Octopus Group

What Octopus Group does

Octopus Group is a privately held UK holding company founded in 2000 by Simon Rogerson and Chris Hulatt, operating a portfolio of entrepreneurially led subsidiaries across financial services, energy technology, education, and legal services. Through Octopus Investments the group manages £14.6 billion in assets under management for retail and institutional clients, with over 70% of those funds targeting climate, quality of life, and inequality themes. Octopus Capital deploys institutional capital into real estate, infrastructure, and private debt, while Octopus Money distributes workplace financial advice, Octopus Legacy provides estate planning, and The Aurora Group delivers specialist education and care to over 1,200 individuals with SEND across 29 registered services. Octopus Group retains the largest external shareholder stake in Octopus Energy Group, whose proprietary Kraken platform serves close to 8 million retail customers and powers over 54 million accounts for third-party energy companies globally.

Name

Octopus Group

Legal name

Octopus Capital Limited

Website

https://octopusgroup.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

501–1,000 employees

Short description

Octopus Group is a privately held UK holding company operating subsidiaries across financial services, energy technology, and SEND education. It manages £14.6 billion in assets, powers over 54 million energy accounts via Kraken technology, and serves retail, institutional, and consumer clients globally.

Ownership category

akta.pro rank

Product category

Investment Management and Financial Services

NAICS

Open-End Investment Funds (525910), Other Financial Vehicles (525990)

SIC

Investment Advice (6282), Finance Services (6199)

akta.pro primary industry

Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)

akta.pro secondary industries

Micro-VC & Angel Funds (FSANAAAI), Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD)

Keywords

• Investment management services
• Renewable energy supply
• Fund management platforms
• Workplace financial advice
• Specialist education care

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Supply Chain

Revenue model

1. Fund Management (Octopus Investments): Octopus Investments manages £14.6 billion on behalf of retail and institutional clients, generating management fees from a range of tax-efficient products including venture capital trusts, enterprise investment schemes, and multi-asset funds.
2. Real Estate Lending and Investment (Octopus Real Estate): Octopus Real Estate invests in and lends to UK care homes, property development projects, and healthcare real estate. The business has provided more than 3,500 property loans to date and currently invests in over 60 UK care homes.
3. Energy Supply (Octopus Energy): Octopus Energy Group supplies 100% green energy to retail customers in the UK and internationally, with close to 8 million retail customers. Revenue is derived from energy supply contracts with residential and business customers.
4. Financial Advice (Octopus Money): Octopus Money partners with workplaces to provide financial coaching and advice to employees, generating revenue through workplace partnerships and subscription-based advice services.
5. Technology Licensing (Kraken / Seccl): Kraken technology platform is licensed to third-party energy companies globally (54+ million accounts). Seccl provides custody and investment technology to financial advisers, investment managers, and fintechs.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels6 records

Core offering

Octopus Group is a privately held UK investment and services group operating multiple subsidiaries across financial services, energy, and education. It manages £14.6 billion in funds through Octopus Investments, supplies 100% green energy to close to 8 million retail customers via Octopus Energy (with Kraken technology powering 54+ million accounts), provides workplace financial advice via Octopus Money, delivers specialist SEND education and care through The Aurora Group, and operates technology infrastructure for advisers and fintechs via Seccl.

Product overview

Octopus Group is a group of entrepreneurially minded businesses united by the goal of investing in people, ideas, and industries that change the world. The offering consists of multiple distinct businesses operating across financial services, energy, and education: Octopus Investments (fund management with £14.6 billion AUM), Octopus Capital (institutional capital for real estate/infrastructure/private debt), Octopus Money (workplace financial advice), Octopus Energy/Kraken (energy tech platform serving 54+ million accounts), Seccl (investment platform infrastructure for advisers and fintechs), Octopus Legacy (estate planning), The Aurora Group (SEND education and care), and amicable (online divorce services). Supporting programmes include Octopus Springboard (startup incubation), Adviser Accelerator (adviser growth programme), and Octopus Giving (charitable foundation). The group also backs startups through Octopus Ventures and invests in renewables through Octopus Renewables.

Differentiator

Problem solved

Functional benefit

Brands

• Octopus Giving: The charitable foundation of Octopus Group, established in 2014, dedicated to helping charities make the world a better place through donations, volunteering, and partnerships.
• Agents of Change

Products and services

• Octopus Investments Fund management platform managing £14.6 billion for retail and institutional clients, offering tax-efficient products including venture capital trusts (VCTs), enterprise investment schemes (EIS), and multi-asset funds, with more than 70% of funds targeting climate, quality of life, and inequality.
• Octopus Capital Institutional investment platform deploying capital into real estate, sustainable infrastructure, and private debt for pension funds, sovereign wealth funds, and large asset managers seeking both financial and societal returns.
• Octopus Money Workplace financial advice and coaching platform that partners with employers to help employees make the most of their finances, distributed via employer HR and benefits teams.
• Octopus Energy 100% renewable energy supply service to close to 8 million retail customers in the UK and internationally, powered by the proprietary Kraken technology platform.
• Seccl Custody and investment technology platform that helps financial advisers, investment managers, and fintechs operate their own investment platforms more easily and affordably.
• Octopus Legacy Estate planning service offering wills, life insurance, probate, and bereavement support to help customers shape a lasting legacy.
• The Aurora Group Specialist education, care, and support services for children, young people, and adults with special educational needs and disabilities (SEND) across 29 registered services supporting over 1,200 individuals.
• amicable Online legal service that helps divorcing and separating couples reach financial agreements and arrange child custody without needing solicitors.
• Octopus Renewables Renewable energy investment vehicle investing in wind, solar, and battery assets worldwide to generate clean power.
• Octopus Real Estate Real estate investment and lending division promoting growth in the UK property market, including care home and healthcare real estate lending.
• Octopus Ventures Venture capital arm backing early-stage and scaling startups in health, money, deep tech, and consumer sectors with patient growth capital and strategic support.

Quantifiable outcome

• 98% of Aurora school leavers move on to further education, training or employment
• +4 more outcomes

Named customers1 record

Segments6 records

Ideal customer profiles7 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Three partnerships are on record, tiered core.

• Origin EnergycoreStrategic or Co-development Partner · 30 December 2025Origin Energy provided updates on transactions related to Kraken Technologies Limited, including the $1 billion equity raise and separation plans from Octopus Energy. Kraken's valuation reached $8.65 billion with plans for independent operations by mid-2026.
• Energy Metering Germany (EMG)coreTechnology or Integration · 1 December 2025Energy Metering Germany (EMG), a subsidiary of Octopus Group, partnered with Calisen Group to deploy smart metering systems in Germany. The partnership supports Germany's energy transition and digitalization efforts with an investment of up to €100 million.
• Calisen GroupcoreStrategic or Co-development Partner · 11 November 2025Calisen Group, the UK's largest smart meter provider, partnered with Energy Metering Germany (EMG), a subsidiary of Octopus Group, to deploy smart metering systems in Germany with an investment of up to €100 million. The partnership launched a pilot project around February 2025 installing approximately 10,000 meters.

Scale indicators14 records

Recent moves8 records

Expansion highlights6 records

Direct peers

• 3i Group: UK-listed private equity and venture investor with diversified exposure across infrastructure, growth, and private debt. Closest public-market analogue to Octopus Capital's institutional investment arm and Octopus Ventures' PE/VC mandate.
• Intermediate Capital Group (ICG): London-listed alternative asset manager focused on private debt, real estate, and infrastructure. Directly comparable to Octopus Capital's institutional strategies across real estate, infrastructure, and private debt.
• Ovo Energy: UK challenger energy supplier focused on renewable supply and smart-meter-enabled customer service. Closest direct UK competitor to Octopus Energy in the green retail energy market.
• Atomico: European venture capital firm investing in mission-driven technology companies across consumer, deep tech, and health. Comparable to Octopus Ventures' sector mix and stage focus.
• Good Energy: UK renewable electricity supplier serving residential and business customers. Directly comparable to Octopus Energy on the 100% green-retail proposition, albeit at significantly smaller scale.

Broad incumbents

• Hargreaves Lansdown: UK's largest direct-to-consumer investment platform. Overlaps with Octopus Investments' retail tax-efficient product range but operates a broader, generalist platform rather than impact-led strategies.
• Centrica: Owner of British Gas and a leading UK energy retailer and solutions provider. The dominant incumbent in the same market Octopus Energy addresses, with broader B2B and home-services exposure.
• AJ Bell: UK investment platform serving retail investors with SIPP, ISA, and dealing services. Comparable to Octopus Investments' retail distribution channel and adviser platform integration via Seccl.
• Brewin Dolphin (now RBC Brewin Dolphin): UK wealth manager serving private clients, advisers, and charities. Overlaps with Octopus Capital's institutional and high-net-worth client base in discretionary investment management.

Emerging players

• Wealthsimple: Canadian digital wealth and workplace financial-advice platform. Closest cross-geography analogue to Octopus Money's workplace-partnered financial-coaching model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat7 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/octopusgroup
• Xx.com/OisforOctopus

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Subsidiaries10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments3 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Octopus Group