AJ Bell Overview

  • Year Founded
  • 1995

Year Founded

  • Status
  • Public

  • Employees
  • 1,460

Employees

  • Stock Symbol
  • AJB

Stock Symbol

  • 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

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

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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
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 Group has a single operating segment being investment s
Financial Software
Manchester, United Kingdom
1,460 As of 2024

Leeds, United Kingdom
 

Arlington, VA
 
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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
You’re viewing 3 of 3 competitors. Get the full list »

AJ Bell Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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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)

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
You’re viewing 5 of 6 investments and acquisitions. Get the full list »

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

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

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.

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