About Estuary Wealth
Estuary Wealth is a company based in United Kingdom. It operates as a B2C. The company has 2 employees as of March 31, 2020. Estuary Wealth offers products and services including Wealth Management Services, Pension Planning, and Inheritance Tax Planning. Estuary Wealth operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others.
- Headquarter United Kingdom
- Employees 2 as on 31 Mar, 2020
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Sectors
Financial Services
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Phone
*********
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Website
*********
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Social
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- Legal Name Estuary Wealth Management Limited
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
2
as on Mar 31, 2020
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Products & Services of Estuary Wealth
Estuary Wealth offers a comprehensive portfolio of products and services, including Wealth Management Services, Pension Planning, and Inheritance Tax Planning. 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.
Tailored investment solutions for individual financial goals
Guidance on securing retirement through pensions and annuities
Strategies to optimize tax efficiency for beneficiaries
Funding Insights of Estuary Wealth
| 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 |
Investments & Acquisitions by Estuary Wealth
| 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 - Estuary Wealth
| 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 |
Estuary Wealth Comparisons
Competitors of Estuary Wealth
Estuary Wealth 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 Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, 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 |
Business consulting services are provided to banks and lending institutions.
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| domain | founded_year | HQ Location |
HR, insurance, and liability services are provided by Alera Group.
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| domain | founded_year | HQ Location |
Bank offering diversified financial services
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| domain | founded_year | HQ Location |
Provider of wealth management services
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| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
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| domain | founded_year | HQ Location |
Provider of wealth management services
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| 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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Frequently Asked Questions about Estuary Wealth
Where is Estuary Wealth located?
Estuary Wealth is headquartered in United Kingdom.
How many employees does Estuary Wealth have?
As of Mar 31, 2020, the latest employee count at Estuary Wealth is 2.
What does Estuary Wealth do?
Estuary Wealth Management offers independent financial advising, specializing in wealth management, pension planning, inheritance tax strategies, and protection services. They provide tailored solutions based on a whole-of-market approach, serving professionals, executives, and retirees. Located in Southend on Sea, UK, they focus on client-centered strategies to optimize investments and ensure long-term financial security without generic products.
Who are the top competitors of Estuary Wealth?
Estuary Wealth's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Estuary Wealth offer?
Estuary Wealth offers Wealth Management Services, Pension Planning, and Inheritance Tax Planning.