About Find A Wealth Manager
Find A Wealth Manager is a company based in London (United Kingdom) founded in 2012.. Find A Wealth Manager has raised $731.56 thousand across 1 funding round. Find A Wealth Manager offers products and services including Wealth Manager Search Platform and Investment Bulletin. Find A Wealth Manager operates in a competitive market with competitors including VouchedFor, Halo Invest, Compare The Platform, PAM Online and Aeon Flux, among others.
- Headquarter London, United Kingdom
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Sectors
Technology
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Phone
*********
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Website
*********
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Social
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- Legal Name Find A Wealth Manager Limited
- Date of Incorporation 17 Oct, 2011
- Jurisdiction LONDON, UNITED KINGDOM
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$731.56 K (USD)
in 1 rounds
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Latest Funding Round
$731.56 K (USD), Angel Round
Apr 14, 2015
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Investors
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Employee Count
Employee Count
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Products & Services of Find A Wealth Manager
Find A Wealth Manager offers a comprehensive portfolio of products and services, including Wealth Manager Search Platform and Investment Bulletin. 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.
Online tool to match users with wealth managers based on profiles.
Monthly email summarizing financial market insights and advice.
Funding Insights of Find A Wealth Manager
Find A Wealth Manager has successfully raised a total of $731.56K through 1 strategic funding round. The most recent funding activity was a Angel Round round of $731.56 thousand completed in April 2015. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 1
- Last Round Angel Round — $731,560
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First Round
First Round
(14 Apr 2015)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr, 2015 | Amount | Angel Round - Find A Wealth Manager | Valuation |
investors |
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| 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 Find A Wealth Manager
| 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 - Find A Wealth Manager
| 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 |
Find A Wealth Manager Comparisons
Competitors of Find A Wealth Manager
Find A Wealth Manager 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 VouchedFor, Halo Invest, Compare The Platform, PAM Online and Aeon Flux, 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 |
Financial Advisor Comparison Site
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| domain | founded_year | HQ Location |
Provider of custom investment solutions for advisors
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| domain | founded_year | HQ Location |
Investment solutions comparison platform
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| domain | founded_year | HQ Location |
Private asset managers are found and selected through independent resources.
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| domain | founded_year | HQ Location |
Financial advisory comparison platform for individuals.
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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 Find A Wealth Manager
When was Find A Wealth Manager founded?
Find A Wealth Manager was founded in 2012 and raised its 1st funding round 3 years after it was founded.
Where is Find A Wealth Manager located?
Find A Wealth Manager is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.
Is Find A Wealth Manager a funded company?
Find A Wealth Manager is a funded company, having raised a total of $731.56K across 1 funding round to date. The company's 1st funding round was a Angel Round of $731.56K, raised on Apr 14, 2015.
What does Find A Wealth Manager do?
An online platform was established in 2012 in the United Kingdom to connect high net worth individuals with wealth managers suited to their profiles and requirements. The service encompasses a broad range of managers, including large institutions, smaller firms, traditional entities, newer independents, and bank-affiliated operations. A second office was opened in Singapore in 2015, extending reach in the financial advisory sector across key geographies. Operations are based in London.
Who are the top competitors of Find A Wealth Manager?
Find A Wealth Manager's top competitors include VouchedFor, PAM Online and Compare The Platform.
What products or services does Find A Wealth Manager offer?
Find A Wealth Manager offers Wealth Manager Search Platform and Investment Bulletin.