About Curtis Banks
Curtis Banks is a company based in United Kingdom founded in 2009 was acquired by Nucleus Financial in January 2023.. Curtis Banks has completed 3 acquisitions, including Dunstan Thomas, Suffolk Life and Talbot and Muir. Curtis Banks offers products and services including Your Future SIPP, SSAS, Bank Interest, and Commercial Property. Curtis Banks operates in a competitive market with competitors including AlphaSense, Fidelity Investments, Investec, Morgan Stanley and HSBC, among others.
- Headquarter United Kingdom
- Stage Public
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Sectors
Financial Services
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Curtis Banks Limited
- Date of Incorporation 26 Nov, 2008
- Jurisdiction SALISBURY, WILTSHIRE, UNITED KINGDOM
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
$27.9 M (USD), Post-IPO
Apr 26, 2018
- Investors
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Employee Count
Employee Count
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Investments & Acquisitions
Dunstan Thomas
& 2 more
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Acquired by
Nucleus Financial
(Jan 06, 2023)
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Products & Services of Curtis Banks
Curtis Banks offers a comprehensive portfolio of products and services, including Your Future SIPP, SSAS, Bank Interest, and Commercial Property. 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.
Self-invested pension for managing retirement investments and fees
Scheme for small businesses to invest in properties and assets
Service for earning interest on pension cash holdings
Platform for purchasing and managing commercial properties in pensions
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Software Development Team
38 people
Senior Team
29 people
Operations Team
21 people
Client Team
19 people
Sales and Marketing
14 people
Head Team
12 people
Human Resources and Administration
11 people
Leadership Team
11 people
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Funding Insights of Curtis Banks
- Total Funding Total Funding
- Total Rounds 1
- Last Round Post-IPO — $27.9M
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First Round
First Round
(26 Apr 2018)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr, 2018 | Amount | Post-IPO - Curtis Banks | Valuation |
investors |
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| 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 Curtis Banks
Curtis Banks has secured backing from 1 investor. Prominent investors backing the company include Nucleus Financial. 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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Portfolio management solutions are offered to financial advisors.
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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 Curtis Banks
Curtis Banks has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include Dunstan Thomas, Suffolk Life and Talbot and Muir. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| 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 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Pension funds are managed for retirement planning purposes.
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1993 | ||||
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Software and outsourcing solutions are provided for financial services.
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1986 | ||||
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Investment services are provided to clients in the financial sector.
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1971 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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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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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Curtis Banks
| 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 |
Curtis Banks Comparisons
Competitors of Curtis Banks
Curtis Banks 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 AlphaSense, Fidelity Investments, Investec, Morgan Stanley and HSBC, 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 |
AI-powered market intelligence and search platform is operated.
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| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Universal banking and financial advisory services are provided globally.
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| domain | founded_year | HQ Location |
Banking & financial service provider
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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 Curtis Banks
Frequently Asked Questions about Curtis Banks
When was Curtis Banks founded?
Curtis Banks was founded in 2009 and raised its 1st funding round 9 years after it was founded.
Where is Curtis Banks located?
Curtis Banks is headquartered in United Kingdom.
What does Curtis Banks do?
Curtis Banks was established in 2009 as an investment and wealth management firm in the United Kingdom. Operations are centered on financial advisory services, including portfolio management, pension planning, and inheritance tax strategies. Tailored solutions are delivered to high-net-worth individuals, families, and corporate clients through a network of regional offices. The firm adheres to regulatory standards set by the Financial Conduct Authority, with assets under management exceeding several billion pounds.
Who are the top competitors of Curtis Banks?
Curtis Banks's top competitors include Fidelity Investments, Investec and AlphaSense.
What products or services does Curtis Banks offer?
Curtis Banks offers Your Future SIPP, SSAS, Bank Interest, and Commercial Property.
How many acquisitions has Curtis Banks made?
Curtis Banks has made 3 acquisitions, including Dunstan Thomas, Suffolk Life, and Talbot and Muir.
Who are Curtis Banks's investors?
Curtis Banks has 1 investor. Key investors include Nucleus Financial.