Profile Pensions

Preston, United Kingdom Founded: 2013 • Age: 13 yrs Acquired By Moneyfarm
Online platform providing pension advisory
Annual revenue - Latest available
Total funding $6.6M 1 rounds
Employees - Tracked headcount
Investors 2 Known backers
Products 4 Services tracked
Competitors 11 Brand Intelligence

About Profile Pensions

Profile Pensions is a company based in Preston (United Kingdom) founded in 2013 was acquired by Moneyfarm in December 2022. Profile Pensions has raised $6.59 million across 1 funding round from investors including Moneyfarm and Smedvig Capital. Profile Pensions offers products and services including Personalized Pension Plan, Pension Combining Service, Pension Drawdown, and Ongoing Advisory Support. Profile Pensions operates in a competitive market with competitors including Moneyfarm, A J Bell, The Openwork Partnership, Y TREE and My Pension Expert, among others.

  • Headquarter Preston, United Kingdom
  • Sectors
    Technology
  • Email
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  • Phone
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  • Website
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  • Social
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  • Legal Name Profile Financial Solutions Ltd
  • Date of Incorporation 08 Aug, 2011
  • Jurisdiction PRESTON, LANCASHIRE
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $6.59 M (USD)

    in 1 rounds

  • Latest Funding Round
    $6.59 M (USD), Series A

    Jun 01, 2014

  • Investors
    Moneyfarm

    & 1 more

  • Employee Count
    Not available
  • Acquired by
    Moneyfarm

    (Dec 05, 2022)

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Products & Services of Profile Pensions

Profile Pensions offers a comprehensive portfolio of products and services, including Personalized Pension Plan, Pension Combining Service, Pension Drawdown, and Ongoing Advisory Support.

Product name locked
Category locked
Primary

Creates tailored investment plans for retirement based on user details.

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Helps track and merge old pensions into a new plan for simplicity.

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Allows flexible withdrawal from pensions starting at age 55 online.

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Provides continuous monitoring and advice on pension performance.

People of Profile Pensions

Headcount 50-200
Employee Profiles 7
Board Members and Advisors 9
Employee Profiles
People
Rene Levesley
Chief Risk & Compliance Officer
People
David Jackman
Chairperson
People
Ashleigh Ramsbottom
Trainee Pension Adviser
People
An Pham
Software Engineer

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Board Members and Advisors
people
David Miles
Non-Executive Director
people
Olivia Craig
Pension Advisor
people
Josefine Jonsson
Pension Advisor
people
Richard Penney
Pension Advisor

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Funding Insights of Profile Pensions

Profile Pensions has successfully raised a total of $6.59M through 1 strategic funding round. The most recent funding activity was a Series A round of $6.59 million completed in June 2014. 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 Profile Pensions

Profile Pensions has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Moneyfarm and Smedvig Capital.

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Venture Fund
Investor Description Founded Year Domain Location
Investment in private equity and venture capital since 1996.
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Platform for investment planning & advisory services
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Investor details for Profile Pensions

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

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  • Investor locations
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Investments & Acquisitions by Profile Pensions

Investments
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Investment portfolio details for Profile Pensions

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  • Transaction dates
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Financial Statements - Profile Pensions

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Detailed financials for Profile Pensions

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Profile Pensions Comparisons

Profile Pensions Primary company
Description
Online platform providing pension advisory
Location
Preston, United Kingdom
Founded Year
2013
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Profile Pensions

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

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Competitors of Profile Pensions

Profile Pensions 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, A J Bell, The Openwork Partnership, Y TREE and My Pension Expert, among others.

Company Name Domain Founded year HQ Location Description
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Platform for investment planning & advisory services
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Financial advisory and retirement planning services are provided to users.
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Online financial advisory platform for individuals and families is operated.
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Personal wealth is managed via an online platform.
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Pensions and retirement planning solutions are provided to users.
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AI-powered financial advice automation solutions are provided.
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Detailed competitors of Profile Pensions

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Latest news on Profile Pensions

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Complete news archive for Profile Pensions

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

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Frequently Asked Questions about Profile Pensions

Profile Pensions was founded in 2013 and raised its 1st funding round 1 year after it was founded.

Profile Pensions is headquartered in Preston, United Kingdom. It is registered at Preston, Lancashire, United Kingdom.

Jordan Mayo is the current CEO of Profile Pensions.

Profile Pensions is a funded company, having raised a total of $6.59M across 1 funding round to date.

Profile Pensions was founded in 2013 in Preston, United Kingdom, operating in the financial advisory sector focused on pensions. An online platform is utilized where users submit details in a form to identify forgotten or old pensions. These pensions are reviewed, and advice is provided to enhance value and minimize charges through a proprietary technology-driven process. Personal recommendations are offered, with fees applied only if users transfer to suggested options.

Profile Pensions's top competitors include Moneyfarm, A J Bell and The Openwork Partnership.

Profile Pensions offers Personalized Pension Plan, Pension Combining Service, Pension Drawdown, and Ongoing Advisory Support.

Profile Pensions has 2 investors. Key investors include Moneyfarm, and Smedvig Capital.

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