AJ Bell Overview

  • Year Founded
  • 1995

Year Founded

  • Status
  • Public

  • Employees
  • 1,373

Employees

  • Stock Symbol
  • AJB

Stock Symbol

  • Investments
  • 6

  • Share Price
  • $3.76
  • (As of Monday Closing)

AJ Bell General Information

Description

AJ Bell PLC is an investment platform in the United Kingdom. The company's core products are SIPPs, ISAs, and 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.

Contact Information

Ownership Status
Publicly Held
Financing Status
Formerly PE-Backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Stock Exchange
LON
Corporate Office
  • 4 Exchange Quay
  • Salford Quays
  • Manchester M5 3EE
  • England, United Kingdom
+44 0345 000 0000

AJ Bell Timeline

2021202220232024
Financing RoundCaptured Employee CountEstimated Employee Growth

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AJ Bell Stock Performance

(As of Monday Closing)

Stock Price Previous Close 52 wk Range Market Cap Shares Average Volume EPS
$3.76 $3.74 $2.93 - $4.44 412M 596K $0.20

AJ Bell Financials Summary

In Thousands,
USD
TTM 30-Sep-2023 FY 2023 30-Sep-2023 FY 2022 30-Sep-2022 FY 2021 30-Sep-2021
EV 1,272,414 1,272,414 1,158,969 2,109,945
Revenue 267,290 267,290 209,159 199,417
EBITDA 111,465 111,465 79,943 81,331
Net Income 83,554 83,554 59,665 59,927
Total Assets 285,898 285,898 184,793 217,707
Total Debt 15,137 15,137 15,590 20,938
Public Fundamental Data provided by Morningstar, Inc. disclaimer

AJ Bell Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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AJ Bell Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
AJ Bell PLC is an investment platform in the United Kingdom. The company's core products are SIPPs, ISAs, and Dealing Ac
Financial Software
Manchester, United Kingdom
1,373 As of 2023
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00000 000000000 0000
Leeds, United Kingdom
000 As of 0000
000.00
00.000 0000-00-00
000000&0 000.00

0*0000

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000000000
Jersey City, NJ
0000 As of 0000
00.000
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AJ Bell Competitors (5)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Interactive Investor Private Equity-Backed Leeds, United Kingdom 000 000.00 000000&0 000.00
E*TRADE Corporate Backed or Acquired Jersey City, NJ 0000 00.000 000000&0 00.000
Plus500 Corporation Haifa, Israel 000 000.00 00000000000 000.00
OANDA Private Equity-Backed New York, NY 000 00000 000000000000 00000
Freetrade Venture Capital-Backed London, United Kingdom 000 00000 000000000000 00000
You’re viewing 5 of 5 competitors. Get the full list »

AJ Bell Executive Team (18)

Name Title Board Seat Contact Info
Michael Summersgill Chief Executive Officer & Board Member
Peter Birch Chief Financial Officer, Finance & Board Member
Roger Stott Chief Operating Officer, Operations & Board Member
Mo Tagari Chief Technology Officer
Billy Mackay Managing Director
You’re viewing 5 of 18 executive team members. Get the full list »

AJ Bell Board Members (10)

Name Representing Role Since
000000 00000000 Self Independent Non-Executive Director 000 0000
000000 000000 AJ Bell Board Member 000 0000
0000000 0000000000 AJ Bell Chief Executive Officer & Board Member 000 0000
00000 00000 AJ Bell Chief Financial Officer, Finance & Board Member 000 0000
00000 00000 AJ Bell Chief Operating Officer, Operations & Board Member 000 0000
You’re viewing 5 of 10 board members. Get the full list »

AJ Bell Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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AJ Bell Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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AJ Bell Investments & Acquisitions (6)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Adalpha 18-Mar-2021 0000000000 00.000 Financial Software 0000 0000
AJ Bell Capital 21-Jan-2016 0000000000 Consulting Services (B2B) 0000 0000
Mansard Capital 21-Jan-2016 0000000000 Asset Management
iNDEXX Markets 21-Jan-2016 0000000000 Asset Management
AJ Bell Media 19-Dec-2012 Buyout/LBO Publishing 0000 0000
You’re viewing 5 of 6 investments and acquisitions. Get the full list »

AJ Bell Subsidiaries (1)

Company Name Industry Location Founded
Mansard Capital Other Service Provider Type Sliema, Malta 0000
To view AJ Bell’s complete subsidiaries history, request access »

AJ Bell ESG

Risk Overview

Risk Rating

Updated February, 21, 2024

24.6 | 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

00.0

Management

Management is related to actions taken to manage ESG issues

00.00

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

00 of 16,173

Rank

00.00

Percentile

Diversified Financials

Industry

00 of 951

Rank

00.00

Percentile

Asset Management and Custody Services

Subindustry

00 of 447

Rank

00.00

Percentile

To view AJ Bell’s complete esg history, request access »

AJ Bell FAQs

  • When was AJ Bell founded?

    AJ Bell was founded in 1995.

  • Who is the founder of AJ Bell?

    Andy Bell and Nicholas Littlefair are the founders of AJ Bell.

  • Who is the CEO of AJ Bell?

    Michael Summersgill is the CEO of AJ Bell.

  • Where is AJ Bell headquartered?

    AJ Bell is headquartered in Manchester, United Kingdom.

  • What is the size of AJ Bell?

    AJ Bell has 1,373 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 22-Apr-2024 the stock price of AJ Bell is $3.76.

  • What is AJ Bell’s current revenue?

    The trailing twelve month revenue for AJ Bell is $267M.

  • Who are AJ Bell’s competitors?

    Interactive Investor, E*TRADE, Plus500, OANDA, 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 $0.20.

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