Insights

Premium Client Base Progeny serves high-net-worth individuals, families, and complex business clients, indicating a need for tailored financial planning, tax, legal, and asset management solutions that can be enhanced with advanced advisory and compliance technologies.

Recent Acquisitions The company's strategic acquisition of Chartered Wealth Management suggests openness to expanding its service offerings and geographic reach, creating opportunities to offer integrated financial advisory solutions across larger markets.

Leadership Transitions Significant leadership changes, including the appointment of a new CEO and CFO, present an opportunity to introduce innovative financial technology tools and advisory platforms to support new strategic directions.

Award Recognition Winning industry awards highlights Progeny’s commitment to high professional standards, offering potential for upselling mature, compliance-focused technology solutions that reinforce their reputation for excellence.

Technology Stack Utilizing diverse tools like Microsoft Azure, HubSpot, and Oracle indicates a sophisticated IT environment receptive to integrated digital solutions, enabling cross-selling of enterprise management and cybersecurity systems tailored to financial services.

Progeny Tech Stack

Progeny uses 8 technology products and services including Apple iCloud Mail, Oracle, Flickity, and more. Explore Progeny's tech stack below.

  • Apple iCloud Mail
    Email
  • Oracle
    Enterprise
  • Flickity
    Javascript Libraries
  • HubSpot
    Marketing Automation
  • Flywheel
    Platform As A Service
  • Microsoft Azure
    Platform As A Service
  • HTTP/3
    Web & Portal Technology
  • Jetpack
    Web Platform Extensions

Media & News

Progeny's Email Address Formats

Progeny uses at least 1 format(s):
Progeny Email FormatsExamplePercentage
First.Last@theprogenygroup.comJohn.Doe@theprogenygroup.com
96%
Last@theprogenygroup.comDoe@theprogenygroup.com
3%
First@theprogenygroup.comJohn@theprogenygroup.com
1%

Frequently Asked Questions

Where is Progeny's headquarters located?

Minus sign iconPlus sign icon
Progeny's main headquarters is located at 1a Tower Square Leeds, England ls1 4dl United Kingdom. The company has employees across 3 continents, including EuropeAsiaNorth America.

What is Progeny's stock symbol?

Minus sign iconPlus sign icon
Progeny is a publicly traded company; the company's stock symbol is N/A.

What is Progeny's official website and social media links?

Minus sign iconPlus sign icon
Progeny's official website is theprogenygroup.com and has social profiles on LinkedInCrunchbase.

What is Progeny's SIC code NAICS code?

Minus sign iconPlus sign icon
Progeny's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Progeny have currently?

Minus sign iconPlus sign icon
As of February 2026, Progeny has approximately 408 employees across 3 continents, including EuropeAsiaNorth America. Key team members include Chief Investment Officer: I. H.Chief Technology Officer: J. C.Chief People Officer: C. M.. Explore Progeny's employee directory with LeadIQ.

What industry does Progeny belong to?

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

What technology does Progeny use?

Minus sign iconPlus sign icon
Progeny's tech stack includes Apple iCloud MailOracleFlickityHubSpotFlywheelMicrosoft AzureHTTP/3Jetpack.

What is Progeny's email format?

Minus sign iconPlus sign icon
Progeny's email format typically follows the pattern of First.Last@theprogenygroup.com. Find more Progeny email formats with LeadIQ.

When was Progeny founded?

Minus sign iconPlus sign icon
Progeny was founded in 2016.

Progeny

Financial ServicesEngland, United Kingdom201-500 Employees

Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management.

We join the dots to understand the bigger picture of you, your family and your business to ensure you always receive first-class non-siloed advice, regardless of complexity, speciality or territory.

Our team of Chartered Financial Planners, Corporate Lawyers, Private Solicitors and Tax Specialists are equipped to deliver sophisticated solutions that meet your complex needs. Working together, for you.

We aim to achieve the very best for investors, businesses, and family offices with our diversity of expertise. Matching you with the right team of professionals, we can help you to achieve your needs and goals.

Section iconCompany Overview

Headquarters
1a Tower Square Leeds, England ls1 4dl United Kingdom
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
2016
Employees
201-500

Section iconFunding & Financials

  • $1B$10B

    Progeny's revenue is estimated to be in the range of $1B$10B

Section iconFunding & Financials

  • $1B$10B

    Progeny's revenue is estimated to be in the range of $1B$10B

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.