About Concentric Financial Services
Concentric Financial Services is a company based in Saint Helier (United Kingdom) founded in 2018 was acquired by TEAM in May 2022.. The company has 1 employees as of July 01, 2024. Concentric Financial Services offers products and services including Wealth Planning, Investment Advice, Pension Advice, and Cash Management.
- Headquarter Saint Helier, United Kingdom
- Employees 1 as on 01 Jul, 2024
-
Sectors
Financial Services
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name Concentric Financial Services Limited
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of Concentric Financial Services
Concentric Financial Services offers a comprehensive portfolio of products and services, including Wealth Planning, Investment Advice, Pension Advice, and Cash Management. 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.
Service for managing wealth and investment strategies effectively.
Guidance on portfolios and asset management for clients.
Assistance with pension planning and financial security options.
Tools for monitoring and optimizing cash flow and risks.
Funding Insights of Concentric Financial Services
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Concentric Financial Services
Concentric Financial Services has secured backing from 1 investor. Prominent investors backing the company include Team PLC. 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 |
|---|---|---|---|---|
|
Provider of investment management services
|
Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
|
Founded Year | Domain | Location | |
|
Startup ecosystems are ignited through strategic investments by Signite Partners.
|
Founded Year | Domain | Location | |
|
Venture capital is directed toward companies in multiple sectors.
|
Founded Year | Domain | Location | |
|
Venture capital is invested in cybersecurity, fintech, and AI startups.
|
Founded Year | Domain | Location |
Investments & Acquisitions by Concentric Financial Services
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
Financial Statements - Concentric Financial Services
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Concentric Financial Services Comparisons
Competitors of Concentric Financial Services
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Latest news on Concentric Financial Services
Frequently Asked Questions about Concentric Financial Services
When was Concentric Financial Services founded?
Concentric Financial Services was founded in 2018.
Where is Concentric Financial Services located?
Concentric Financial Services is headquartered in Saint Helier, United Kingdom. It is registered at Saint Helier, Jersey, United Kingdom.
How many employees does Concentric Financial Services have?
As of Jul 01, 2024, the latest employee count at Concentric Financial Services is 1.
What does Concentric Financial Services do?
Concentric Financial Services was founded in 2018 and is based in Saint Helier, Channel Islands. Advisory services in investments and pensions are offered within the financial sector. Operations center on guiding clients through investment strategies, pension planning, and related financial decisions. The companys domain, concentric.je, supports its digital outreach. Focus remains on the Channel Islands region for service delivery.
What products or services does Concentric Financial Services offer?
Concentric Financial Services offers Wealth Planning, Investment Advice, Pension Advice, and Cash Management.
Who are Concentric Financial Services's investors?
Concentric Financial Services has 1 investor. Key investors include Team PLC.