Money Alive
Money Alive is a UK SaaS platform that delivers interactive, regulator-aligned video content to financial advisers and pension specialists, producing engagement reports that document client understanding for FCA compliance.
- Company typePrivate
- Founded2016
- HeadquartersYork, United Kingdom
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Money Alive does
Money Alive, operated as a product brand under UK parent FCX Technologies Ltd (legal entity FXC Technologies Ltd), is a subscription SaaS platform that delivers interactive, personalised video content to UK financial advisers and pension specialists for client education. Its flagship offering, Money Alive Office, contains 15 multi-chapter video box sets covering the topics most relevant to UK retirement and wealth advice — drawdown reviews, equity release, final salary (DB) pension transfers, annuity options, investment risk, sustainable investing, wills, lasting power of attorney, long-term care, business and personal protection, scams, and State Pension planning. The platform produces documented viewer engagement reports that advisers use as compliance evidence under FCA Consumer Duty and DB transfer triage requirements.
The underlying technology, branded Video Canvas, supports personalised video delivery, interactive branching where viewers select topics of interest (with those choices logged), enterprise-grade security suitable for financial services compliance, accessibility features, branded video players, configurable next-step workflows, webform-based onboarding, an analytics dashboard, and a Software Development Kit for integration into third-party adviser or pension provider platforms. Distribution is direct via the moneyalive.io website, combining a free tier and a £399/year Starter tier for self-service sign-up with a sales-assisted Team tier (undisclosed pricing) for multi-user firms. The company's primary customer segments are independent financial advisers, wealth managers, and pension transfer specialists in the UK; named customers include OpenWork, Succession, Mazars, Tilney, LV=, and Prosperity Wealth.
Money Alive raised £1m in seed funding in May 2021 (£749,000 from Foresight Group), used to develop the platform and create eight roles in sales, content, and marketing. Revenue and employee count are not disclosed beyond a headcount band of 1–10, and the company operates exclusively in the United Kingdom.
Money Alive firmographics
Firmographics- Name
- Money Alive
- Legal name
- FXC Technologies Ltd
- Website
- https://moneyalive.co.uk
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Money Alive is a UK SaaS platform that delivers interactive, regulator-aligned video content to financial advisers and pension specialists, producing engagement reports that document client understanding for FCA compliance.
- Ownership category
- akta.pro rank
Money Alive industry classification
Industry- Product category
- Financial Adviser Client Education Software
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Economic & Consumer Market Literacy (Inflation, Interest Rates, Cost of Living) (EDAAAJAO)
- akta.pro secondary industry
- Compensation, Benefits & Total Rewards Advisory (BPACAJAG)
Keywords
Where Money Alive is headquartered
LocationHeadquarters
- HQ city
- York
- HQ country
- United Kingdom
- HQ region
- Europe
Markets served
Money Alive business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Subscription Plans: Recurring subscription revenue from three-tier pricing model: Free Edition (limited features), Starter at £99/month (single user, full video library), and Team plan (multiple users, advanced features). The subscription model provides predictable recurring revenue with land-and-expand potential from Starter to Team tier.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Free | Free Edition - Single user with basic features |
| Subscription | Monthly | Starter - Single user with full video library access at £99/month |
| Subscription | Monthly | Team - Multiple system users with all features including branding |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Money Alive product offering
Product offeringCore offering
Money Alive provides a video-based client education platform for UK financial advisers and pension schemes. The core product, Money Alive Office, delivers personalised and interactive video box sets covering topics such as drawdown reviews, equity release, final salary transfers, and investment risk. The platform tracks viewer engagement through detailed reports that evidence client understanding, supporting FCA Consumer Duty compliance and reducing adviser bias concerns.
Product overview
Money Alive is a video-based client education platform for financial service professionals. The core offering is Money Alive Office, a video solution comprising 15 distinct video box sets covering financial topics including drawdown reviews, equity release, final salary transfers, investment risk, pension freedoms, business protection, lasting power of attorney, long term care, personal protection, scams awareness, state pensions, sustainable investing, and wills. The platform is offered through tiered pricing plans (Free, Starter at £99/mo, and Team) and tracks viewer engagement through detailed reporting. The platform also provides Video Canvas technology and a Software Development Kit as underlying technology features.
Differentiator
Problem solved
Functional benefit
Brands
- Money Alive Office: A fast and easy to implement video solution that gives advisers control and oversight of client understanding in their advice process.
Products and services
- Money Alive Office Money Alive Office is a video-based client education platform for UK financial advisers that provides interactive, personalised video content to educate clients. The platform includes 15 video box sets covering drawdown reviews, equity release, final salary transfers, investment risk, pension freedoms, and other financial topics, with viewer engagement reports tracking client comprehension and supporting FCA compliance documentation.
Quantifiable outcome
- 94% of viewers reported having 'better conversations' with their adviser
- +2 more outcomes
Companies that use Money Alive
Customer profileNamed customers6 records
Segments4 records
Ideal customer profiles2 records
Money Alive technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature10 records
Money Alive partnerships and signals
Strategic signalScale indicators5 records
Recent moves6 records
Expansion highlights5 records
Money Alive competitors and assessment
Company assessmentBroad incumbents
- Iress: Global provider of wealth management and financial advice software (including Mortgage Suite and Xplan) with significant UK adviser market share. Overlaps in client engagement and advice process functionality but offers a much broader software portfolio.
- FNZ: Global wealth management platform serving large financial institutions with end-to-end investment infrastructure. While not a video/education peer, it competes for the same platform budget allocation at large UK wealth firms and pension providers.
- FE fundinfo: UK financial data and regulatory technology vendor used extensively by advisers and platforms for research, ratings, and disclosures. Overlaps with Money Alive's regulatory evidence value proposition but from a data/research angle rather than client education.
- Bravura (formerly IFDS): Provider of administration and platform software for life & pensions and wealth management, serving large UK insurers and platforms. Comparable as incumbent back-office technology that could embed client education/video features, creating indirect competitive pressure.
- SS&C Advent (Black Diamond): Large incumbent wealth management and portfolio accounting platform used by wealth managers and advisers. Comparable only at the level of broader advice-firm tooling; Money Alive is a much more focused, content-led overlay.
Direct peers
- Finura: UK financial education and resources platform aimed at advisers and their clients, covering retirement, protection, and tax topics. Directly comparable as a content-led education provider for the same adviser audience.
- Dynamic Planner: UK financial planning and risk profiling tool used by advisers within their advice process, similar to how Money Alive sits inside the advice workflow to evidence client understanding. Both compete for the same compliance/engagement slot within UK IFA firms.
- Intelliflo: UK SaaS platform serving IFAs and wealth managers with back-office, CRM, and client portal functionality. Both target the same adviser buyer and increasingly overlap on client engagement/onboarding workflows where Money Alive's video content lives.
Emerging players
- Synthesia: AI video generation platform that enables enterprises to produce personalised video at scale. Not an adviser-specific peer, but competes at the technology layer where personalised video content is produced and could be adopted by financial firms as a lower-cost alternative.
- 1st Office (IRM) / Advicefront: Emerging UK advice-platform offering targeting digital-first IFAs with compliance, paraplanning, and client engagement tools. A direct competitor for the advice-process workflow slot where Money Alive sits, though narrower in scope.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Money Alive social profiles
Digital presenceMoney Alive financial estimates
Financial estimateRevenue estimate
Valuation estimate
Money Alive leadership team
Management profileNumber of profiles
Profiles2 records
Money Alive funding detail
Funding detailFunding overview
Funding rounds1 record
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Money Alive M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Money Alive
What does Money Alive do?
Money Alive provides a video-based client education platform for UK financial advisers and pension schemes. The core product, Money Alive Office, delivers personalised and interactive video box sets covering topics such as drawdown reviews, equity release, final salary transfers, and investment risk. The platform tracks viewer engagement through detailed reports that evidence client understanding, supporting FCA Consumer Duty compliance and reducing adviser bias concerns.
Is Money Alive a public or private company?
Money Alive is a private company. It is classified as venture growth investor backed and is currently operating.
When was Money Alive founded?
Money Alive was founded in 2016. It employs 1 to 10 people.
Where is Money Alive based?
Money Alive is headquartered in York, United Kingdom, in the Europe region.
How does Money Alive make money?
One revenue line is on record: subscription Plans.
Who are Money Alive's main competitors?
Broad incumbents on record are Iress, FNZ, FE fundinfo, Bravura (formerly IFDS) and SS&C Advent (Black Diamond). Direct peers are Finura, Dynamic Planner and Intelliflo. Emerging players are Synthesia and 1st Office (IRM) / Advicefront.
Does Money Alive have an API?
No public API is recorded for Money Alive.
What industry is Money Alive in?
Money Alive's product category is Financial Adviser Client Education Software. Its primary akta.pro industry code is EDAAAJAO, Economic & Consumer Market Literacy (Inflation, Interest Rates, Cost of Living), with a secondary code of BPACAJAG, Compensation, Benefits & Total Rewards Advisory. Its NAICS code is 523940 and its SIC code is 6282.