Amicus Wealth

London, United Kingdom Founded: 2014 • Age: 12 yrs Acquired By 7IM
Financial consultancy services including will writing are provided in London.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees 19 Tracked headcount
Investors 1 Known backers
Products 4 Services tracked
Competitors 9 Brand Intelligence

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
  • Sectors
    Financial Services
  • Email
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  • Phone
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  • Legal Name Amicus Wealth Limited
  • Date of Incorporation 27 Jan, 2014
  • Jurisdiction LONDON, ENGLAND
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
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  • EBITDA
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  • Latest Funding Round
    Not available
  • Investors
  • Employee Count
    19

    as on Mar 31, 2020

  • Acquired by
    7IM

    (Dec 11, 2023)

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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.

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Primary

Offers advice on investments and financial growth strategies.

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Assists in minimizing inheritance tax liabilities effectively.

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Provides strategies for secure retirement income planning.

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Guides on income growth and asset protection options.

Funding Insights of Amicus Wealth

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Detailed funding history for Amicus Wealth

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Investors in Amicus Wealth

Amicus Wealth has secured backing from 1 investor. Prominent investors backing the company include 7IM.

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Investor Description Founded Year Domain Location
Investment management and financial planning services are provided by 7IM.
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Investor details for Amicus Wealth

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Investments & Acquisitions by Amicus Wealth

Investments
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Investment portfolio details for Amicus Wealth

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Financial Statements - Amicus Wealth

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Detailed financials for Amicus Wealth

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Amicus Wealth Comparisons

Amicus Wealth Primary company
Description
Financial consultancy services including will writing are pr...
Location
London, United Kingdom
Founded Year
2014
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
19
As of 2020
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Peer comparison for Amicus Wealth

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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.

Company Name Domain Founded year HQ Location Description
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Provider of financial advisory services
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Specialist stockbroker offering innovative finance to high-growth companies and investors.
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Investment management and financial planning services are provided by 7IM.
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Wealth management services are provided to clients internationally.
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Financial advisory services
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Investment management focused on financial planning is provided.
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Detailed competitors of Amicus Wealth

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Latest news on Amicus Wealth

7IM acquires financial planner Amicus Wealth
Portfolio-Adviser2 years ago
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Complete news archive for Amicus Wealth

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Frequently Asked Questions about Amicus Wealth

Amicus Wealth was founded in 2014.

Amicus Wealth is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.

As of Mar 31, 2020, the latest employee count at Amicus Wealth is 19.

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.

Amicus Wealth's top competitors include Ascot Lloyd, Manx Financial Group and 7IM.

Amicus Wealth offers Wealth Management, Inheritance Tax Planning, Retirement Planning, and Investment Advice.

Amicus Wealth has 1 investor. Key investors include 7IM.

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