About Amicus Wealth
Amicus Wealth is a company based in London (United Kingdom) founded in 2014 was acquired by 7IM in December 2023.. The company has 19 employees as of March 31, 2020. Amicus Wealth offers products and services including Wealth Management, Inheritance Tax Planning, Retirement Planning, and Investment Advice. Amicus Wealth operates in a competitive market with competitors including Ascot Lloyd, Optiva Securities, 7IM, Manx Financial Group and True Bearing, among others.
- Headquarter London, United Kingdom
- Employees 19 as on 31 Mar, 2020
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name Amicus Wealth Limited
- Date of Incorporation 27 Jan, 2014
- Jurisdiction LONDON, ENGLAND
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Products & Services of Amicus Wealth
Amicus Wealth offers a comprehensive portfolio of products and services, including Wealth Management, Inheritance Tax Planning, Retirement Planning, and Investment Advice. 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.
Offers advice on investments and financial growth strategies.
Assists in minimizing inheritance tax liabilities effectively.
Provides strategies for secure retirement income planning.
Guides on income growth and asset protection options.
Funding Insights of Amicus Wealth
| 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 Amicus Wealth
Amicus Wealth has secured backing from 1 investor. Prominent investors backing the company include 7IM. 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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Investment management and financial planning services are provided by 7IM.
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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 Amicus Wealth
| 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 - Amicus Wealth
| 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 |
Amicus Wealth Comparisons
Competitors of Amicus Wealth
Amicus 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 Ascot Lloyd, Optiva Securities, 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 |
Specialist stockbroker offering innovative finance to high-growth companies and investors.
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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 Amicus Wealth
When was Amicus Wealth founded?
Amicus Wealth was founded in 2014.
Where is Amicus Wealth located?
Amicus Wealth is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.
How many employees does Amicus Wealth have?
As of Mar 31, 2020, the latest employee count at Amicus Wealth is 19.
What does Amicus Wealth do?
Amicus Wealth Ltd was founded in 2014 and is based in the City of London, United Kingdom. Financial services are offered through an appointed representative arrangement with Quilter Financial Services Limited. Core activities encompass will writing and inheritance planning within the financial consultancy sector. Operations remain focused on advisory support for clients in this geography.
Who are the top competitors of Amicus Wealth?
Amicus Wealth's top competitors include Ascot Lloyd, Manx Financial Group and 7IM.
What products or services does Amicus Wealth offer?
Amicus Wealth offers Wealth Management, Inheritance Tax Planning, Retirement Planning, and Investment Advice.
Who are Amicus Wealth's investors?
Amicus Wealth has 1 investor. Key investors include 7IM.