O

Octopus Investments

Invests retail and institutional clients' capital

Overview

Company Does Not Provide H-1B Sponsorship

Octopus Investments manages about 12.8 billion pounds from both retail and institutional investors. It invests in people, ideas, and industries that can change the world, focusing on three themes: empowering people, revitalising healthcare, and building a sustainable planet. For individuals, it offers products such as Venture Capital Trusts, Enterprise Investment Schemes, Business Relief-qualifying investments, and listed UK small- and medium-sized company funds. For institutions, it manages investments across five specialist asset classes: renewable energy, sustainable infrastructure, real estate, healthcare, and venture capital. Octopus Real Estate and Octopus Ventures operate under the same Octopus umbrella. The company aims to grow capital while directing funds toward areas that deliver measurable social and environmental impact, helping clients achieve their financial goals while supporting positive change.

Work here?Claim your company

About Octopus Investments

Simplify's Rating
Why Octopus Investments is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Venture CapitalFinancial ServicesReal EstateHealthcare

Company Size

201-500

Company Stage

N/A

Total Funding

$69.4M

Headquarters

London, United Kingdom

Founded

2000

Get referred to Octopus Investments

See people who can refer or advise you

Simplify Jobs

Simplify's take

What believers are saying

  • Octopus AIM VCT reopened a £30m raise on 26 October 2026, signaling demand.
  • Apollo VCT invested £23.9m in 2026, adding Gradient Labs and Hurree to the portfolio.
  • Expanded VCT limits from April 2026 increased investable opportunities and support for larger growth companies.

What critics are saying

  • Octopus faces £40m Fern service-fee scrutiny after its November 2026 waiver pledge.
  • OITS stayed closed through September 2026, freezing redemptions and damaging trust among 18,000 investors.
  • Kristy Barr’s early-2027 departure to Quilter weakens retail leadership during the IHT fallout.

What makes Octopus Investments unique

  • Octopus runs tax-efficient retail products across VCT, EIS, inheritance-tax, and AIM markets.
  • Its Octopus Ventures and Octopus Real Estate platforms combine venture, property, and infrastructure expertise.
  • The firm pairs adviser distribution with direct-to-consumer fundraising, broadening capital access and product reach.

Help us improve and share your feedback! Did you find this helpful?

Funding

Total Funding

$69.4M

Above

Industry Average

Funded Over

0 Rounds

Benefits

  • Flexible Work Hours

Company News

Yahoo Finance
Nov 8th, 2026
Octopus inheritance tax investors still face $51M fee bill despite waiver pledge

Thousands of investors in Octopus's Inheritance Tax Service (OITS) face a £40m bill despite the firm's pledge to waive fees after poor performance. The charge comes from a 1.85% service fee on the Fern A fund, which Octopus Investments will still collect. Last month, Octopus said it would scrap the annual management charge, which applies only when returns top 3% a year. A Telegraph analysis found no group of investors since 2011 has reached that level. Those who invested in 2011 fared best, with annualised growth of about 2.2%. OITS has 18,000 customers. The fund was split in October into Fern A, which has reopened to redemptions, and Fern B, which remains closed. The Fern B fee is deferred until a return benchmark is met. Since 2010, Octopus has collected more than £900m in fees from the trading business.

StartupTicker
Aug 26th, 2026
3 Million Dollar for Swiss ski-manufacturer

The Verbier-based Faction has raised a further $3 million in financing led by Octopus Investments along with prominent London-based angel investors. The company is producing skis and dedicated apparel.

The SaaS News
Jun 4th, 2026
Poindexter Labs Raises £2M Seed

Poindexter Labs, a London, UK-based AI data company that provides expert-generated training data for advanced AI models, has raised £2 million in an oversubscribed seed round.

Investegate
Feb 27th, 2026
Vulcan Two raises $50.8M in oversubscribed placing to fund ePharmacy acquisitions

Vulcan Two Group, a company building the UK's leading regulated ePharmacy through acquisitions, has raised £40 million in gross proceeds through an oversubscribed placing of 20 million new ordinary shares at 200 pence per share. The fundraising attracted strong support from existing and new institutional investors. The net proceeds will fund acquisitions, provide working capital for the enlarged group and support bolt-on acquisitions and future trading growth. Related parties including Octopus Investments Limited, Gresham House Asset Management and Dowgate Group Limited conditionally subscribed for significant portions of the placing shares. The acquisitions and placing require shareholder approval at a general meeting scheduled for 17 March 2026. Canaccord Genuity acted as nominated adviser, sole bookrunner and sole broker for the transaction.

Tech Funding News
Jan 13th, 2026
Bricks.sh raises €1.6M to automate admin panel building with AI for non-technical teams

Milan-based startup Bricks.sh has raised €1.6 million in a pre-seed round led by Primo Capital to automate the creation of internal admin panels using AI. Octopus First Cheque Fund, Eden Ventures, Vesper Holding, Vento and several angel investors participated. The company addresses a common problem where engineering teams spend weeks or months building internal tools for refunds, subscriptions and user management—work that consumes development time without generating revenue. Bricks.sh's platform aims to eliminate the trade-off between speed and customisation in internal tool development. The startup, which has launched its public beta alongside the funding announcement, will use the capital to expand its team and grow its global customer base whilst improving its core product.

Recently Posted Jobs

Sign up to get curated job recommendations

Octopus Investments is Hiring for 8 Jobs on Simplify!

Find jobs on Simplify and start your career today

Don't see your dream role? Check out thousands of other roles on Simplify.Browse all jobs