What New Financial LLP does

New Financial LLP is a London-based think tank and forum founded in 2014 that makes the case for bigger and better capital markets in the UK and Europe. It operates as a social enterprise, explicitly not a profit-maximisation exercise, and is funded by institutional membership from across the capital markets industry rather than public money or research grants. The organisation serves institutional financial services firms, UK and EU government/regulators (including HM Treasury, FCA, PRA, Bank of England, and EU institutions), and media. Its work centres on three programmes: research on EU and UK capital markets, sustainability/ESG, and diversity; a managed events programme of more than 40 private dinners, briefings, and workshops per year; and an institutional membership programme providing access to its research archive and forum community.

Its core products are research reports, the events programme, and the institutional membership itself. The flagship deliverable is the annual review of the HM Treasury Women in Finance Charter, for which New Financial has been the official data partner since the Charter's launch in March 2016, now in its ninth iteration with a 10-year review published in 2026 covering ~400 signatories and ~1.1-1.2 million employees. The technology stack is not a material part of the value proposition: the organisation has no SaaS product, no APIs, and no app, and the input explicitly notes core technology is "not applicable." Distribution is direct and invitation-based through the membership, events programme, and a small marketing footprint (website and LinkedIn). The revenue model is recurring institutional membership supplemented by named research sponsors (Aviva, Nationwide Building Society, London Stock Exchange Group, City of London Corporation, Santander UK).

Name

New Financial LLP

Legal name

New Financial Ltd

Website

https://newfinancial.org

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

New Financial is a London-based think tank and membership forum that produces research and convenes senior industry participants and policymakers to advocate for bigger and better capital markets in the UK and Europe, funded by institutional membership.

Ownership category

akta.pro rank

Product category

Capital markets policy research and forum

NAICS

Finance and Insurance (52)

akta.pro primary industry

Finance & Investment Conferences (MPAGAGAG)

Keywords

• Capital markets research
• Policy think tank
• Financial services forum
• Diversity research
• Market analysis

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Institutional Membership: New Financial is a social enterprise funded by institutional membership from across the capital markets industry. They do not receive public money or research grants and are not a profit maximisation exercise. The membership provides access to research reports, events, and the forum community.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

New Financial is a think tank and forum that produces research and policy analysis on UK and European capital markets, sustainability/ESG, and gender diversity in financial services. It sells institutional membership giving access to its research archive, runs a managed programme of private dinners, briefings and workshops, and acts as HM Treasury's formal data partner producing the annual review of the Women in Finance Charter.

Product overview

New Financial is a think tank and forum that offers research publications, events programming, and membership services focused on capital markets development and diversity in financial services. The core offering consists of research reports analyzing EU and UK capital markets, sustainability, and diversity topics; a managed events program of private dinners, briefings, and workshops; and institutional membership providing access to the research archive and industry engagement. New Financial also serves as HM Treasury's official data partner for the Women in Finance Charter, producing annual reviews and analysis. The organization does not offer a technology product or SaaS platform.

Differentiator

Problem solved

Functional benefit

Brands

• Women in Finance Charter: New Financial serves as HM Treasury's data partner for the Women in Finance Charter, producing the annual review and monitoring progress of signatories.

Products and services

• Institutional Membership Programme

Quantifiable outcome

• 78% of Women in Finance Charter signatories have hit their target at least once over the past decade
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Nine partnerships are on record, tiered core and supporting.

• HM TreasurycoreStrategic or Co-development PartnerNew Financial is HM Treasury's formal data partner for the Women in Finance Charter. They produce the annual review monitoring progress of signatories against their Charter commitments and hold them to account. This partnership has been ongoing for 10 years.
• AvivacoreOthersSponsor for HM Treasury Women in Finance Charter research and annual reviews. Aviva is also a signatory to the Charter.
• Nationwide Building SocietycoreOthersSponsor for HM Treasury Women in Finance Charter research and annual reviews.
• London Stock Exchange GroupcoreOthersLong-term sponsor for Women in Finance Charter research and annual reviews.
• City of London CorporationcoreOthersLong-term sponsor for Women in Finance Charter research and annual reviews, and 10th anniversary celebrations.
• Santander UKsupportingOthersSponsor for Women in Finance Charter research (2023 onwards).
• Financial Services Skills CommissionsupportingStrategic or Co-development PartnerCollaboration on AI and disruptive tech discussions. Claire Tunley, CEO of Financial Services Skills Commission, participated as guest speaker at New Financial events.
• Catalyse EuropesupportingStrategic or Co-development PartnerPartnership on UK financial services strategy project. Working together on a report rethinking the strategy and framework for UK capital markets.
• European Union Delegation to the United KingdomsupportingStrategic or Co-development PartnerPartnership to host discussion on EU Savings and Investments Union in partnership with the European Union Delegation to the United Kingdom.

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• TheCityUK: UK-based industry body promoting the UK financial services sector; directly comparable as it commissions and publishes research on UK and EU capital markets, runs member events, and engages with government and regulators on reform.
• UK Finance: Trade association for the UK banking and finance industry; directly comparable as it produces capital markets and policy research for institutional members and engages UK and EU regulators on legislative reform.
• AFME (Association for Financial Markets in Europe): Pan-European industry association for capital markets participants; directly comparable to New Financial as both produce capital markets research, host member events, and engage EU and UK policymakers on regulatory reform.
• The Investment Association: UK trade association representing the investment management industry; directly comparable as it produces member-facing research and policy work on capital markets, ESG, and diversity in financial services.
• NewCity Agenda: London-based think tank focused on capital markets and financial services; directly comparable to New Financial in mission, research output, and stakeholder base, and frequently cited alongside it in UK financial policy debates.
• International Capital Market Association (ICMA): Global trade association for capital markets participants; directly comparable as it produces research and standards work on EU and UK capital markets development and hosts member forums for senior industry figures.

Emerging players

• Centre for European Reform: London-based think tank analysing EU policy including financial services and capital markets; comparable to New Financial in producing member-supported research aimed at UK and EU policymakers.
• ResPublica: UK public-policy think tank with a strand of work on economic and financial-services policy; comparable to New Financial as a mission-driven, member-supported think tank producing policy research for UK audiences.
• Bruegel: European think tank producing independent economic research with significant focus on EU financial services and capital markets; comparable to New Financial in policy-research orientation and EU engagement, though broader in scope.

Others

• City of London Corporation: Municipal governing body for the Square Mile and an active policy advocate for UK financial services; comparable to New Financial as a stakeholder in the capital markets policy ecosystem, and an existing sponsor and partner of New Financial's Women in Finance Charter work.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/new-financial-llp
• Xx.com/newfinancialllp

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 New Financial LLP