Bartlett Group
Insurance · United Kingdom · 51-200 Employees
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Overview
Headquarters
Broadway Hall, Horsforth Ward, West York...Phone Number
(215) 546-9660Website
www.bartlettgroup.comRevenue
$19.6 MillionIndustry
ZI Rank: 2
Signal Type
Dec
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ZI Rank
3
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2
About Bartlett Group
Bartlett is an independent specialist providing financial solutions for both businesses and individuals, including insurance brokering, employee benefit solutions, and wealth management. The company has received numerous accolades, including being ranked first in the Financial Times Top 100 UK Financial Advisers in 2021 and named Lloyds and London Broker of the Year in 2023. By focusing on rigorous analysis and addressing unknowns, Bartlett aims to deliver exceptional value and peace of mind to its clients. Their diverse clientele includes corporate entities seeking corporate risks and employee benefits, as well as private clients looking for wealth management and insurance solutions.Explore more
Bartlett Group Org Chart
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Activity Insights
Bartlett Group is experiencing very low activity levels compared to other companies in the Insurance sector.
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Bartlett Group is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about Bartlett Group.
Bartlett Group Tech Stack
A closer look at the technologies used by Bartlett Group
Most Recent Scoops
Project
, according to an internal source in Financial Planning, is in the midst of initiatives related to customer relationship management (CRM). Bartlett Group is currently evaluating Freshworks Freshales, Microsoft Dynamics 365 Sales and Pipeline CRM. The organization will be increasing investments and is considering the use of a contingent workforce to support these efforts.
CRM, Spending/Investment, Contingent Workforce, Financial Planning, Sales, Finance, Financial Strategy
Project
, according to an internal source in Financial Planning, is in the midst of initiatives related to data storage and management. Bartlett Group is currently evaluating Microsoft Azure Files. The organization will be increasing investments and is expected to use a contingent workforce to support these efforts.
Data Center, Storage, Spending/Investment, Database, Infrastructure, Data Management, Contingent Workforce, Financial Planning, Data Warehousing, Finance, Financial Strategy
Project
, according to an internal source in Financial Planning, is planning to release a request for proposal (RFP) for initiatives related to investor relation research within the next twelve months.
Spending/Investment, Request for Proposal (RFP), Research & Development, Financial Planning, Search, Finance, Financial Strategy, Investor Relations
Project
, according to an internal source in Financial Planning, has completed initiatives related to corporate performance management (CPM) software within the last nine months.
Analytics & Insights, Financial Planning, Software, Workforce Management, Corporate Strategy, Finance, Financial Strategy, HR Operations, Organizational Development
Project
Accounting, Financial Planning, Financial Reporting, Finance, Financial Strategy
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Frequently Asked Questions Regarding Bartlett Group
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Bartlett is an independent specialist providing financial solutions for both businesses and individuals, including insurance brokering, employee benefit solutions, and wealth management. The company has received numerous accolades, including being ranked first in the Financial Times Top 100 UK Financial Advisers in 2021 and named Lloyds and London... Read More
