Who invested in Smart Pension

7 rounds we have observed, with the 6 investors named in them. Every figure came from a named source, and where the company reported a raise to the SEC itself, that is shown beside it.

Financial ServicesFintech

Funding summaryUpdated 26 Oct 2026

$399Mraised across 7 rounds since 2017, from 7 sources

$15MSeries B$119MRound$36MRound$2.0MRound$99MSeries E$47MSeries E$81MDebt

Latest round: Debt, $81MAug 2025
Biggest round: $119MRound · Jun 2021
Step-upi: 1.7×
Investors: 6

See who backed them

The funding story

Each circle is a round, placed by date and sized by amount. The line above is the running total.

20172019202120232025

$15MSeries B$119MRound$36MRound$99MSeries E$47MSeries E$81MDebt

First round: Series B, $15M
Biggest round: $119M
Usual gap between rounds: 16 months

The rounds

Aug 2025
Debt$81M4 new
Source recorded
Mar 2024
Series E$47M
No investor was named in the report.
Shares issued, filed with Companies House (SH01); no report of this raise yet
May 2023
Series E$99M
No investor was named in the report.
Shares issued, filed with Companies House (SH01); no report of this raise yet
Jan 2022
Round$2.0M
No investor was named in the report.
Shares issued, filed with Companies House (SH01); no report of this raise yet
Sept 2021
Round$36M
No investor was named in the report.
Shares issued, filed with Companies House (SH01); no report of this raise yet
Jun 2021
Round$119M
No investor was named in the report.
Shares issued, filed with Companies House (SH01); no report of this raise yet
Jun 2017
Series B$15M2 new
- Stensrud family/ Tom Valentine
- William Reeve
Reported by FinSMEs

Funding filed with regulators

Smart Pension filed 5 raises, $302M in all. Filings say how much was sold and to how many investors; they never name the investors.

Mar 2024$47MUK share allotment
May 2023$99MUK share allotment
Jan 2022$2.0MUK share allotment
Sept 2021$36MUK share allotment
Jun 2021$119MUK share allotment

Who was in which round

The busiest backers across the latest rounds. A filled square is a round they joined; a dark one, a round they led.

Series B2017Round2021Round2021Round2022Series E2023Series E2024Debt2025

JP Morgan

Barclays Ventures

CIBCCIBC Innovation BankingStensrud family/ Tom ValentineWilliam Reeve

Everyone who backed them

JP MorganInvestment bank1round

Barclays VenturesCorporate VC1round

CIBCVC firm1round

CIBC Innovation BankingVC firm1round

Stensrud family/ Tom Valentineno record of our own yet1round

William Reeveno record of our own yet1round

Missing a round, or an investor who was in one? Tell us.

Also claim to have backed them

This firm lists Smart Pension as a portfolio company on their own website, but no report of a round names it. They are the firms' own claims, kept apart from the rounds above.

Portfolio VenturesVC firmPer its own site

Quick answers about Smart Pension

Who invested in Smart Pension?

Smart Pension's investors include JP Morgan, Barclays Ventures, CIBC, CIBC Innovation Banking and Stensrud family/ Tom Valentine, and 1 more on record.