About Carbon Financial
Carbon Financial is a company based in Edinburgh (United Kingdom) founded in 2011 was acquired by Progeny in October 2023.. Carbon Financial offers products and services including Financial Planning Service and Second Opinion Service. Carbon Financial operates in a competitive market with competitors including Mattioli Woods, Equiom Group, abrdn, WHIreland and Sandaire, among others.
- Headquarter Edinburgh, United Kingdom
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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 Carbon Financial Partners Limited
- Date of Incorporation 04 Oct, 2010
- Jurisdiction EDINBURGH
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Products & Services of Carbon Financial
Carbon Financial offers a comprehensive portfolio of products and services, including Financial Planning Service and Second Opinion Service. 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.
Helps individuals build plans for retirement, legacy, and financial freedom.
Provides free review of financial plans, investments, and pensions.
Funding Insights of Carbon Financial
| 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 Carbon Financial
Carbon Financial has secured backing from 1 investor. Prominent investors backing the company include Progeny. 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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Provides financial and legal services
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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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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by Carbon Financial
| 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 - Carbon Financial
| 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 |
Carbon Financial Comparisons
Competitors of Carbon Financial
Carbon Financial 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 Mattioli Woods, Equiom Group, abrdn, WHIreland and Sandaire, 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 |
Wealth management services are provided by Mattioli Woods.
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Wealth management firm
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Multiple sectors are invested in by abrdn's private equity fund.
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Wealth management services are provided to clients by WHIreland.
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Wealth management services are provided to clients by Sandaire.
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| domain | founded_year | HQ Location |
Wealth management services are provided to clients by the firm.
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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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Latest news on Carbon Financial
Frequently Asked Questions about Carbon Financial
When was Carbon Financial founded?
Carbon Financial was founded in 2011.
Where is Carbon Financial located?
Carbon Financial is headquartered in Edinburgh, United Kingdom. It is registered at Edinburgh, Scotland, United Kingdom.
What does Carbon Financial do?
Carbon Financial was established in 2011 and is headquartered in Edinburgh, United Kingdom. Operations focus on the financial services sector, where comprehensive financial planning and investment management are delivered to clients. Services encompass personalized advice on wealth accumulation, retirement strategies, and portfolio oversight. The firm serves individuals and businesses primarily within the UK market, with a team led by Managing Director Gordon Wilson.
Who are the top competitors of Carbon Financial?
Carbon Financial's top competitors include abrdn, Sandaire and Mattioli Woods.
What products or services does Carbon Financial offer?
Carbon Financial offers Financial Planning Service and Second Opinion Service.
Who are Carbon Financial's investors?
Carbon Financial has 1 investor. Key investors include Progeny.