About Eastcote Wealth Management
Eastcote Wealth Management is a company based in Coventry (United Kingdom) founded in 2017 was acquired by 7IM in March 2024.. The company has 34 employees as of January 31, 2022. Eastcote Wealth Management offers products and services including Financial Planning, Investment Services, and Estate Planning. Eastcote Wealth Management operates in a competitive market with competitors including Moneyfarm, A J Bell, Y TREE, My Pension Expert and Multiply, among others.
- Headquarter Coventry, United Kingdom
- Employees 34 as on 31 Jan, 2022
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Sectors
Technology
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Phone
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Website
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Social
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- Legal Name Eastcote Wealth Management Limited
- Date of Incorporation 10 Nov, 2015
- Jurisdiction COVENTRY, WEST MIDLANDS, UNITED KINGDOM
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Products & Services of Eastcote Wealth Management
Eastcote Wealth Management offers a comprehensive portfolio of products and services, including Financial Planning, Investment Services, and Estate Planning. 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 strategies for savings, pensions, and retirement planning.
Offers sustainable investing and portfolio management options.
Assists with inheritance tax and business protection needs.
Funding Insights of Eastcote Wealth Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| 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 Eastcote Wealth Management
Eastcote Wealth Management has secured backing from 1 investor. Prominent investors backing the company include 7IM. 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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Investment management and financial planning services are provided by 7IM.
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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 Eastcote Wealth Management
| 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 - Eastcote Wealth Management
| 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 |
Eastcote Wealth Management Comparisons
Competitors of Eastcote Wealth Management
Eastcote Wealth Management 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 Moneyfarm, A J Bell, Y TREE, My Pension Expert and Multiply, 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 |
Platform for investment planning & advisory services
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| domain | founded_year | HQ Location |
Financial advisory and retirement planning services are provided to users.
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| domain | founded_year | HQ Location |
Personal wealth is managed via an online platform.
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| domain | founded_year | HQ Location |
Pensions and retirement planning solutions are provided to users.
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| domain | founded_year | HQ Location |
AI-powered financial advice automation solutions are provided.
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| domain | founded_year | HQ Location |
Online financial advisory platform for individuals and families is operated.
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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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Frequently Asked Questions about Eastcote Wealth Management
When was Eastcote Wealth Management founded?
Eastcote Wealth Management was founded in 2017.
Where is Eastcote Wealth Management located?
Eastcote Wealth Management is headquartered in Coventry, United Kingdom.
How many employees does Eastcote Wealth Management have?
As of Jan 31, 2022, the latest employee count at Eastcote Wealth Management is 34.
What does Eastcote Wealth Management do?
Eastcote Wealth Management was founded in 2017 and is based in Coventry, United Kingdom. Operations focus on a platform that delivers wealth planning services to individuals, business owners, and managers. Pension solutions and employee benefits are also offered to support companies in the financial sector. The domain eastcotewealth.co.uk is utilized for these activities.
Who are the top competitors of Eastcote Wealth Management?
Eastcote Wealth Management's top competitors include Moneyfarm, A J Bell and The Openwork Partnership.
What products or services does Eastcote Wealth Management offer?
Eastcote Wealth Management offers Financial Planning, Investment Services, and Estate Planning.
Who are Eastcote Wealth Management's investors?
Eastcote Wealth Management has 1 investor. Key investors include 7IM.