Company:Lyfeguard Limited

From HandWiki
Lyfeguard Limited
TypePrivately held company
Industry
FoundedJanuary 27, 2021; 3 years ago (2021-01-27) in London, England
FoundersFraser Stewart, Gary Stewart
HeadquartersKemp House, 160 City Road,
London
,
England
ProductsLyfeguard
Services
  • Cloud Storage
  • Personal Financial Management
  • File Sharing
Websitelyfeguard.com

Lyfeguard Limited is a financial technology company based in London, United Kingdom. It was founded in 2021 by Gary Stewart and Fraser Stewart. The company develops software for personal information management, which includes features like cloud storage, personal financial management and file sharing. It serves both business and consumer markets, providing software to wealth management professionals and individual consumers.[1][2]

History

Lyfeguard Limited was established in 2021 by Gary Stewart and Fraser Stewart.[3][4] The business initially operated under the name My Halo Life Limited and was renamed Lyfeguard Limited in July 2022 after securing £260,000 in Pre-Seed funding.[5]

The company began offering its services to the public in February 2023 and entered into partnerships with various service providers such as Farewill for will writing, Hometree for home cover, and ManyPets for pet insurance.[6][7][8] In October 2023, Lyfeguard integrated open banking functionality through a partnership with Moneyhub. Subsequently, Lyfeguard was registered as an agent of Moneyhub by the Financial Conduct Authority (FCA).[9][10] In 2024, they established a partnership with Adviser Services Holdings Limited (ASHL).[11]

Product and services

Lyfeguard offers its software via a web application that is available on a subscription basis. Its products are divided into two main categories:

Wealth management and financial advice

This category includes customer relationship management (CRM) systems, cloud-based client portals, portfolio management tools, and functionalities for integrating financial data, reporting, and collaboration.[12][13]

Direct-to-consumer

Lyfeguard provides a freemium subscription service, which includes a basic free tier and a premium tier, Lyfeguard Pro. The service offers data storage, financial account integration, and information sharing features.[14][15]

Management

Gary Stewart, co-founder, serves as the CEO. Prior to founding Lyfeguard, he led Xceed Consultancy Group until its acquisition in 2018.[16][17] Fraser Stewart,[18][19][20] is the co-founder and Chief Commercial Officer.[21]

Awards and recognition

In 2024, the company was featured on the Sky TV program "Venture Visionaries".[22] It achieved Authorized Firm status from the Personal Finance Society in March of 2024.[23]

Award Awarding Body Result
TechRound100 2023 TechRound Ranked 10th[24]
Small Family Business of the Year 2023 Business Awards UK Winner[25]
Most Innovative Life Planning Platform 2023 SME News Winner[26]
Great British Entrepreneur Awards (GBEA) 2023 Great British Entrepreneur Awards Finalist[15]
Fintech50 2024 TechRound Ranked 3rd[27]

References

  1. ↑ "LYFEGUARD LIMITED overview - Find and update company information - GOV.UK" (in en). https://find-and-update.company-information.service.gov.uk/company/13160456. 
  2. ↑ "Financial planning platform Lyfeguard launches in the UK" (in en-GB). 2023-02-01. https://fintech.global/2023/02/01/financial-planning-platform-lyfeguard-launches-in-the-uk/. 
  3. ↑ Symcox, Jonathan (2023-02-01). "Launching: Lyfeguard - a life-planning assistant" (in en). https://techblast.co.uk/news/launching-lyfeguard-a-life-planning-assistant/. 
  4. ↑ Lawther, Robbie (2023-02-01). "Fintech firm creates IFA client document platform" (in en-US). https://international-adviser.com/fintech-firm-creates-ifa-client-document-platform/. 
  5. ↑ "UK00003793594". 2022-08-26. https://trademarks.ipo.gov.uk/ipo-tmcase/page/Results/1/UK00003793594. 
  6. ↑ "Fintech firm launches client management app for IFAs" (in en). https://www.ftadviser.com/your-industry/2023/02/01/fintech-firm-launches-client-management-app-for-ifas/. 
  7. ↑ "Lyfeguard enters partnership with Hometree" (in en). https://www.mpamag.com/uk/news/general/lyfeguard-enters-partnership-with-hometree/435594. 
  8. ↑ "Lyfeguard partners with Farewill on access to end-of-life planning services" (in en). 2023-02-22. https://www.finextra.com/pressarticle/95833/lyfeguard-partners-with-farewill-on-access-to-end-of-life-planning-services. 
  9. ↑ "Lyfeguard Limited". https://register.fca.org.uk/s/firm?id=0014G00003CeBzbQAF. 
  10. ↑ "Over Half of Brits are Worried about Their Finances" (in en). https://financialit.net/news/personal-finance/over-half-brits-are-worried-about-their-finances. 
  11. ↑ Russell, Brandon (2024-03-14). "Lyfeguard joins forces with Adviser Services Holdings Limited to streamline data access for IFAs - IFA Magazine" (in en-US). https://ifamagazine.com/lyfeguard-joins-forces-with-adviser-services-holdings-limited-to-streamline-data-access-for-ifas/. 
  12. ↑ Russell, Brandon (2024-02-22). "Lyfeguard partners with Finova Money to overhaul financial planning and digital wealth management - IFA Magazine" (in en-US). https://ifamagazine.com/lyfeguard-partners-with-finova-money-to-overhaul-financial-planning-and-digital-wealth-management/. 
  13. ↑ "UK WealthTech Landscape Report 2023" (in en). https://issuu.com/thewealthmosaic.com/docs/twm_uk_wtlr_volume_4_web_singles. 
  14. ↑ "Lyfeguard". https://www.cbinsights.com/company/lyfeguard. 
  15. ↑ 15.0 15.1 "The Life-Changing Mission Behind Lyfeguard | Great British Entrepreneur Awards – Great British Entrepreneur Awards" (in en). https://greatbritishentrepreneurawards.com/2023/10/the-life-changing-ai-behind-syd-how-lorena-puica-is-revolutionising-preventative-care/. 
  16. ↑ "Wavestone acquires UK's fast growing IT consultancy Xceed Group" (in en). 2018-04-06. https://www.consultancy.uk/news/16617/wavestone-acquires-uks-fast-growing-it-consultancy-xceed-group. 
  17. ↑ "Case study: Tech-lover and Luddite". https://www.ft.com/content/16274678-f34c-11e0-b11b-00144feab49a. 
  18. ↑ Dawson, Nicholas (2023-03-19). "Britons urged to get 'expert guidance' on pensions" (in en). https://www.express.co.uk/finance/personalfinance/1747844/Pensions-advice-retirement-planning. 
  19. ↑ Iris (2023-03-07). "Fintech leaders to debate industry future in Parliament" (in en-US). https://www.business-money.com/announcements/fintech-leaders-to-debate-industry-future-in-parliament/. 
  20. ↑ Finance, Director of (2023-03-22). "Industry leaders back fintech future at Parliamentary summit" (in en-GB). https://dofonline.co.uk/2023/03/22/industry-leaders-back-fintech-future-at-parliamentary-summit/. 
  21. ↑ Sohaila, Bakr (2023). "Unleashing Collaborative Potential: Exploring the Dynamics between Banks and Fintechs in the Era of PSD2 and Open API Technologies". Aalborg University. https://www.researchgate.net/publication/373338982. 
  22. ↑ Venture Visionaries Episode 10. Venture Visionaries on Sky TV. Retrieved 2024-04-30 – via YouTube.
  23. ↑ "Lyfeguard Earns PFS Associate Firm Status". 2024-03-01. https://lyfeguard.com/articles/press-and-media/lyfeguard-personal-finance-society. 
  24. ↑ "10. Lyfeguard" (in en-GB). 2023-12-14. https://techround.co.uk/techround-100/10-lyfeguard/. 
  25. ↑ "Recognising Exceptional Businesses: The Business Awards UK 2023 Small Business Awards Winners and Finalists" (in en-US). 2023-10-02. https://finance.yahoo.com/news/recognising-exceptional-businesses-business-awards-112700692.html. 
  26. ↑ "About Lyfeguard" (in en-US). https://www.sme-news.co.uk/winners/lyfeguard/. 
  27. ↑ "3. Lyfeguard" (in en-GB). 2024-04-30. https://techround.co.uk/fintech-50/3-lyfeguard/. 

External links


Retrieved from "https://handwiki.org/wiki/index.php?title=Company:Lyfeguard_Limited&oldid=3729586"