PensionBee Inc.
Online IRA provider
- 1-20 employees
- Fintech
- B2C
- Personal finance
- Investing
- Financial District, New York, NY
Jump to section
Company mission
To make retirement simple so that everyone can look forward to a happy retirement.
15% employee growth in 12 months
Our take
PensionBee is a US-based Individual Retirement Account (IRA) provider. The company is authorized and regulated by the FCA, and it serves nearly 1 million customers with a commitment to transparent and ethical retirement solutions.
PensionBee differentiates itself by providing customers with a wide range of pension plans and investment portfolio options based on their financial needs and risk appetite. These are managed by global investment managers State Street Global Advisors. What's more, PensionBee is free for customers to transfer their pensions, 401(K)s and IRAs, making it an attractive choice.
After the company became listed on the London Stock Exchange in April 2021, it continued to see post-IPO growth, with over £5 billion in assets now recorded. The company has invested heavily in its marketing and technology, and it is well set to see further expansion as it establishes itself in the US market.
Freddie
Company Specialist at Welcome to the Jungle
Benefits
- Regular company-wide sessions: CEO Session, Show & Tell, Lunch & Learn ad varied D&I agenda; giving you an opportunity to share your ideas and learn about other areas of the business
- End of year bonus and generous equity schemes
- A warm and motivated team working to make a real difference for our customers
Funding (1 round)
Jul 2016
$1.3m
SEED
$1.3m
Total funding
Leadership
Jonathan champions a tech-forward culture within the business, aiming to raise the level of technology literacy among employees, and creating opportunities for people to develop.
Romina Savova
(CEO)Previously worked as an Associate at Morgan Stanley and Director of Corporate Development at Credit Benchmark. Rounds up her investment bank experience with a 2-year stint as Analyst at Goldman Sachs.