WiZeUp
WizeUp Financial Education is a UK charity delivering curriculum-aligned financial literacy workshops to schools, reaching 42,000+ students across 212 partner schools via corporate-sponsored programmes run by building societies and foundations.
- Company typePrivate
- Founded2011
- HeadquartersLondon, United Kingdom
- Headcount1–10
- GTM typeB2B
- OfferingServices
What WiZeUp does
WizeUp Financial Education is a UK-registered charity (Charitable Incorporated Organisation, Charity Number 1190032) founded in 2011 by Ed Flack and headquartered in South Woodford, London. It delivers curriculum-aligned financial literacy and employability workshops to UK schools, reaching 42,000+ students across 212 partner schools and 80,000+ student learning hours since inception. The organisation operates four core programmes - Secondary/Sixth Form, KS2 Primary (launched 2026), SEND & PRU, and the Jack Petchey programme (150 London/Essex schools) - supplemented by an extensive library of self-serve learning modules covering budgeting, credit, taxation, pensions, student finance, cryptocurrencies, apprenticeships, and employability skills, delivered through in-person workshops, virtual sessions, Kahoot quizzes, educational videos, podcasts, and parent guides. Content is aligned to Gatsby Career Benchmarks (4, 5, 7) and the PSHE Association curriculum, with a pre/post-session Impact Dashboard generating Ofsted-ready evidence for schools.
The business model is a B2B2C hybrid funded primarily through corporate sponsorship from a network of 15+ UK building societies and financial institutions (including Penrith, Newbury, Mansfield, Darlington, Market Harborough, Bath, Buckingham, Saffron, Earl Shilton, and Unity Trust Bank) and a major grant from The Jack Petchey Foundation. Where programmes are fully sponsored, workshops are free or heavily subsidised for schools (Jack Petchey programme at £150 per school); otherwise schools pay £880-£910 per mainstream workshop or £1,200 per SEND/PRU programme. Donations provide supplementary income. The charity is led by CEO Mike Flack (since January 2024), with founder Ed Flack serving as President, a six-person Board of Trustees, six regional programme leads, ten associates, and a Youth Advisory Panel of seven young people. Recent strategic moves include the first bank partnership (Unity Trust Bank, June 2025), launch of a KS2 Primary Programme (2026), a youth football partnership (March 2026), and appointment of former financial services CEO Andrew Craddock as Ambassador (June 2026).
WiZeUp firmographics
Firmographics- Name
- WiZeUp
- Legal name
- WizeUp Financial Education
- Website
- https://wizeupfinancialeducation.co.uk
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- WizeUp Financial Education is a UK charity delivering curriculum-aligned financial literacy workshops to schools, reaching 42,000+ students across 212 partner schools via corporate-sponsored programmes run by building societies and foundations.
- Ownership category
- akta.pro rank
WiZeUp industry classification
Industry- Product category
- Financial Education Services
- NAICS
- Educational Services (611), Educational Support Services (611710), Elementary and Secondary Schools (6111)
- SIC
- Services-Educational Services (8200)
- akta.pro primary industry
- Personal Finance & Financial Literacy for Students (EDAMAIAH)
- akta.pro secondary industries
- Financial & Consumer Literacy (Banking, Credit, Contracts) (EDAAAAAG), Budgeting & Cash-Flow Management (EDAAAJAA), Government Student Financial Aid Agencies (EDADAHAA), Funding, Finance & Grants Reporting (Allocations, Claims, Reconciliation) (EDADAIAG)
Keywords
Where WiZeUp is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
WiZeUp business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Corporate Sponsorship: Building societies, banks, and financial services providers sponsor school programmes, funding workshops in their local communities. Sponsors receive logo placement on workshop materials, website recognition, and social media publicity. This is the primary revenue stream enabling free/heavily subsidised programmes.
- School Workshop Fees: Schools pay £880-£910 per primary or secondary mainstream school (£1,200 per SEND or PRU) for programme delivery including travel, delivery, and school account management. Some programmes are fully funded or heavily subsidised through partner sponsorship.
- Donations: Individual donations from supporters to help reach more learners, community groups, and special education schools. Tax-deductible contributions support the mission of building financial literacy.
- Jack Petchey Foundation Grant: The Jack Petchey Foundation provides significant funding subsidising workshops for 150 mainstream and specialist schools in London and Essex. Schools contribute just £150 per programme.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Unit Pricing | Multi-year contract | Primary and Secondary Mainstream School Workshops |
| Unit Pricing | Multi-year contract | SEND and PRU School Workshops |
| Subscription | Annual | Jack Petchey Programme (London & Essex) |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels8 records
WiZeUp product offering
Product offeringCore offering
WizeUp Financial Education is a UK registered charity (CIO, Charity Number 1190032) that delivers in-person and virtual financial literacy and employability workshops directly in primary, secondary, sixth form, and SEND/Pupil Referral Unit schools. Programmes are curriculum-aligned to PSHE Association, Gatsby Career Benchmarks, and KS2 Citizenship standards and cover budgeting, credit, pensions, taxation, student finance, apprenticeships, and employability. Revenue is generated through corporate sponsorship from building societies, school workshop fees, donations, and a flagship grant from The Jack Petchey Foundation that subsidises delivery to 150 schools in London and Essex.
Product overview
WizeUp Financial Education is a UK-based charity providing financial literacy workshops and educational resources for young people. The organisation operates a multi-level programme architecture consisting of core school workshop programmes (Secondary/Sixth Form, KS2 Primary, SEND/PRU, and Jack Petchey programmes) supported by an extensive library of learning modules covering topics including budgeting, credit cards, cryptocurrencies, taxation, pensions, student finance, apprenticeships, and career skills. Additional resources include videos, podcasts, Kahoot quizzes, and parent guides. The impact measurement framework and WU Awards provide quantitative tracking and recognition of programme outcomes.
Differentiator
Problem solved
Functional benefit
Brands
- WizeUp with Jack Petchey Programme: A partnership programme with The Jack Petchey Foundation delivering financial education workshops to 125 mainstream schools and 25 SEND/PRUs across London and Essex.
Products and services
- Secondary and Sixth Form Programme Curriculum-aligned financial literacy workshops and assemblies for students in Years 7-13, covering budgeting, student finance, credit, taxation, pensions, apprenticeships, and career preparation. Designed for secondary schools and sixth forms to enrich PSHE, citizenship and careers delivery.
- KS2 Primary Programme Financial education workshops and assemblies for younger learners in Years 5 and 6, featuring hands-on activities on saving, budgeting, debit/credit cards, credit scores, employability skills, and transition to secondary school. Aligned to the KS2 Citizenship curriculum.
- SEND and PRU Programme Inclusive financial education programme for students with Special Educational Needs and Disabilities and those in Pupil Referral Units, featuring accessible delivery covering communication, growth mindset, budgeting, and financial literacy to build learner confidence and independence skills.
- WizeUp with Jack Petchey Programme Subsidised financial education programme delivered in partnership with The Jack Petchey Foundation, reaching 125 mainstream and 25 specialist schools across London and Essex. Schools contribute just £150 per programme, covering Year 12-13 or Year 10-11 students with four mainstream sessions or eight hours over four SEND/PRU visits.
Quantifiable outcome
- 84% learners feel more confident after workshops
- +4 more outcomes
Companies that use WiZeUp
Customer profileNamed customers10 records
Segments5 records
Ideal customer profiles4 records
WiZeUp technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
WiZeUp partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- Andrew CraddockcoreExperienced financial services leader and former CEO joins as charity ambassador bringing decades of high-level banking and mutual sector experience to support WizeUp's mission.
- Gatsby BenchmarkscoreWizeUp sessions aligned to national Gatsby Career Benchmarks standards, particularly Benchmark 4 (Linking Curriculum to Careers), Benchmark 5 (Encounters with Employers), and Benchmark 7 (Encounters with HE).
- PSHE AssociationcoreWizeUp sessions aligned to PSHE Association curriculum with KS5 focus covering risk vs. reward investing, financial safeguarding, and financial rights topics.
Scale indicators11 records
Recent moves7 records
Expansion highlights5 records
WiZeUp competitors and assessment
Company assessmentBroad incumbents
- Money and Pensions Service (MaPS): Arm's-length UK government body delivering the national Money and Pensions Plan and coordinating financial education initiatives. Sets much of the policy framework WizeUp's workshops align to, and funds related programmes via the Kickstart Cash scheme.
- Barclays LifeSkills: Bank-sponsored free financial education programme for 11-24 year olds offering lesson plans, videos and teacher resources. Competes with WizeUp for school wallet share but at much greater scale and with bank-funded economics rather than charity sponsorship.
- HSBC Money Minds: HSBC's global financial education programme for 5-18 year olds, active in UK schools. Comparable to WizeUp's content and target age range but operating as a CSR initiative of a global bank with international scope.
- NatWest MoneySense: NatWest bank's flagship free financial education programme for UK schools, parents and young adults. Direct overlap with WizeUp's secondary school workshops and financial literacy content, but funded by a major high-street bank rather than via charity sponsorship.
- Lloyds Bank Academy: Lloyds Banking Group's free digital education platform offering courses on money management, starting a business and employability skills. Competes for teacher and student attention against WizeUp's workshops and online resources.
Direct peers
- The Money Charity: UK charity providing money education workshops, resources and training to schools, colleges, universities and youth groups. Overlaps directly with WizeUp's school-workshop model and young-person financial literacy focus.
- Young Money (Young Enterprise): UK financial education charity providing curriculum-aligned resources, teacher training and school programmes on money management. Comparable to WizeUp through its school-facing financial literacy delivery and PSHE-aligned curriculum resources.
- Young Enterprise: UK charity delivering enterprise and financial education programmes in primary and secondary schools, including the 'Tenner' and 'Company Programme' competitions. Adjacent competitor for school curriculum time and PSHE/careers budget alongside WizeUp's workshops.
- MyBnk: UK charity delivering financial education workshops directly to schools and youth organisations. Closely comparable to WizeUp in mission (youth financial literacy), delivery model (in-school workshops), and target customer (secondary schools and FE colleges).
Emerging players
- Experian Credit Education: Credit reference agency's free consumer credit education resources including content on credit scores, borrowing and financial wellbeing. Partial overlap with WizeUp's credit and credit ratings modules but delivered as digital content rather than workshops.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
WiZeUp social profiles
Digital presenceWiZeUp compliance and trust
Trust signalCompliance1 record
WiZeUp financial estimates
Financial estimateRevenue estimate
Valuation estimate
WiZeUp leadership team
Management profileNumber of profiles
Profiles9 records
WiZeUp funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
WiZeUp 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 WiZeUp
What does WiZeUp do?
WizeUp Financial Education is a UK registered charity (CIO, Charity Number 1190032) that delivers in-person and virtual financial literacy and employability workshops directly in primary, secondary, sixth form, and SEND/Pupil Referral Unit schools. Programmes are curriculum-aligned to PSHE Association, Gatsby Career Benchmarks, and KS2 Citizenship standards and cover budgeting, credit, pensions, taxation, student finance, apprenticeships, and employability. Revenue is generated through corporate sponsorship from building societies, school workshop fees, donations, and a flagship grant from The Jack Petchey Foundation that subsidises delivery to 150 schools in London and Essex.
Is WiZeUp a public or private company?
WiZeUp is a private company. It is classified as nonprofit foundation owned and is currently operating.
When was WiZeUp founded?
WiZeUp was founded in 2011. It employs 1 to 10 people.
Where is WiZeUp based?
WiZeUp is headquartered in London, United Kingdom, in the Europe region.
How does WiZeUp make money?
Four revenue lines are on record. Corporate Sponsorship is the primary driver. The others are school Workshop Fees, donations and jack Petchey Foundation Grant.
Who are WiZeUp's main competitors?
Broad incumbents on record are Money and Pensions Service (MaPS), Barclays LifeSkills, HSBC Money Minds, NatWest MoneySense and Lloyds Bank Academy. Direct peers are The Money Charity, Young Money (Young Enterprise), Young Enterprise and MyBnk. Experian Credit Education is listed as an emerging player.
Does WiZeUp have an API?
No public API is recorded for WiZeUp.
What industry is WiZeUp in?
WiZeUp's product category is Financial Education Services. Its primary akta.pro industry code is EDAMAIAH, Personal Finance & Financial Literacy for Students, with a secondary code of EDAAAAAG, Financial & Consumer Literacy (Banking, Credit, Contracts). Its NAICS code is 611 and its SIC code is 8200.