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
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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
Employee Count
- 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. 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.
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.
Unlock access to complete
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.
- Total Funding Total Funding
- Total Rounds 3
- Last Round Debt – Conventional — $47.5M
- First Round First Round
- Investors Count 2
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| May, 2025 | Amount | Series A - The Openwork Partnership | Valuation |
investors |
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| May, 2025 | Amount | Debt – Conventional - The Openwork Partnership | Valuation |
investors |
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| Oct, 2024 | Amount | Seed - The Openwork Partnership | Valuation | Bain Capital |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| 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 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. 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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Debt and equity investments are pursued across multiple sectors.
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Founded Year | Domain | Location | |
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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 The Openwork Partnership
The Openwork Partnership has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Milecrossfs. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| 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 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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The company Milecrossfs is located in the United Kingdom.
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| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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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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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - The Openwork Partnership
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| 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 |
The Openwork Partnership Comparisons
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. 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 |
|---|---|---|---|---|
| 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 |
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 The Openwork Partnership
Frequently Asked Questions about The Openwork Partnership
When was The Openwork Partnership founded?
The Openwork Partnership was founded in 2019 and raised its 1st funding round 5 years after it was founded.
Where is The Openwork Partnership located?
The Openwork Partnership is headquartered in Swindon, United Kingdom. It is registered at Swindon, Wiltshire, United Kingdom.
Who is the current CEO of The Openwork Partnership?
Richard Houghton is the current CEO of The Openwork Partnership.
Is The Openwork Partnership a funded company?
The Openwork Partnership is a funded company, having raised a total of $163M across 3 funding rounds to date.
What is the annual revenue of The Openwork Partnership?
Annual revenue of The Openwork Partnership is $469.04M as on Dec 31, 2020.
What does The Openwork Partnership do?
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.
Who are the top competitors of The Openwork Partnership?
What products or services does The Openwork Partnership offer?
The Openwork Partnership offers Financial Advice, Pension Planning, and Estate Planning.
How many acquisitions has The Openwork Partnership made?
The Openwork Partnership has made 1 acquisition, including Milecrossfs.
Who are The Openwork Partnership's investors?
The Openwork Partnership has 2 investors. Key investors include Bain Capital, and Santander Bank.