EValue

Evalue Ltd
Private limited company
Industry Fintech
Founded 2010
Headquarters Newbury, Berkshire, England ((head office)), London (small office)
Area served
 United Kingdom
Key people
 Paul McNamara (CEO)
Number of employees
 100 (Approx.) (2018)
Website www.ev.uk

EValue is a technology company based in the United Kingdom providing digital, personal finance advice with products that combine actuarial knowledge, asset modelling and risk management. The company maintains its head office in Benyon House, Newbury Business Park, Berkshire, with a smaller office in London.

History

In May 2017, EValue appointed Paul McNamara as chief executive, replacing Mark Cappell.[1] Paul McNamara was previously Group Chief Executive of IFG Group plc and, prior to his role with IFG, he worked in senior leadership roles for McKinsey, AXA, HBOS, Standard Life and Barclays. [2][3] On receiving the position, McNamara said "EValue has a dynamic team and is poised to lead in the emerging market for robo-advice and artificial intelligence solutions." [4]

In April 2018, EValue was part of Empire FinTech Week in New York City. [5]

Products and technology

The company's flagship products is their Insight Asset Model, a stochastic model for financial forecasting and asset allocation. [6] The company also provides an API to their technology. [7]

In September 2018, EValue launched Fin, a gamified digital assistant aims to help consumers explore their pension drawdown choices, and thus understand how long their income might last in retirement. [8]

Recognition and awards

In 2018, EValue was awarded bronze in UK Employee Experience Awards in the category of Employee Engagement – Values & Strategy. [9]

References

  1. ↑ "EValue appoints Paul McNamara as chief executive". Retrieved 2018-09-21.
  2. ↑ Fantato, Damian (May 2, 2017). "EValue names new chief executive". Financial Times Adviser.
  3. ↑ "EValue appoints ex-James Hay parent head as chief". Citywire. Retrieved 2018-09-21.
  4. ↑ "EValue embraces robo-advice with new CEO". Retrieved 2018-09-21.
  5. ↑ Finextra (2018-03-06). "DIT to take 15 fintech firms on trade mission to New York". Finextra Research. Retrieved 2018-09-21.
  6. ↑ "Insight Service - EValue". EValue. Retrieved 2018-09-21.
  7. ↑ "Evalue APIs: Sophistication in the back end for financial planning & advice". Daily Fintech. 2018-05-29. Retrieved 2018-09-21.
  8. ↑ "TPAS partners with EValue for pension guidance bot". Citywire. Retrieved 2018-09-21.
  9. ↑ "UK Employee Experience Awards 2018 - Winners 2018". e-x-a.co.uk. Retrieved 2018-09-21.
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