Insights

Market Leadership Curtis Banks is the UK’s leading independent provider of SIPP and SSAS pension schemes with over 35.8 billion pounds in assets under administration, presenting a robust market presence and a large potential client base for financial and advisory services.

Strategic Acquisition Recent acquisition by Nucleus for approximately 242 million pounds indicates a strong industry consolidation trend, suggesting opportunities to approach affiliated companies or leverage integrated services for increased market penetration.

Technology Adoption Supported by cutting-edge technology such as online valuation tools and robust digital platforms, Curtis Banks is positioned to enhance digital engagement strategies, making it a prime candidate for consultancy or partnership in fintech solutions.

Environmental Initiatives The company's partnership with Ecologi to promote climate-conscious projects demonstrates a commitment to sustainability, providing avenues to offer green investment products or sustainability-related financial services to their client base.

Expanding Platforms Curtis Banks’ recent launch of a retirement-focused adviser platform and ongoing strategic moves suggest potential for sales opportunities in advisory technology, white-label solutions, and enhanced retirement planning tools targeting their adviser network.

Similar companies to Curtis Banks

Curtis Banks Tech Stack

Curtis Banks uses 8 technology products and services including Duda, Emotion, Trustpilot, and more. Explore Curtis Banks's tech stack below.

  • Duda
    Content Management System
  • Emotion
    Javascript Frameworks
  • Trustpilot
    Online Review Management
  • The SEO Framework
    Search Engines
  • Google Analytics
    Web Analytics
  • Adobe Fonts
    Web Fonts
  • Breadcrumb NavXT
    Web Platform Extensions
  • Nginx
    Web Servers

Media & News

Curtis Banks's Email Address Formats

Curtis Banks uses at least 1 format(s):
Curtis Banks Email FormatsExamplePercentage
First.Last@curtisbanks.co.ukJohn.Doe@curtisbanks.co.uk
98%
First.Middle@curtisbanks.co.ukJohn.Michael@curtisbanks.co.uk
1%
First@curtisbanks.co.ukJohn@curtisbanks.co.uk
1%

Frequently Asked Questions

Where is Curtis Banks's headquarters located?

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Curtis Banks's main headquarters is located at 3 Curtis Banks Bristol, England United Kingdom. The company has employees across 3 continents, including EuropeOceaniaNorth America.

What is Curtis Banks's phone number?

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You can contact Curtis Banks's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Curtis Banks's official website and social media links?

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Curtis Banks's official website is curtisbanks.co.uk and has social profiles on LinkedIn.

What is Curtis Banks's NAICS code?

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Curtis Banks's NAICS code is 52 - Finance and Insurance.

How many employees does Curtis Banks have currently?

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As of May 2026, Curtis Banks has approximately 233 employees across 3 continents, including EuropeOceaniaNorth America. Key team members include Chief Operating Officer: R. A.Head Of Product Management And Governance: C. R. -. B. N.Head Of New Business & Servicing - Secondment: A. D.. Explore Curtis Banks's employee directory with LeadIQ.

What industry does Curtis Banks belong to?

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Curtis Banks operates in the Financial Services industry.

What technology does Curtis Banks use?

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Curtis Banks's tech stack includes DudaEmotionTrustpilotThe SEO FrameworkGoogle AnalyticsAdobe FontsBreadcrumb NavXTNginx.

What is Curtis Banks's email format?

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Curtis Banks's email format typically follows the pattern of First.Last@curtisbanks.co.uk. Find more Curtis Banks email formats with LeadIQ.

When was Curtis Banks founded?

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Curtis Banks was founded in 2009.

Curtis Banks

Financial ServicesEngland, United Kingdom201-500 Employees

Curtis Banks are the UK’s leading independent provider of Self Invested Personal Pension schemes (SIPP) and Small Self Administered Pension Schemes (SSAS) with over £35.8bn of assets under administration.

Our aim is to deliver the best self invested pension products in the market, from the simple and straightforward to the complex and bespoke.

We believe in offering a superior level of personal service to advisers through our dedicated team of Business Development Managers working together with experienced technical experts.

Our management team has been involved with SSASs since 1977 and SIPPs since 1995, giving us senior experience that is almost unrivalled amongst our peers.

Our dedicated team is supported by cutting edge technology, providing our clients access to simple and robust dealing as well as secure 24/7 online valuations.

To get in touch, please visit us at https://www.curtisbanks.co.uk/contact/

Section iconCompany Overview

Headquarters
3 Curtis Banks Bristol, England United Kingdom
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
201-500

Section iconFunding & Financials

  • $25M$50M

    Curtis Banks's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Curtis Banks's revenue is estimated to be in the range of $25M$50M

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