Demonstration

Embark Platform

Debbie Sinclair from our Adviser experience team, explains the
features and functionality offered by the Embark platform

Watch video now

Demonstration

Embark Platform

Debbie Sinclair from our Adviser experience team, explains the
features and functionality offered by the Embark platform

Watch video now

a binary debate

Adviser Platforms are not

Advisers can take control over client experience without the need to go
'all in' on platform ownership.

Read article here

a binary debate

Adviser Platforms are not

Advisers can take control over client experience without the need to go
'all in' on platform ownership.

Read article here

Embark Group

Welcome to

Embark Group is a technology-driven, financial services business
and one of the leading digital retirement solutions providers to the
advised and institutional markets in the UK.

View products and services

Embark Group

Welcome to

Embark Group is a technology-driven, financial services business
and one of the leading digital retirement solutions providers to the
advised and institutional markets in the UK.

View products and services
Dundee Tech School logo

Dundee Tech School

Launching the

A brand new fintech hub dedicated to developing a
pipeline of talent in engineering, data, tech and cyber.

Find out more

Dundee Tech School

Dundee Tech School logo

Launching the

A brand new fintech hub dedicated to developing a
pipeline of talent in engineering, data, tech and cyber

Find out more

The Embark Way

We work to deliver multi-channel savings across four key markets: Financial Advice, Robo-Advice, Banking and Wealth Management. We do this by offering a unique combination of pension expertise, retirement wrappers, processing capabilities and technology integration.

CUSTOMER
OUTCOME FOCUS

TECHNOLOGY
LED

DEEP AND PROVEN EXPERTISE

SAFE AND
SECURE

About Embark

In January 2022, Embark became part of Lloyds Banking Group, one of the UK leading financial services groups. We believe that Lloyds Banking Group’s investment resources and customer knowledge combined with our speed of wealthtech innovation perfectly positions us to understand the developing digital needs of our clients and consumers.

Embark Group’s technology powers some of the UK’s largest retail financial services businesses, with a wide portfolio of white label partners including NatWest Group, Coutts, Standard Life, Nutmeg, Bestinvest, Charles Stanley, Moneyfarm, Wealthsimple and HUB Financial Solutions.

We are WealthTech the way it should be. We are Embark.

Assets under admin

£35.3bn↑

Assets under admin

Individual policies/customers

468,000

Individual policies/customers

VERY STRONG AKG rating across platforms

B+

VERY STRONG AKG rating across platforms

Locations nationwide

6

Locations nationwide

*All figures as at end October 2023 except AUA which is at end September 2023.

Diagram of embarks benefits: Platform solutions, Custody & Brokerage solutions, White label solutions, Multi-asset solutions, Investment research & Consultancy, Full SIPP.

Our services

We provide a broad range of pension, wrap platform, multi-asset funds, research and consultancy services to support you, your business and your clients.

Why partner with Embark?

Partnership

Foundation built on long term relationships.
A strong track record supporting clients to grow their businesses – through our leading platform and pension solutions – backed by the UK’s largest retail bank.

Technology

Accessing technical innovation that matters.
The latest technology built around your needs providing a simple client experience.

Simplicity

Partner with a unique breadth of knowledge to enhance the user experience.
Dedicated teams offering expertise from regulation to flexible onboarding and share dealing.

Customer experience

We have the scale and resources to provide flexible solutions.
Built to enhance business now and in the future.

Functionality

The power of our partnership.
Embark/FNZ – developing in house client solutions supported by a leading global wealth platform improving efficiency through seamless integration.

Proposition

A robust one stop shop.
We elevate the efficiency of our client’s business to drive better value – our white label capabilities exceed our peers.

Financial strength

Part of Lloyds Banking Group.
Such financial backing means we can provide the right expertise and solutions more than ever.

Want to know more?

To find out more about how our products or services can help you and your business, fill out our online form and a member of our helpful sales team will be in touch.