Insights

Growth opportunities The group has been actively expanding its AI and digital retirement planning capabilities, signaling a willingness to invest in scalable tech-enabled solutions that can be upsold to mid-market employers and retirement schemes.

Technology leverage Current tech stack includes Power Automate, HubSpot, .NET and data tools like MySQL, indicating openness to modernizing operations and integrating with CRM, workflow automation, and analytics platforms—areas for SDRs to propose tailored digital transformation services.

Industry movement Recent leadership changes and acquisitions in related advisory and benefits spaces create a window for cross-sell of advisory services, employee benefits, and retirement planning solutions to a broader client base.

Productization potential Punter Southall has launched digital retirement planning and Pension Potential initiatives, suggesting a receptiveness to packaged solutions for employers and DC schemes that can be complemented with support services and ongoing governance offerings.

Revenue signals Reported revenue range places the firm in the mid-market segment with growth ambitions; target opportunities include mid-sized employers seeking comprehensive retirement and benefits programs, and agencies looking for scalable, technology-enabled solutions.

Punter Southall Tech Stack

Punter Southall uses 8 technology products and services including Microsoft Power Automate, Open Graph, MySQL, and more. Explore Punter Southall's tech stack below.

  • Microsoft Power Automate
    Build Automation
  • Open Graph
    Content Management System
  • MySQL
    Database
  • HubSpot
    Marketing Automation
  • Microsoft Word
    Office Suites
  • .NET
    Programming Languages
  • HSTS
    Security
  • CommuniGator
    Web Analytics

Punter Southall's Email Address Formats

Punter Southall uses at least 2 format(s):
Punter Southall Email FormatsExamplePercentage
First.Last@puntersouthallgroup.comJohn.Doe@puntersouthallgroup.com
96%
LastFirst@puntersouthallgroup.comDoeJohn@puntersouthallgroup.com
1%
First@puntersouthallgroup.comJohn@puntersouthallgroup.com
2%
LastF@puntersouthallgroup.comDoeJ@puntersouthallgroup.com
1%
First.Last@puntersouthall.comJohn.Doe@puntersouthall.com
97%
Last@puntersouthall.comDoe@puntersouthall.com
1%
First_Last@puntersouthall.comJohn_Doe@puntersouthall.com
1%
First.L@puntersouthall.comJohn.D@puntersouthall.com
1%

Frequently Asked Questions

What is Punter Southall's phone number?

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You can contact Punter Southall'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 Punter Southall's official website and social media links?

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Punter Southall's official website is puntersouthall.com and has social profiles on LinkedIn.

How much revenue does Punter Southall generate?

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As of July 2026, Punter Southall's annual revenue is estimated to be $1M - $10M.

What is Punter Southall's SIC code NAICS code?

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Punter Southall's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Punter Southall have currently?

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As of July 2026, Punter Southall has approximately 96 employees across 3 continents, including EuropeAfricaNorth America. Key team members include Chief Executive Officer: J. P.Chief Technology Officer: R. G.Head Of Technical Operations And Devops: J. B.. Explore Punter Southall's employee directory with LeadIQ.

What industry does Punter Southall belong to?

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Punter Southall operates in the Financial Services industry.

What technology does Punter Southall use?

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Punter Southall's tech stack includes Microsoft Power AutomateOpen GraphMySQLHubSpotMicrosoft Word.NETHSTSCommuniGator.

What is Punter Southall's email format?

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Punter Southall's email format typically follows the pattern of First.Last@puntersouthallgroup.com. Find more Punter Southall email formats with LeadIQ.

When was Punter Southall founded?

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Punter Southall was founded in 1988.
Punter Southall logo

Punter Southall

Financial ServicesEngland, United Kingdom51-200 Employees

Punter Southall is a mid-sized group of financial services companies based in London, England. Founded in 1988, the group aims to help businesses and people make better decisions by delivering pragmatic solutions across diverse yet interconnected markets. It emphasizes listening to clients and relies on both extensive experience and original thinking to tailor outcomes that fit their needs.

Its clients span organisations and individuals seeking retirement planning and pension-related guidance within the UK market. In 2025, the Punter Southall Group launched Pension Potential, an initiative intended to broaden retirement options for defined-contribution pension members.

Section iconCompany Overview

Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1988
Employees
51-200

Section iconFunding & Financials

  • $1M - $10M

    Punter Southall's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Punter Southall's revenue is estimated to be in the range of $1M - $10M

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