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Company · Wealth management general

Evelyn Partners

As of 2 November 2026, Evelyn Partners has 22 open roles (12 new in 30 days), its finance & accounting team is hiring most, and its postings name Microsoft Excel, Microsoft Office and Microsoft Word as the tools the team works in.

As of 2 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.

, United Kingdom1001-5000 employees50M-250M revenue, est.B2C, B2Bevelyn.com ↗LinkedIn ↗
Headquarters
, , United Kingdom
Employees
1001-5000 employees (linkedin)
Sells to
individuals and families, financial intermediaries, charities
Certifications on site
Site languages
EN
Career system
Smartrecruiters
22open roles · 12 new in 30 days
8tools named in postings
United Kingdomhiring locations
0change signals read in postings
02What they do, whom they sell to, who else does it

Evelyn Partners in one screen

Read from evelyn.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.

What Evelyn Partners does

Evelyn Partners is a wealth management firm that provides total wealth management, financial planning and investment management for individuals, families, charities, entrepreneurs and financial intermediaries. Its offerings include full financial plans, discretionary investment management, tax and estate planning, and personal injury advice. It operates from offices across the UK, Ireland and the Channel Islands.

full financial plancash alternativesevelyn partners fundsbusiness protectioninheritance tax and estate planninginvestment advice
Whom it sells to

Named on the site: individuals and families, financial intermediaries, charities, entrepreneurs, partners in a firm.

Who else sells this

Nearest companies by what they do, sell and whom they serve, 51+ employees. 569 scored.

Waverly AdvisorsUnited States · 51-200 employeesVerso Wealth ManagementUnited Kingdom · 51-200 employeesCompagnie d'Investissements et de Gestion PrivéeUnited States · 51-200 employeesWealthPlan GroupUnited States · 51-200 employeesEquitable AdvisorsUnited States · 5001-10000 employeesCary Street PartnersUnited States · 51-200 employees
03Tech stack, with the evidence

What Evelyn Partners says it runs

Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.

Microsoft PowerPointFinance & accounting · medium confidence · 2 postings
• Working knowledge of Microsoft Office packages: Minimum basic Word, advanced Excel & intermediate PowerPoint
Senior Financial Analyst (AuM) - 6 Month FTC · first seen 2026-10-20
ServiceNowIT operations & business systems · medium confidence · 1 posting
• Log all Incidents and Requests in ServiceNow, manage all Service Desk tickets, escalating Incidents and Requests to support teams or DevOps teams as appropriate
Service Desk Analyst - 12 Month FTC · first seen 2026-10-22
Microsoft AzureFacilities cleaning and security · medium confidence · 3 postings
• Knowledge and experience of managing operational security in an Azure/365-centric environment
Security Operations Specialist - 12 Month FTC · first seen 2026-09-25
MITRE ATT&CKFacilities cleaning and security · medium confidence · 3 postings
• Experience in analysis of cyber attacks using methodologies such as MITRE ATT&CK and other relevant frameworks
Security Operations Specialist - 12 Month FTC · first seen 2026-09-25
On the website or in DNS

Vendors whose code loads on evelyn.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.

Adobeseen on evelyn.com
adobe_acrobat_signseen on evelyn.com
Amazon SESseen on evelyn.com
appleseen on evelyn.comdmarcianseen on evelyn.comDocuSignseen on evelyn.comexclaimerseen on evelyn.com
ibm_cloudseen on evelyn.com
mailjetseen on evelyn.com
Microsoft 365seen on evelyn.com
microsoft_azureseen on evelyn.com
Miroseen on evelyn.comOpenAIseen on evelyn.compexipseen on evelyn.com
quest_on_demandseen on evelyn.com
SendGridseen on evelyn.comTeamViewerseen on evelyn.com
vmware_cloudhealthseen on evelyn.com
04Hiring

22 open roles, 22 opened in 90 days

Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in United Kingdom →

05Signals

What is changing, read from the postings

Intents are events the employer states about itself, each with the sentence and the posting it came from.

No change signals read in the current postings.

Decision makers at Evelyn Partners, with verified e-mails, and every change the moment it is posted.

Sales, marketing and IT leaders by function. Add Evelyn Partners to a monitor and get a webhook when a role opens, a tool appears or a signal is read.

Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.

06Lookalikes

Companies like Evelyn Partners

Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 569 scored.

Waverly AdvisorsWealth management general · United States51-200 employees
Verso Wealth ManagementWealth management general · United Kingdom51-200 employees
Compagnie d'Investissements et de Gestion PrivéeWealth management general · United States51-200 employees
WealthPlan GroupWealth management general · United States51-200 employees
Equitable AdvisorsIndependent financial advisers · United States5001-10000 employees
Cary Street PartnersWealth management general · United States51-200 employees
07Profile

From the company's own website

Legal nameEvelyn Partners
IndustryBusiness & finance services · Wealth management general
Offeringsfull financial plan · cash alternatives · evelyn partners funds · business protection · inheritance tax and estate planning · investment advice
Target customersindividuals and families · financial intermediaries · charities · entrepreneurs · partners in a firm
Geographic scopeinternational · also United States
Reviews found
Public contact points0 role addresses · 2 phone numbers
Pages readprivacy, pricing, team, locations, home, contact, careers, about, services, leadership
Datescrawled 2026-08-07 · profiled 2026-08-16 · hiring built 2026-10-27
Cite this

Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.

Evelyn Partners (, United Kingdom, 1001-5000 employees) has 22 open roles, 12 new in 30 days, and names 8 tools in its postings. (Breaknorm, 2 November 2026, https://breaknorm.co/company/evelyn.com)
How we know

Read from the source, not self-reported

Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →

  • ProfileBuilt from evelyn.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
  • HiringRead hourly from the company's Smartrecruiters career site; reposts collapse into one record.
  • Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
  • HeadcountLinkedIn where known, otherwise estimated from the site.
FAQ

Evelyn Partners: questions

Does Evelyn Partners use Microsoft Excel?

Yes, by the company's own words: 4 postings name it, first seen 2026-10-20, in the finance & accounting team.

Is Evelyn Partners hiring?

22 open roles as of 2 November 2026, 12 opened in the last 30 days and 0 closed. The largest team hiring is finance & accounting.

Where does this profile come from?

From evelyn.com itself: we crawled it on 2026-08-07, built the profile on 2026-08-16, and read its career site (Smartrecruiters) hourly since. Headcount is from LinkedIn.

Who should I write to at Evelyn Partners?

The people are behind the login: decision makers by function, verified at the mail server when you open them. 0 public role addresses from the site are there too.

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