About CST Wealth
CST Wealth is a Technology company based in Bridgend (United Kingdom) founded in 2013, and was acquired by Brooks Macdonald in November 2024. CST Wealth offers products and services including Financial Planning, Investments, Pensions, and Tax Planning. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Financial Planners and Advisors. Its legal entity is CST WEALTH MANAGEMENT LIMITED. Its competitors include Moneyfarm, A J Bell and Multiply; 3 of its 3 listed competitors have raised funding.
Company details
Financial planning and wealth management service provider. It provides range of services including financial planning, retirement planning, tax planning, personal risk management, and more. It caters to individuals and businesses.
- Headquarters Bridgend, United Kingdom
- Stage Acquired
- SectorsTechnology
- Website cstwealth.co.uk
- Social LinkedIn
- Acquired by Brooks Macdonald (Nov 2024)
- Legal Name Cst Wealth Management Limited
- Date of Incorporation 04 Mar, 2013
- Jurisdiction BRIDGEND, BRIDGEND COUNTY BOROUGH
- Investors
- Acquired byBrooks Macdonald
(Nov 2024)
Products & Services of CST Wealth
CST Wealth offers a comprehensive portfolio of products and services, including Financial Planning, Investments, Pensions, and Tax Planning.
Service for creating personalized financial strategies and wealth building.
Advice on tax-efficient investments to reduce annual liabilities.
Guidance on retirement benefits and employee pension provisions.
Strategies to minimize taxation and optimize financial positions.
Investors in CST Wealth
CST Wealth has secured backing from 1 investor. Prominent investors backing the company include Brooks Macdonald.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Diversified investment management services are provided to clients. | 1991 | brooksmacdonald.com | London, United Kingdom |
Investor details for CST Wealth
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Timeline of CST Wealth
2 dated milestones of CST Wealth across 11 years, from founding to its latest funding, stage changes and deals.
- Founded CST Wealth is founded.
- Exit Acquired by Brooks Macdonald.
Competitors of CST Wealth
CST Wealth has 3 listed competitors in our database, 3 of them funded. They include Moneyfarm, A J Bell and Multiply.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| moneyfarm.com | 2011 | London, United Kingdom | $185.79M | 437 | Platform for investment planning & advisory services | |
| ajbell.co.uk | 1995 | Manchester, United Kingdom | $32M | 542 | Financial advisory and retirement planning services are provided to users. | |
| multiply.ai | 2016 | London, United Kingdom | $2.34M | 14 | AI-powered financial advice automation solutions are provided. |
Detailed competitors of CST Wealth
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
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Web traffic of CST Wealth
The website of CST Wealth (cstwealth.co.uk) receives about 2.5K visits a month.
- Monthly visits2.5K
▲ 395.7% vs previous month
Top companies in Investment & Financial Technology
2 companies that operate in the same segment as CST Wealth (Investment & Financial Technology) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Online data source platform for information, analytics, and solutions for governments and financial markets | 1959 | London, England, United Kingdom | USD 1.41 B | |||
AI-based platform for automated personal spend management is provided. | 2016 | London, England, United Kingdom | USD 75.78 M |
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Related news about Cst Wealth
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Frequently Asked Questions about CST Wealth
CST Wealth was founded in 2013.
CST Wealth is headquartered in Bridgend, United Kingdom. It is registered at Bridgend, Wales, United Kingdom.
Financial planning and wealth management service provider. It provides range of services including financial planning, retirement planning, tax planning, personal risk management, and more. It caters to individuals and businesses.
CST Wealth offers Financial Planning, Investments, Pensions, and Tax Planning.
CST Wealth has 1 investor. Key investors include Brooks Macdonald.
CST Wealth operates through Cst Wealth Management Limited.
Yes. CST Wealth was acquired by Brooks Macdonald in November 2024.