About Cube Financial Planning
Cube Financial Planning is a Financial Services company based in Romsey (United Kingdom) founded in 2012, and was acquired by Fairstone in November 2020. Investment wealth management firm. Its focus areas include Asset Management and Wealth Management. Its competitors include abrdn, Mattioli Woods and Equiom Group.
Company details
Cube Financial Planning investment wealth management firm through offering financial products and advice, managing assets, and managing wealth portfolios. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarters Romsey, United Kingdom
- Stage Acquired
- SectorsFinancial Services
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- Website cubefp.com
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- Acquired by Fairstone (Nov 2020)
Investors in Cube Financial Planning
Cube Financial Planning has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Fairstone.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Fairstone is engaged in providing wealth management and financial planning services. | fairstone.co.uk | Sunderland, United Kingdom |
Investor details for Cube Financial Planning
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Timeline of Cube Financial Planning
2 dated milestones of Cube Financial Planning across 8 years, from founding to its latest funding, stage changes and deals.
- Founded Cube Financial Planning is founded.
- Exit Acquired by Fairstone.
Competitors of Cube Financial Planning
Cube Financial Planning has 3 listed competitors in our database. They include abrdn, Mattioli Woods and Equiom Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| abrdn.com | 1825 | Edinburgh, United Kingdom | 604 | Multiple sectors are invested in by abrdn's private equity fund. | ||
| mattioliwoods.com | 1991 | Leicester, United Kingdom | 800 | Wealth management services are provided by Mattioli Woods. | ||
| equiomgroup.com | 1978 | Douglas, United Kingdom | 67 | Wealth management firm |
Detailed competitors of Cube Financial Planning
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Top companies in Asset Management
3 companies that operate in the same segment as Cube Financial Planning (Asset Management) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | USD 6.37 B | 7,550 | ||
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | USD 141.4 B | 211,000 | ||
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | USD 78.79 B | 29,090 |
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Related news about Cube Financial Planning
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Frequently Asked Questions about Cube Financial Planning
Cube Financial Planning was founded in 2012.
Cube Financial Planning is headquartered in Romsey, United Kingdom. It is registered at Romsey, England, United Kingdom.
Cube Financial Planning investment wealth management firm through offering financial products and advice, managing assets, and managing wealth portfolios. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.
Cube Financial Planning's top competitors include abrdn, Mattioli Woods and Equiom Group.
Cube Financial Planning has 1 investor. Key investors include Fairstone.
Yes. Cube Financial Planning was acquired by Fairstone in November 2020.