About Active Wealth Management
Active Wealth Management is a Financial Services company based in Glasgow (United Kingdom) founded in 2005, and was acquired by Wren Sterling in March 2023. Wealth management, retirement solutions, and tax planning services are provided. Active Wealth Management offers products and services including Natter Live Chat and Natter Console. Its focus areas include Asset Management and Diversified. Its competitors include Investec, Aviva and Schroders.
Company details
Active Wealth Management was founded in 2005 and is headquartered in Glasgow, United Kingdom. Operations are conducted within the financial services sector, where wealth management, retirement planning, and tax advisory services are offered to clients. Focus is placed on comprehensive financial strategies, with activities centered in the UK market to support individual and institutional needs.
- Headquarters Glasgow, United Kingdom
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website active-wealth.com
- Acquired by Wren Sterling (Mar 2023)
- Investors
- Acquired byWren Sterling
(Mar 2023)
Products & Services of Active Wealth Management
Active Wealth Management offers a comprehensive portfolio of products and services, including Natter Live Chat and Natter Console.
Enables quick addition of live chat to websites for real-time customer interaction.
Provides responsive interface for customizing and managing live chat features.
Investors in Active Wealth Management
Active Wealth Management has secured backing from 1 investor. Prominent investors backing the company include Wren Sterling.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Financial planning services are provided to clients in the UK. | 2015 | wrensterling.com | Nottingham, United Kingdom |
Investor details for Active Wealth Management
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Timeline of Active Wealth Management
2 dated milestones of Active Wealth Management across 18 years, from founding to its latest funding, stage changes and deals.
- Founded Active Wealth Management is founded.
- Exit Acquired by Wren Sterling.
Competitors of Active Wealth Management
Active Wealth Management has 3 listed competitors in our database. They include Investec, Aviva and Schroders.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| investec.com | 1974 | London, United Kingdom | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | ||
| aviva.com | 1696 | London, United Kingdom | 27,873 | Insurance and asset management services are offered in multiple regions. | ||
| schroders.com | 1804 | London, United Kingdom | 249 | Investment management and wealth management services are provided to clients. |
Detailed competitors of Active Wealth Management
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- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Active Wealth Management (Asset Management) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | USD 6.37 B | 7,550 | ||
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | USD 141.4 B | 211,000 | ||
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | USD 78.79 B | 29,090 |
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Frequently Asked Questions about Active Wealth Management
Active Wealth Management was founded in 2005.
Active Wealth Management is headquartered in Glasgow, United Kingdom. It is registered at Glasgow, Scotland, United Kingdom.
Active Wealth Management was founded in 2005 and is headquartered in Glasgow, United Kingdom. Operations are conducted within the financial services sector, where wealth management, retirement planning, and tax advisory services are offered to clients. Focus is placed on comprehensive financial strategies, with activities centered in the UK market to support individual and institutional needs.
Active Wealth Management offers Natter Live Chat and Natter Console.
Active Wealth Management has 1 investor. Key investors include Wren Sterling.
Yes. Active Wealth Management was acquired by Wren Sterling in March 2023.