About Profile Pensions
Profile Pensions is a Technology company based in Preston (United Kingdom) founded in 2013, and was acquired by Moneyfarm in December 2022. Online platform providing pension advisory. Profile Pensions has raised $6.59 million across 1 funding round from investors including Moneyfarm and Smedvig Capital. Its chief executive, as recorded, is Jordan Mayo. Its website profilepensions.co.uk draws about 35 thousand monthly visits. Profile Pensions offers products and services including Personalized Pension Plan, Pension Combining Service, Pension Drawdown, and Ongoing Advisory Support. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Financial Planners and Advisors. Its legal entity is PROFILE FINANCIAL SOLUTIONS LTD. Its competitors include Moneyfarm, A J Bell and The Openwork Partnership; 3 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Preston, United Kingdom
- Stage Acquired
- SectorsTechnology
- Website category Finance · Financial Planning and Management
- Email••••••••
- Website profilepensions.co.uk
- Social LinkedIn X Facebook Instagram YouTube
- Acquired by Moneyfarm (Dec 2022)
- Legal Name Profile Financial Solutions Ltd
- Date of Incorporation 08 Aug, 2011
- Jurisdiction PRESTON, LANCASHIRE
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.
Creates tailored investment plans for retirement based on user details.
Helps track and merge old pensions into a new plan for simplicity.
Allows flexible withdrawal from pensions starting at age 55 online.
Provides continuous monitoring and advice on pension performance.
Apps and channels of Profile Pensions
its YouTube channel Profile Pensions has 53 subscribers and 30 videos.
Videos from Profile Pensions
The most watched videos on Profile Pensions's YouTube channel, Profile Pensions (53 subscribers). Click a video to play it here.
More on Profile Pensions.
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.
- Total Funding $6.59M
- Total Rounds 1
- Last Round Series A — $6.59M
- First Round $6.59M
(Jun 2014)
- Investors Count 1
All 1 funding rounds of Profile Pensions 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 |
|---|---|---|---|---|---|
| Jun 2014 | $6.59M | Series A | – | – |
2 investors in total: 2 institutional.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment in private equity and venture capital since 1996. | smedvigcapital.com | |||
Platform for investment planning & advisory services | 2011 | moneyfarm.com | London, United Kingdom |
Investor details for Profile Pensions
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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People of Profile Pensions
16 people are tracked at Profile Pensions (2 in leadership, 9 in board & advisors, 5 in team).
| Name | Role | Group |
|---|---|---|
Jordan Mayo | CEO | Leadership |
Rene Levesley | Chief Risk & Compliance Officer | Leadership |
David Miles | Non-Executive Director | Board & advisors |
Olivia Craig | Pension Advisor | Board & advisors |
Josefine Jonsson | Pension Advisor | Board & advisors |
Richard Penney | Pension Advisor | Board & advisors |
Paul Hepplestone | Pension Advisor | Board & advisors |
Johnny Hewett | Non-Executive Director | Board & advisors |
Samantha Packham | Pension Adviser | Board & advisors |
David Jackman | Non-Executive Chairman | Board & advisors |
Paul Hicks | Advisor | Board & advisors |
Kash Shakoor | Compliance Manager | Team |
Stephanie Chadwick | Customer Service Associate | Team |
Ashleigh Ramsbottom | Trainee Pension Adviser | Team |
An Pham | Software Engineer | Team |
Emil Lozev | Software Engineer | Team |
Complete people profiles for Profile Pensions
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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- Team structure
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Timeline of Profile Pensions
3 dated milestones of Profile Pensions across 9 years, from founding to its latest funding, stage changes and deals.
- Founded Profile Pensions is founded.
- Funding First funding round of $6.6M.
- Exit Acquired by Moneyfarm.
Competitors of Profile Pensions
Profile Pensions has 3 listed competitors in our database, 3 of them funded. They include Moneyfarm, A J Bell and The Openwork Partnership.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| moneyfarm.com | 2011 | London, United Kingdom | $185.79M | 437 | Platform for investment planning & advisory services | |
| ajbell.co.uk | 1995 | Manchester, United Kingdom | $32M | 542 | Financial advisory and retirement planning services are provided to users. | |
| theopenworkpartnership.com | 2019 | Swindon, United Kingdom | $163M | Online financial advisory platform for individuals and families is operated. |
Detailed competitors of Profile Pensions
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Web traffic of Profile Pensions
The website of Profile Pensions (profilepensions.co.uk) receives about 34.7K visits a month and ranks #685,426 among all websites worldwide, #7,720 in Financial Planning and Management.
- Monthly visits34.7K
▼ 8.6% vs previous month
- Unique visitors18.9K
per month
- Global rank#685,426
among all websites
- Category rank#7,720
Finance · Financial Planning and Management
- Bounce rate52%
- Pages per visit3.4
- Average visit1 min 20 sec
- DevicesDesktop 19% · Mobile 81%
Websites whose visitors overlap most with Profile Pensions. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
pensionsadviceuk.com | pensionsadviceuk.com | 100% | #479,828 | – | |
| pensionbee.com | 100% | 387.6K | #124,086 | View details | |
onlinemoneyadvisor.co.uk | onlinemoneyadvisor.co.uk | 86% | #1,676,310 | – | |
| ajbell.co.uk | 81% | 2.1M | #26,797 | View details | |
| moneysavingexpert.com | 77% | 20.7M | #3,243 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 9 similar websites and full traffic analytics for Profile Pensions
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- 9 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
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Top companies in Investment & Financial Technology
2 companies that operate in the same segment as Profile Pensions (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 Profile Pensions
Complete news archive for Profile Pensions
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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 CEO of Profile Pensions, as recorded in our data.
Profile Pensions is a funded company, having raised a total of $6.59M across 1 funding round to date. The company's 1st funding round was a Series A of $6.59M, raised on Jun 2014.
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.
Profile Pensions operates through Profile Financial Solutions Ltd.
Yes. Profile Pensions was acquired by Moneyfarm in December 2022.