What Finance Unlocked does

Finance Unlocked, operating within the xUnlocked group alongside Sustainability Unlocked and Data Unlocked, is a London-headquartered B2B education technology company that delivers expert-led, on-demand video learning specifically for finance professionals. Its core product is a cloud-based learning platform offering 1,250+ interactive videos organized into 150+ courses and curated learning pathways covering banking, markets, risk, regulation, sustainability, and transformation. Content is produced in-house by 200+ practitioners including Nobel Laureates, PhDs, university academics, and senior industry figures, and is accredited by the CPD Standards Office, CISI, and the Chartered Banker Institute, with the platform itself holding ISO 27001, SOC2, and Cyber Essentials Plus certifications. Technical components include interactive video features (hotspots, knowledge check-ins), real-time learning analytics dashboards with audit-ready reporting, CPD/CPE certification flows, managed learning tools, and integration into enterprise LMS systems via SCORM, xAPI, or API.

The business model is a tiered subscription SaaS with three plans: Individual (single learner, self-serve, monthly billing, 7-day free trial), Teams (2–250 learners, annual billing, shared support), and Enterprise (250+ learners, multi-year contracts, dedicated account management, customized analytics, and bespoke content creation). Pricing is not publicly disclosed at the seat level; enterprise contracts are quote-based with invoice/bank-transfer billing available. Go-to-market combines three motions: direct enterprise field sales targeting large financial institutions, inside sales for mid-market team plans, and product-led self-serve for individual learners, supplemented by channel partnerships (Access Learning marketplace, Euromoney Learning), event-driven joint webinars, and thought-leadership content marketing.

Customers are concentrated in banks and financial institutions (Santander UK, Danske Bank, EBRD, Mizuho, Royal Bank of Canada, Handelsbanken, London Stock Exchange, AfreximBank, Boslil Bank) with adjacent adoption in pharmaceuticals (GSK), aerospace (Airbus), education/media (Euromoney, Oxford Said), and real estate (StructureIT). The company reports 100,000+ learners across 30+ countries, 20 of the Fortune 1000 as enterprise clients, a 91% video completion rate, an NPS of 51, and a 350% average annual growth rate. xUnlocked has raised £5M in Series A funding from BPP Education Group in November 2023, which is the sole disclosed funding event.

Name

Finance Unlocked

Legal name

Finance Unlocked

Website

https://financeunlocked.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

Finance Unlocked, part of the xUnlocked group, is a London-based B2B e-learning platform that delivers expert-led, CPD-accredited on-demand video courses to finance professionals at banks, asset managers, insurers, and professional services firms worldwide.

Ownership category

akta.pro rank

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Enterprise Subscriptions: Tiered subscription model for organisations with 250+ learners, featuring dedicated account management, customised learning analytics, and bespoke content creation. Billed annually or multi-year with invoice payment available for large teams.
2. Team Subscriptions: Managed learning for teams of 2-250 learners with shared learner support and standard platform analytics. Per-seat pricing with monthly or annual billing.
3. Individual Subscriptions: Self-serve individual access with 7-day free trial, over 1,250 interactive videos, and CPD accredited learning. Credit card payment for monthly or annual subscriptions.
4. Bespoke Content Services: Custom content creation services for Enterprise customers requiring tailored learning materials aligned to specific organisational needs.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels6 records

Core offering

Finance Unlocked is a B2B SaaS e-learning platform that delivers expert-led, on-demand video education to finance professionals. The platform hosts over 1,250 interactive video modules across 150+ courses covering banking, markets, risk, regulation, sustainability, and transformation, presented by 200+ industry practitioners including Nobel Laureates. Customers access content through tiered subscriptions (Individual, Teams, Enterprise), with organisations receiving CPD/CPE-accredited certification, real-time learning analytics, bespoke content, and LMS integration via SCORM, xAPI, or API.

Product overview

Finance Unlocked is a B2B education technology platform offering expert-led on-demand video learning for finance professionals. The core product is the Finance Unlocked platform providing 150+ interactive video courses across banking, risk, regulation, sustainability, and transformation topics. The platform architecture consists of the core Finance Unlocked learning platform (web-based), supplemented by Learning Pathways (curated course collections), Video Modules (individual topic videos), and managed features including Learning Analytics, Managed Learning, Interactive Learning, and Testing & Certification. Content integrates via SCORM, xAPI, or API into enterprise LMS systems. The platform is part of the xUnlocked group which also includes Sustainability Unlocked and Data Unlocked.

Differentiator

Problem solved

Functional benefit

Products and services

• Finance Unlocked Platform On-demand video learning SaaS platform delivering 150+ expert-led courses covering banking, markets, risk, regulation, sustainability, and transformation. Includes over 1,250 interactive videos from 200+ expert presenters, CPD/CPE accredited certification, real-time learning analytics with audit-ready reporting, and integration via SCORM/xAPI/API with enterprise LMS systems. Sold via Individual, Teams (2-250 learners), and Enterprise (250+ learners) subscriptions.
• Bespoke Content Creation Services Custom content creation services for Enterprise customers requiring tailored learning materials aligned to specific organisational needs, including bespoke content and learning plans built around internal frameworks, products, or strategic priorities.

Quantifiable outcome

• 91% video completion rate
• +5 more outcomes

Named customers15 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature6 records

Partnerships

Three partnerships are on record, tiered flagship and core.

• Access Learning (The Access Group)flagshipChannel Partner/ Reseller/ Distributor · 13 March 2023Access Learning, part of The Access Group (one of the largest UK-headquartered providers of business management software to small and mid-sized organisations with 75,000+ customers), announced partnership to make all of Finance Unlocked and Sustainability Unlocked's 170+ premium video courses available through Access Learning. This complements Access Learning's 1,000+ industry-specific digital learning courses with specialist finance, ESG and sustainability education. The partnership helps Access Group clients lead the transition to sustainable economy.
• Sustainability UnlockedcoreOthersFinance Unlocked is part of the xUnlocked group alongside Sustainability Unlocked and Data Unlocked. The group operates a dual-platform strategy (Finance Unlocked and Sustainability Unlocked) creating a seamless learning journey for employees. Sustainability Unlocked provides firm-wide foundational and specialist sustainability education to organisations.
• Data UnlockedcoreOthersFinance Unlocked is part of the xUnlocked group alongside Data Unlocked and Sustainability Unlocked, creating a comprehensive professional learning ecosystem across finance, sustainability, and data domains.

Scale indicators11 records

Recent moves7 records

Expansion highlights6 records

Others

• CFA Institute: Global nonprofit provider of investment profession credentials (CFA charter) and learning resources. Connected as a finance professional standards and education body whose learners and accreditations overlap with Finance Unlocked's audience, although the business model is membership-based rather than subscription.
• CISI - Chartered Institute for Securities & Investment: UK-based professional body for securities and investment offering qualifications and CPD-accredited learning. Comparable as a finance professional education and accreditation body whose CPD accreditation framework Finance Unlocked relies upon, sitting in adjacent rather than directly competing territory.

Broad incumbents

• Skillsoft: Large enterprise learning platform providing compliance, leadership, technology, and business skills content via Percipio. Comparable as a broad enterprise learning provider competing for the same L&D budgets and supplying content to the same financial institutions.
• Coursera for Business: Major online learning platform with an enterprise tier offering professional courses from universities and industry partners. Comparable as a broad enterprise upskilling vendor with overlapping finance and business content competing for L&D wallet share.
• Pluralsight: Enterprise technology learning platform with a growing catalogue of business, leadership, and data content. Comparable as a subscription-based enterprise learning platform, although its historical emphasis is on technology skills rather than finance domain depth.
• LinkedIn Learning: LinkedIn's professional learning platform integrated into LinkedIn's vast professional network. Comparable as a subscription-based enterprise learning platform competing for the same L&D budgets with generalist business and finance content.

Direct peers

• GetSmarter (2U): Online professional education provider offering expert-led short courses in business, finance, and leadership in partnership with leading universities. Directly comparable in online expert-led course model and enterprise distribution channels.
• Emeritus: Online executive education partner delivering expert-led short courses and certificates from top business schools. Comparable to Finance Unlocked in expert-led video learning model, enterprise distribution motion, and target audience of senior finance and business professionals.
• Kaplan Professional: Professional training and apprenticeship provider in accounting, financial services, and leadership. Comparable to Finance Unlocked as a finance professional training specialist targeting both enterprise L&D buyers and individual learners, with similar UK/global positioning.
• BPP Professional Education: Global professional education provider in law, accountancy, banking, and finance. Directly comparable to Finance Unlocked as both deliver expert-led finance professional training for enterprise and individual learners; BPP is also Finance Unlocked's Series A investor, making it a simultaneous strategic partner and direct overlap.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat7 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/undefined
• Xx.com/financeunlock
• Facebookfacebook.com/financeunlocked

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Finance Unlocked