About Dowgate Wealth
Dowgate Wealth is a company based in London (United Kingdom) founded in 2020. It operates as a B2B, and B2C. Dowgate Wealth offers products and services including Discretionary Portfolio Management, Tax Efficient Investing, Stockbroking, Offshore Share Plans, and Fund Management. Dowgate Wealth operates in a competitive market with competitors including Investec, HSBC, Hayfin, Aviva and FNZ, among others.
- Headquarter London, United Kingdom
-
Sectors
Financial Services
-
Email
***********
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name Dowgate Wealth Limited
- Date of Incorporation 23 Sep, 2019
- Jurisdiction LONDON, ENGLAND
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
-
Investors
-
Employee Count
Employee Count
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 Dowgate Wealth
Dowgate Wealth offers a comprehensive portfolio of products and services, including Discretionary Portfolio Management, Tax Efficient Investing, Stockbroking, Offshore Share Plans, and Fund 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.
Tailored management of investment portfolios based on client risk and objectives.
Offers tax-saving accounts like ISAs and pensions for optimized investments.
Provides traditional stockbroking for buying and selling securities.
Manages offshore investment solutions for global equity dealings.
Handles funds focusing on long-term growth and market opportunities.
Funding Insights of Dowgate Wealth
| 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 |
Investments & Acquisitions by Dowgate Wealth
| 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 - Dowgate Wealth
| 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 |
Dowgate Wealth Comparisons
Competitors of Dowgate Wealth
Dowgate 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 Investec, HSBC, Hayfin, Aviva and FNZ, 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 |
Global banking, investment, and wealth management services are offered worldwide.
|
|
| domain | founded_year | HQ Location |
Universal banking and financial advisory services are provided globally.
|
|
| domain | founded_year | HQ Location |
Private debt investments are directed across multiple sectors.
|
|
| domain | founded_year | HQ Location |
Insurance and asset management services are offered in multiple regions.
|
|
| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
|
|
| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
|
| 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 Dowgate Wealth
Frequently Asked Questions about Dowgate Wealth
When was Dowgate Wealth founded?
Dowgate Wealth was founded in 2020.
Where is Dowgate Wealth located?
Dowgate Wealth is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.
What does Dowgate Wealth do?
Dowgate Wealth is a financial services firm specializing in discretionary portfolio management, tax-efficient investing, inheritance tax strategies, stockbroking, and offshore solutions. They deliver personalized services tailored to individual risk appetites and objectives, serving private investors and institutions. Based in London, the company emphasizes sustainable returns through a team-based approach, managing assets across various markets while prioritizing client needs and regulatory compliance.
Who are the top competitors of Dowgate Wealth?
Dowgate Wealth's top competitors include Investec, Goldman Sachs and HSBC.
What products or services does Dowgate Wealth offer?
Dowgate Wealth offers Discretionary Portfolio Management, Tax Efficient Investing, Stockbroking, Offshore Share Plans, and Fund Management.
Book a demo & talk to our team
Share a few details and we’ll reach out to schedule a session.