Investacc Group Limited

Investacc Group Limited

LLSE:INAC
201.00
GBX
+2.00
(+1.01%)
8.26BMarket Cap
Apr 29Next Earn
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
TTM
Revenue per Share
- -
- -
- -
- -
0.67
- -
Basic EPS, GAAP
- -
-0.15
-0.28
-0.23
-0.13
- -
Free Cash Flow per Basic Share
- -
-0.16
-0.22
-0.18
-0.87
- -
Dividend per Share
- -
- -
- -
- -
- -
- -
Book Value per Share
14.54
0.77
0.45
0.17
- -
0.76
Tangible Book Value per Share
14.54
0.77
0.45
0.17
- -
0.01
Basic Weighted Avg Shares
13
13
13
13
13
49
Sales/Revenue/Turnover
- -
- -
- -
- -
9
- -
Operating Margin (%)
- -
- -
- -
- -
-28.53
- -
Depreciation Expense
- -
- -
- -
- -
2
- -
Net Income, GAAP
- -
-2
-4
-3
-2
- -
Effective Tax Rate (%)
- -
- -
- -
- -
- -
- -
Profit Margin (%)
- -
- -
- -
- -
-18.9
- -
Working Capital
10
8
5
2
- -
8
LT Debt
- -
- -
- -
- -
- -
5
Total Equity
10
8
5
2
- -
37
Return on Invested Capital (%)
- -
- -
- -
- -
- -
- -
Return on Capital (%)
- -
- -
- -
- -
- -
- -
Return on Common Equity (%)
- -
-21
-54.29
-90.27
- -
- -

Capital Structure

GBP

•

in mil. unless spec.
Jun'24
Dec'25
Jun'25
ST Debt
- -
- -
- -
LT Borrowings
- -
- -
5
LT Finance Leases
- -
- -
- -
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
11
49
49
Market Capitalization
- -
59
83

Working Capital

GBP

•

in mil. unless spec.
Jun'24
Dec'25
Jun'25
Total Current Assets
8
15
13
Cash, Cash Equivalents & STI
6
13
11
Accounts Receivable, Net
- -
- -
- -
Inventories
- -
- -
- -
Total Current Liabilities
6
10
5
Payables & Accruals
- -
- -
- -
ST Debt
- -
- -
- -
Deferred Revenue
- -
- -
- -

Growth Rates

GBP

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
- -
- -
- -
Free Cash Flow
- -
- -
378.46%
Net Income, GAAP
- -
- -
-45.53%
Sales/Revenue/Turnover
- -
- -
- -
Total Cash Common Dividend
- -
- -
- -

Semi-annual Revenue

GBP

•

in mil. unless spec.

Year

H1
H2
FY
2023
- -
- -
- -
2024
- -
- -
- -
2025
- -
- -
9

Semi-annual Earnings Per Share

GBP

•

in mil. unless spec.

Year

H1
H2
FY
2023
- -
- -
-0.28
2024
- -
- -
-0.23
2025
- -
- -
-0.13

Semi-annual Dividends Per Share

GBP

•

in mil. unless spec.

Year

H1
H2
FY
2023
- -
- -
- -
2024
- -
- -
- -
2025
- -
- -
- -

Company Description

CEO
William Arthur Self
Full Time Employees
196
Sector
Finance
Industry
Investment managers
Address
11 Buckingham Street London GL United Kingdom WC2N 6DF
IPO Date
Dec 4, 2020
Business
InvestAcc Group Limited is a specialist pension administration and financial services company focused on specialist pensions and related advisory support. It operates through InvestAcc Pension Administration Limited, InvestAcc Limited, and Vesta Wealth Limited, offering self-invested personal pensions (SIPP) and SSAS (small self-administered schemes) administration, along with market-independent financial advice and investment solutions for individuals, families, trustees, and corporate clients. The company pursues a buy-and-build strategy and forms strategic partnerships to scale its platform-based pension administration capabilities, expanding assets under administration and client books through inorganic growth, including potential acquisitions of external SIPP/SSAS portfolios. InvestAcc targets the UK market for pension administration services and related wealth-management offerings, with a management team and governance aligned to operate a regulated, platform-based pension administration model. The group was founded in 1992 and is headquartered in London, United Kingdom, and is listed on the London Stock Exchange under the ticker INAC. The company’s product and service suite includes Minerva SIPP, SIPP Lite, SSAS administration, platinum SIPP and SSAS client books, and ongoing advisory services through Vesta Wealth Limited, with a strategy to broaden its geographic and product reach via partnerships and acquisitions. InvestAcc’s business segments encompass pension administration, independent financial advice, and integrated wealth solutions for both individual and corporate clients, focusing on enhancing administration efficiency, regulatory compliance, and client-centric service delivery. Recent strategic developments include the planned acquisition of AJ Bell’s Platinum SIPP and SSAS books with completion targeted in 2025, accompanied by a financing arrangement with Kartesia to support the transaction and future growth opportunities; the company also rebranded from Marwyn Acquisition Company II Limited to InvestAcc Group Limited in 2024, reflecting its expanded platform-focused pension administration and wealth services strategy. This combination of core pension administration capabilities, advisory services, and growth through acquisitions positions InvestAcc as a niche platform provider within the UK pensions administration landscape. [Note: This description reflects publicly available information as of early 2025–2026 and summarizes core products/services and latest strategic changes; for precise current figures and any subsequent developments, refer to the company’s disclosures and investor materials.]