About Broadleaf Financial
Broadleaf Financial is a Financial Services company based in Heswall (United Kingdom) founded in 1999, and was acquired by AFH Wealth Management in September 2019. Investment consulting services are provided to clients. Its focus areas include Investment Industry and Investment Consultants.
Company details
Broadleaf Financial was established in 1999 in Heswall, United Kingdom. Investment consulting services are offered within the financial sector, focusing on advisory support for portfolios and strategies. Operations are based in the UK, with services tailored to institutional and individual investors. Guidance on asset management and risk assessment is provided through expert analysis and customized recommendations. The firm maintains a presence via its domain, broadleaffs.co.uk.
- Headquarters Heswall, United Kingdom
- Stage Acquired
- SectorsFinancial Services
- Website broadleaffs.co.uk
- Acquired by AFH Wealth Management (Sep 2019)
- Investors
- Acquired byAFH Wealth Management
(Sep 2019)
Investors in Broadleaf Financial
Broadleaf Financial has secured backing from 1 investor. Prominent investors backing the company include AFH Wealth Management.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Diversified investment and wealth management firm | 1990 | afhwm.co.uk | Bromsgrove, United Kingdom |
Investor details for Broadleaf Financial
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
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Timeline of Broadleaf Financial
2 dated milestones of Broadleaf Financial across 20 years, from founding to its latest funding, stage changes and deals.
- Founded Broadleaf Financial is founded.
- Exit Acquired by AFH Wealth Management.
Web traffic of Broadleaf Financial
Websites that share an audience with Broadleaf Financial (broadleaffs.co.uk).
Websites whose visitors overlap most with Broadleaf Financial. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
static.icmwebserv.com | static.icmwebserv.com | 100% | – | ||
google.co.uk | google.co.uk | 100% | #355 | – |
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Frequently Asked Questions about Broadleaf Financial
Broadleaf Financial was founded in 1999.
Broadleaf Financial is headquartered in Heswall, United Kingdom. It is registered at Heswall, Merseyside, United Kingdom.
Broadleaf Financial was established in 1999 in Heswall, United Kingdom. Investment consulting services are offered within the financial sector, focusing on advisory support for portfolios and strategies. Operations are based in the UK, with services tailored to institutional and individual investors. Guidance on asset management and risk assessment is provided through expert analysis and customized recommendations. The firm maintains a presence via its domain, broadleaffs.co.uk.
Broadleaf Financial has 1 investor. Key investors include AFH Wealth Management.
Yes. Broadleaf Financial was acquired by AFH Wealth Management in September 2019.