About EFG Independent Financial Advisers
EFG Independent Financial Advisers was established in 1989 and is headquartered in Wolverhampton, United Kingdom. Financial advisory services are offered within the personal finance sector, focusing on independent guidance for investments, pensions, and wealth management. Operations are managed from the UK base, with John Male serving as Managing Director. Client needs are addressed through tailored consultations and regulatory-compliant recommendations.
- Headquarter Wolverhampton, United Kingdom
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Sectors
Business Services
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Phone
*********
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Website
*********
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
Ascot Lloyd
(Jan 17, 2017)
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Funding Insights of EFG Independent Financial Advisers
| 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 EFG Independent Financial Advisers
EFG Independent Financial Advisers has secured backing from 1 investor. Prominent investors backing the company include Ascot Lloyd. 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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Provider of financial advisory services
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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 EFG Independent Financial Advisers
| 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 - EFG Independent Financial Advisers
| 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 |
Efg Independent Financial Advisers Comparisons
Competitors of EFG Independent Financial Advisers
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| 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 Efg Independent Financial Advisers
Frequently Asked Questions about EFG Independent Financial Advisers
When was EFG Independent Financial Advisers founded?
EFG Independent Financial Advisers was founded in 1989.
Where is EFG Independent Financial Advisers located?
EFG Independent Financial Advisers is headquartered in Wolverhampton, United Kingdom.
What does EFG Independent Financial Advisers do?
EFG Independent Financial Advisers was established in 1989 and is headquartered in Wolverhampton, United Kingdom. Financial advisory services are offered within the personal finance sector, focusing on independent guidance for investments, pensions, and wealth management. Operations are managed from the UK base, with John Male serving as Managing Director. Client needs are addressed through tailored consultations and regulatory-compliant recommendations.
Who are EFG Independent Financial Advisers's investors?
EFG Independent Financial Advisers has 1 investor. Key investors include Ascot Lloyd.