Insights

Growth and scale The Openwork Partnership operates with 501-1000 employees and generates substantial revenue (100M-250M), indicating a mature, scalable platform that could benefit from enhanced tech integration, analytics, and CX solutions to sustain growth.

Leadership transitions Ongoing leadership changes including a new CEO appointment and recent CTO hire suggest a phase of strategic transformation and modernization, presenting an opportunity to offer technology modernization, governance, and program management services.

Technology focus Active tech stack featuring Microsoft Power Platform, Azure, 365, and security training (KnowBe4) points to a buyer receptive to cloud, automation, data analytics, and cybersecurity offerings to optimize operations and compliance.

Regulatory alignment As a FCA-authorised entity with HIPAA awareness and regulated financial services focus, there is a need for vendor partnerships that strengthen regulatory reporting, data privacy, and risk management capabilities.

Market positioning Competitive landscape with peers of similar size and revenue (e.g., Quilter, Succession Wealth) signals potential for differentiated tech-enabled advisor enablement, practice management, and client acquisition solutions tailored to financial services networks.

The Openwork Partnership Tech Stack

The Openwork Partnership uses 8 technology products and services including Microsoft Power Platform, CompTIA A+, HIPAA, and more. Explore The Openwork Partnership's tech stack below.

  • Microsoft Power Platform
    Business Intelligence
  • CompTIA A+
    Certificates
  • HIPAA
    Electronic Health Records
  • Microsoft 365
    Email
  • Microsoft Word
    Office Suites
  • Microsoft Azure
    Platform As A Service
  • KnowBe4
    Security
  • Google Search Console
    Web Analytics

Media & News

The Openwork Partnership's Email Address Formats

The Openwork Partnership uses at least 2 format(s):
The Openwork Partnership Email FormatsExamplePercentage
First.Last@openwork.uk.comJohn.Doe@openwork.uk.com
86%
FLast@openwork.uk.comJDoe@openwork.uk.com
7%
First@openwork.uk.comJohn@openwork.uk.com
6%
First.Middle@openwork.uk.comJohn.Michael@openwork.uk.com
1%
First.Last@theopenworkpartnership.comJohn.Doe@theopenworkpartnership.com
100%

Frequently Asked Questions

What is The Openwork Partnership's phone number?

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You can contact The Openwork Partnership'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 The Openwork Partnership's official website and social media links?

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The Openwork Partnership's official website is theopenworkpartnership.com and has social profiles on LinkedInCrunchbase.

How much revenue does The Openwork Partnership generate?

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As of July 2026, The Openwork Partnership's annual revenue is estimated to be $100M - $250M.

What is The Openwork Partnership's NAICS code?

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The Openwork Partnership's NAICS code is 52 - Finance and Insurance.

How many employees does The Openwork Partnership have currently?

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As of July 2026, The Openwork Partnership has approximately 849 employees across 6 continents, including EuropeNorth AmericaSouth America. Key team members include Chief Technology Officer: A. J.Chief People Officer: C. M.Chief Risk And Compliance Officer: S. B.. Explore The Openwork Partnership's employee directory with LeadIQ.

What industry does The Openwork Partnership belong to?

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The Openwork Partnership operates in the Financial Services industry.

What technology does The Openwork Partnership use?

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The Openwork Partnership's tech stack includes Microsoft Power PlatformCompTIA A+HIPAAMicrosoft 365Microsoft WordMicrosoft AzureKnowBe4Google Search Console.

What is The Openwork Partnership's email format?

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The Openwork Partnership's email format typically follows the pattern of First.Last@openwork.uk.com. Find more The Openwork Partnership email formats with LeadIQ.
The Openwork Partnership logo

The Openwork Partnership

Financial ServicesEngland, United Kingdom501-1000 Employees

The Openwork Partnership operates in the financial services sector as a trading style of Openwork Limited and is authorized and regulated by the Financial Conduct Authority. It is based in Swindon, South West England, and functions within a regulated framework for distributing financial products and services. The organization also maintains an educational arm for its sector, led by The Openwork Business School. 

In 2026, the partnership added to its leadership team with the appointment of Adam Jones as chief technology officer. The firm has experienced leadership changes in recent years, including departures and new executive roles within its management structure. Its status as an FCA-regulated entity positions it within the regulated financial services landscape in the United Kingdom.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
501-1000

Section iconFunding & Financials

  • $100M - $250M

    The Openwork Partnership's revenue is estimated to be in the range of $100M - $250M

Section iconFunding & Financials

  • $100M - $250M

    The Openwork Partnership's revenue is estimated to be in the range of $100M - $250M

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