Smart

Eastbourne, United Kingdom Founded: 2014 • Age: 12 yrs
Financial technology solutions are provided for retirement and savings.
Annual revenue - Latest available
Total funding $518.8M 14 rounds
Employees - Tracked headcount
Investors 11 Known backers
Products 2 Services tracked
Competitors 10 Brand Intelligence

About Smart

Smart is a company based in Eastbourne (United Kingdom) founded in 2014 by Will Wynne and Andrew Evans. It operates as a PaaS (Platform-as-a-Service) and Private Labeling / White Label. Smart has raised $518.77 million across 14 funding rounds from investors including Barclays, Canadian Imperial Bank of Commerce and Natixis. Smart has completed 3 acquisitions, including Ensign, Evolve pensions and ProManage. Smart offers products and services including Keystone by Smart and White Label Solutions. Smart operates in a competitive market with competitors including A J Bell, My Pension Expert, Scottish Widows, Collegia and Jarvis, among others.

  • Headquarter Eastbourne, United Kingdom
  • Founders Will Wynne, Andrew Evans
  • Stage Minicorn
  • Sectors
    Financial Services
    Technology
  • Email
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name Smart Pension Limited
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
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
    $518.77 M (USD)

    in 14 rounds

  • Latest Funding Round
    $80.81 M (USD), Debt – Conventional

    Aug 13, 2025

  • Investors
    Barclays

    & 10 more

  • Employee Count
    Not available
  • Investments & Acquisitions
    Ensign

    & 2 more

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Products & Services of Smart

Smart offers a comprehensive portfolio of products and services, including Keystone by Smart and White Label Solutions.

Product name locked
Category locked
Primary

Platform technology is provided for financial product customization.

Product name locked
Category locked
Locked

Customizable financial solutions are offered to various organizations.

People of Smart

Headcount 200-500
Employee Profiles 55
Employee Profiles
People
Eoin Corcoran
Chief Financial Officer
People
Rebecca Bartlett
HR Advisor
People
Ian Digby
Head of Governance & Regulation
People
Charles Janeway
Director

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Funding Insights of Smart

Smart has successfully raised a total of $518.77M across 14 strategic funding rounds. The most recent funding activity was a Debt – Conventional round of $80.81 million completed in August 2025. 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 Smart

Smart has secured backing from 11 investors, including institutional and venture fund investors. Prominent investors backing the company include Barclays, Canadian Imperial Bank of Commerce and Natixis.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
Private equity and debt investments are directed toward financial sectors.
Locked Locked Locked
Venture capital is invested in fintech sectors by the firm.
Locked Locked Locked
Asset management services are offered by DWS to clients.
Locked Locked Locked
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Investor details for Smart

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

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by Smart

Smart has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include Ensign, Evolve pensions and ProManage.

Investments
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Investment portfolio details for Smart

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

Verified entity values are shown only after access is granted.

Acquisitions
Company Name Description Domain Location Founded Year Amount
Retirement and pension planning services are provided by Ensign.
Locked Locked 2015 Locked
IoT-based predictive maintenance solutions are offered for manufacturing.
Locked Locked 1998 Locked
Pension services are provided to clients in the United Kingdom.
Locked Locked 1988 Locked
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Complete acquisition details for Smart

Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.

  • Transaction dates
  • Acquired stakes
  • Disclosed values
  • Domains and locations

Verified entity values are shown only after access is granted.

Financial Statements - Smart

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Detailed financials for Smart

Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.

  • Historical revenue
  • Profit trends
  • Statement rows
  • Financial ratios

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Smart Comparisons

Smart Primary company
Description
Financial technology solutions are provided for retirement a...
Location
Eastbourne, United Kingdom
Founded Year
2014
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
Premium access

Peer comparison for Smart

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

  • Named peers
  • Headcount comparison
  • Funding comparison
  • Operating benchmarks

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Competitors of Smart

Smart 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 A J Bell, My Pension Expert, Scottish Widows, Collegia and Jarvis, among others.

Company Name Domain Founded year HQ Location Description
Locked Locked Locked
Financial advisory and retirement planning services are provided to users.
Locked Locked Locked
Pensions and retirement planning solutions are provided to users.
Locked Locked Locked
Provides pensions, investments, and life insurance for financial planning and protection.
Locked Locked Locked
Online platform for financial planning and pension management is operated.
Locked Locked Locked
Mobile application is provided for retirement plans and pensions management.
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Detailed competitors of Smart

Competitor domains, locations, full profiles, and operating metrics require an active premium plan.

  • Domains and locations
  • Full company profiles
  • Operating metrics
  • Competitive positioning

Verified entity values are shown only after access is granted.

Latest news on Smart

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Complete news archive for Smart

Full article history, source details, and older brand coverage require an active premium plan.

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

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Frequently Asked Questions about Smart

Smart was founded in 2014 and raised its 1st funding round 1 year after it was founded.

Smart is headquartered in Eastbourne, United Kingdom. It is registered at Eastbourne, England, United Kingdom.

Andrew Evans is the current CEO of Smart. They have also founded this company.

Smart is a funded company, having raised a total of $518.77M across 14 funding rounds to date.

Retirement and savings solutions are delivered by Smart through innovative financial technology. Platform as a Service and white label solutions are offered via Keystone by Smart to governments, large organizations, and financial institutions. Focus is placed on transforming financial wellbeing globally across various sectors. Customizable enterprise solutions are developed to meet specific business needs in the retirement and savings domain.

Smart's top competitors include A J Bell, My Pension Expert and Jarvis.

Smart offers Keystone by Smart and White Label Solutions.

Smart has made 3 acquisitions, including Ensign, Evolve pensions, and ProManage.

Smart has 11 investors. Key investors include Barclays, Canadian Imperial Bank of Commerce, Natixis, J P Morgan, and DWS.

The valuation of Smart is $271.55M as of Jan 2019.

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