About EBI Portfolios
EBI Portfolios is a company based in Aldridge (United Kingdom) founded in 2010 was acquired by Parmenion in September 2022.. The company has 20 employees as of March 31, 2022. EBI Portfolios offers products and services including Discretionary Fund Management, Passive Investing, and ESG Services. EBI Portfolios operates in a competitive market with competitors including Quilter, Ascot Lloyd, 7IM, Manx Financial Group and Sparrows Capital, among others.
- Headquarter Aldridge, United Kingdom
- Employees 20 as on 31 Mar, 2022
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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
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- Legal Name Ebi Portfolios Ltd
- Date of Incorporation 17 Dec, 2010
- Jurisdiction BRISTOL, ENGLAND
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Products & Services of EBI Portfolios
EBI Portfolios offers a comprehensive portfolio of products and services, including Discretionary Fund Management, Passive Investing, and ESG Services. 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.
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.
Funding Insights of EBI Portfolios
| 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 EBI Portfolios
EBI Portfolios has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Parmenion. 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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Diversified investment management services are provided to clients.
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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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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by EBI Portfolios
| 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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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - EBI Portfolios
| 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 |
Ebi Portfolios Comparisons
Competitors of EBI Portfolios
EBI Portfolios 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 Quilter, Ascot Lloyd, 7IM, Manx Financial Group and Sparrows Capital, 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 |
Quilter is engaged in providing financial advice and investment management.
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| domain | founded_year | HQ Location |
Provider of financial advisory services
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| domain | founded_year | HQ Location |
Investment management and financial planning services are provided by 7IM.
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| domain | founded_year | HQ Location |
Wealth management services are provided to clients internationally.
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| domain | founded_year | HQ Location |
Financial advisory services are provided to clients by Sparrows Capital.
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| domain | founded_year | HQ Location |
Financial planning services are provided to clients in the UK.
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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 Ebi Portfolios
Frequently Asked Questions about EBI Portfolios
When was EBI Portfolios founded?
EBI Portfolios was founded in 2010.
Where is EBI Portfolios located?
EBI Portfolios is headquartered in Aldridge, United Kingdom.
Who is the current CEO of EBI Portfolios?
Craig Burgess is the current CEO of EBI Portfolios.
How many employees does EBI Portfolios have?
As of Mar 31, 2022, the latest employee count at EBI Portfolios is 20.
What is the annual revenue of EBI Portfolios?
Annual revenue of EBI Portfolios is $2.22M as on Mar 31, 2022.
What does EBI Portfolios do?
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.
Who are the top competitors of EBI Portfolios?
EBI Portfolios's top competitors include Quilter, Ascot Lloyd and Manx Financial Group.
What products or services does EBI Portfolios offer?
EBI Portfolios offers Discretionary Fund Management, Passive Investing, and ESG Services.
Who are EBI Portfolios's investors?
EBI Portfolios has 1 investor. Key investors include Parmenion.
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