About Acuity Wealth Management
Acuity Wealth Management is a company based in York (United Kingdom) founded in 2020 was acquired by IWP in October 2021. It operates as a Professional Services. Acuity Wealth Management offers products and services including Financial Planning, Retirement Planning, and Wealth Transfer Guidance. Acuity Wealth Management operates in a competitive market with competitors including Ascot Lloyd, Quilter, 7IM, Manx Financial Group and True Bearing, among others.
- Headquarter York, United Kingdom
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
*********
- Legal Name Iwp Financial Planning Limited
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
IWP
(Oct 19, 2021)
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Products & Services of Acuity Wealth Management
Acuity Wealth Management offers a comprehensive portfolio of products and services, including Financial Planning, Retirement Planning, and Wealth Transfer Guidance. 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.
Financial planning services are provided for wealth management.
Retirement planning guidance is offered to secure future finances.
Wealth transfer advice is given for effective asset distribution.
Funding Insights of Acuity Wealth Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Acuity Wealth Management
Acuity Wealth Management has secured backing from 1 investor. Prominent investors backing the company include IWP Financial Planning. 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.
| Investor | Description | Founded Year | Domain | Location |
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Personalized financial planning is offered by a nationwide team.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Acuity Wealth Management
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Acuity Wealth Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Acuity Wealth Management Comparisons
Competitors of Acuity Wealth Management
Acuity 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 Ascot Lloyd, Quilter, 7IM, Manx Financial Group and True Bearing, 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 |
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| domain | founded_year | HQ Location |
Provider of financial advisory services
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| domain | founded_year | HQ Location |
Quilter is engaged in providing financial advice and investment management.
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| domain | founded_year | HQ Location |
Investment management and financial planning services are provided by 7IM.
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| domain | founded_year | HQ Location |
Wealth management services are provided to clients internationally.
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| domain | founded_year | HQ Location |
Financial advisory services
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| domain | founded_year | HQ Location |
Investment management focused on financial planning is provided.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Acuity Wealth Management
When was Acuity Wealth Management founded?
Acuity Wealth Management was founded in 2020.
Where is Acuity Wealth Management located?
Acuity Wealth Management is headquartered in York, United Kingdom.
What does Acuity Wealth Management do?
Acuity Wealth Management, operating as a trading name of IWP Financial Planning Limited, is focused on providing independent financial advisory services. Based in Yorkshire, United Kingdom, the company is led by experienced planners offering guidance on retirement planning, wealth transfer, and money management. Services are delivered with a client-centric approach, emphasizing care and integrity. The firm operates within the financial services sector, supported by the infrastructure of IWP Financial Planning, which is regulated by the Financial Conduct Authority.
Who are the top competitors of Acuity Wealth Management?
Acuity Wealth Management's top competitors include Quilter, Ascot Lloyd and Manx Financial Group.
What products or services does Acuity Wealth Management offer?
Acuity Wealth Management offers Financial Planning, Retirement Planning, and Wealth Transfer Guidance.
Who are Acuity Wealth Management's investors?
Acuity Wealth Management has 1 investor. Key investors include IWP Financial Planning.