We provide robust platform technology, giving our partners the tools and infrastructure they need to deliver and evolve their wealth propositions, while enhancing the client experience.
Our white-label proposition brings together the essential components of a comprehensive platform, backed by high-quality service and ongoing support.
We offer a range of self‑invested pensions to support different requirements. Option SIPP covers standard investments, while Full SIPP provides additional flexibility, including property and broader investment options.
Stocktrade is an execution only stockbroking platform solution, built on market leading technology with first class trading support. Stocktrade enables UK wealth propositions to deliver equity trading covering UK, Europe and North American Markets.
We support a range of wealth management propositions, from full platform solutions to off‑the‑shelf models, helping partners maintain and evolve their offering.
Embark Group provides wealth technology solutions, supporting over 466,000 investment accounts and £42.9bn in assets under administration.
We work with established financial services partners to deliver the infrastructure and expertise required to support their long-term needs.
Our capabilities enable partners to develop and maintain their own wealth propositions, supported by a flexible range of technology and operational services.
Whatever your client’s retirement needs, our range of Embark self-invested pensions is designed to meet them.
If your client’s circumstances change, so can the type of SIPP, thereby accommodating differing investment requirements throughout an individual’s lifetime.
Through our Stocktrade brand, we provide flexible trading access that can be configured to suit your requirements. Our market leading technology is responsible for £2.4bn AUA across 14,000 accounts.
Sharesave is a tax-efficient cash saving scheme that lets employees save towards buying shares in their company through our Stocktrade brand. At the end of the savings period, you have the option to buy shares in your company, typically at a discount to the market price, or take out your savings in cash.
We can help you to enhance your existing benefits with the following solutions:
We offer an advanced User Interface (UI/UX) that can be white-labelled and integrated into your front end. For our clients this:
In January 2022, Embark became part of Lloyds Banking Group. The combination of the scale and financial strength of Lloyds Banking Group and Embark’s Wealthtech expertise and capabilities is enabling Lloyds to target growth within the investment market across B2B and D2C channels.
Working with a range of financial services partners, we provide the infrastructure and expertise that underpin a broad set of investment and retirement solutions.
July: Scottish Widows Platform is launched.
October: Ready-Made Investments launched for Lloyds Banking Group.
November: Halifax Share Dealing Ltd (HSDL) becomes part of Embark Group.
January: Stocktrade brand is launched.
July: Embark Group, excluding Rowanmoor, announces sale to Lloyds Banking Group, subject to regulatory approval.
March: Wealthify, the online investment platform, launched a new, fully digital Self invested Personal Pension, with Embark Group.
May: Advance by Embark platform business and Horizon by Embark fund business are launched.
January: Embark Pensions is launched to align new SIPP business going forward.
November: The Group agrees to acquire the advised and partnership client books of Alliance Trust Savings.
Announced acquisition of Zurich Retail Wealth and Horizon Funds businesses expanding the Group’s investment capabilities.
February: Avalon Investment Services Limited acquired by the Group, bringing WRAP platform capabilities.
July: Rowanmoor Group PLC further expanded the Group’s SIPP and SSAS administration capabilities.
January: Nutmeg (now JP Morgan Personal Investing) launched direct-to-consumer pension offering with help of Embark Services Limited.
September: Commenced partnership with global technology partner FNZ to digitise and support operations.
Below you will find links to key product information and regulatory documents related to the White-label platform.
Please note, this form is for general enquiries only. Please do not provide any confidential information or business instructions. Embark will process your personal data as described in our data privacy notice, which explains how we use your information and your rights.
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