About The Openwork Partnership
The Openwork Partnership is a Technology company based in Swindon (United Kingdom) founded in 2019. Online financial advisory platform for individuals and families is operated. 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. Its chief executive, as recorded, is Richard Houghton. Its website theopenworkpartnership.com draws about 60 thousand monthly visits. The Openwork Partnership offers products and services including Financial Advice, Pension Planning, and Estate Planning. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Financial Planners and Advisors. Its legal entity is OPENWORK LIMITED. Its competitors include Moneyfarm, A J Bell and Y TREE; 3 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Swindon, United Kingdom
- SectorsTechnology
- Website category Finance · Accounting and Auditing
- Email••••••••
- Website theopenworkpartnership.com
- Social LinkedIn X Facebook Instagram
- Legal Name Openwork Limited
- Date of Incorporation 20 Mar, 2002
- Jurisdiction SWINDON, ENGLAND
- Annual Revenue$469.04 M (USD)1as on Dec 31, 2020
- Net Profit$27.18 M (USD)as on Dec 31, 2020
- Total Equity Funding$163M (USD)
in 3 rounds
- Latest Funding Round$47.48M (USD), Debt – Conventional
May 2025
- InvestorsBain Capital
& 1 more
- Investments & Acquisitions
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.
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 $163M
- Total Rounds 3
- Last Round Debt – Conventional — $47.48M
- Investors Count 2
All 3 funding rounds of The Openwork Partnership 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 |
|---|---|---|---|---|---|
| May 2025 | $163M | Series A | – | – | |
| May 2025 | $47.48M | Debt – Conventional | – | – | |
| Oct 2024 | Seed | – | Bain Capital | – |
2 investors in total: 2 institutional.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Debt and equity investments are pursued across multiple sectors. | 1984 | baincapital.com | Boston, United States | |
| santanderbank.com |
Investor details for The Openwork Partnership
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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People of The Openwork Partnership
42 people are tracked at The Openwork Partnership (17 in leadership, 25 in team).
| Name | Role | Group |
|---|---|---|
Stuart Dodson | Managing Director | Leadership |
Richard Houghton | CEO | Leadership |
Stuart Bowden | Chief Risk And Compliance Officer | Leadership |
Rob McMillan | Strategic Partner Development Manager | Leadership |
Dan W. | Head Of Internal Audit | Leadership |
Helen Longland Fpfs | Business School Principal Director | Leadership |
Ashley Janes | Head Of Proposition Strategy & Governance | Leadership |
David Walker | Head Of Strategic Sourcing | Leadership |
Liam Richards | Strategic Partner Director | Leadership |
Laura Young | Partnerships Development Manager - Strategic Partner Firms | Leadership |
Aidan Chavasse | Strategic Investments Director | Leadership |
Caitlin Mellors | Head Of Portfolio (regulatory, Omnis And 2plan Change) | Leadership |
Morad Tollaz | Head Of Data | Leadership |
Carrie Morris | Chief People Officer | Leadership |
Robert Fielder | Group Risk Director | Leadership |
Peter Holt | Managing Director, Peter Holt Limited - Practice Principal | Leadership |
Seb Tellwright | Head Of Investor Relations & Corporate Projects | Leadership |
Julie Wise | Senior Channel And Marketing Planning Manager | Team |
Darren Walker | Partnership Development Manager | Team |
Rachael Maskell | Partnership Development Manager | Team |
22 more people are available in the full profile.
Complete people profiles for The Openwork Partnership
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
The company Milecrossfs is located in the United Kingdom. | milecrossfs.co.uk | United Kingdom | 0 | Jun 2025 | •••• |
Complete acquisition details for The Openwork Partnership
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
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Timeline of The Openwork Partnership
4 dated milestones of The Openwork Partnership across 6 years, from founding to its latest funding, stage changes and deals.
- Founded The Openwork Partnership is founded.
- Funding First funding round.
- Funding Latest funding round, Debt – Conventional, of $47.5M.
- Acquisition Acquires Milecrossfs.
Competitors of The Openwork Partnership
The Openwork Partnership has 3 listed competitors in our database, 3 of them funded. They include Moneyfarm, A J Bell and Y TREE.
| 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. | |
| y-tree.com | 2017 | London, United Kingdom | $49.52M | 54 | Personal wealth is managed via an online platform. |
Detailed competitors of The Openwork Partnership
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
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Web traffic of The Openwork Partnership
The website of The Openwork Partnership (theopenworkpartnership.com) receives about 60.4K visits a month and ranks #522,199 among all websites worldwide, #1,297 in Accounting and Auditing.
- Monthly visits60.4K
▲ 20.3% vs previous month
- Unique visitors10.6K
per month
- Global rank#522,199
among all websites
- Category rank#1,297
Finance · Accounting and Auditing
- Bounce rate29%
- Pages per visit4.2
- Average visit3 min 56 sec
- DevicesDesktop 83% · Mobile 17%
Websites whose visitors overlap most with The Openwork Partnership. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
scottishwidows-platform.com | scottishwidows-platform.com | 100% | #152,565 | – | |
halifax-intermediariesonline.co.uk | halifax-intermediariesonline.co.uk | 79% | #215,782 | – | |
| firstmortgage.co.uk | 70% | 43.1K | #957,215 | View details | |
| ifamagazine.com | 70% | #855,407 | View details | ||
| investmentweek.co.uk | 70% | 75.6K | #530,605 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 8 similar websites and full traffic analytics for The Openwork Partnership
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 8 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
2 companies that operate in the same segment as The Openwork Partnership (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 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 CEO of The Openwork Partnership, as recorded in our data.
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.
The Openwork Partnership operates through Openwork Limited.