Smarterly turns the UK into a nation of investors

Smarterly aims to turn the UK into a nation of investors, by promoting the benefits of healthy savings habits via people’s employers. We make investing simple, easy and accessible for the mass market – aiming to make buying a Smarterly ISA just as easy as buying a product from Amazon.

Employers promote Smarterly as an employee benefit, to help their staff build healthy saving habits with the convenience of saving directly from their pay, often with a contribution boost from the employer as a more accessible complement to pensions.

Our service is automated and therefore very scalable. We use sophisticated algorithms to analyse over 1,000 funds, build ready-made portfolios and comparison tables and then monitor each customer’s individual portfolio on a daily basis. We own all the tech and have full regulatory permission to handle client money.

We aim to be the market leader in workplace savings, a market opportunity of £90bn pa in private and public sector pensions.