About Cullen Wealth
Cullen Wealth is a company based in Stockport (United Kingdom) founded in 1998 was acquired by Mattioli Woods in November 2024.. Cullen Wealth offers products and services including Financial Advisory, Asset Management, and Market Insights. Cullen Wealth operates in a competitive market with competitors including abrdn, Equiom Group, Mattioli Woods, RBC Wealth Management and Sandaire, among others.
- Headquarter Stockport, 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
*********
- Legal Name Cullen Wealth Limited
- Date of Incorporation 20 Jan, 1998
- Jurisdiction HEATON MERSEY, CHESHIRE
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
$5.57 M (USD), Debt – Conventional
Mar 15, 2021
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Investors
OakNorth Bank
& 1 more
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Employee Count
Employee Count
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Acquired by
Mattioli Woods
(Nov 04, 2024)
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Products & Services of Cullen Wealth
Cullen Wealth offers a comprehensive portfolio of products and services, including Financial Advisory, Asset Management, and Market Insights. 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.
Provides personalized financial planning and advice for individuals
Manages client assets and investments for growth and stability
Offers commentary and strategies on market trends and geopolitics
Funding Insights of Cullen Wealth
- Total Funding Total Funding
- Total Rounds 1
- Last Round Debt – Conventional — $5.6M
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First Round
First Round
(15 Mar 2021)
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Mar, 2021 | Amount | Debt – Conventional - Cullen Wealth | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| 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 Cullen Wealth
Cullen Wealth has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include OakNorth Bank and Mattioli Woods. 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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Commercial bank
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Founded Year | Domain | Location | |
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Wealth management services are provided by Mattioli Woods.
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Founded Year | Domain | Location |
| Investor | Description | 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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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Cullen Wealth
| 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 - Cullen Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| 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 |
Cullen Wealth Comparisons
Competitors of Cullen Wealth
Cullen Wealth 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 abrdn, Equiom Group, Mattioli Woods, RBC Wealth Management 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 |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple sectors are invested in by abrdn's private equity fund.
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| domain | founded_year | HQ Location |
Wealth management firm
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| domain | founded_year | HQ Location |
Wealth management services are provided by Mattioli Woods.
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| domain | founded_year | HQ Location |
Delivers wealth management services, including portfolio advisory and financial planning.
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| domain | founded_year | HQ Location |
Wealth management services are provided to clients by Sandaire.
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| domain | founded_year | HQ Location |
Wealth management and investment services are provided to clients.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| 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 Cullen Wealth
Frequently Asked Questions about Cullen Wealth
When was Cullen Wealth founded?
Cullen Wealth was founded in 1998 and raised its 1st funding round 23 years after it was founded.
Where is Cullen Wealth located?
Cullen Wealth is headquartered in Stockport, United Kingdom. It is registered at Stockport, Greater Manchester, United Kingdom.
What does Cullen Wealth do?
Cullen Wealth was established in 1998 in Stockport, United Kingdom, as a firm specializing in wealth management. Financial advisory and investment services are provided to individual and institutional clients, with operations centered in the UK financial sector. Portfolio management, estate planning, and risk assessment are handled through a domain-registered online presence at cullenwealth.co.uk. The firm maintains a focus on regulatory compliance within the British market.
Who are the top competitors of Cullen Wealth?
Cullen Wealth's top competitors include abrdn, Sandaire and Mattioli Woods.
What products or services does Cullen Wealth offer?
Cullen Wealth offers Financial Advisory, Asset Management, and Market Insights.
Who are Cullen Wealth's investors?
Cullen Wealth has 2 investors. Key investors include OakNorth Bank, and Mattioli Woods.
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