Insights

Personalized Financial Advice Octopus Money offers personalized financial advice services, combining human experts, coaches, and technology to help individuals make informed decisions about their savings, investments, and pensions. This unique approach can be leveraged to attract clients seeking tailored financial guidance.

Accessibility and Inclusivity With a mission to make money advice accessible to all, Octopus Money addresses the need for inclusive financial services. This inclusive approach can be positioned as a key selling point to target diverse customer segments seeking financial advice.

Employee Financial Wellness Programs Businesses aiming to support their employees' financial health can partner with Octopus Money to offer personalized financial wellness programs. This partnership opportunity can be presented as a valuable employee benefit, enhancing the company's appeal to potential corporate clients.

Expert-Managed Investment Portfolios Octopus Money facilitates easy investment in custom portfolios managed by experts. This feature can be highlighted to attract clients looking for professionally managed investment options, positioning the company as a trusted partner for wealth management.

Collaboration with Financial Institutions Octopus Money's collaborative approach invites firms to offer affordable financial advice to their customers. This collaborative model can be proposed to financial institutions as a way to enhance customer loyalty, differentiate services, and tap into new revenue streams by leveraging Octopus Money's expertise.

Octopus Money Tech Stack

Media & News

Octopus Money's Email Address Formats

Octopus Money uses at least 2 format(s):
Octopus Money Email FormatsExamplePercentage
First.Last@hatchplan.co.ukJohn.Doe@hatchplan.co.uk
98%
First@hatchplan.co.ukJohn@hatchplan.co.uk
2%
First.Last@octopusmoney.comJohn.Doe@octopusmoney.com
100%

Frequently Asked Questions

Where is Octopus Money's headquarters located?

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Octopus Money's main headquarters is located at 33 Holborn London, England GB. The company has employees across 3 continents, including EuropeNorth AmericaOceania.

What is Octopus Money's official website and social media links?

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Octopus Money's official website is octopusmoney.com and has social profiles on LinkedIn.

How much revenue does Octopus Money generate?

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As of September 2024, Octopus Money's annual revenue reached $15M.

What is Octopus Money's NAICS code?

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Octopus Money's NAICS code is 52 - Finance and Insurance.

How many employees does Octopus Money have currently?

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As of September 2024, Octopus Money has approximately 153 employees across 3 continents, including EuropeNorth AmericaOceania. Key team members include Chief Executive Officer: R. H.Chief Operating Officer: P. T.Chief Commercial Officer: A. I.. Explore Octopus Money's employee directory with LeadIQ.

What industry does Octopus Money belong to?

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Octopus Money operates in the Financial Services industry.

What is Octopus Money's email format?

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Octopus Money's email format typically follows the pattern of . Find more Octopus Money email formats with LeadIQ.

When was Octopus Money founded?

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Octopus Money was founded in 2016.
Octopus Money

Octopus Money

Financial ServicesEngland, United Kingdom51-200 Employees

At Octopus Money, we’re on a mission to make money advice accessible to all – because the right advice can turn your life dreams into reality.

The facts are alarming: half of Brits reach retirement age without enough money to live the life they want, financial stress is a leading cause of poor mental health and only 8% of us have access to 1-to-1 advice.

There’s plenty of information out there, but most of us just wish that someone we trust would tell us what to do with our money!

With Octopus, you get a personalised plan and a friendly expert to help you make it happen. We combine advisers, coaches and technology to understand your situation and recommend the right steps for your savings, investments, pensions and more. Then, we make it easy to invest in a custom portfolio, managed by experts.

To transform millions of lives, we need a movement – so whether you’re a workplace supporting your employees’ financial health or a firm that wants to offer affordable advice to your customers, we hope you’ll join us.

We believe everyone deserves personal, 1-to-1 advice with their money.

Section iconCompany Overview

Headquarters
33 Holborn London, England GB
NAICS Code
52 - Finance and Insurance
Founded
2016
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $10M$50M

    Octopus Money's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    Octopus Money's revenue is in the range of $10M$50M

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