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Company profile: AJ Bell

1.1 - Company Overview

AJ Bell Logo

AJ Bell

Headquarter: United Kingdom
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of online investment platforms and stockbroker services, offering SIPP, ISA and dealing accounts, curated AJ Bell Favourite Funds, AJ Bell Starter Portfolios, and the VT AJ Bell Responsible Growth Fund. Delivers award-winning investment products with excellent service and online functionality at low cost.

Products and services

  • ISA (Individual Savings Account): A tax-efficient account that allows individuals to invest in a range of assets without paying tax on the returns, supporting personal investing
  • SIPP (Self-Invested Personal Pension): A self-directed pension plan that allows individuals to control their pension savings and choose their own investments for retirement planning
  • Dealing Accounts: Brokerage-grade accounts that enable individuals to buy and sell shares and other investments for direct personal trading

Key contacts

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Financial details

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1.2 - Competitors and similar companies to AJ Bell

Moody's Logo

Moody's

HQ: United States Website
  • Description: Provider of financial intelligence, credit ratings, and analytical tools that support growth and risk management. Offers independent credit risk opinions on public and private entities and debt instruments; investment research and fixed income insights; a database on over 450 million companies; and risk management solutions for asset owners, managers, and consultants.
  • 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 Moody's company profile →
Cascades Foodservice Logo

Cascades Foodservice

HQ: Canada Website
  • Description: Provider of retirement fund management software and planning tools for brokers and financial advisors, including Milestones Retirement Insights for Canadian tax-efficient strategies and personalized retirement plans, and the Retirement Insights API to create tax-efficient retirement income strategies without manual calculations.
  • 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 Cascades Foodservice company profile →
BlackHedge Logo

BlackHedge

HQ: United States Website
  • Description: Provider of an AI-powered mobile investing app that helps individual investors in the stock and crypto markets enhance their investing strategies using AI.
  • 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 BlackHedge company profile →
GB Financial Services Logo

GB Financial Services

HQ: United States Website
  • Description: Provider of independent wealth planning services, building comprehensive financial plans.
  • 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 GB Financial Services company profile →
Music Benefactors Logo

Music Benefactors

HQ: United States Website
  • Description: Provider of investment and funding services for artists, supporting their careers, tours, albums, and new projects; SEC-registered.
  • 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 Music Benefactors 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 AJ Bell

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Buyer group 1: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to AJ Bell

2.2 - Growth funds investing in similar companies to AJ Bell

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4 - Top valuation comps for AJ Bell

4.2 - Public trading comparable groups for AJ Bell

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4.3 - M&A Transactions similar to AJ Bell

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About AJ Bell

What does AJ Bell do?

AJ Bell is a provider of online investment platforms and stockbroker services, offering SIPP, ISA and dealing accounts, curated AJ Bell Favourite Funds, AJ Bell Starter Portfolios, and the VT AJ Bell Responsible Growth Fund. Delivers award-winning investment products with excellent service and online functionality at low cost.

Who are AJ Bell's competitors?

AJ Bell's competitors and similar companies include Moody's, Cascades Foodservice, BlackHedge, GB Financial Services, and Music Benefactors.

Where is AJ Bell headquartered?

AJ Bell is headquartered in United Kingdom.

How many employees does AJ Bell have?

AJ Bell has 1,000 employees 🔒.

When was AJ Bell founded?

AJ Bell was founded in 2010 🔒.

What sector and industry vertical is AJ Bell in?

AJ Bell is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for AJ Bell

Who are the top strategic acquirers in AJ Bell's sector and industry

Top strategic M&A buyers and acquirers in AJ Bell's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for AJ Bell?

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Financial Investors investing in AJ Bell's sector and industry vertical

Which are the top PE firms investing in AJ Bell's sector and industry vertical?

Top PE firms investing in AJ Bell's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in AJ Bell's sector and industry vertical?

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Who are the top growth equity funds investing in companies in AJ Bell's sector and industry vertical?

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Valuation benchmarks of companies in AJ Bell's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for AJ Bell?

The key public trading comparables and valuation benchmarks for AJ Bell include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for AJ Bell for public valuation benchmarks?

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What are recent M&A transactions in AJ Bell's sector and industry vertical?

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What are recent capital raises and funding rounds in AJ Bell's' sector and industry vertical?

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