The retirement planning industry in Europe is robust and evolving, shaped by changing demographics and regulatory landscapes. This sector includes financial advisory firms, insurance providers, and fintech companies, all offering innovative solutions for effective retirement savings and investment management. With the aging population, there is a growing demand for comprehensive retirement products that facilitate long-term wealth management. Furthermore, the integration of digital solutions is transforming client engagement and service delivery in this field. As consumers become more financially savvy, the industry is prioritizing personalized services, further emphasizing the role technology plays in shaping future offerings.


The investors featured in this list represent an intriguing mix of corporate and venture capital entities, headquartered primarily in major European cities. Established between 2001 and 2016, these firms range from small, agile teams to large corporations with over 10,000 employees. In their recent investment activities, they collectively engaged in numerous deals in 2024, showcasing a proactive approach toward retirement planning solutions. Noteworthy investors like Accenture and Allianz X have made significant strides in investing in fintech firms, highlighting the sector's dynamism and potential for innovation in retirement services.


Top 13 Retirement Planning Investors in Europe


1. Accenture

  • Website: accenture.com
  • Type: Corporate
  • Headquarters: Dublin, Dublin, Ireland
  • Founded year: 2001
  • Headcount: 10001+
  • Number of deals in 2024: 51
  • LinkedIn: accenture

Accenture is a global consulting firm based in Dublin, Ireland, specializing in information technology and management consulting services. Founded in 2001, the company has grown to employ over 10,000 professionals and operates across various industries, providing solutions that help businesses innovate and improve efficiency. In recent years, Accenture has made significant investments in the financial services sector, including the acquisition of Altus Consulting, which focuses on enhancing strategy and technology offerings in financial services, and Axis Corporate, a Spanish firm specializing in similar areas. Additionally, Accenture's involvement in the InvestCloud transaction, which aims to create a comprehensive wealth solutions platform, highlights its commitment to developing tools that can support retirement planning. These strategic moves position Accenture as a player in the retirement planning landscape, despite its broader focus on technology and consulting.


2. Crowdcube

  • Website: crowdcube.com
  • Type: Corporate
  • Headquarters: London, England, United Kingdom (UK)
  • Founded year: 2010
  • Headcount: 51-200
  • Number of deals in 2024: 3
  • LinkedIn: crowdcube-limited

Crowdcube is a London-based crowdfunding platform founded in 2010 that enables businesses to raise capital through equity investments. It connects startups and SMEs with potential investors, facilitating the funding process. The platform promotes diversity and inclusion within its workforce while providing investment management services to its clients. Notably, Crowdcube has been involved in several transactions relevant to retirement planning, such as their support for inbestMe, which raised over €2.1 million to expand its offerings of Index Funds, ETFs, and Pension Plans. Additionally, they facilitated a significant investment in Moneybox, a platform that empowers users to save and invest for their future, highlighting their commitment to supporting financial services that can aid in retirement planning. Crowdcube's diverse portfolio of investments positions them as a key player in the crowdfunding space, particularly for companies focused on financial growth and retirement solutions.


3. Bpifrance French Tech Accélération


Bpifrance French Tech Accélération is a venture capital investor based in Paris, Île-De-France, France, founded in 2015. As a public entity and financial institution, Bpifrance supports entrepreneurs and businesses in France and internationally through a variety of services, including direct funding, export credit insurance, and private equity investments. The institution aims to foster entrepreneurship and innovation by providing coaching and partnerships to help businesses navigate growth and international expansion. Notably, Bpifrance has been involved in transactions that intersect with the retirement planning sector, such as its investment in Mon Petit Placement, a fintech company that raised €6.5 million for distributing life insurance and retirement savings products. This involvement highlights Bpifrance's engagement in the financial services landscape, particularly in areas that support retirement planning. Other transactions, such as those with Mieuxplacer.com, which also operates in the financial advisory space, further illustrate Bpifrance's commitment to investing in companies that may contribute to retirement planning solutions.


4. PIB Group

  • Website: pibgroup.co.uk
  • Type: Corporate
  • Headquarters: London, England, United Kingdom (UK)
  • Founded year: 2015
  • Headcount: 1001-5000
  • Number of deals in 2024: 9
  • LinkedIn: pib-group

PIB Group is a corporate investor based in London, England, founded in 2015. As an insurance intermediary, PIB Group provides specialist insurance solutions across various sectors, catering to both businesses and consumers. Their services include risk management, trade credit insurance, and notably, employee benefits consulting. In recent years, PIB Group has actively expanded its portfolio through acquisitions, including the purchase of the employee benefits division of Sanlam Wealth Planning UK, which enhances their offerings in pensions, group risk, and healthcare consulting. Additionally, their acquisition of Alan Tierney & Partners Ltd, a financial planning firm, further solidifies their commitment to providing comprehensive financial services, including retirement planning. With a total of 9 investments in 2024, PIB Group demonstrates a proactive approach to growth and client-centric solutions, aiming to meet the diverse needs of their clients in the retirement planning space.


5. Apex Group Ltd (UK & Ireland)


Apex Group Ltd (UK & Ireland) is a prominent financial services provider based in London, England, founded in 2003. With over 10,000 employees, the firm offers a wide array of solutions including fund administration, regulatory compliance, and digital banking services. Apex Group serves a diverse clientele, including asset managers, corporates, family offices, and financial institutions, helping them navigate complex financial landscapes and enhance operational efficiency. Recently, Apex has made significant strides in expanding its investment operations, particularly in the retirement planning context. Notable transactions include the acquisition of Trustees Executors' Custody and Investment Accounting business, which aims to enhance their service offerings in investment administration. Additionally, their acquisition of Chile's Finix Group, which manages $11 billion in assets, reflects their commitment to expanding their capabilities in asset management, crucial for retirement planning. These strategic moves position Apex Group as a relevant player in the retirement planning industry.


6. Perspective Financial Group Ltd


Perspective Financial Group Ltd is a financial advisory firm based in Chorley, England, specializing in personal and corporate financial planning services. Founded in 2008, the firm has grown significantly, with a workforce of 501-1000 employees. In 2024, they have made seven investments, primarily through acquisitions of other financial advisory firms. Notable transactions include the acquisition of Foinaven Asset Management and Springfield Financial Services, which enhance their service offerings and client reach. Additionally, their acquisition of RPG Financial Ltd and Ian J Hunt Chartered Financial Planners has added substantial assets under management and new clients, further solidifying their position in the retirement planning sector. These strategic acquisitions reflect their commitment to providing tailored financial advice and strategies to help clients achieve their retirement goals.


7. Index Ventures

  • Website: indexventures.com
  • Type: Venture Capital
  • Headquarters: London, England, United Kingdom (UK)
  • Founded year: 1996
  • Headcount: 51-200
  • Number of deals in 2024: 67
  • LinkedIn: index-ventures

Index Ventures is a venture capital firm founded in 1996, based in London, England. The firm invests in innovative startups across various sectors, including technology and healthcare, and is known for providing capital and strategic support to entrepreneurs. Among their notable transactions, they have invested in Savvy Wealth, a digital platform for financial advisors, which raised $15.5 million in Series A funding in 2024 and previously raised $11 million in Series A-1 funding in 2022. Additionally, they participated in funding rounds for Wealthfront, an automated investment service that has significantly expanded its assets under management. These investments highlight Index Ventures' commitment to supporting companies that enhance financial services, making them a relevant player in the retirement planning space.


8. Söderberg & Partners


Söderberg & Partners is a financial advisory firm based in Stockholm, Sweden, founded in 2004. The firm offers a comprehensive range of services, including pension advisory, insurance brokerage, and wealth management, catering to both individual consumers and businesses. They assist clients in navigating complex financial decisions to enhance their financial security and investment strategies. In 2024, Söderberg & Partners has been actively expanding its presence in the UK market through several strategic acquisitions. Notably, they acquired a minority stake in Generation Financial Services, a financial advice firm, and have also invested in multiple UK advice firms, including Courtney Havers, Bespoke-Advice Ltd, Clear Financial Advice, and Bigmore Associates. These transactions reflect their commitment to strengthening their advisory services, particularly in the retirement planning sector, making them a significant player in this industry.


9. Speedinvest

  • Website: speedinvest.com
  • Type: Venture Capital
  • Headquarters: Vienna, Vienna, Austria
  • Founded year: 2011
  • Headcount: 51-200
  • Number of deals in 2024: 45
  • LinkedIn: speedinvest

Speedinvest is a venture capital firm based in Vienna, Austria, founded in 2011. The firm specializes in funding early-stage tech startups across Europe, providing both capital and hands-on support to help these companies scale. Their investment focus spans various technology sectors, including Deep Tech, Fintech, and SaaS. Notably, Speedinvest has participated in significant transactions relevant to the retirement planning context, such as Finary, which raised €8 million in Series A funding to build a modern private banking platform aimed at enhancing wealth creation and investment management. Additionally, their investment in Grandhood, which raised $3.2 million, indicates a commitment to innovative financial solutions that could support retirement planning. Overall, Speedinvest leverages a vast network of industry experts to assist their portfolio companies, making them a notable player in the fintech space that intersects with retirement planning.


10. DST Global

  • Website: dst-global.com
  • Type: Venture Capital
  • Headquarters: London, England, United Kingdom (UK)
  • Founded year: 2009
  • Headcount: 11-50
  • Number of deals in 2024: 24
  • LinkedIn: dst_2

DST Global is a London-based venture capital firm founded in 2009 by Yuri Milner, specializing in internet investments. The firm focuses on identifying and investing in some of the fastest-growing and most valuable internet companies globally. Notably, DST Global has invested in several fintech companies that are relevant to retirement planning. For example, they participated in a $105 million Series E funding round for Acorns, a fintech app designed to help users save and invest for their future, which is essential for retirement planning. Additionally, DST Global invested in Wealthsimple, which raised over $610 million in a private equity round, providing investment management services that cater to individuals looking to plan for retirement. Their involvement in these sectors highlights their commitment to supporting financial technology that aids in personal finance management and retirement planning.


11. Allianz X

  • Website: allianzx.com
  • Type: Corporate
  • Headquarters: Munich, Bavaria, Germany
  • Founded year: 2016
  • Headcount: 11-50
  • Number of deals in 2024: 6
  • LinkedIn: allianzx

Allianz X is a venture capital firm based in Munich, Bavaria, Germany, founded in 2016. It specializes in investing in digital growth companies within the insurtech and fintech sectors, providing strategic support and capital to help these companies scale their operations. Notably, Allianz X has made significant investments in companies like Wealthsimple, which raised substantial funding across multiple rounds (over $600 million in 2021 alone) and offers services that include investment management and retirement planning. Additionally, their investment in Moneyfarm, a digital wealth management service, further emphasizes their commitment to enhancing financial services that can aid in retirement planning. Through these investments, Allianz X plays a role in shaping the future of financial services, including those that cater to retirement needs.


12. Hedosophia

  • Website: hedosophia.com
  • Type: Venture Capital
  • Headquarters: London, England, United Kingdom (UK)
  • Founded year: 2012
  • Headcount: 51-200
  • Number of deals in 2024: 16
  • LinkedIn: hedosophia

Hedosophia is a London-based venture capital firm founded in 2012, specializing in supporting technology companies. The firm provides investment management and strategic support to help these businesses grow and innovate, primarily focusing on category-defining companies in the technology sector. Notably, Hedosophia has invested in several fintech companies that play a significant role in personal finance and wealth management. For example, they participated in the Series E funding round for Acorns, a fintech app that helps users save and invest for their future, which is directly relevant to retirement planning. Additionally, their investment in Scalable Capital, a digital wealth manager, further emphasizes their commitment to supporting platforms that enhance investment management and brokerage services, crucial for effective retirement planning. Other investments include Stash and Finary, both of which aim to simplify wealth management and asset tracking, further aligning with retirement planning objectives.


13. Nordic Capital

  • Website: nordiccapital.com
  • Type: Private Equity
  • Headquarters: Stockholm, Stockholm, Sweden
  • Founded year: 1989
  • Headcount: 201-500
  • Number of deals in 2024: 10
  • LinkedIn: nordic-capital

Nordic Capital is a private equity firm based in Stockholm, Sweden, founded in 1989. The firm specializes in investments across various sectors, including healthcare and technology, but has also made notable strides in the financial services sector. They have acquired several financial advisory firms, such as Ascot Lloyd, which manages nearly £10 billion in funds and provides independent financial advice, and Max Matthiessen, which aims to enhance customer offerings in financial advisory services. These acquisitions reflect Nordic Capital's strategy to partner with management teams to drive growth and operational improvements in portfolio companies, particularly in areas that support retirement planning. Their recent acquisition of Hargreaves Lansdown, a significant player in the business services sector, further emphasizes their involvement in financial services that are relevant to retirement planning. Nordic Capital's clients primarily consist of institutional investors seeking sustainable investment opportunities, highlighting their commitment to long-term value creation.



Retirement Planning Insights: Key Investors in Europe


InvestorHeadquarterSizeFoundedDeals 2024
AccentureDublin, Dublin, Ireland10001+200151
CrowdcubeLondon, England, United Kingdom (UK)51-20020103
Bpifrance French Tech AccélérationParis, Île-De-France, France1-102015198
PIB GroupLondon, England, United Kingdom (UK)1001-500020159
Apex Group Ltd (UK & Ireland)London, England, United Kingdom (UK)10001+20036
Perspective Financial Group LtdChorley, England, United Kingdom (UK)501-100020087
Index VenturesLondon, England, United Kingdom (UK)51-200199667
Söderberg & PartnersStockholm, Stockholm, Sweden1001-500020044
SpeedinvestVienna, Vienna, Austria51-200201145
DST GlobalLondon, England, United Kingdom (UK)11-50200924
Allianz XMunich, Bavaria, Germany11-5020166
HedosophiaLondon, England, United Kingdom (UK)51-200201216
Nordic CapitalStockholm, Stockholm, Sweden201-500198910


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