We’re part of the Octopus Group – a family- and employee-owned business that’s been doing things differently for 25 years. We set out to build businesses that will outlive us and create a better world for future generations.

Proud to be different

We’re combining expert support and smart technology to help more people plan, save and invest for the life they want.

We’re a certified B Corp and proud to be privately owned by our founders and employees.

Led by our values, we’re building the kind of planning and investing business we’d want our own friends and families to use. One that’s inclusive, fairly priced and puts people at the heart.



A champion for financial wellbeing

We partner with some of the UK’s leading employers to bring 1-to-1, personalised support to over 250,000 employees – helping them plan for their future.

We also power financial services firms who share our mission. Our award-winning platform isn’t just software – it’s a proven operating model, shaped by everything we’ve learned running our own business and supporting real people with their money goals. With it, firms can deliver regulated, holistic advice to more customers than ever – at a fraction of the cost.