About Embark Group

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

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. We operate from six locations throughout the country.

In January 2024, AKG awarded Embark the highest ‘A’ rating for Platform financial strength as part of it’s latest report. This means we’re one of only four UK platform providers to hold the highest AKG platform rating and the only one that combines this with a five-star FASA rating for platform service. Read the full AKG report.

In April 2023, we were named a Wealth Tech 100 company for the fifth consecutive year. The Wealth Tech 100 highlights the most innovative WealthTech companies in the UK that are delivering transformative technology to asset managers, banks and financial advisers.

We set out to shake up the UK savings market with a digital-first approach, combining straight-through processing capabilities with technical excellence in retirement wrappers. By scaling our business through technical innovation, acquisitions and a relentless focus on delivering the best solutions for our clients, we grew assets rapidly, joining a select and influential group of startup platform brands that successfully disrupted the traditional savings market.

We continue to work closely with financial businesses to deliver their long-term savings and investment propositions to UK consumers using our platform, investments and pensions experience and we also offer fund research and consultancy services.

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


Individual accounts


SUPERIOR AKG rating across platforms



*All figures as at end April 2024.

Why choose Embark Group?

  • Deep and Proven Experience – We bring a wealth of experience across banking, investment, pensions and insurance sectors having worked extensively with intermediary distribution partners and consumers of all levels of affluence.
  • Market-Leading Digital Technology – We’re constantly working behind the scenes to improve our technology and service ensuring that our solutions are built for the future.
  • Customer Outcome Focused – We place the security of our clients’ assets at the centre of our operations and develop new functionality to help them meet their goals in the ever-changing financial landscape. The delivery of strong and consistent customer outcomes is central to our approach, how we invest and run our businesses.

Our CSR agenda

At Embark Group we believe in taking a responsible approach to how we do business that also seeks to create an inclusive workplace, both of which can that has a positive impact on society and the communities in which we operate.

Our Group Corporate Social Responsibility (CSR) Committee ensures that responsible investing and our environmental, social and people practices are at the core of everything we do.

Find out more about Embark Group’s approach to CSR.

Cover image of Embark Group Corporate Information pack

Embark Group due diligence guide

We’ve created a detailed guide to support your due diligence process containing further details on our history, our people and how Embark Group is structured.

Find out more

To find out more about how our Platform solution can help you and your business, speak to our helpful sales team. We can demo the platform, explain more about Embark and discuss any bespoke queries you may have.