AJ Bell Overview
- Year Founded
-
1995

- Status
-
Public
- Employees
-
1,460

- Stock Symbol
-
AJB

- Investments
-
6
- Share Price
-
$6.21
- (As of Thursday Closing)
AJ Bell General Information
Description
AJ Bell PLC is an investment platform in the United Kingdom. The Group has a single operating segment being investment services in the advised and D2C space administering investments in SIPPs, ISAs and General Investment / Dealing Accounts. SIPPs and ISAs, Lifetime ISA, and junior products. The company generates revenue from Recurring ad valorem which includes custody fees, interest income and investment management fees; and transactional. Company earns its revenue from its domicile country United Kingdom.
Contact Information
Website
www.ajbell.co.ukCorporate Office
- 4 Exchange Quay
- Salford Quays
- Manchester M5 3EE
- England, United Kingdom
Corporate Office
- 4 Exchange Quay
- Salford Quays
- Manchester M5 3EE
- England, United Kingdom
AJ Bell Stock Performance
As of 15-May-2025, AJ Bell’s stock price is $6.21. Its current market cap is $2.52B with 406M shares.
(As of Thursday Closing)
Stock Price | Previous Close | 52 wk Range | Market Cap | Shares | Average Volume | EPS |
---|---|---|---|---|---|---|
$6.21 | $6.12 | $4.48 - $6.72 | $2.52B | 406M | 793K | $0.26 |
AJ Bell Financials Summary
As of 30-Sep-2024, AJ Bell has a trailing 12-month revenue of $341M.
In Thousands, USD |
TTM 30-Sep-2024 | FY 2024 30-Sep-2024 | FY 2023 30-Sep-2023 | FY 2022 30-Sep-2022 |
---|---|---|---|---|
EV | 2,290,585 | 2,290,585 | 1,272,414 | 1,158,969 |
Revenue | 341,476 | 341,476 | 267,290 | 209,159 |
EBITDA | 140,312 | 140,312 | 111,465 | 79,943 |
Net Income | 106,834 | 106,834 | 83,554 | 59,665 |
Total Assets | 386,582 | 386,582 | 285,898 | 184,793 |
Total Debt | 17,634 | 17,634 | 15,137 | 15,590 |
AJ Bell Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
AJ Bell Comparisons
Industry
Financing
Details
AJ Bell Competitors (3)
One of AJ Bell’s 3 competitors is Interactive Investor, a Formerly PE-Backed company based in Leeds, United Kingdom.
Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
---|---|---|---|---|---|---|
Interactive Investor | Formerly PE-Backed | Leeds, United Kingdom | ||||
E*TRADE | Corporate Backed or Acquired | Arlington, VA | ||||
Freetrade | Formerly VC-backed | London, United Kingdom |
AJ Bell Signals
AJ Bell Investors
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
---|
AJ Bell Investments & Acquisitions (6)
AJ Bell’s most recent deal was a Merger/Acquisition with Adalpha for . The deal was made on 18-Mar-2021.
Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
---|---|---|---|---|---|
Adalpha | 18-Mar-2021 | Merger/Acquisition | Financial Software | ||
AJ Bell Capital | 21-Jan-2016 | Merger/Acquisition | Consulting Services (B2B) | ||
Mansard Capital Management | 21-Jan-2016 | Buyout/LBO | Asset Management | ||
iNDEXX Markets | 21-Jan-2016 | Merger/Acquisition | Asset Management | ||
AJ Bell Media | 19-Dec-2012 | Buyout/LBO | Publishing |
AJ Bell ESG
Risk Overview
Risk Rating
Updated May, 31, 2024
23.87 | Med Risk
Risk Scale
A lower score indicates better sustainability
Negl
0-10
Low
10-20
Med
20-30
High
30-40
Severe
40+
Exposure
Exposure refers to the extent to which a company is exposed to different material ESG issues
Management
Management is related to actions taken to manage ESG issues
Peers Analysis
Peer performance insights compare the company’s ESG performance to the performance of selected peers to help inform future ESG decisions and drive internal performance improvements.
Global
Covered Companies
of 14,631
Rank
Percentile

Diversified Financials
Industry
of 832
Rank
Percentile

Asset Management and Custody Services
Subindustry
of 379
Rank
Percentile

AJ Bell Affiliates
Subsidiaries (1)
Name | Industry | Location | Year Founded |
---|---|---|---|
Mansard Capital Management | Sliema, Malta | 2010 |
AJ Bell FAQs
-
When was AJ Bell founded?
AJ Bell was founded in 1995.
-
Where is AJ Bell headquartered?
AJ Bell is headquartered in Manchester, United Kingdom.
-
What is the size of AJ Bell?
AJ Bell has 1,460 total employees.
-
What industry is AJ Bell in?
AJ Bell’s primary industry is Financial Software.
-
Is AJ Bell a private or public company?
AJ Bell is a Public company.
-
What is AJ Bell’s stock symbol?
The ticker symbol for AJ Bell is AJB.
-
What is the current stock price of AJ Bell?
As of 15-May-2025 the stock price of AJ Bell is $6.21.
-
What is the current market cap of AJ Bell?
The current market capitalization of AJ Bell is $2.52B.
-
What is AJ Bell’s current revenue?
The trailing twelve month revenue for AJ Bell is $341M.
-
Who are AJ Bell’s competitors?
Interactive Investor, E*TRADE, and Freetrade are competitors of AJ Bell.
-
What is AJ Bell’s annual earnings per share (EPS)?
AJ Bell’s EPS for 12 months was $0.26.
Data Transparency
-
Meet our data hygiene team
Discover how our experts ensure you’re getting the most accurate financial data in the industry.
Read blog » -
How PitchBook sources data
Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.
Discover our process »