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
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
Aquiline Capital Partners
& 1 more
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Employee Count
Employee Count
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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. 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.
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.
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Funding Insights of Isio
| 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 Isio
Isio has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Aquiline Capital Partners and Exponent. 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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Exponent is engaged in private equity investments across Europe.
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Founded Year | Domain | Location | |
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Private equity and debt investments are directed toward financial sectors.
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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 Isio
Isio has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include K3 Advisory and Premier Companies. 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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Provider of business advisory services
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2018 | ||||
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Diversified actuarial and consulting services are offered.
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2003 |
| 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 - Isio
| 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 |
Isio Comparisons
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. 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 |
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
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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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Universal banking and financial advisory services are provided globally.
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| domain | founded_year | HQ Location |
Commercial banking and asset management services are offered worldwide.
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| Company Name | Domain | Founded year | HQ Location | Description |
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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 Isio
Frequently Asked Questions about Isio
When was Isio founded?
Isio was founded in 2020.
Where is Isio located?
Isio is headquartered in Birmingham, United Kingdom. It is registered at Birmingham, England, United Kingdom.
Who is the current CEO of Isio?
Andrew Coles is the current CEO of Isio.
What does Isio do?
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.
Who are the top competitors of Isio?
Isio's top competitors include Investec, Goldman Sachs and HSBC.
What products or services does Isio offer?
Isio offers Pension Services, Investment Services, and Benefits Services.
How many acquisitions has Isio made?
Isio has made 2 acquisitions, including K3 Advisory, and Premier Companies.
Who are Isio's investors?
Isio has 2 investors. Key investors include Aquiline Capital Partners, and Exponent.
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