About AFH Wealth Management
AFH Wealth Management is a Financial Services company based in Bromsgrove (United Kingdom) founded in 1990, and was acquired by Flexpoint Ford in January 2021. Diversified investment and wealth management firm. AFH Wealth Management has raised $25.55 million across 2 funding rounds from investors including BlackRock and Flexpoint Ford. AFH Wealth Management has completed 26 acquisitions, including A E Garment, Ardenllp and Ashton House. Its chief executive, as recorded, is Alan Hudson. Its website afhwm.co.uk draws about 20 thousand monthly visits. Its focus areas include Asset Management and Diversified. Its legal entity is AFH GROUP LIMITED. Its competitors include Investec, HSBC and Aviva.
Company details
AFH Wealth Management was established in 1990 in Bromsgrove, United Kingdom, as a diversified firm in the investment and wealth management sector. Operations focus on providing advisory and portfolio services to clients across various asset classes. Leadership includes CEO Alan Hudson and Group Head of Risk Alexis Larvin. The company maintains its primary domain at afhwm.co.uk, supporting regional financial operations.
- Headquarters Bromsgrove, United Kingdom
- Stage Acquired
- SectorsFinancial Services
- Website category Finance · Accounting and Auditing
- Email••••••••
- Phone•••• ••••
- Website afhwm.co.uk
- Social LinkedIn X Facebook
- Acquired by Flexpoint Ford (Jan 2021)
- Legal Name Afh Group Limited
- Date of Incorporation 13 Nov, 1990
- Jurisdiction BROMSGROVE, WORCESTERSHIRE
- Annual Revenue$2.45 M (USD)43as on Oct 31, 2022
- Net Profit-$6.24 M (USD)-213as on Oct 31, 2022
- EBITDA-$6.09 M (USD)-210as on Oct 31, 2022
- Total Equity Funding$25.55M (USD)
in 2 rounds
- Latest Funding Round$18.85M (USD), Series B
Jul 2019
- InvestorsBlackRock
& 1 more
- Investments & AcquisitionsA E Garment
& 25 more
- Acquired byFlexpoint Ford
(Jan 2021)
Funding Insights of AFH Wealth Management
AFH Wealth Management has successfully raised a total of $25.55M across 2 strategic funding rounds. The most recent funding activity was a Series B round of $18.85 million completed in July 2019. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $25.55M
- Total Rounds 2
- Last Round Series B — $18.85M
- First Round $6.7M
(Dec 2017)
- Investors Count 1
All 2 funding rounds of AFH Wealth Management with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul 2019 | $18.85M | Series B | – | – | – |
| Dec 2017 | $6.7M | Series A | – | – |
2 investors in total: 2 institutional.
Investors in AFH Wealth Management
AFH Wealth Management has secured backing from 2 investors, including institutional and venture fund investors. Prominent investors backing the company include BlackRock and Flexpoint Ford.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity firm focused on financial services and healthcare companies | 2005 | flexpointford.com | Chicago, United States | |
Diversified investment management firm and private fund focused on debt, equity, and secondary market investments in multiple sectors | 1988 | blackrock.com | New York, United States |
Investor details for AFH Wealth Management
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People of AFH Wealth Management
2 people are tracked at AFH Wealth Management (2 in leadership).
| Name | Role | Group |
|---|---|---|
Alan Hudson | CEO | Leadership |
Alexis Larvin | Group Head of Risk | Leadership |
Complete people profiles for AFH Wealth Management
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Investments & Acquisitions by AFH Wealth Management
AFH Wealth Management has strategically engaged in corporate development activities, having acquired 26 companies. Notable acquisitions include A E Garment, Ardenllp and Ashton House.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Investment consulting services are provided to clients. | broadleaffs.co.uk | Heswall, United Kingdom | 1999 | Sep 2019 | $3.98M | |
Provider of financial advisory services | aegarment.co.uk | Bromsgrove, United Kingdom | 2012 | Sep 2019 | $2.34M | |
Financial services are provided to investment industries. | mulberrychartered.com | Twickenham, United Kingdom | 2000 | Sep 2019 | $2.84M | |
Financial, tax, and mortgage planning services are provided. | hayburnrock.co.uk | Stourbridge, United Kingdom | 1996 | Jan 2019 | $4.49M | |
Provider of wealth management services | yorkshirewealthmanagement.co.uk | Horsforth, United Kingdom | 2003 | Dec 2018 | •••• | |
Diversified investment and wealth management services are provided by PCWM. | pcwm.co.uk | York, United Kingdom | 2011 | Dec 2018 | •••• | |
Diversified investment management services are provided to clients. | tipfs.co.uk | 2006 | Dec 2018 | •••• | ||
Financial planning services are provided to clients in the UK. | ifaprofessionalplanning.co.uk | Scunthorpe, United Kingdom | 2003 | Dec 2018 | •••• | |
Provider of wealth management services | kirkellainvestments.co.uk | Kirk Ella, United Kingdom | 1999 | Dec 2018 | •••• | |
Online financial planning and wealth management services are offered. | pwm-ltd.co.uk | York, United Kingdom | 2016 | Nov 2018 | $2.59M |
Complete acquisition details for AFH Wealth Management
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Timeline of AFH Wealth Management
15 dated milestones of AFH Wealth Management across 31 years, from founding to its latest funding, stage changes and deals.
- Founded AFH Wealth Management is founded.
- IPO Lists on the stock exchange (IPO).
- Funding First funding round of $6.7M.
- Acquisition Acquires Premier Wealth Management.
- Acquisition Acquires The Insurance Partnership Financial Services.
- Acquisition Acquires PCWM.
- Acquisition Acquires IFA Professional Planning.
- Acquisition Acquires Kirk Ella Investments.
- Acquisition Acquires Yorkshire Wealth Management.
- Acquisition Acquires Hayburn Rock.
- Funding Latest funding round, Series B, of $18.9M.
- Acquisition Acquires A E Garment.
- Acquisition Acquires Mulberry Chartered.
- Acquisition Acquires Broadleaf Financial.
- Exit Acquired by Flexpoint Ford.
Competitors of AFH Wealth Management
AFH Wealth Management has 3 listed competitors in our database. They include Investec, HSBC and Aviva.
| 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. | ||
| hsbc.com | 1865 | London, United Kingdom | 220,861 | Universal banking and financial advisory services are provided globally. | ||
| aviva.com | 1696 | London, United Kingdom | 27,873 | Insurance and asset management services are offered in multiple regions. |
Detailed competitors of AFH Wealth Management
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Web traffic of AFH Wealth Management
The website of AFH Wealth Management (afhwm.co.uk) receives about 19.7K visits a month and ranks #1,885,436 among all websites worldwide, #4,519 in Accounting and Auditing.
- Monthly visits19.7K
▲ 45.2% vs previous month
- Unique visitors6.5K
per month
- Global rank#1,885,436
among all websites
- Category rank#4,519
Finance · Accounting and Auditing
- Bounce rate58%
- Pages per visit1.5
- Average visit23 sec
- DevicesDesktop 24% · Mobile 76%
Websites whose visitors overlap most with AFH Wealth Management. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
firstwealth.co.uk | firstwealth.co.uk | 100% | #4,345,125 | – | |
assetmanagement.co.uk | assetmanagement.co.uk | 95% | #11,832,174 | – | |
| evelyn.com | 87% | 71.2K | #337,514 | View details | |
| acuitykp.com | 87% | 13.9K | #947,385 | View details | |
rtsfinancialplanning.co.uk | rtsfinancialplanning.co.uk | 74% | #9,705,571 | – | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 18 similar websites and full traffic analytics for AFH Wealth Management
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- 18 similar websites
- Audience overlap
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Top companies in Asset Management
3 companies that operate in the same segment as AFH 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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Related news about Afh Wealth Management
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Frequently Asked Questions about AFH Wealth Management
AFH Wealth Management was founded in 1990 and raised its 1st funding round 27 years after it was founded.
AFH Wealth Management is headquartered in Bromsgrove, United Kingdom. It is registered at Bromsgrove, Worcestershire, United Kingdom.
Alan Hudson is the CEO of AFH Wealth Management, as recorded in our data.
AFH Wealth Management is a funded company, having raised a total of $25.55M across 2 funding rounds to date. The company's 1st funding round was a Series A of $6.7M, raised on Dec 2017.
Annual revenue of AFH Wealth Management is $2.45M as on Oct 31, 2022.
AFH Wealth Management was established in 1990 in Bromsgrove, United Kingdom, as a diversified firm in the investment and wealth management sector. Operations focus on providing advisory and portfolio services to clients across various asset classes. Leadership includes CEO Alan Hudson and Group Head of Risk Alexis Larvin. The company maintains its primary domain at afhwm.co.uk, supporting regional financial operations.
AFH Wealth Management has made 26 acquisitions, including A E Garment, Ardenllp, and Ashton House.
AFH Wealth Management has 2 investors. Key investors include BlackRock, and Flexpoint Ford.
AFH Wealth Management operates through Afh Group Limited.
Yes. AFH Wealth Management was acquired by Flexpoint Ford in January 2021.