MyEva
MyEva is a UK employer-deployed digital financial wellbeing platform that delivers personalised financial guidance, financial health checks, and FCA-regulated advice to employees through a chatbot and qualified advisers.
- Company typePrivate
- Founded2009
- HeadquartersRoyal Leamington Spa, United Kingdom
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What MyEva does
MyEva is a UK-only, employer-deployed digital financial wellbeing platform that delivers personalised financial guidance to employees through an online chatbot ('Eva'), financial health checks, calculators, webinars, and 121 consultations. It operates as a trading name of Wealth Wizards Benefits Limited, an FCA-authorised and regulated entity (Financial Services Register reference 596641) that is itself a wholly-owned subsidiary of The Royal London Mutual Insurance Society Limited. The platform combines always-on digital guidance with a premium tier — the Personal Advice Team — which provides regulated, fixed-fee advice on pensions, investments, protection, retirement, and inheritance tax planning, with all final advice decisions reviewed by qualified advisers.
The core technology stack consists of a text-based conversational chatbot, a financial health check that generates an individual financial score and personalised nudges, action-oriented wellbeing journeys, a Benefits Calculator that identifies unclaimed UK government entitlements, and an anonymised employer Management Information dashboard. AI supports advisers in analysing customer information and tailoring guidance, but humans remain in the regulated advice loop.
The business model is enterprise B2B SaaS, sold exclusively through field sales to UK employers as an employee benefit. HR Directors, Reward Managers, and HR Business Partners are the target buyers, with subscription pricing referenced at approximately £2 per employee for the core digital tier and separate fixed-fee pricing for the Personal Advice Team. The company is headquartered at 80 Fenchurch Street, London, with an operational office in Mitcheldean, and serves named enterprise customers including Ricoh UK, IHG Hotels & Resorts, and Ipsen.
MyEva firmographics
Firmographics- Name
- MyEva
- Legal name
- Wealth Wizards Benefits Limited
- Website
- https://myeva.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- MyEva is a UK employer-deployed digital financial wellbeing platform that delivers personalised financial guidance, financial health checks, and FCA-regulated advice to employees through a chatbot and qualified advisers.
- Ownership category
- akta.pro rank
MyEva industry classification
Industry- Product category
- Employee Financial Wellbeing Software
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Insurance Agencies and Brokerages (524210)
- SIC
- Investment Advice (6282), Life Insurance (6311)
- akta.pro primary industry
- Worksite Financial Wellness & Employee Assistance Programs (EAP) (FSAIAMAN)
- akta.pro secondary industries
- Retirement Plan Participant Advice & Managed Accounts (FSAEABAF), Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
Keywords
Where MyEva is headquartered
LocationHeadquarters
- HQ city
- Royal Leamington Spa
- HQ country
- United Kingdom
- HQ region
- Europe
Offices2 records
Markets served
MyEva business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Employer B2B SaaS Subscription: MyEva is provided to employers as an employee benefit, with the employer paying a subscription fee to provide financial wellbeing access to their workforce. Pricing is discussed as per-employee (per user), with references to 'no more than £2 per user' as affordable pricing for employers. The subscription includes access to the digital platform, financial health checks, webinars, and 121 consultations.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Core digital financial wellbeing platform for all employees |
| Subscription | Multi-year contract | Personal Advice Team — regulated financial advice for complex needs |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels6 records
MyEva product offering
Product offeringCore offering
MyEva is a digital financial wellbeing platform sold to UK employers as an employee benefit, providing employees with personalised online financial guidance through the AI chatbot 'Eva', financial health checks, calculators, articles, videos, webinars, and 121 consultations. An add-on regulated service, the Personal Advice Team, delivers FCA-authorised whole-of-market financial advice for complex needs including pensions, investments, retirement and inheritance tax planning.
Product overview
MyEva is a single unified employee financial wellbeing platform that combines a digital chatbot ('Eva'), personalized online journeys, financial health assessments, educational content, and human support services. The core product is the MyEva Digital Financial Adviser platform which provides always-on digital financial guidance. Add-on premium services include the Personal Advice Team for complex financial planning. The platform integrates financial health checks, calculators, webinars, 121 consultations, and anonymised employer MI dashboards into one cohesive employee financial wellness solution.
Differentiator
Problem solved
Functional benefit
Brands
- Personal Advice Team: A team of financial experts supporting MyEva with more complex areas of financial advice, offering personalized financial consultations and advice services.
Products and services
- MyEva Digital Financial Adviser Platform A B2B SaaS digital financial wellbeing platform sold to UK employers as an employee benefit. Provides employees with personalised financial guidance through the AI chatbot 'Eva', including financial health checks, articles, videos, calculators, webinars, 121 consultations, and anonymised employer management information dashboards.
- Personal Advice Team A premium, FCA-regulated (via Wealth Wizards Benefits Limited) financial advice service for employees with complex needs. Offers whole-of-market independent advice on pensions, investments, retirement planning, protection plans, and inheritance tax planning, with fixed transparent pricing considerably cheaper than traditional financial advisers.
Quantifiable outcome
- Benefits Calculator identified over £1 million of annual employee benefits entitlements in just one week of deployment
- +3 more outcomes
Companies that use MyEva
Customer profileNamed customers3 records
Segments2 records
Ideal customer profiles1 record
MyEva technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability6 records
Feature6 records
MyEva partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered minor.
- Angel AdvanceminorMyEva partnered with Angel Advance, specialist debt advisers, to provide employees with access to debt advice and support as part of MyEva's financial wellbeing platform. The partnership enhances MyEva's offering by connecting employees who need debt management support with specialist advisers.
- ITN ProductionsminorMyEva and Wealth Wizards featured in an ITN Productions Industry News programme series on Financial Wellbeing, in partnership with the Personal Finance Society (PFS). The programme explored employer financial wellbeing, featuring MyEva client Ipsen and discussing the role of digital financial experts in the workplace.
- Personal Finance Society (PFS)minorThe Personal Finance Society partnered with ITN Productions and Wealth Wizards for an online news-style programme dedicated to Financial Wellbeing. PFS hosts digital events where the programme content is shared with members and the broader industry.
Scale indicators10 records
Recent moves6 records
Expansion highlights5 records
MyEva competitors and assessment
Company assessmentEmerging players
- YuLife: UK-based employee benefits platform combining group life insurance with a gamified wellbeing app and financial wellness features. Comparable to MyEva in employer channel and employee wellbeing proposition, with overlap on financial guidance content.
- Bippit: UK financial coaching platform offering 1:1 coaching and educational content to employees via employer partnerships. Comparable to MyEva on the employer B2B channel and personal financial guidance, though focused more narrowly on coaching than full regulated advice.
Broad incumbents
- Aon: Global professional services firm with large UK employee benefits and wellbeing consulting practices, advising employers on benefits strategy including financial wellness. Comparable as a broad incumbent competitor in enterprise UK employer benefits deals.
- Willis Towers Watson: Global advisory, broking, and solutions firm with significant UK employee benefits practice and growing financial wellbeing capabilities. Comparable as a broad incumbent bidder for enterprise financial wellbeing mandates.
- Mercer: Global consulting leader in health, wealth, and career advisory, with substantial UK employer benefits consulting and financial wellbeing offerings. Comparable as a competitor for UK employer financial wellbeing RFPs, though Mercer's offering sits within a much broader portfolio.
Direct peers
- Wagestream: Employee financial wellbeing benefits platform sold to UK employers, offering earned wage access, savings, and financial education. Directly comparable to MyEva in employer sales motion and employee financial wellbeing category.
- Smart Pension: UK workplace pension provider with an expanding financial wellbeing and employee benefits offering. Comparable to MyEva in the employer-deployed UK employee benefits channel and overlap on retirement/financial guidance content.
- Nudge: UK-based financial wellbeing platform sold to employers as an employee benefit, offering personalised money guidance, education, and coaching. Direct competitor to MyEva in the UK employer financial wellbeing category with a similar B2B SaaS go-to-market.
- Salary Finance: UK-originated employee financial benefits platform offering salary-linked savings, borrowing, and financial wellbeing education through employer partnerships. Directly comparable to MyEva in target buyer (UK employers/HR), distribution model (B2B enterprise), and employee financial wellbeing value proposition.
- Moneyhub: UK open finance and financial wellbeing platform providing personal finance management, money guidance, and employer wellbeing tools. Comparable to MyEva in its use of UK financial data, employer-deployed model, and AI-driven personalised guidance.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
MyEva social profiles
Digital presenceMyEva compliance and trust
Trust signalCompliance2 records
MyEva financial estimates
Financial estimateRevenue estimate
Valuation estimate
MyEva leadership team
Management profileNumber of profiles
Profiles3 records
MyEva funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
MyEva 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 MyEva
What does MyEva do?
MyEva is a digital financial wellbeing platform sold to UK employers as an employee benefit, providing employees with personalised online financial guidance through the AI chatbot 'Eva', financial health checks, calculators, articles, videos, webinars, and 121 consultations. An add-on regulated service, the Personal Advice Team, delivers FCA-authorised whole-of-market financial advice for complex needs including pensions, investments, retirement and inheritance tax planning.
Is MyEva a public or private company?
MyEva is a private company. It is classified as corporate owned and is currently operating.
When was MyEva founded?
MyEva was founded in 2009. It employs 1 to 10 people.
Where is MyEva based?
MyEva is headquartered in Royal Leamington Spa, United Kingdom, in the Europe region.
How does MyEva make money?
One revenue line is on record: employer B2B SaaS Subscription.
Who are MyEva's main competitors?
Emerging players on record are YuLife and Bippit. Broad incumbents are Aon, Willis Towers Watson and Mercer. Direct peers are Wagestream, Smart Pension, Nudge, Salary Finance and Moneyhub.
Does MyEva have an API?
No public API is recorded for MyEva.
What industry is MyEva in?
MyEva's product category is Employee Financial Wellbeing Software. Its primary akta.pro industry code is FSAIAMAN, Worksite Financial Wellness & Employee Assistance Programs (EAP), with a secondary code of FSAEABAF, Retirement Plan Participant Advice & Managed Accounts. Its NAICS code is 523940 and its SIC code is 6282.