Insights

Acquisition momentum Curtis Banks recent acquisition by Nucleus signals a consolidating market and potential for integration opportunities, cross-sell of services, and expanded platform capabilities to reach more advisers and clients.

Scale and assets With over £35.8bn AUA and a platform aiming toward £80bn AUA via a combined adviser platform, there are substantial upsell opportunities for financial technology, custody enhancements, and value-added services to high-volume administrators and advisers.

Adviser platform Joint retirement-focused adviser platform development presents a sales window for partner tools, reporting, compliance, and integrated workflows that could be sold to intermediary networks seeking streamlined SIPP/SSAS operations.

Technology footprint Curtis Banks supports 24/7 online valuations and robust dealing via a modern tech stack; there is potential to offer enhancements in data analytics, UX improvements, and secure APIs to adjacent SIPP/SSAS providers and advisers.

Sustainability angle The collaboration with Ecologi on a tree-planting initiative indicates openness to ESG-aligned partnerships, suggesting opportunities for climate-conscious product features, reporting, and green investment options for adviser clients.

Similar companies to Curtis Banks

Curtis Banks Tech Stack

Curtis Banks uses 8 technology products and services including Contao, Emotion, Trustpilot, and more. Explore Curtis Banks's tech stack below.

  • Contao
    Content Management System
  • Emotion
    Javascript Frameworks
  • Trustpilot
    Online Review Management
  • The SEO Framework
    Search Engines
  • Google Analytics
    Web Analytics
  • Adobe Fonts
    Web Fonts
  • Breadcrumb NavXT
    Web Platform Extensions
  • Nginx
    Web Servers

Media & News

Curtis Banks's Email Address Formats

Curtis Banks uses at least 1 format(s):
Curtis Banks Email FormatsExamplePercentage
First.Last@curtisbanks.co.ukJohn.Doe@curtisbanks.co.uk
98%
First.Middle@curtisbanks.co.ukJohn.Michael@curtisbanks.co.uk
1%
First@curtisbanks.co.ukJohn@curtisbanks.co.uk
1%

Frequently Asked Questions

What is Curtis Banks's phone number?

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You can contact Curtis Banks's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Curtis Banks's official website and social media links?

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Curtis Banks's official website is curtisbanks.co.uk and has social profiles on LinkedIn.

What is Curtis Banks's NAICS code?

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Curtis Banks's NAICS code is 52 - Finance and Insurance.

How many employees does Curtis Banks have currently?

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As of July 2026, Curtis Banks has approximately 230 employees across 3 continents, including EuropeOceaniaNorth America. Key team members include Chief Operating Officer: R. A.Head Of Product Management And Governance: C. R. -. B. N.Head Of Compliance: D. A.. Explore Curtis Banks's employee directory with LeadIQ.

What industry does Curtis Banks belong to?

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Curtis Banks operates in the Financial Services industry.

What technology does Curtis Banks use?

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Curtis Banks's tech stack includes ContaoEmotionTrustpilotThe SEO FrameworkGoogle AnalyticsAdobe FontsBreadcrumb NavXTNginx.

What is Curtis Banks's email format?

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Curtis Banks's email format typically follows the pattern of First.Last@curtisbanks.co.uk. Find more Curtis Banks email formats with LeadIQ.

When was Curtis Banks founded?

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Curtis Banks was founded in 2009.
Curtis Banks logo

Curtis Banks

Financial ServicesEngland, United Kingdom201-500 Employees

Curtis Banks is a UK-based financial services provider specializing in self-invested pension schemes, offering SIPP and SSAS administration with over £35.8 billion in assets under administration. The company supports advisers and their clients by delivering a range of pension products from straightforward to bespoke, backed by a dedicated team of business development managers and technical experts. It has a long history in the space, with experience in SSAS since 1977 and SIPPs since 1995, complemented by secure 24/7 online valuations and client-facing tools.

Based in Bristol, England, Curtis Banks operates as a specialist pension administrator within the financial services industry. In 2023, it was acquired by Nucleus Financial Platforms, forming part of a broader retirement-focused adviser platform.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
201-500

Section iconFunding & Financials

  • $25M$50M

    Curtis Banks's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Curtis Banks's revenue is estimated to be in the range of $25M$50M

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