About us
Advice and investing – for all
We’re on a mission to make investing and money advice accessible to all – because we believe everyone deserves to feel confident about their future.
Our story
Over 25 years of industry experience
We’re part of the Octopus Group – a family- and employee-owned business that’s been doing things differently for 25 years. We set out to build businesses that will outlive us and create a better world for future generations.
2000
It all started with Octopus Investments. Today, that company manages £9.6 billion* of assets and offers investment solutions to help with estate and tax planning.
2015
Octopus helped launch Octopus Energy – now the UK’s most loved energy provider, with a mission to make energy better for people and the planet.
2023
Octopus Money was born to make investing and high-quality advice available to more people at a fair price.
Proud to be different
We’re combining expert support and smart technology to help more people plan, save and invest for the life they want.
We’re a certified B Corp and proud to be privately owned by our founders and employees.
Led by our values, we’re building the kind of planning and investing business we’d want our own friends and families to use. One that’s inclusive, fairly priced and puts people at the heart.
A champion for financial wellbeing
We partner with some of the UK’s leading employers to bring 1-to-1, personalised support to over 250,000 employees – helping them plan for their future.
We also power financial services firms who share our mission. Our award-winning platform isn’t just software – it’s a proven operating model, shaped by everything we’ve learned running our own business and supporting real people with their money goals. With it, firms can deliver regulated, holistic advice to more customers than ever – at a fraction of the cost.
* Octopus as at March 2025. Funds Under Management data includes undrawn commitments, funds under advisory mandates and funds monitored, and is based upon the latest information available at the time of the calculation. The figure includes Octopus Investments, Octopus AIF Management and Octopus Investments Australia.