Company profile: PensionBee
1.1 - Company Overview
Company description
- Provider of a British online personal pension scheme that consolidates old pensions into one online plan. Offers flexible one-off or regular contributions, digital withdrawals processed in 7–10 working days, and plans managed by major money managers (Tailored, Tracker, Fossil Fuel Free, Shariah, Preserve, Pre‑Annuity, Impact), plus progress tracking and a UK-based BeeKeeper account manager.
Products and services
- Pension Consolidation Service: Combines multiple old pensions into one online plan through an application that constructs user profiles with past/present pensions and personal information for streamlined management
- Pension Plans: Offers a multi-option range of plans managed by major money managers, including Tailored, Tracker, Fossil Fuel Free, Shariah, Preserve, Pre-Annuity, and Impact options
- Pension Withdrawal: Facilitates digital fund withdrawals from a pension plan, with payouts typically processed within 7–10 working days
Key contacts
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Financial details
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1.2 - Competitors and similar companies to PensionBee
IPC
HQ: United States
Website
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- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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DealMaven
HQ: United States
Website
- Description: Provider of workflow tools for investment bankers using Microsoft Office, offering add-ins for Microsoft Excel, PowerPoint and Word to help firms gather, analyze, check and present data more efficiently, plus a financial analysis training program employed by several bulge bracket investment banks.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Skyline AI
HQ: United States
Website
- Description: Provider of a real estate technology platform connecting accredited global investors to US real estate opportunities, digitizing the investment lifecycle with AI-powered sourcing of on- and off-market deals, instant analysis and underwriting, due diligence, ongoing management and monitoring, multifamily rent/occupancy/value prediction, soon-to-market detection, and AI-driven investment research and strategy.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Madrone
HQ: United States
Website
- Description: Provider of web-based tools that measure and predict the quality of asset managers, offering accurate data, superior transparency, and predictive analytics to help investors construct optimal portfolios, customized for each investor.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Edelman Financial Engines
HQ: United States
Website
- Description: Provider of online investment management and retirement account services for individuals, offering independent advisory services that do not earn commissions on investment recommendations and focused on making high-quality retirement help available to everyone regardless of how much money they have.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Edelman Financial Engines company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for PensionBee
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to PensionBee
2.2 - Growth funds investing in similar companies to PensionBee
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4 - Top valuation comps for PensionBee
4.2 - Public trading comparable groups for PensionBee
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