About The Openwork Partnership
The Openwork Partnership is a company based in Swindon (United Kingdom) founded in 2019. The Openwork Partnership has raised $163 million across 3 funding rounds from investors including Bain Capital and Santander Bank. The Openwork Partnership has completed 1 acquisition, including Milecrossfs. The Openwork Partnership offers products and services including Financial Advice, Pension Planning, and Estate Planning. The Openwork Partnership operates in a competitive market with competitors including Moneyfarm, A J Bell, Y TREE, My Pension Expert and Multiply, among others.
- Headquarter Swindon, 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 Openwork Limited
- Date of Incorporation 20 Mar, 2002
- Jurisdiction SWINDON, ENGLAND
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Annual Revenue
$469.04 M (USD)1as on Dec 31, 2020
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Net Profit
$27.18 M (USD)0as on Dec 31, 2020
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EBITDA
Not available
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Total Equity Funding
$163 M (USD)
in 3 rounds
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Latest Funding Round
$47.48 M (USD), Debt – Conventional
May 27, 2025
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Investors
Bain Capital
& 1 more
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Employee Count
Not available
- Investments & Acquisitions
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Products & Services of The Openwork Partnership
The Openwork Partnership offers a comprehensive portfolio of products and services, including Financial Advice, Pension Planning, and Estate Planning.
Offers guidance on mortgages and investments for personal financial planning.
Assists with saving and preparing for retirement through tailored strategies.
Helps manage inheritance and reduce tax impact for family wealth protection.
People of The Openwork Partnership
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Funding Insights of The Openwork Partnership
The Openwork Partnership has successfully raised a total of $163M across 3 strategic funding rounds. The most recent funding activity was a Debt – Conventional round of $47.48 million completed in May 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 The Openwork Partnership
The Openwork Partnership has secured backing from 2 investors, including venture fund and institutional investors. Prominent investors backing the company include Bain Capital and Santander Bank.
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Debt and equity investments are pursued across multiple sectors.
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Investor details for The Openwork Partnership
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Investments & Acquisitions by The Openwork Partnership
The Openwork Partnership has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Milecrossfs.
Investment portfolio details for The Openwork Partnership
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The company Milecrossfs is located in the United Kingdom.
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Complete acquisition details for The Openwork Partnership
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Financial Statements - The Openwork Partnership
Detailed financials for The Openwork Partnership
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The Openwork Partnership Comparisons
Peer comparison for The Openwork Partnership
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Competitors of The Openwork Partnership
The Openwork Partnership 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, Y TREE, My Pension Expert and Multiply, 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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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 The Openwork Partnership
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Latest news on The Openwork Partnership
Complete news archive for The Openwork Partnership
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Frequently Asked Questions about The Openwork Partnership
The Openwork Partnership was founded in 2019 and raised its 1st funding round 5 years after it was founded.
The Openwork Partnership is headquartered in Swindon, United Kingdom. It is registered at Swindon, Wiltshire, United Kingdom.
Richard Houghton is the current CEO of The Openwork Partnership.
The Openwork Partnership is a funded company, having raised a total of $163M across 3 funding rounds to date.
Annual revenue of The Openwork Partnership is $469.04M as on Dec 31, 2020.
The Openwork Partnership was founded in 2019 in Swindon, United Kingdom, as an online platform in the financial services sector. Services are provided to individuals and families, including connections to personal financial advisors, options for savings and investments, planning for pensions, retirement, and inheritance. Assistance is also offered in locating mortgages, buy-to-let properties, and equity release on homes or rental apartments. Operations are conducted digitally to support financial planning needs.
The Openwork Partnership offers Financial Advice, Pension Planning, and Estate Planning.
The Openwork Partnership has made 1 acquisition, including Milecrossfs.
The Openwork Partnership has 2 investors. Key investors include Bain Capital, and Santander Bank.