About Equiom Group
Equiom Group is a Financial Services company based in Douglas (United Kingdom) founded in 1978, and was acquired by Japan Outsourcing Solutions in September 2021. It operates as a wealth management firm. The company has 67 employees. Equiom Group has completed 7 acquisitions, including Borean, Carey Nova and Careygroup.lu. Its chief executive is Larry Kearns. Equiom Group offers products and services including Wealth Structuring, Entity Formation, and Luxury Asset Management. Its focus areas include Asset Management and Wealth Management. Its legal entity is SCARISTA LIMITED. Its competitors include Mattioli Woods, abrdn, WHIreland, Sandaire and Oberon Investments and 3 more; 1 of its 8 listed competitors has raised funding.
Company details
Equiom Group, established in 1978, excels in offering financial products and advice, managing assets, and managing wealth portfolios. Wealth management firm. Committed to advancing standards, it focuses on innovation, efficiency, and delivering value to clients worldwide. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarters Douglas, United Kingdom
- Employees 67
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website equiomgroup.com
- Social LinkedIn X Facebook Instagram
- Acquired by Japan Outsourcing Solutions (Sep 2021)
- Legal Name Scarista Limited
- Date of Incorporation 24 Aug, 1994
- Jurisdiction HIGHLAND
Products & Services of Equiom Group
Equiom Group offers a comprehensive portfolio of products and services, including Wealth Structuring, Entity Formation, and Luxury Asset Management.
Services for wealth structuring and succession planning for individuals.
Assistance with company formation and global expansion support.
Management of luxury assets like superyachts and properties.
Funding Insights of Equiom Group
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of Equiom Group with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May 2019 | – | Private Equity Round | – | Varde Partners | – |
4 investors in total: 4 institutional.
Investors in Equiom Group
Equiom Group has secured backing from 4 investors, including venture fund investors. Prominent investors backing the company include LDC, Varde Partners and Japan Outsourcing Solutions.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Global investment firm focusing on credit and credit-related assets across markets. | 1993 | varde.com | Minneapolis, United States | |
Private equity investments are focused on multiple sectors for growth. | 1981 | ldc.co.uk | London, United Kingdom | |
Livingbridge is engaged in mid-market private equity investments. | 1999 | livingbridge.com | UK | |
Provides comprehensive payroll management solutions for businesses. | 2020 | japanoutsourcingsolutions.com | Minato City, Japan |
Investor details for Equiom Group
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People of Equiom Group
1 people are tracked at Equiom Group (1 in leadership); the tracked headcount is 67.
| Name | Role | Group |
|---|---|---|
Larry Kearns | CEO & Chairman | Leadership |
Complete people profiles for Equiom Group
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Investments & Acquisitions by Equiom Group
Equiom Group has strategically engaged in corporate development activities, having acquired 7 companies. Notable acquisitions include Borean, Carey Nova and Careygroup.lu.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Provider of fiduciary and advisory services to hedge fund, VC and investment management companies | hffunds.com | George Town, Cayman Islands | 2007 | Jul 2020 | •••• | |
Legal, business, and finance services are provided to clients. | borean.nl | Amsterdam, Netherlands | 2012 | Jul 2020 | •••• | |
Fund administration services are provided by Careygroup.lu in Luxembourg. | careygroup.lu | Luxembourg | 0 | Jan 2018 | •••• | |
Diversified investment management firm | careygroup.eu | Geneva, Switzerland | 0 | Oct 2017 | •••• | |
Provider of entity formation, back office, fiduciary and online gaming services | dfcorporate.com | Sliema, Malta | 2010 | Oct 2017 | •••• | |
Finance and accounting services are provided to clients. | eagleconsulting.co.uk | Inverness, United Kingdom | 1993 | Mar 2017 | •••• | |
Heritagetg is operated as a company via heritagetg.com domain. | heritagetg.com | – | 0 | Oct 2016 | •••• |
Complete acquisition details for Equiom Group
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Timeline of Equiom Group
12 dated milestones of Equiom Group across 43 years, from founding to its latest funding, stage changes and deals.
- Founded Equiom Group is founded.
- Exit Acquired by Livingbridge.
- Exit Acquired by LDC.
- Acquisition Acquires Heritagetg.
- Acquisition Acquires Eagle Consulting.
- Acquisition Acquires DF Corporate Services.
- Acquisition Acquires Carey Nova.
- Acquisition Acquires Careygroup.lu.
- Funding First funding round.
- Acquisition Acquires Borean.
- Acquisition Acquires HF Fund Services.
- Exit Acquired by Japan Outsourcing Solutions.
Competitors of Equiom Group
Equiom Group has 8 listed competitors in our database, 1 of them funded. They include Mattioli Woods, abrdn, WHIreland, Sandaire and Oberon Investments, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| mattioliwoods.com | 1991 | Leicester, United Kingdom | – | 800 | Wealth management services are provided by Mattioli Woods. | |
| abrdn.com | 1825 | Edinburgh, United Kingdom | – | 604 | Multiple sectors are invested in by abrdn's private equity fund. | |
| whirelandplc.com | 1872 | London, United Kingdom | – | 158 | Wealth management services are provided to clients by WHIreland. | |
| sandaire.com | 1998 | London, United Kingdom | – | 2,346 | Wealth management services are provided to clients by Sandaire. | |
| oberoninvestments.com | 1988 | London, United Kingdom | – | 2 | Wealth management services are provided to clients by the firm. | |
| titanwh.com | 2020 | London, United Kingdom | – | – | Wealth management and investment services are provided to clients. | |
| artorius.com | 2014 | Manchester, United Kingdom | $5.36M | 40 | Wealth management company | |
| rbcwealthmanagement.com | 1910 | London, United Kingdom | – | – | Delivers wealth management services, including portfolio advisory and financial planning. |
Detailed competitors of Equiom Group
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Web traffic of Equiom Group
The website of Equiom Group (equiomgroup.com) receives about 9.7K visits a month.
- Monthly visits9.7K
Websites whose visitors overlap most with Equiom Group. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| hawksford.com | 100% | 51.9K | #663,196 | View details | |
| ocorian.com | 98% | 90.1K | #440,460 | View details | |
| investec.com | 88% | 1.1M | #44,202 | View details | |
| sovereigngroup.com | 88% | 81.5K | #462,489 | View details | |
| andsimple.co | 70% | 102.3K | #374,128 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 10 similar websites and full traffic analytics for Equiom Group
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Top companies in Asset Management
10 companies that operate in the same segment as Equiom Group (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
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 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
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Related news about Equiom Group
Complete news archive for Equiom Group
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Frequently Asked Questions about Equiom Group
Equiom Group was founded in 1978 and raised its 1st funding round 41 years after it was founded.
Equiom Group is headquartered in Douglas, United Kingdom.
Larry Kearns is the current CEO of Equiom Group.
Equiom Group has 67 employees.
Annual revenue of Equiom Group is $4.37M as on Dec 31, 2021.
Equiom Group, established in 1978, excels in offering financial products and advice, managing assets, and managing wealth portfolios. Wealth management firm. Committed to advancing standards, it focuses on innovation, efficiency, and delivering value to clients worldwide. It continues to evolve, meeting industry challenges with strategic approaches.
Equiom Group's top competitors include abrdn, Sandaire and Mattioli Woods.
Equiom Group offers Wealth Structuring, Entity Formation, and Luxury Asset Management.
Equiom Group has made 7 acquisitions, including Borean, Carey Nova, and Careygroup.lu.
Equiom Group has 4 investors. Key investors include LDC, Varde Partners, Japan Outsourcing Solutions, and Livingbridge.
Equiom Group operates through Scarista Limited.
Yes. Equiom Group was acquired by Japan Outsourcing Solutions in September 2021.