All in Place
- Company typePrivate
- Founded2021
- HeadquartersLondon, United Kingdom
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
All in Place firmographics
Firmographics- Name
- All in Place
- Legal name
- All in Place Group Limited
- Website
- https://allin.place
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
All in Place industry classification
Industry- Product category
- Financial Planning Software
- NAICS
- Portfolio Management and Investment Advice (523940), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)
- SIC
- Investment Advice (6282), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Sub-Accounting & Platform Servicing (Omnibus, Intermediary/NSCC, Retirement Platforms) (FSAAAMAI)
Keywords
Where All in Place is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
All in Place business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations
Revenue model
- SaaS Subscription: Tiered monthly subscription model based on number of active clients. No setup fees, no long-term contracts, cancel or change any time. Pricing tiers: Core (2-25 clients) at £97/month, Progression (26-75 clients) at £197/month, Scale (76-150 clients) at £337/month, Custom (150+ clients) with custom pricing.
- All in Place Now Referrals: Standalone service connecting accountants and clients with trusted specialists (LifeSearch, Taylor Emmet) for protection advice, legal planning, and other specialized services when client needs exceed accounting scope.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Free tier for first 2 active clients |
| Subscription | Monthly | Core: 2-25 clients at £97/month |
| Subscription | Monthly | Progression: 26-75 clients at £197/month |
| Subscription | Monthly | Scale: 76-150 clients at £337/month |
| Subscription | Monthly | Custom: 150+ clients - contact for pricing |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels8 records
All in Place product offering
Product offeringCore offering
All in Place provides a cloud-based SaaS platform that helps UK accountancy firms connect business and personal financial planning for their SME business owner clients. The platform produces personal balance sheets, cashflow analyses, and financial health-checks, and embeds a structured advisory methodology (C.L.E.A.R.) to guide accountant-client conversations. A companion sub-brand, All in Place Now, operates a referral marketplace connecting clients to specialist protection and legal advisers.
Product overview
All in Place is a unified SaaS platform for the accountancy profession built around the 'Human First Advisory' philosophy. Its core product is the All in Place platform itself, which enables accountants to integrate business and personal financial planning for their SME clients through cashflow analysis, personal balance sheets, and structured advisory conversations. The platform operates on a tiered subscription model (Core, Progression, Scale, Custom) for 2+ clients. The subsidiary brand All in Place Now extends the platform as a marketplace connecting clients to specialist advisers in protection and legal services. The company also offers community, coaching, webinars, eBooks, and a published book — all supporting the same Human Firm methodology.
Differentiator
Problem solved
Functional benefit
Products and services
- All in Place (Human First Advisory Platform) A cloud-based SaaS platform for the UK accountancy sector that enables accountants to connect business and personal financial planning by producing personal balance sheets, cashflow analyses, and financial health-checks. It embeds the C.L.E.A.R. advisory methodology and the Three Questions framework, helping accountancy firms move SME business owner clients from compliance into paid advisory engagements.
- All in Place Now A referral marketplace within the All in Place ecosystem that connects accountant clients with trusted specialist providers (e.g., LifeSearch for protection advice, Taylor Emmet for Wills, Lasting Powers of Attorney, and tax/inheritance planning), with the accountant acting as the gateway.
Quantifiable outcome
- 15-20x profit generated on licence costs
- +3 more outcomes
Companies that use All in Place
Customer profileNamed customers5 records
Segments3 records
Ideal customer profiles2 records
All in Place technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
Feature6 records
All in Place partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered core and major.
- Taylor EmmetcoreStrategic partnership with leading law firm to provide clients direct access to specialist legal expertise in succession and personal planning. Enables accountancy firms to offer SME clients Wills, Lasting Powers of Attorneys, and Tax and Inheritance Planning through Taylor Emmet's unique 'For You. For Life' planning service. Addresses research finding that 85% of UK accountancy firms do not know if their clients have up to date Wills and Lasting Powers of Attorneys.
- LifeSearchcoreStrategic partnership with one of the UK's leading protection advice specialists. Enables accountancy firms to help SME clients access independent, fee-free life insurance and business protection advice directly through the All in Place platform. LifeSearch's specialist business protection advisers source tailored cover from an extensive range of insurers. Partnership addresses research finding that 78% of UK accountancy firms rarely or never conduct risk assessments for clients.
- Will FarnellcoreEntrepreneur, speaker and author appointed as fractional Chief Commercial Officer. Advises on strategic direction, technology roadmap and route to market. Pioneer in digital accountancy practice who recently merged his business with a top 20 accounting firm. Also authored 'The Human Firm' book.
- Richard BrewincoreBusiness founder, mentor and coach joins as Client Director to support scale-up plans, focused on client acquisition and onboarding experience. Recognized expert in understanding how small accountancy firms can extend service propositions.
- DCSL SoftwaremajorDCSL Software appointed as technical lead for development of Tether's digital platform. DCSL has 100+ developers with industry awards and stringent quality and information security certifications, making them ideal for developing services handling sensitive financial data.
- Stephenson HarwoodmajorLaw firm Stephenson Harwood LLP advised Tether on its seed fund round and retained for subsequent follow-on round. Team led by partner Richard Coleman and associate Rajiv Kakkad. Deal closed during challenging Covid-19 environment.
- MHA MacIntyre HudsonmajorCorporate finance team at MHA MacIntyre Hudson appointed to advise Tether on its seed fundraising round, including guidance on business plan development and production of investor presentation. Partner James Lawson led the project.
- Principle PointmajorSpecialist fintech marketing and business development consultants. Extended relationship following extensive joint market research project. Richard Sergeant, Managing Director, worked closely with team to develop findings into tangible product, brand and marketing outcomes.
- Charles Russell SpeechlysmajorCaroline Young at Charles Russell Speechlys appointed to advise on IP, technology and commercial matters. Specializes in commercialization of intellectual property rights, technology and protection of confidential information.
Scale indicators4 records
Recent moves7 records
Expansion highlights6 records
All in Place competitors and assessment
Company assessmentEmerging players
- Practice Ignition: Workflow and engagement-letter platform for accounting and bookkeeping firms. Comparable buyer (UK/AU/NZ accountancy firms) and adjacent advisory-monetisation problem, though focused on engagements rather than personal financial planning.
Broad incumbents
- Xero: Global cloud accounting incumbent with deep SMB-accountant penetration. Could expand into advisory enablement features, leveraging distribution AiP cannot match.
- Intelliflo: Established UK wealth-management technology platform serving IFAs with portfolio, back-office and planning tools. Overlaps with AiP in personal financial planning but operates at a much larger, IFA-centric scale.
- QuickBooks (Intuit): Mass-market SMB accounting platform with growing advisory and AI-enabled features. Represents the global incumbent AiP would compete against if expanding internationally.
- Sage: UK-headquartered accounting and payroll software incumbent serving the same SMB and accountancy-firm buyer. A natural strategic acquirer or competitive threat if it moves into business-personal planning.
- CCH iFirm (Wolters Kluwer): Tax, compliance and practice-management suite for accountants and tax advisers. Shares the accountancy-firm buyer with AiP and could integrate business-personal planning workflows into its existing stack.
- Iress: Global financial-services technology provider with a UK wealth-management suite including planning and advice tools. Represents the type of broad incumbent AiP would face as it scales.
Direct peers
- Voyant: UK cashflow planning software built for financial advisers, founded by Bob Freeman (now an All in Place investor). Closest functional analogue to AiP's personal cashflow and balance-sheet tooling, though Voyant targets IFAs rather than accountants.
- CashCalc: UK financial planning tool for advisers and planners covering cashflow, protection and retirement modelling. Competes for the same SME-personal-finance decision workflow, though primarily via the IFA channel.
- Moneyhub: UK personal finance management and data-aggregation platform used by advisers and banks to drive personal financial planning conversations. Comparable technology and end-customer use case.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks7 records
Key highlights7 records
Customer concentration
All in Place social profiles
Digital presenceAll in Place compliance and trust
Trust signalCompliance1 record
All in Place financial estimates
Financial estimateRevenue estimate
Valuation estimate
All in Place leadership team
Management profileNumber of profiles
Profiles5 records
All in Place subsidiaries and ownership
Company hierarchySubsidiaries1 record
All in Place funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
All in Place 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 All in Place
What does All in Place do?
All in Place provides a cloud-based SaaS platform that helps UK accountancy firms connect business and personal financial planning for their SME business owner clients. The platform produces personal balance sheets, cashflow analyses, and financial health-checks, and embeds a structured advisory methodology (C.L.E.A.R.) to guide accountant-client conversations. A companion sub-brand, All in Place Now, operates a referral marketplace connecting clients to specialist protection and legal advisers.
Is All in Place a public or private company?
All in Place is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was All in Place founded?
All in Place was founded in 2021. It employs 1 to 10 people.
Where is All in Place based?
All in Place is headquartered in London, United Kingdom, in the Europe region.
How does All in Place make money?
Two revenue lines are on record. SaaS Subscription is the primary driver. The others are all in Place Now Referrals.
Who are All in Place's main competitors?
Practice Ignition is listed as an emerging player. Broad incumbents are Xero, Intelliflo, QuickBooks (Intuit), Sage, CCH iFirm (Wolters Kluwer) and Iress. Direct peers are Voyant, CashCalc and Moneyhub.
Does All in Place have an API?
No public API is recorded for All in Place.
What industry is All in Place in?
All in Place's product category is Financial Planning Software. Its primary akta.pro industry code is FSAAAMAI, Sub-Accounting & Platform Servicing (Omnibus, Intermediary/NSCC, Retirement Platforms). Its NAICS code is 523940 and its SIC code is 6282.