About Benchmark Financial Planning
Benchmark Financial Planning is a Financial Services company based in United States founded in 2003, and was acquired by Benchmark Capital in December 2023. Asset management services are provided to UK clients. It operates on a Professional Services model. Benchmark Financial Planning offers products and services including Financial Planning, Investment Management, Pensions, Mortgages, and Protection and Insurance. Its focus areas include Financials, Wealth Management and Financial Planning. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Benchmark Financial Planning is engaged in providing comprehensive financial planning and wealth management services. Clients including individuals, business owners, trustees, and professionals are supported through tailored solutions. Services encompass investment management, pensions, mortgages, and insurance protection. The company operates within the financial sector, focusing on retirement planning, wealth transfer, and family protection. A wide range of corporate services is also provided to businesses. Based in the UK, Benchmark is committed to delivering high-quality advice and client outcomes.
- Headquarters Sussex, United States
- Stage Acquired
- SectorsFinancial Services
- Website champain.co.uk
- Social LinkedIn
- Acquired by Benchmark Capital (Dec 2023)
- Legal Name Benchmark Financial Planning
- Investors
- Acquired byBenchmark Capital
(Dec 2023)
Products & Services of Benchmark Financial Planning
Benchmark Financial Planning offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Pensions, Mortgages, and Protection and Insurance.
Tailored financial strategies are provided for individual clients.
Investment portfolios are managed for optimal client returns.
Retirement planning solutions are offered to secure futures.
Mortgage advice is given for property purchase needs.
Insurance solutions are provided for family and asset protection.
Investors in Benchmark Financial Planning
Benchmark Financial Planning has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Benchmark Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provider of financial services | 1993 | benchmarkcapital.co.uk | Horsham, United Kingdom |
Investor details for Benchmark Financial Planning
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Timeline of Benchmark Financial Planning
2 dated milestones of Benchmark Financial Planning across 20 years, from founding to its latest funding, stage changes and deals.
- Founded Benchmark Financial Planning is founded.
- Exit Acquired by Benchmark Capital.
Competitors of Benchmark Financial Planning
Benchmark Financial Planning has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Benchmark Financial Planning
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Top companies in Asset Management
3 companies that operate in the same segment as Benchmark Financial Planning (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Frequently Asked Questions about Benchmark Financial Planning
Benchmark Financial Planning was founded in 2003.
Benchmark Financial Planning is headquartered in United States.
Benchmark Financial Planning is engaged in providing comprehensive financial planning and wealth management services. Clients including individuals, business owners, trustees, and professionals are supported through tailored solutions. Services encompass investment management, pensions, mortgages, and insurance protection. The company operates within the financial sector, focusing on retirement planning, wealth transfer, and family protection. A wide range of corporate services is also provided to businesses. Based in the UK, Benchmark is committed to delivering high-quality advice and client outcomes.
Benchmark Financial Planning's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Benchmark Financial Planning offers Financial Planning, Investment Management, Pensions, Mortgages, and Protection and Insurance.
Benchmark Financial Planning has 1 investor. Key investors include Benchmark Capital.
Benchmark Financial Planning operates through Benchmark Financial Planning.
Yes. Benchmark Financial Planning was acquired by Benchmark Capital in December 2023.