Draft:Lyfeguard Limited

From Wikipedia, the free encyclopedia
  • Comment: The OP has removed primary and unreliable sources upon my instructions. And I myself have cleaned up the promo bits and copy edited the article. Also trimmed some references. I've put some of them in the talk page. IMO the company might meet borderline notability but I'll leave that to someone else to review. @Fintechfraser: you may resubmit the draft now and someone else will review it. Regards. X (talk) 18:38, 30 April 2024 (UTC)
  • Comment: Linkedin.com and Spotify are not reliable independent sources. Theroadislong (talk) 12:48, 29 April 2024 (UTC)
  • Comment: Thank you for your WP:COI declaration. However, the framing of the submission is still promotional and not suitable as is. See also WP:SOLUTION. Greenman (talk) 21:12, 26 April 2024 (UTC)


Lyfeguard Limited
Company 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
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[edit]

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[edit]

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[edit]

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[edit]

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[edit]

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[edit]

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[edit]

  1. ^ "LYFEGUARD LIMITED overview - Find and update company information - GOV.UK". find-and-update.company-information.service.gov.uk. Retrieved 2024-04-26.
  2. ^ "Financial planning platform Lyfeguard launches in the UK". FinTech Global. 2023-02-01. Retrieved 2024-04-26.
  3. ^ Symcox, Jonathan (2023-02-01). "Launching: Lyfeguard - a life-planning assistant". TechBlast. Retrieved 2024-04-26.
  4. ^ Lawther, Robbie (2023-02-01). "Fintech firm creates IFA client document platform". PA Adviser. Retrieved 2024-04-29.
  5. ^ "UK00003793594". Intellectual Property Office. 2022-08-26.
  6. ^ "Fintech firm launches client management app for IFAs". www.ftadviser.com. Retrieved 2024-04-26.
  7. ^ "Lyfeguard enters partnership with Hometree". www.mpamag.com. Retrieved 2024-04-26.
  8. ^ "Lyfeguard partners with Farewill on access to end-of-life planning services". Finextra Research. 2023-02-22. Retrieved 2024-04-26.
  9. ^ "Lyfeguard Limited". register.fca.org.uk. Retrieved 2024-04-26.
  10. ^ "Over Half of Brits are Worried about Their Finances". Financial IT. Retrieved 2024-04-29.
  11. ^ Russell, Brandon (2024-03-14). "Lyfeguard joins forces with Adviser Services Holdings Limited to streamline data access for IFAs - IFA Magazine". IFA Magazine. Retrieved 2024-04-30.
  12. ^ Russell, Brandon (2024-02-22). "Lyfeguard partners with Finova Money to overhaul financial planning and digital wealth management - IFA Magazine". ifamagazine.com. Retrieved 2024-04-29.
  13. ^ "UK WealthTech Landscape Report 2023". issuu. 10 October 2023. Retrieved 2024-04-29.
  14. ^ "Lyfeguard". CB Insights. Retrieved 2024-04-29.
  15. ^ a b "The Life-Changing Mission Behind Lyfeguard | Great British Entrepreneur Awards – Great British Entrepreneur Awards". greatbritishentrepreneurawards.com. Retrieved 2024-04-30.
  16. ^ "Wavestone acquires UK's fast growing IT consultancy Xceed Group". www.consultancy.uk. 2018-04-06. Retrieved 2024-04-30.
  17. ^ "Case study: Tech-lover and Luddite". www.ft.com. Retrieved 2024-04-30.
  18. ^ Dawson, Nicholas (2023-03-19). "Britons urged to get 'expert guidance' on pensions". Express.co.uk. Retrieved 2024-04-26.
  19. ^ Iris (2023-03-07). "Fintech leaders to debate industry future in Parliament". Business Money. Retrieved 2024-04-26.
  20. ^ Finance, Director of (2023-03-22). "Industry leaders back fintech future at Parliamentary summit". Director of Finance Online. Retrieved 2024-04-29.
  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.
  22. ^ Venture Visionaries Episode 10. Venture Visionaries on Sky TV. Retrieved 2024-04-30 – via YouTube.
  23. ^ "Lyfeguard Earns PFS Associate Firm Status". Lyfeguard. 2024-03-01. Retrieved 2024-04-29.
  24. ^ "10. Lyfeguard". TechRound. 2023-12-14. Retrieved 2024-04-26.
  25. ^ "Recognising Exceptional Businesses: The Business Awards UK 2023 Small Business Awards Winners and Finalists". Yahoo Finance. 2023-10-02. Retrieved 2024-04-26.
  26. ^ "About Lyfeguard". SME News. Retrieved 2024-04-26.
  27. ^ "3. Lyfeguard". TechRound. 2024-04-30. Retrieved 2024-04-30.

External links[edit]

Retrieved from "https://en.wikipedia.org/w/index.php?title=Draft:Lyfeguard_Limited&oldid=1221794283"