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
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Sectors
Technology
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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 Profile Financial Solutions Ltd
- Date of Incorporation 08 Aug, 2011
- Jurisdiction PRESTON, LANCASHIRE
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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. 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.
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.
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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.
- Total Funding Total Funding
- Total Rounds 1
- Last Round Series A — $6.6M
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First Round
First Round
(01 Jun 2014)
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jun, 2014 | Amount | Series A - Profile Pensions | Valuation |
investors |
| 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 Profile Pensions
Profile Pensions has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Moneyfarm and Smedvig Capital. 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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Investment in private equity and venture capital since 1996.
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Founded Year | Domain | Location | |
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Platform for investment planning & advisory services
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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 Profile Pensions
| 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 |
Financial Statements - Profile Pensions
| 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 |
Profile Pensions Comparisons
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. 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 |
Platform for investment planning & advisory services
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| domain | founded_year | HQ Location |
Financial advisory and retirement planning services are provided to users.
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| domain | founded_year | HQ Location |
Online financial advisory platform for individuals and families is operated.
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| domain | founded_year | HQ Location |
Personal wealth is managed via an online platform.
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| domain | founded_year | HQ Location |
Pensions and retirement planning solutions are provided to users.
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| domain | founded_year | HQ Location |
AI-powered financial advice automation solutions are provided.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| 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 Profile Pensions
Frequently Asked Questions about Profile Pensions
When was Profile Pensions founded?
Profile Pensions was founded in 2013 and raised its 1st funding round 1 year after it was founded.
Where is Profile Pensions located?
Profile Pensions is headquartered in Preston, United Kingdom. It is registered at Preston, Lancashire, United Kingdom.
Who is the current CEO of Profile Pensions?
Jordan Mayo is the current CEO of Profile Pensions.
Is Profile Pensions a funded company?
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 01, 2014.
What does Profile Pensions do?
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.
Who are the top competitors of Profile Pensions?
Profile Pensions's top competitors include Moneyfarm, A J Bell and The Openwork Partnership.
What products or services does Profile Pensions offer?
Profile Pensions offers Personalized Pension Plan, Pension Combining Service, Pension Drawdown, and Ongoing Advisory Support.
Who are Profile Pensions's investors?
Profile Pensions has 2 investors. Key investors include Moneyfarm, and Smedvig Capital.