple regions.
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Investment management and wealth management services are provided to clients.
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Wealth management solutions are delivered for asset managers.
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Universal banking and financial advisory services are provided globally.
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Commercial banking and asset management services are offered worldwide.
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Detailed competitors of Isio
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Latest news on Isio
Complete news archive for Isio
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Frequently Asked Questions about Isio
Isio was founded in 2020.
Isio is headquartered in Birmingham, United Kingdom. It is registered at Birmingham, England, United Kingdom.
Andrew Coles is the current CEO of Isio.
Isio was established in 2020 as an investment and wealth management firm based in Birmingham, United Kingdom. Core operations involve advisory services for asset allocation, portfolio management, and financial planning tailored to clients needs. The firm is led by CEO Andrew Coles, with activities centered on the UK financial sector to support individual and institutional investors in navigating market conditions.
Isio's top competitors include Investec, Goldman Sachs and HSBC.
Isio offers Pension Services, Investment Services, and Benefits Services.
Isio has made 2 acquisitions, including K3 Advisory, and Premier Companies.
Isio has 2 investors. Key investors include Aquiline Capital Partners, and Exponent.