Insights

Strategic Lead Owl Financial operates as a large UK-wide financial protection advisory with a network-backed model through Openwork, presenting a strategic entry point for partnerships, cross-sell of protection, mortgage, and commercial insurance products to a broad advisor base.

Cross-Sell Potential Their service offering spans life, critical illness, income protection, home and landlord insurance, mortgages, and Will/Lasting Power of Attorney services, indicating opportunities to bundle and upsell comprehensive protection packages to existing clients.

Digital & Tech Technical stack includes Microsoft 365, Azure, iCIMS, LinkedIn Ads, and analytics tools, suggesting readiness for partner-enabled digital marketing, CRM-driven outreach, and data-backed sales tactics.

Leadership & Growth Recent leadership changes with Ed Bailey assuming principal role and Helen Longland expanding into director duties signal potential for new strategic initiatives, partnerships, and programmatic alliances.

Financial Scale Revenue scale in the $50M–$100M range and a sizable employee base imply established account volumes and recurring advisory activity, creating plentiful opportunities for value-added services, technology integrations, and service enhancements.

Similar companies to Owl Financial

Owl Financial Tech Stack

Owl Financial uses 8 technology products and services including LinkedIn Ads, iCIMS, Microsoft 365, and more. Explore Owl Financial's tech stack below.

Owl Financial's Email Address Formats

Owl Financial uses at least 4 email formats:
Owl Financial Email FormatsExamplePercentage
First.Last@owlfinancial.co.ukJohn.Doe@owlfinancial.co.uk
94%
First.Middle@owlfinancial.co.ukJohn.Michael@owlfinancial.co.uk
3%
LFirst@owlfinancial.co.ukDJohn@owlfinancial.co.uk
1%
FirstLa@owlfinancial.co.ukJohnDo@owlfinancial.co.uk
2%

Frequently Asked Questions

What is Owl Financial's official website and social media links?

Minus sign iconPlus sign icon
Owl Financial's official website is owlfinancial.co.uk and has social profiles on LinkedIn.

How much revenue does Owl Financial generate?

Minus sign iconPlus sign icon
As of October 2026, Owl Financial's annual revenue is estimated to be $50M - $100M.

What is Owl Financial's SIC code and NAICS code?

Minus sign iconPlus sign icon
Owl Financial's SIC code is 6411 - Insurance Agents, Brokers, and Service and NAICS code is 52 - Finance and Insurance.

How many employees does Owl Financial have currently?

Minus sign iconPlus sign icon
As of October 2026, Owl Financial has approximately 596 employees across 3 continents, including Europe, Oceania and Asia. Key team members include Sales Executive Manager: A. W., Area Manager: B. P. and Executives Sales Manager: C. K. S. Explore Owl Financial's employee directory with LeadIQ.

What industry does Owl Financial belong to?

Minus sign iconPlus sign icon
Owl Financial operates in the Financial Services industry.

What technology does Owl Financial use?

Minus sign iconPlus sign icon
Owl Financial's tech stack includes LinkedIn Ads, iCIMS, Microsoft 365, Flickity, Modernizr, Microsoft Azure, Vimeo and Piwik PRO Core.

What is Owl Financial's email format?

Minus sign iconPlus sign icon
Owl Financial's email format typically follows the pattern of First.Last@owlfinancial.co.uk. Find more Owl Financial email formats with LeadIQ.

When was Owl Financial founded?

Minus sign iconPlus sign icon
Owl Financial was founded in 2014.
Owl Financial logo

Owl Financial

Financial ServicesEngland, United Kingdom501-1000 Employees

Owl Financial is a UK-wide financial services advisory business based in Swindon, England, operating under the trading style of Openwork, one of the UK's largest networks of financial advisers. The firm emphasizes personalised, face-to-face professional advice aimed at securing appropriate financial protection, with advisers trained to a high standard and the quality of guidance regularly assessed. It is licensed to recommend a range of protection products, including life cover, critical illness cover, accident protection, and income protection, and can arrange home and landlord's insurance. Its mortgage team provides guidance on mortgages and remortgages, and the company can assist with commercial insurance, private medical insurance, wills, and lasting power of attorney through specialist partners. Headquartered at Lydiard Fields, Swindon, Owl Financial employs between 501 and 1000 people, reports revenue in the $50 million to $100 million range, and is approved by Openwork Limited as of 26/03/26.

Section iconCompany Overview

SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
501-1000

Section iconFunding & Financials

  • $50M - $100M

    Owl Financial's revenue is estimated to be in the range of $50M - $100M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.