Insights

Integrated Advisory Model Progeny operates as a unique global professional services firm that combines financial planning, legal, tax, and asset management expertise. This integrated approach presents opportunities for cross-selling comprehensive wealth management and legal services to high-net-worth clients seeking one-stop solutions.

Leadership Transition Recent leadership changes, including new CEO Neil Moles stepping down and the appointment of a new founder, indicate strategic restructuring. This creates openings for personalized executive relationship development and targeted solutions during their leadership evolution.

Acquisition Expansion The company's acquisition of Chartered Wealth Management demonstrates an active growth strategy in financial advisory services. This expansion signals potential to offer complementary offerings such as advanced financial products and consulting to the newly integrated client base.

Recognition and Credibility Winning the President's Award underscores Progeny's high standards and industry recognition. Leveraging this reputation can facilitate access to premium clients and networking opportunities within elite financial circles.

Technology Adoption Using advanced tech platforms like Oracle and Microsoft Dynamics 365 indicates a sophisticated operational backbone. There is potential to introduce innovative fintech solutions or data-driven insights services to enhance client engagement and operational efficiency.

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?

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Progeny's main headquarters is located at 1A Tower Square, Leeds, LS1 4DL, GB. The company has employees across 3 continents, including EuropeAsiaNorth America.

What is Progeny's stock symbol?

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

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

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Progeny's official website is theprogenygroup.com and has social profiles on LinkedInCrunchbase.

What is Progeny's NAICS code?

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Progeny's NAICS code is 52 - Finance and Insurance.

How many employees does Progeny have currently?

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As of October 2025, Progeny has approximately 395 employees across 3 continents, including EuropeAsiaNorth America. Key team members include Chief Investment Officer: I. H.Chief People Officer: C. M.Chief Risk Officer: C. T.. Explore Progeny's employee directory with LeadIQ.

What industry does Progeny belong to?

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Progeny operates in the Financial Services industry.

What technology does Progeny use?

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Progeny's tech stack includes Apple iCloud MailOracleFlickityHubSpotFlywheelMicrosoft AzureHTTP/3Jetpack.

What is Progeny's email format?

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

When was Progeny founded?

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Progeny was founded in 2016.
Progeny

Progeny

Financial ServicesUnited 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, LS1 4DL, GB
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

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