About AGL Wealth Management
AGL Wealth Management is a company based in Glasgow (United Kingdom) founded in 2009 was acquired by IWP in February 2020. It operates as a Professional Services. The company has 9 employees as of September 30, 2019. AGL Wealth Management offers products and services including Private Client Services, Corporate Services, and Professional Partners. AGL Wealth Management operates in a competitive market with competitors including Stonehage Fleming Family & Partners, Foster Denovo, Fidelius, Manchester Capital Management and Aspire Family Office, among others.
- Headquarter Glasgow, United Kingdom
- Employees 9 as on 30 Sep, 2019
-
Sectors
Financial Services
-
Email
***********
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name Iwp Financial Planning Limited
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
- Investors
-
Employee Count
9
as on Sep 30, 2019
-
Acquired by
IWP
(Feb 10, 2020)
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 AGL Wealth Management
AGL Wealth Management offers a comprehensive portfolio of products and services, including Private Client Services, Corporate Services, and Professional Partners. 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.
Tailored financial advice is provided for individual circumstances.
Financial guidance is offered to companies and management.
Collaborative expertise is integrated for holistic client advice.
Funding Insights of AGL 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 AGL Wealth Management
AGL 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 |
|---|---|---|---|---|
|
Personalized financial planning is offered by a nationwide team.
|
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 AGL Wealth Management
| 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 - AGL 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 |
Agl Wealth Management Comparisons
Competitors of AGL Wealth Management
AGL 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 Stonehage Fleming Family & Partners, Foster Denovo, Fidelius, Manchester Capital Management and Aspire Family Office, 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 |
Financial planning and advisory services are provided to clients.
|
|
| domain | founded_year | HQ Location |
Provider of wealth management services
|
|
| domain | founded_year | HQ Location |
Multi-family office services are provided for wealth management.
|
|
| domain | founded_year | HQ Location |
Provides wealth management, off-market investments, and financial planning for high-net-worth clients.
|
| 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.
|
Frequently Asked Questions about AGL Wealth Management
When was AGL Wealth Management founded?
AGL Wealth Management was founded in 2009.
Where is AGL Wealth Management located?
AGL Wealth Management is headquartered in Glasgow, United Kingdom. It is registered at Glasgow, Scotland, United Kingdom.
How many employees does AGL Wealth Management have?
As of Sep 30, 2019, the latest employee count at AGL Wealth Management is 9.
What does AGL Wealth Management do?
AGL Wealth Management is recognized as an Independent Financial Adviser based in Glasgow, offering tailored financial solutions. Services are provided to high net-worth individuals, trustees, directors, and companies. Comprehensive advice is delivered on financial planning, asset allocation, pensions, protection, succession, tax planning, investment management, and estate strategies. The focus is placed on long-term wealth creation and securing prosperous futures for clients across personal and corporate sectors.
Who are the top competitors of AGL Wealth Management?
AGL Wealth Management's top competitors include Stonehage Fleming Family & Partners, Foster Denovo and Fidelius.
What products or services does AGL Wealth Management offer?
AGL Wealth Management offers Private Client Services, Corporate Services, and Professional Partners.
Who are AGL Wealth Management's investors?
AGL Wealth Management has 1 investor. Key investors include IWP Financial Planning.