Draft:Lyfeguard Limited
| Submission declined on 29 April 2024 by Theroadislong (talk). This submission appears to read more like an advertisement than an entry in an encyclopedia. Encyclopedia articles need to be written from a neutral point of view, and should refer to a range of independent, reliable, published sources, not just to materials produced by the creator of the subject being discussed. This is important so that the article can meet Wikipedia's verifiability policy and the notability of the subject can be established. If you still feel that this subject is worthy of inclusion in Wikipedia, please rewrite your submission to comply with these policies.
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| Submission declined on 27 April 2024 by Umakant Bhalerao (talk). This submission appears to read more like an advertisement than an entry in an encyclopedia. Encyclopedia articles need to be written from a neutral point of view, and should refer to a range of independent, reliable, published sources, not just to materials produced by the creator of the subject being discussed. This is important so that the article can meet Wikipedia's verifiability policy and the notability of the subject can be established. If you still feel that this subject is worthy of inclusion in Wikipedia, please rewrite your submission to comply with these policies. This draft's references do not show that the subject qualifies for a Wikipedia article. In summary, the draft needs multiple published sources that are: Declined by Umakant Bhalerao 34 days ago.
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| Submission declined on 26 April 2024 by Greenman (talk). This submission does not appear to be written in the formal tone expected of an encyclopedia article. Entries should be written from a neutral point of view, and should refer to a range of independent, reliable, published sources. Please rewrite your submission in a more encyclopedic format. Please make sure to avoid peacock terms that promote the subject. Declined by Greenman 34 days ago. | |
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)
 | This article may have been created or edited in return for undisclosed payments, a violation of Wikipedia's terms of use. It may require cleanup to comply with Wikipedia's content policies, particularly neutral point of view. (April 2024) |
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| Company type | Privately held company |
|---|---|
| Industry | |
| Founded | January 27, 2021 in London, England |
| Founders | Fraser Stewart, Gary Stewart |
| Headquarters | Kemp House, 160 City Road, , |
| Products | Lyfeguard |
| Services | |
Number of employees | 8+[1] |
| Website | lyfeguard |
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.[2][3]
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.[4][5] 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.[6][7]
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.[8][9][10] 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).[11][12]
In 2024, the company was featured on the Sky TV program "Venture Visionaries" and established a partnership with Adviser Services Holdings Limited (ASHL).[13][14] It also achieved Authorised Firm status from the Personal Finance Society in March of the same year.[15]
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.[16][17][18]
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.[19][20]
Team
Management
Gary Stewart, co-founder, serves as the CEO. Prior to founding Lyfeguard, he led Xceed Consultancy Group until its acquisition in 2018.[21] 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.[22][23][24][25][26][27]
Advisory Board
- Ronel David, HSBC Innovation Banking[28]
- John Garden, Mastercard[29]
- Jack Smith, CEO, IAG Loyalty Retail; former Director of Digital, British Airways[30]
- Jonathan Lloyd White, Group CISO at Natura&Co; former Director of Security & Information, HMRC[31]
- Lee Mabey, Dentsu X[32]
- Gavin Borthwick, Beyond[33]
- Lukman Abdul Karim, FSP[34]
Awards and Recognition
| Award | Awarding Body | Result |
|---|---|---|
| TechRound100 2023 | TechRound100 | Ranked 10th[35] |
| Small Family Business of the Year 2023 | Business Awards UK | Winner[36] |
| Most Innovative Life Planning Platform 2023 | SME News | Winner[37] |
| Great British Entrepreneur Awards (GBEA) 2023 | Great British Entrepreneur Awards | Finalist[38] |
See also
References
- ^ "Lyfeguard". LinkedIn. Retrieved 2024-04-29.
- ^ "LYFEGUARD LIMITED overview - Find and update company information - GOV.UK". find-and-update.company-information.service.gov.uk. Retrieved 2024-04-26.
- ^ "Financial planning platform Lyfeguard launches in the UK". FinTech Global. 2023-02-01. Retrieved 2024-04-26.
- ^ Symcox, Jonathan (2023-02-01). "Launching: Lyfeguard - a life-planning assistant". TechBlast. Retrieved 2024-04-26.
- ^ Lawther, Robbie (2023-02-01). "Fintech firm creates IFA client document platform". PA Adviser. Retrieved 2024-04-29.
- ^ "Lyfeguard". Crunchbase. 2024-04-29. Retrieved 2024-04-29.
- ^ "UK00003793594". Intellectual Property Office. 2022-08-26.
- ^ "Fintech firm launches client management app for IFAs". www.ftadviser.com. Retrieved 2024-04-26.
- ^ "Lyfeguard enters partnership with Hometree". www.mpamag.com. Retrieved 2024-04-26.
- ^ "Lyfeguard partners with Farewill on access to end-of-life planning services". Finextra Research. 2023-02-22. Retrieved 2024-04-26.
- ^ "Lyfeguard Limited". register.fca.org.uk. Retrieved 2024-04-26.
- ^ "Over Half of Brits are Worried about Their Finances". Financial IT. Retrieved 2024-04-29.
- ^ Venture Visionaries Episode 10. Retrieved 2024-04-26 – via www.youtube.com.
- ^ 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.
- ^ "Lyfeguard Earns PFS Associate Firm Status". Lyfeguard. 2024-03-01. Retrieved 2024-04-29.
- ^ Solving Life Admin with Fraser and Gary Stewart Lyfeguard podcast | Episode 231 | NextGen Planners. Retrieved 2024-04-26 – via www.youtube.com.
- ^ 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.
- ^ "UK WealthTech Landscape Report 2023". issuu. Retrieved 2024-04-29.
- ^ "Lyfeguard Reviews, Info & Comments - SaaSHub". www.saashub.com. 2024-03-29. Retrieved 2024-04-29.
- ^ "Lyfeguard". CB Insights. Retrieved 2024-04-29.
- ^ "Wavestone acquires Xceed Group as part of a long term aspiration to expand globally". Wavestone. Retrieved 2024-04-26.
- ^ Iris (2023-03-07). "Fintech leaders to debate industry future in Parliament". Business Money. Retrieved 2024-04-26.
- ^ Dawson, Nicholas (2023-03-19). "Britons urged to get 'expert guidance' on pensions". Express.co.uk. Retrieved 2024-04-26.
- ^ "Women receive 50% less than males in average pension fund". Intelligent CXO. Retrieved 2024-04-29.
- ^ Finance, Director of (2023-03-22). "Industry leaders back fintech future at Parliamentary summit". Director of Finance Online. Retrieved 2024-04-29.
- ^ Sohaila, Bakr (2023). "Unleashing Collaborative Potential: Exploring the Dynamics between Banks and Fintechs in the Era of PSD2 and Open API Technologies". Aalborg University.
- ^ "Global MBA alumni profile: Fraser Stewart | Alliance MBS". www.alliancembs.manchester.ac.uk. Retrieved 2024-04-29.
- ^ "Lyfeguard Appoints FinTech and Banking Veteran Ronel David to Advisory Board". Financial IT. Retrieved 2024-04-26.
- ^ "Lyfeguard appoints Mastercard VP John Garden to Advisory Board – The Logistics Point". 2023-03-30. Retrieved 2024-04-26.
- ^ "Lyfeguard appoints ex-Director of Digital at British Airways Jack Smith to Advisory Board". Just Entrepreneurs. 2023-04-06. Retrieved 2024-04-26.
- ^ "Lyfeguard Appoints ex-Director of Security and Information at HMRC Jonathan Lloyd White to Advisory Board". Financial IT. Retrieved 2024-04-26.
- ^ "Movers and Shakers: McCann, M&C Saatchi, Mindshare, Atomic, Xaxis, Imagination and more". www.campaignlive.co.uk. Retrieved 2024-04-26.
- ^ "Lyfeguard Appoints Associate Experience Design Director at Beyond Gavin Borthwick to Advisory Board". Financial IT. Retrieved 2024-04-26.
- ^ "Lyfeguard appoints TMT Strategy expert Lukman Abdul-karim to Advisory Board". UK Tech News. 2023-04-06. Retrieved 2024-04-26.
- ^ "10. Lyfeguard". TechRound. 2023-12-14. Retrieved 2024-04-26.
- ^ "Recognising Exceptional Businesses: The Business Awards UK 2023 Small Business Awards Winners and Finalists". Yahoo Finance. 2023-10-02. Retrieved 2024-04-26.
- ^ "About Lyfeguard". SME News. Retrieved 2024-04-26.
- ^ "London Shortlist | Great British Entrepreneur Awards – Great British Entrepreneur Awards". greatbritishentrepreneurawards.com. Retrieved 2024-04-26.