Isio logo — We exist to bring clarity, confidence, and better outcomes f...

Isio

We exist to bring clarity, confidence, and better outcomes for everyone.

Founded 2020 United Kingdom London, United Kingdom 1268 employees Financial Services, Wealth Management

General Information

Company Name Isio
Founded Year 2020
Location United Kingdom London, United Kingdom
Employees 1268
Industries Financial Services, Wealth Management
Business Model B2B, B2C, B2B2C
Revenue Model Service Fee, Consulting Fee, Retainer
Social

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Recorded by Bounce Watch from public sources. Every entry below carries the date we observed it, and when we have not looked recently the page says so rather than leaving silence to imply nothing happened.

New Partnership Sep 25, 2026

Isio announced a new partnership with Evenbreak to strengthen its approach to inclusion, accessibility, and colleague support.

Certification Sep 25, 2026

Isio has achieved Disability Confident Level: Committed status, an important step in creating an inclusive workplace and marking the start of their journey towards Level 2 accreditation.

About Isio

Isio, founded in 2020, is a dynamic player in the Financial Services and Wealth Management industries, headquartered in the United Kingdom. Their mission is to bring clarity, confidence, and improved outcomes to organizations and individuals through their comprehensive advisory services.

With a heritage that ensures quality and a fresh perspective that challenges traditional approaches, Isio positions itself as a market leader. They provide expert advisory services on over £300bn in UK pension assets, assist employers in making strategic decisions in employee benefits, and manage over £3bn in wealth for individuals and families. Their capabilities extend to leveraging institutional-grade investment expertise, serving charities and financial advisers.

Despite their substantial operations, Isio has not yet received external investment, suggesting a potential opportunity for investors aiming to tap into a firm with robust industry influence and growth prospects.

Business keywords: Pensions Advisory, Employee Benefits Solutions, Wealth Planning, Investment Management, Retirement Planning, Consulting Services, Institutional Investment Expertise, Charity Support, Financial Advisers, Outcome-driven Solutions, Progressive Advisory

Services & Products

Pensions Advisory
Investment Management
Wealth Management
Employee Benefits Consulting
Digital Services

Target Customers

Pension Trustees Employers Individuals and Families Charities and Endowments Financial Advisers

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Buyout Undisclosed 1
Aquiline
01 Jul 2024

Isio Alternatives & Competitors

View All Alternatives
Isio vs
Vive
Vive The Netherlands

Future money. Through your employer, owned by you.

28 employees
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Isio vs
FINVIA
FINVIA Germany

Das fortschrittliche Family Office. Wir betreuen Ihr Vermögen – individuell, sicher und mit modernst...

Venture round
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Isio vs

Since 1998, ASI has been serving clients throughout the Pacific Northwest - individuals, families an...

10 employees
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FAQ About Isio

We exist to bring clarity, confidence, and better outcomes for everyone.
Isio was founded in 2020.
Isio is headquartered in London, United Kingdom.
Isio operates in Financial Services and Wealth Management. Its work centres on Pensions Advisory, Employee Benefits Solutions, Wealth Planning and Investment Management. Its customers include Pension Trustees, Employers and Individuals and Families.
Isio has a B2B, B2C and B2B2C business model. Its revenue comes from Service Fee, Consulting Fee and Retainer.
Isio has approximately 1268 employees.
Isio has completed 1 funding round.
Isio offers: Pensions Advisory, Investment Management, Wealth Management, Employee Benefits Consulting, Digital Services.
Top alternatives and competitors to Isio include Vive, FINVIA, ASI Wealth Management, The Integratis Group, Apella Wealth. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Isio and Vive are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Isio, https://bouncewatch.com/company/isio-services, updated 25 September 2026. When citing, please name BounceWatch and link this page.

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