Active Wealth Management

Glasgow, United Kingdom Founded: 2005 • Age: 21 yrs Acquired By Wren Sterling
Wealth management, retirement solutions, and tax planning services are provided.
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About Active Wealth Management

Active Wealth Management is a company based in Glasgow (United Kingdom) founded in 2005 was acquired by Wren Sterling in March 2023.. Active Wealth Management offers products and services including Natter Live Chat and Natter Console. Active Wealth Management operates in a competitive market with competitors including Investec, Aviva, Schroders, FNZ and HSBC, among others.

  • Headquarter Glasgow, United Kingdom
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    Wren Sterling

    (Mar 22, 2023)

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Products & Services of Active Wealth Management

Active Wealth Management offers a comprehensive portfolio of products and services, including Natter Live Chat and Natter Console. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Enables quick addition of live chat to websites for real-time customer interaction.

Provides responsive interface for customizing and managing live chat features.

Funding Insights of Active Wealth Management

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Active Wealth Management

Active Wealth Management has secured backing from 1 investor. Prominent investors backing the company include Wren Sterling. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Investor Description Founded Year Domain Location
Financial planning services are provided to clients in the UK.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Active Wealth Management

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Active Wealth Management

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Active Wealth Management Comparisons

Employees
+
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Competitors of Active Wealth Management

Active Wealth Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Investec, Aviva, Schroders, FNZ and HSBC, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Insurance and asset management services are offered in multiple regions.
domain founded_year HQ Location
Investment management and wealth management services are provided to clients.
domain founded_year HQ Location
Wealth management solutions are delivered for asset managers.
domain founded_year HQ Location
Universal banking and financial advisory services are provided globally.
domain founded_year HQ Location
Commercial banking and asset management services are offered worldwide.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Active Wealth Management

Frequently Asked Questions about Active Wealth Management

When was Active Wealth Management founded?

Active Wealth Management was founded in 2005.

Where is Active Wealth Management located?

Active Wealth Management is headquartered in Glasgow, United Kingdom. It is registered at Glasgow, Scotland, United Kingdom.

What does Active Wealth Management do?

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.

Who are the top competitors of Active Wealth Management?

Active Wealth Management's top competitors include Investec, Goldman Sachs and HSBC.

What products or services does Active Wealth Management offer?

Active Wealth Management offers Natter Live Chat and Natter Console.

Who are Active Wealth Management's investors?

Active Wealth Management has 1 investor. Key investors include Wren Sterling.

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