Largest WealthTech Public Companies in the UK

Company	HQ	Description	Sectors	Stock Price	1Y Perf.	Market Cap	EV	EV/Revenue	EV/EBITDA
IG Group		IG Group Holdings PLC provides online trading services to its clients.…IG Group Holdings PLC provides online trading services to its clients. The majority of the company's revenue stems from its derivative products and contracts for difference (CFDs). The company operates through various segments which are The U.K. segment which derives its revenue from financial spread bets, CFDs, binary options, and execution-only stockbroking. The Australian segment derives its revenue from CFDs and binary options. The European segment derives its revenue from CFDs, binary options, and execution-only stockbroking. The Rest of the World segment derives its revenue from the operation of a regulated futures and options exchange as well as CFDs and binary options. The company generates more than half of its revenue from the U.K., followed by Europe and Australia.	Investment Brokerage+2	$21	+38%	$7B	$6B	4.1x	7.5x
Allfunds		Allfunds is a fund distribution platform connecting fund houses and di…Allfunds is a fund distribution platform connecting fund houses and distributors, creating a single access point for both sides to gain a wider reach with regard to assets under administration and fund variety, respectively. As of 2024, Allfunds had EUR 1.6 trillion in assets under administration stemming from about 860 distributors on its platform. In return, distributors gained access to about 156,000 funds from 3,300 different fund houses. Allfunds also provides ancillary services to both fund houses and distributors, covering the marketing, distribution, legal, regulatory, as well as data and analytics needs arising in the fund distribution space. Allfunds derives the majority of its revenue from Italy, Spain, and France.	Financial Services Software+2	$10	+60%	$6B	$6B	8.0x	13.1x
TP ICAP		TP ICAP GROUP PLC provides broking professional intermediary services…TP ICAP GROUP PLC provides broking professional intermediary services to match buyers and sellers of different financial, energy, and commodities products. Its role includes creating liquidity and price discovery in markets and providing insight and context to the clients. The company provides proprietary over-the-counter ('OTC') pricing information in the world with the data on financial, energy, and commodities products. Its clients include banks, insurance companies, pension funds, asset managers, hedge funds, central banks, energy producers and refiners, risk and compliance managers, and charities. The company's segments include Global Broking which generates key revenue, Energy & Commodities, Liquidnet, Parameta Solutions, and Corporate.	Investment Brokerage+2	$4	+23%	$3B	$2B	0.5x	2.9x
AJ Bell		AJ Bell PLC is an investment platform in the United Kingdom. The Group…AJ Bell PLC is an investment platform in the United Kingdom. The Group has a single operating segment, being investment services in the advised and D2C space, administering investments in SIPPs, ISAs, and General Investment / Dealing Accounts. SIPPs and ISAs, Lifetime ISA, and junior products. The company generates revenue from recurring ad valorem, which includes custody fees, interest income, and investment management fees, and transactional. The company earns its revenue from its domicile country United Kingdom.	Financial Services Software+2	$7	+7%	$3B	$3B	5.9x	13.1x
CMC Markets		CMC Markets PLC is a United Kingdom-based company that provides an onl…CMC Markets PLC is a United Kingdom-based company that provides an online platform for trading and investing, with a comprehensive retail, professional, and institutional offering. The Group’s business consists of two segments, Trading and Investing. The majority of its revenue is generated from the Trading segment, whose core business involves online trading, enabling clients to trade a broad array of financial instruments for short-term investment and hedging purposes. Additionally, the trading segment includes the Treasury Management and Capital Markets Division that invests surplus liquidity to enhance yield. The Investing segment supports clients’ longer-term investment goals. The group offers online stockbroking services in Australia, the UK, the USA, and Singapore.	Investment Brokerage+2	$5	+33%	$1B	$992M	2.0x	7.1x
PensionBee		PensionBee Group PLC is engaged in the provision of direct-to-consumer…PensionBee Group PLC is engaged in the provision of direct-to-consumer online pensions. The company helps its customers combine their old pension pots, make flexible contributions, invest in line with their goals and values, and make withdrawals after attaining a certain age. It offers a range of investment plans, including fossil fuel-free and impact investing options, from various asset managers. The firm generates a vast majority of its revenue in the form of fees it charges for fund administration. These fees are earned for administering the customer pension schemes and are charged based on a fixed percentage of the value of a customer’s assets held by the pension scheme. It operates in a single geographical location, the United Kingdom.	Embedded Finance+2	$2	-11%	$473M	$429M	7.4x	414.7x
Median				$6	+28%	$3B	$2B	5.0x	10.3x

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