Advisa Wealth
About Advisa Wealth
Advisa Wealth is a company based in Jersey was acquired by Titan Wealth in January 2025. It operates as a Professional Services. Advisa Wealth offers products and services including Financial Planning, Investment Advice, Financial Protection, and Retirement Planning. Advisa Wealth operates in a competitive market with competitors including Rockefeller Capital Management, Renters Warehouse, Pathstone Federal Street, Stonehage Fleming Family & Partners and Silvercrest Asset Management Group, among others.
- Headquarter Jersey
-
Sectors
Financial Services
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name Advisa Financial Services Limited
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
- Investors
-
Employee Count
Employee Count
-
Acquired by
Titan Wealth
(Jan 24, 2025)
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of Advisa Wealth
Advisa Wealth offers a comprehensive portfolio of products and services, including Financial Planning, Investment Advice, Financial Protection, and Retirement Planning. 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.
Personalized plans are created for lifestyle financial goals.
Guidance is provided for effective investment portfolio management.
Protection plans are offered for income and illness.
Strategies are developed for secure retirement financial planning.
Funding Insights of Advisa Wealth
| 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 Advisa Wealth
Advisa Wealth has secured backing from 1 investor. Prominent investors backing the company include Titan Wealth. 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 |
|---|---|---|---|---|
|
Wealth management and investment services are provided to clients.
|
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 Advisa Wealth
| 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 - Advisa Wealth
| 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 |
Advisa Wealth Comparisons
Competitors of Advisa Wealth
Advisa Wealth 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 Rockefeller Capital Management, Renters Warehouse, Pathstone Federal Street, Stonehage Fleming Family & Partners and Silvercrest Asset Management Group, 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 |
Multi-family office services are provided to high-net-worth clients.
|
|
| domain | founded_year | HQ Location |
Property management company
|
|
| domain | founded_year | HQ Location |
Provider of multi family office services
|
|
| domain | founded_year | HQ Location |
Multi-family office services are provided to high-net-worth clients.
|
|
| domain | founded_year | HQ Location |
Multi-family office services are provided for asset management needs.
|
|
| domain | founded_year | HQ Location |
Offers wealth management, investment advisory, and family office services for entrepreneurs and families.
|
| 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 Advisa Wealth
Frequently Asked Questions about Advisa Wealth
Where is Advisa Wealth located?
Advisa Wealth is headquartered in Jersey.
What does Advisa Wealth do?
Advisa Wealth is engaged in offering comprehensive financial planning and wealth management services. Focus is placed on lifestyle planning over traditional financial advice. Services are extended to personal and corporate clients, covering investment advice, financial protection, and retirement planning. Emphasis is also placed on employee wellbeing for corporate clients and sustainable investments through an ESG-conscious proposition. The company operates within the Jersey regulatory framework, targeting local consumers.
Who are the top competitors of Advisa Wealth?
Advisa Wealth's top competitors include Stonehage Fleming Family & Partners, Silvercrest Asset Management Group and Rockefeller Capital Management.
What products or services does Advisa Wealth offer?
Advisa Wealth offers Financial Planning, Investment Advice, Financial Protection, and Retirement Planning.
Who are Advisa Wealth's investors?
Advisa Wealth has 1 investor. Key investors include Titan Wealth.