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

Latest Podcast

Listen to Ranila Ravi-Burslem on Citywire’s The Advice
Show podcast discuss what is driving advisers to slow the
white-labelling trend.

Photo of Ranila Ravi-BurslemListen nowPhoto of Ranila Ravi-Burslem

Listen to Ranila Ravi-Burslem on Citywire’s The Advice
Show podcast discuss what is driving advisers to slow the
white-labelling trend.

Latest Podcast

Listen now
AKG 'A' Superior logo

AKG 'A' Superior Rating

Embark Group has received an 'A Superior' rating
for financial strength from AKG, a market leading,
independent ratings agency.

Read full report

AKG 'A' Superior Rating

AKG 'A' Superior logo

Embark Group has received an 'A Superior' rating
for financial strength from AKG, a market leading,
independent ratings agency.

Read full report

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

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

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, Wealthify and HUB Financial Solutions.

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

Assets under admin

£37.9bn↑

Assets under admin

Individual accounts

523,000

Individual accounts

SUPERIOR AKG rating across platforms

A

SUPERIOR AKG rating across platforms

Employees

500

Employees

*All figures as at end April 2024.

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?

Financial strength

Embark Group latest rating: A | Superior.
Your clients want to know the institutions they’re investing with or through are financially robust. AKG provide an independent assessment of the financial strength of providers and platforms. Download the latest financial strength report.

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.

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.

Customer experience

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

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.