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| foundation = {{start date and age|2021|01|27}} in [[London]], [[England]]
| foundation = {{start date and age|2021|01|27}} in [[London]], [[England]]
| website = {{URL|lyfeguard.com}}
| website = {{URL|lyfeguard.com}}
| num_employees = 8+<ref name="LinkedIn">{{Cite web |title=Lyfeguard
|url=https://www.linkedin.com/company/lyfeguardsocial/ |access-date=2024-04-29 |website=LinkedIn}}</ref>
}}
}}


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== History ==
== History ==
Lyfeguard Limited was established in 2021 by Gary Stewart and Fraser Stewart, who identified the need for improved management of personal and financial information during estate settlements.<ref>{{Cite web |last=Symcox |first=Jonathan |date=2023-02-01 |title=Launching: Lyfeguard - a life-planning assistant |url=https://techblast.co.uk/news/launching-lyfeguard-a-life-planning-assistant/ |access-date=2024-04-26 |website=TechBlast |language=en}}</ref><ref>{{Cite web |last=Lawther |first=Robbie |date=2023-02-01 |title=Fintech firm creates IFA client document platform |url=https://international-adviser.com/fintech-firm-creates-ifa-client-document-platform/ |access-date=2024-04-29 |website=PA Adviser |language=en-US}}</ref> 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|Pre-Seed]] funding.<ref>{{Cite web |date=2024-04-29 |title=Lyfeguard |url=https://www.crunchbase.com/organization/lyfeguard |access-date=2024-04-29 |website=Crunchbase}}</ref><ref>{{Cite web |date=2022-08-26 |title=UK00003793594 |url=https://trademarks.ipo.gov.uk/ipo-tmcase/page/Results/1/UK00003793594 |website=Intellectual Property Office}}</ref>
Lyfeguard Limited was established in 2021 by Gary Stewart and Fraser Stewart, who identified the need for improved management of personal and financial information during estate settlements.<ref>{{Cite web |last=Symcox |first=Jonathan |date=2023-02-01 |title=Launching: Lyfeguard - a life-planning assistant |url=https://techblast.co.uk/news/launching-lyfeguard-a-life-planning-assistant/ |access-date=2024-04-26 |website=TechBlast |language=en}}</ref><ref>{{Cite web |last=Lawther |first=Robbie |date=2023-02-01 |title=Fintech firm creates IFA client document platform |url=https://international-adviser.com/fintech-firm-creates-ifa-client-document-platform/ |access-date=2024-04-29 |website=PA Adviser |language=en-US}}</ref> 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|Pre-Seed]] funding.<ref>{{Cite web |date=2022-08-26 |title=UK00003793594 |url=https://trademarks.ipo.gov.uk/ipo-tmcase/page/Results/1/UK00003793594 |website=Intellectual Property Office}}</ref>


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.<ref>{{Cite web |title=Fintech firm launches client management app for IFAs |url=https://www.ftadviser.com/your-industry/2023/02/01/fintech-firm-launches-client-management-app-for-ifas/ |access-date=2024-04-26 |website=www.ftadviser.com |language=en}}</ref><ref>{{Cite web |title=Lyfeguard enters partnership with Hometree |url=https://www.mpamag.com/uk/news/general/lyfeguard-enters-partnership-with-hometree/435594 |access-date=2024-04-26 |website=www.mpamag.com |language=en}}</ref><ref>{{Cite web |date=2023-02-22 |title=Lyfeguard partners with Farewill on access to end-of-life planning services |url=https://www.finextra.com/pressarticle/95833/lyfeguard-partners-with-farewill-on-access-to-end-of-life-planning-services |access-date=2024-04-26 |website=Finextra Research |language=en}}</ref> In October 2023, Lyfeguard integrated [[open banking]] functionality through a partnership with Moneyhub. This integration allowed users to connect to their financial accounts, following which Lyfeguard was registered as an agent of Moneyhub by the Financial Conduct Authority (FCA).<ref>{{Cite web |title=Lyfeguard Limited |url=https://register.fca.org.uk/s/firm?id=0014G00003CeBzbQAF |access-date=2024-04-26 |website=register.fca.org.uk}}</ref><ref>{{Cite web |title=Over Half of Brits are Worried about Their Finances |url=https://financialit.net/news/personal-finance/over-half-brits-are-worried-about-their-finances |access-date=2024-04-29 |website=Financial IT |language=en}}</ref>
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.<ref>{{Cite web |title=Fintech firm launches client management app for IFAs |url=https://www.ftadviser.com/your-industry/2023/02/01/fintech-firm-launches-client-management-app-for-ifas/ |access-date=2024-04-26 |website=www.ftadviser.com |language=en}}</ref><ref>{{Cite web |title=Lyfeguard enters partnership with Hometree |url=https://www.mpamag.com/uk/news/general/lyfeguard-enters-partnership-with-hometree/435594 |access-date=2024-04-26 |website=www.mpamag.com |language=en}}</ref><ref>{{Cite web |date=2023-02-22 |title=Lyfeguard partners with Farewill on access to end-of-life planning services |url=https://www.finextra.com/pressarticle/95833/lyfeguard-partners-with-farewill-on-access-to-end-of-life-planning-services |access-date=2024-04-26 |website=Finextra Research |language=en}}</ref> In October 2023, Lyfeguard integrated [[open banking]] functionality through a partnership with Moneyhub. This integration allowed users to connect to their financial accounts, following which Lyfeguard was registered as an agent of Moneyhub by the Financial Conduct Authority (FCA).<ref>{{Cite web |title=Lyfeguard Limited |url=https://register.fca.org.uk/s/firm?id=0014G00003CeBzbQAF |access-date=2024-04-26 |website=register.fca.org.uk}}</ref><ref>{{Cite web |title=Over Half of Brits are Worried about Their Finances |url=https://financialit.net/news/personal-finance/over-half-brits-are-worried-about-their-finances |access-date=2024-04-29 |website=Financial IT |language=en}}</ref>
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=== Wealth Management and Financial Advice ===
=== 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.<ref>{{Cite AV media |url=https://www.youtube.com/watch?v=Oou-21x-WS4 |title=Solving Life Admin with Fraser and Gary Stewart Lyfeguard podcast {{!}} Episode 231 {{!}} NextGen Planners |language=en |access-date=2024-04-26 |via=www.youtube.com}}</ref><ref>{{Cite web |last=Russell |first=Brandon |date=2024-02-22 |title=Lyfeguard partners with Finova Money to overhaul financial planning and digital wealth management - IFA Magazine |url=https://ifamagazine.com/lyfeguard-partners-with-finova-money-to-overhaul-financial-planning-and-digital-wealth-management/ |access-date=2024-04-29 |website=ifamagazine.com |language=en-US}}</ref><ref>{{Cite web |title=UK WealthTech Landscape Report 2023 |url=https://issuu.com/thewealthmosaic.com/docs/twm_uk_wtlr_volume_4_web_singles |access-date=2024-04-29 |website=issuu |language=en}}</ref>
This category includes [[customer relationship management]] (CRM) systems, cloud-based client portals, portfolio management tools, and functionalities for integrating financial data, reporting, and collaboration.<ref>{{Cite web |last=Russell |first=Brandon |date=2024-02-22 |title=Lyfeguard partners with Finova Money to overhaul financial planning and digital wealth management - IFA Magazine |url=https://ifamagazine.com/lyfeguard-partners-with-finova-money-to-overhaul-financial-planning-and-digital-wealth-management/ |access-date=2024-04-29 |website=ifamagazine.com |language=en-US}}</ref><ref>{{Cite web |title=UK WealthTech Landscape Report 2023 |url=https://issuu.com/thewealthmosaic.com/docs/twm_uk_wtlr_volume_4_web_singles |access-date=2024-04-29 |website=issuu |language=en}}</ref>


=== Direct-to-Consumer ===
=== 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.<ref>{{Cite web |date=2024-03-29 |title=Lyfeguard Reviews, Info & Comments - SaaSHub |url=https://www.saashub.com/lyfeguard |access-date=2024-04-29 |website=www.saashub.com |language=en}}</ref><ref>{{Cite web |title=Lyfeguard |url=https://www.cbinsights.com/company/lyfeguard |access-date=2024-04-29 |website=CB Insights}}</ref>
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.<ref>{{Cite web |title=Lyfeguard |url=https://www.cbinsights.com/company/lyfeguard |access-date=2024-04-29 |website=CB Insights}}</ref><ref>{{Cite web |title=The Life-Changing Mission Behind Lyfeguard {{!}} Great British Entrepreneur Awards – Great British Entrepreneur Awards |url=https://greatbritishentrepreneurawards.com/2023/10/the-life-changing-ai-behind-syd-how-lorena-puica-is-revolutionising-preventative-care/ |access-date=2024-04-30 |website=greatbritishentrepreneurawards.com |language=en}}</ref>


== Team ==
== Team ==


=== Management ===
=== Management ===
Gary Stewart, co-founder, serves as the CEO. Prior to founding Lyfeguard, he led Xceed Consultancy Group until its acquisition in 2018.<ref>{{Cite web |title=Wavestone acquires Xceed Group as part of a long term aspiration to expand globally |url=https://www.wavestone.com/en/trade-report/wavestone-acquires-xceed-group-as-part-of-a-long-term-aspiration-to-expand-globally/ |access-date=2024-04-26 |website=Wavestone |language=en-US}}</ref> Fraser Stewart, co-founder and Chief Commercial Officer, holds a Bachelor of Arts in History & Politics from the University of Exeter and an MBA from Alliance Manchester Business School.<ref>{{Cite web |last=Iris |date=2023-03-07 |title=Fintech leaders to debate industry future in Parliament |url=https://www.business-money.com/announcements/fintech-leaders-to-debate-industry-future-in-parliament/ |access-date=2024-04-26 |website=Business Money |language=en-US}}</ref><ref>{{Cite web |last=Dawson |first=Nicholas |date=2023-03-19 |title=Britons urged to get 'expert guidance' on pensions |url=https://www.express.co.uk/finance/personalfinance/1747844/Pensions-advice-retirement-planning |access-date=2024-04-26 |website=Express.co.uk |language=en}}</ref><ref>{{Cite web |title=Women receive 50% less than males in average pension fund |url=https://www.intelligentcxo.com/2023/05/31/women-receive-50-less-than-males-in-average-pension-fund/ |access-date=2024-04-29 |website=Intelligent CXO |language=en-GB}}</ref><ref>{{Cite web |last=Finance |first=Director of |date=2023-03-22 |title=Industry leaders back fintech future at Parliamentary summit |url=https://dofonline.co.uk/2023/03/22/industry-leaders-back-fintech-future-at-parliamentary-summit/ |access-date=2024-04-29 |website=Director of Finance Online |language=en-GB}}</ref><ref>{{Cite journal |last=Sohaila |first=Bakr |date=2023 |title=Unleashing Collaborative Potential: Exploring the Dynamics between Banks and Fintechs in the Era of PSD2 and Open API Technologies |url=https://www.researchgate.net/publication/373338982 |journal=Aalborg University}}</ref><ref>{{Cite web |title=Global MBA alumni profile: Fraser Stewart {{!}} Alliance MBS |url=https://www.alliancembs.manchester.ac.uk/blogs/global-mba-alumni-profile-fraser-stewart/ |access-date=2024-04-29 |website=www.alliancembs.manchester.ac.uk}}</ref>
Gary Stewart, co-founder, serves as the CEO. Prior to founding Lyfeguard, he led Xceed Consultancy Group until its acquisition in 2018.<ref>{{Cite web |date=2018-04-06 |title=Wavestone acquires UK's fast growing IT consultancy Xceed Group |url=https://www.consultancy.uk/news/16617/wavestone-acquires-uks-fast-growing-it-consultancy-xceed-group |access-date=2024-04-30 |website=www.consultancy.uk |language=en}}</ref> Fraser Stewart, co-founder and Chief Commercial Officer, holds a Bachelor of Arts in History & Politics from the University of Exeter and an MBA from Alliance Manchester Business School.<ref>{{Cite web |last=Iris |date=2023-03-07 |title=Fintech leaders to debate industry future in Parliament |url=https://www.business-money.com/announcements/fintech-leaders-to-debate-industry-future-in-parliament/ |access-date=2024-04-26 |website=Business Money |language=en-US}}</ref><ref>{{Cite web |last=Dawson |first=Nicholas |date=2023-03-19 |title=Britons urged to get 'expert guidance' on pensions |url=https://www.express.co.uk/finance/personalfinance/1747844/Pensions-advice-retirement-planning |access-date=2024-04-26 |website=Express.co.uk |language=en}}</ref><ref>{{Cite web |last=Finance |first=Director of |date=2023-03-22 |title=Industry leaders back fintech future at Parliamentary summit |url=https://dofonline.co.uk/2023/03/22/industry-leaders-back-fintech-future-at-parliamentary-summit/ |access-date=2024-04-29 |website=Director of Finance Online |language=en-GB}}</ref><ref>{{Cite journal |last=Sohaila |first=Bakr |date=2023 |title=Unleashing Collaborative Potential: Exploring the Dynamics between Banks and Fintechs in the Era of PSD2 and Open API Technologies |url=https://www.researchgate.net/publication/373338982 |journal=Aalborg University}}</ref><ref>{{Cite web |title=Global MBA alumni profile: Fraser Stewart {{!}} Alliance MBS |url=https://www.alliancembs.manchester.ac.uk/blogs/global-mba-alumni-profile-fraser-stewart/ |access-date=2024-04-29 |website=www.alliancembs.manchester.ac.uk}}</ref>


=== Advisory Board ===
=== Advisory Board ===

Revision as of 17:06, 30 April 2024

  • 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

Lyfeguard Limited was established in 2021 by Gary Stewart and Fraser Stewart, who identified the need for improved management of personal and financial information during estate settlements.[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. This integration allowed users to connect to their financial accounts, following which Lyfeguard was registered as an agent of Moneyhub by the Financial Conduct Authority (FCA).[9][10]

In 2024, the company was featured on the Sky TV program "Venture Visionaries" and established a partnership with Adviser Services Holdings Limited (ASHL).[11][12] It also achieved Authorised Firm status from the Personal Finance Society in March of the same year.[13]

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.[14][15]

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.[16][17]

Team

Management

Gary Stewart, co-founder, serves as the CEO. Prior to founding Lyfeguard, he led Xceed Consultancy Group until its acquisition in 2018.[18] Fraser Stewart, co-founder and Chief Commercial Officer, holds a Bachelor of Arts in History & Politics from the University of Exeter and an MBA from Alliance Manchester Business School.[19][20][21][22][23]

Advisory Board

Awards and Recognition

Award Awarding Body Result
TechRound100 2023 TechRound Ranked 10th[31]
Small Family Business of the Year 2023 Business Awards UK Winner[32]
Most Innovative Life Planning Platform 2023 SME News Winner[33]
Great British Entrepreneur Awards (GBEA) 2023 Great British Entrepreneur Awards Finalist[34]
Fintech50 2024 TechRound Ranked 3rd[35]

See also

References

  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. ^ Venture Visionaries Episode 10. Retrieved 2024-04-26 – via www.youtube.com.
  12. ^ Russell, Brandon (2024-03-14). "Lyfeguard joins forces with Adviser Services Holdings Limited to streamline data access for IFAs - IFA Magazine". ifamagazine.com. Retrieved 2024-04-26.
  13. ^ "Lyfeguard Earns PFS Associate Firm Status". Lyfeguard. 2024-03-01. Retrieved 2024-04-29.
  14. ^ 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.
  15. ^ "UK WealthTech Landscape Report 2023". issuu. Retrieved 2024-04-29.
  16. ^ "Lyfeguard". CB Insights. Retrieved 2024-04-29.
  17. ^ "The Life-Changing Mission Behind Lyfeguard | Great British Entrepreneur Awards – Great British Entrepreneur Awards". greatbritishentrepreneurawards.com. Retrieved 2024-04-30.
  18. ^ "Wavestone acquires UK's fast growing IT consultancy Xceed Group". www.consultancy.uk. 2018-04-06. Retrieved 2024-04-30.
  19. ^ Iris (2023-03-07). "Fintech leaders to debate industry future in Parliament". Business Money. Retrieved 2024-04-26.
  20. ^ Dawson, Nicholas (2023-03-19). "Britons urged to get 'expert guidance' on pensions". Express.co.uk. Retrieved 2024-04-26.
  21. ^ Finance, Director of (2023-03-22). "Industry leaders back fintech future at Parliamentary summit". Director of Finance Online. Retrieved 2024-04-29.
  22. ^ Sohaila, Bakr (2023). "Unleashing Collaborative Potential: Exploring the Dynamics between Banks and Fintechs in the Era of PSD2 and Open API Technologies". Aalborg University.
  23. ^ "Global MBA alumni profile: Fraser Stewart | Alliance MBS". www.alliancembs.manchester.ac.uk. Retrieved 2024-04-29.
  24. ^ "Lyfeguard Appoints FinTech and Banking Veteran Ronel David to Advisory Board". Financial IT. Retrieved 2024-04-26.
  25. ^ "Lyfeguard appoints Mastercard VP John Garden to Advisory Board – The Logistics Point". 2023-03-30. Retrieved 2024-04-26.
  26. ^ "Lyfeguard appoints ex-Director of Digital at British Airways Jack Smith to Advisory Board". Just Entrepreneurs. 2023-04-06. Retrieved 2024-04-26.
  27. ^ "Lyfeguard Appoints ex-Director of Security and Information at HMRC Jonathan Lloyd White to Advisory Board". Financial IT. Retrieved 2024-04-26.
  28. ^ "Movers and Shakers: McCann, M&C Saatchi, Mindshare, Atomic, Xaxis, Imagination and more". www.campaignlive.co.uk. Retrieved 2024-04-26.
  29. ^ "Lyfeguard Appoints Associate Experience Design Director at Beyond Gavin Borthwick to Advisory Board". Financial IT. Retrieved 2024-04-26.
  30. ^ "Lyfeguard appoints TMT Strategy expert Lukman Abdul-karim to Advisory Board". UK Tech News. 2023-04-06. Retrieved 2024-04-26.
  31. ^ "10. Lyfeguard". TechRound. 2023-12-14. Retrieved 2024-04-26.
  32. ^ "Recognising Exceptional Businesses: The Business Awards UK 2023 Small Business Awards Winners and Finalists". Yahoo Finance. 2023-10-02. Retrieved 2024-04-26.
  33. ^ "About Lyfeguard". SME News. Retrieved 2024-04-26.
  34. ^ "London Shortlist | Great British Entrepreneur Awards – Great British Entrepreneur Awards". greatbritishentrepreneurawards.com. Retrieved 2024-04-26.
  35. ^ "3. Lyfeguard". TechRound. 2024-04-30. Retrieved 2024-04-30.

External Links

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