About EBI Portfolios
EBI Portfolios is a Financial Services company based in Aldridge (United Kingdom) founded in 2010, and was acquired by Parmenion in September 2022. Financial advisory services are provided to clients by EBI Portfolios. The company has 20 employees. Its chief executive, as recorded, is Craig Burgess. Its website ebi.co.uk draws about 11 thousand monthly visits. EBI Portfolios offers products and services including Discretionary Fund Management, Passive Investing, and ESG Services. Its focus areas include Asset Management and Financial Advisors. Its legal entity is EBI PORTFOLIOS LTD. Its competitors include Quilter, Ascot Lloyd and 7IM.
Company details
EBI Portfolios was established in 2010 and is based in Aldridge, United Kingdom. Financial advisory services are offered by the company within the financial sector, focusing on portfolio management and investment guidance. Operations are led by CEO Craig Burgess, with activities centered on supporting client financial needs in the UK market. The firm maintains a presence through its domain ebi.co.uk.
Products & Services of EBI Portfolios
EBI Portfolios offers a comprehensive portfolio of products and services, including Discretionary Fund Management, Passive Investing, and ESG Services.
Manages portfolios with tolerance-based rebalancing for advisers.
Offers low-cost, diversified funds using evidence-based approaches.
Provides tools for ESG screening and impact investing options.
Investors in EBI Portfolios
EBI Portfolios has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Parmenion.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Diversified investment management services are provided to clients. | 2007 | parmenion.co.uk | Bristol, United Kingdom |
Investor details for EBI Portfolios
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People of EBI Portfolios
1 people are tracked at EBI Portfolios (1 in leadership); the tracked headcount is 20.
| Name | Role | Group |
|---|---|---|
Craig Burgess | CEO | Leadership |
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Timeline of EBI Portfolios
2 dated milestones of EBI Portfolios across 12 years, from founding to its latest funding, stage changes and deals.
- Founded EBI Portfolios is founded.
- Exit Acquired by Parmenion.
Competitors of EBI Portfolios
EBI Portfolios has 3 listed competitors in our database. They include Quilter, Ascot Lloyd and 7IM.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| quilter.com | 2018 | London, United Kingdom | 3,054 | Quilter is engaged in providing financial advice and investment management. | ||
| ascotlloyd.co.uk | 2004 | Reading, United Kingdom | Provider of financial advisory services | |||
| 7im.co.uk | 2002 | London, United Kingdom | Investment management and financial planning services are provided by 7IM. |
Detailed competitors of EBI Portfolios
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Web traffic of EBI Portfolios
The website of EBI Portfolios (ebi.co.uk) receives about 11.3K visits a month.
- Monthly visits11.3K
▲ 67.7% vs previous month
Top companies in Asset Management
3 companies that operate in the same segment as EBI Portfolios (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 Ebi Portfolios
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Frequently Asked Questions about EBI Portfolios
EBI Portfolios was founded in 2010.
EBI Portfolios is headquartered in Aldridge, United Kingdom.
Craig Burgess is the CEO of EBI Portfolios, as recorded in our data.
EBI Portfolios has 20 employees.
Annual revenue of EBI Portfolios is $2.22M as on Mar 31, 2022.
EBI Portfolios was established in 2010 and is based in Aldridge, United Kingdom. Financial advisory services are offered by the company within the financial sector, focusing on portfolio management and investment guidance. Operations are led by CEO Craig Burgess, with activities centered on supporting client financial needs in the UK market. The firm maintains a presence through its domain ebi.co.uk.
EBI Portfolios's top competitors include Quilter, Ascot Lloyd and 7IM.
EBI Portfolios offers Discretionary Fund Management, Passive Investing, and ESG Services.
EBI Portfolios has 1 investor. Key investors include Parmenion.
EBI Portfolios operates through Ebi Portfolios Ltd.
Yes. EBI Portfolios was acquired by Parmenion in September 2022.