Addition of market leader marks Fintel’s sixth acquisition in twelve months
Fintel, the leading provider of fintech and support services to the UK retail financial services sector, has announced the acquisition of Owen James Events, the leading platform for strategic engagement events across the financial services sector.
The acquisition has been conducted through Fintel IQ, the business’s technology and knowledge
platform, and will help to further evolve market leading events and strategic engagement services
using Owen James’ unique insight on the pulse of market sentiment, challenges and strategic
priorities.
James Goad, Owen James’ Managing Director, will remain with the business, working closely with Fintel on a long-term strategy of growth and development. Owen James, which is renowned for its ‘Meeting of Minds’, ‘WealthTech Matters’, and white-labelled ‘Red Folder’ events, will retain its independent market position, operating within Fintel IQ.
Owen James Events is the sixth business acquired by Fintel, which is the parent company of SimplyBiz
and Defaqto, during the past twelve months and joins financial services technology provider, Synaptic, trusted advice directory and Consumer Duty platform, VouchedFor, leading learning and development platform, Competent Adviser, tax efficient investing specialists, MiCap, and market leading independent ratings provider, AKG.
Neil Stevens, Joint CEO of Fintel, commented: “Owen James Events is renowned and respected as the premium independent platform for strategic engagement events for financial services professionals across the sector, and we’re proud to be a part of its future. The acquisition of Owen James by Fintel will allow it to expand its already significant
range of services, delivering education and strategic engagement opportunities to greater numbers
of advice firms, wealth managers, paraplanners, mortgage brokers, and those in the private banking
sector than ever before.
“Fintel’s strategy to prioritise key market adjacencies, grow our product platform, connect the
market, and inspire better outcomes, is in total alignment with that of Owen James, and we’re
delighted to welcome them to Fintel as we move forward together.”
James Goad, Managing Director of Owen James Events, added: “We are delighted to join Fintel and believe it will be a perfect fit for our strategy to enable financial services firms to do better business and drive change – commercially, intelligently, and ethically. Our acquisition by Fintel will power us to reach more people and evolve our events to the next level, whilst maintaining our status as independent. We believe the partnership of Fintel and Owen James Events
will be a positive one for the financial service sector overall, and are looking forward to seeing the
benefits the acquisition will bring to our partners, and our current and future communities.”
