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Digital investment savings and retirement solutions

With distribution spanning financial advice, robo-advice, retail banking, wealth management and workplace savings.

Due diligence guide

Managing risk in volatile markets

Multi-asset funds underpinned by long-term strategic asset allocation can have some unexpected benefits for investors. This is part three in the series.

Read the full article

COVID-19 information

Embark Group continues to monitor the Coronavirus to support our clients and ensure the safety of our employees.

Read more on COVID-19

Embark Group is a fast growing, diversified, financial services business and one of the largest retirement solutions providers in the UK. We operate successfully in both the advised and institutional areas of the retirement market through our leading range of pension, wrap platform, research and consultancy services.

Watch Embark Group’s CEO, Phil Smith, talk about the recent completion of Embark’s acquisitions of the Zurich Retail Wealth Platform and Horizon Fund Management businesses.

We are the Embark Group

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Embark set out to disrupt the UK investment savings market through technology, processing capabilities, technical excellence in retirement wrappers and the ability to deliver multi-channel savings services to the Robo-Advice, Banking and Wealth Management markets. By combining the acquisitions of a range of specialist businesses with new solutions built using the latest digital technology, Embark provides a unique combination of deep pension expertise and leading technology integration that covers the areas of Investment Platform, SIPP, SSAS, Multi-Asset Funds, Fund Research and Employee Benefits.

A broad range of award-winning services

Advance by Embark – A platform by experts, for experts

Comprehensive platform functionality, with a focus on simplicity, efficiency and value to help you run your business more proficiently. All round solutions with unquestionable support.


Assets under admin




Individual clients


Locations nationwide

*Figures are pro-forma and include the recent acquisition of Alliance Trust Savings. All figures as at 1 July 2020.

Backed by market leading institutional investors

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“Embark has quietly gone about its strategy of snapping up SIPP and platform businesses and quality research houses. The Group is now rapidly gathering assets from its target adviser market where it focuses on simplicity and efficiency rather than offering every bell and whistle. Very much a case of knowing your audience and focusing ruthlessly on delivering to them – rather than getting caught up in a race to offer every shiny new tool.”


Due diligence, made simple

Whether you are a prospective client, service provider or team member, you will want to know as much about us as possible.
Thankfully, we’re an open book!

We are the Embark Group

Businesses in Embark Group have been established in the retirement market for more than 40 years and have a long history of working closely with
intermediary distribution partners and high net worth clients.