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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

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.

Embark set out to disrupt the UK investment savings market though technology, straight through processing, technical excellence in retirement wrappers and the ability to deliver multi-channel savings services to the Robo-Advice, Banking, Wealth Management and Workplace markets.

UKs fastest growing digital retirement platform

Offering comprehensive platform functionality, with a focus on simplicity, efficiency and value to help you run your business more efficiently.

  • One of the newest platforms on the market: Giving you access to premium FNZ technology, but at a lower cost than that of our competitors. Reduced costs and overheads due to high levels of automation are passed on as savings to your clients.
  • Automation that really delivers: With over 50 automated processes, a full online trading platform and no wet signatures required, our straight-through-processing creates efficiency, reduces risk and gives you time back to your business.
  • Access to all investments in one place: Ability to manage centrally without using multiple third parties with access to a wide range of investments including funds, equities, ETFs & Investment Trusts, DFM Models. No IT integration is needed – simply sign up and use almost immediately.
  • Fully committed to the intermediated channel: We only focus on the advised and institutional markets and our mission is simple: to enable you and your clients to efficiently and cost-effectively manage your portfolios.
Visit Embark Platform

“Platform selection isn’t all about price, however at most pricing points Embark’s pricing is around half the market rate. Not just a few basis points. Half the market rate.”


“We love the ‘no wet signature’, it is highly efficient and a genuine value add technology.”


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.


Assets under admin




Individual clients


Locations nationwide

*Figures are pro-forma and include the recent acquisitions of Alliance Trust Savings and Zurich businesses. All figures as at 1 March 2020.

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!

Due diligence guide