About Epoch Wealth Management
Epoch Wealth Management is a company based in Bath (United Kingdom) founded in 2010 was acquired by Brewin Dolphin in April 2019.. Epoch Wealth Management operates in a competitive market with competitors including abrdn, Mattioli Woods, Equiom Group, RBC Wealth Management and Titan Wealth, among others.
- Headquarter Bath, United Kingdom
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Sectors
Financial 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
Brewin Dolphin
(Apr 30, 2019)
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Funding Insights of Epoch 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 Epoch Wealth Management
Epoch Wealth Management has secured backing from 1 investor. Prominent investors backing the company include Brewin Dolphin. 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 firm
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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 Epoch 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 - Epoch 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 |
Epoch Wealth Management Comparisons
Competitors of Epoch Wealth Management
Epoch 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 abrdn, Mattioli Woods, Equiom Group, RBC Wealth Management and Titan Wealth, 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 |
Multiple sectors are invested in by abrdn's private equity fund.
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| domain | founded_year | HQ Location |
Wealth management services are provided by Mattioli Woods.
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| domain | founded_year | HQ Location |
Wealth management firm
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| domain | founded_year | HQ Location |
Delivers wealth management services, including portfolio advisory and financial planning.
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| domain | founded_year | HQ Location |
Wealth management and investment services are provided to clients.
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| domain | founded_year | HQ Location |
Wealth management services are provided to clients by Sandaire.
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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 Epoch Wealth Management
When was Epoch Wealth Management founded?
Epoch Wealth Management was founded in 2010.
Where is Epoch Wealth Management located?
Epoch Wealth Management is headquartered in Bath, United Kingdom. It is registered at Bath, Somerset, United Kingdom.
What does Epoch Wealth Management do?
Epoch Wealth Management was established in 2010 in Bath, United Kingdom. Services in the financial sector focus on wealth management, including investment advice and portfolio oversight. Operations are conducted primarily in the UK, with a domain at epochwm.co.uk for client access. Core activities encompass planning and asset management tailored to individual needs within the wealth advisory industry.
Who are the top competitors of Epoch Wealth Management?
Epoch Wealth Management's top competitors include abrdn, Sandaire and Mattioli Woods.
Who are Epoch Wealth Management's investors?
Epoch Wealth Management has 1 investor. Key investors include Brewin Dolphin.