About Find A Wealth Manager
Find A Wealth Manager is a Technology company based in London (United Kingdom) founded in 2012. High net worth individuals are matched with wealth managers online. Find A Wealth Manager has raised $731.56 thousand across 1 funding round. Its website findawealthmanager.com draws about 11 thousand monthly visits. Find A Wealth Manager offers products and services including Wealth Manager Search Platform and Investment Bulletin. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Investment Services Comparison Platforms. Its legal entity is FIND A WEALTH MANAGER LIMITED. Its competitors include VouchedFor, Halo Invest and Compare The Platform; 2 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters London, United Kingdom
- SectorsTechnology
- Website findawealthmanager.com
- Social LinkedIn X Facebook YouTube
- Legal Name Find A Wealth Manager Limited
- Date of Incorporation 17 Oct, 2011
- Jurisdiction LONDON, UNITED KINGDOM
- Total Equity Funding$731.56K (USD)
in 1 rounds
- Latest Funding Round$731.56K (USD), Angel Round
Apr 2015
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.
Online tool to match users with wealth managers based on profiles.
Monthly email summarizing financial market insights and advice.
Apps and channels of Find A Wealth Manager
its YouTube channel Find a Wealth Manager has 6 subscribers and 1 videos.
Videos from Find A Wealth Manager
The most watched videos on Find A Wealth Manager's YouTube channel, Find a Wealth Manager (6 subscribers). Click a video to play it here.
More on Find a Wealth Manager.
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 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 $731,560
- Total Rounds 1
- Last Round Angel Round — $731,560
- First Round $731,560
(Apr 2015)
All 1 funding rounds of Find A Wealth Manager 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 |
|---|---|---|---|---|---|
| Apr 2015 | $731,560 | Angel Round | – | – | – |
Timeline of Find A Wealth Manager
2 dated milestones of Find A Wealth Manager across 3 years, from founding to its latest funding, stage changes and deals.
- Founded Find A Wealth Manager is founded.
- Funding First funding round of $732K.
Competitors of Find A Wealth Manager
Find A Wealth Manager has 3 listed competitors in our database, 2 of them funded. They include VouchedFor, Halo Invest and Compare The Platform.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| vouchedfor.co.uk | 2011 | London, United Kingdom | $8.97M | 34 | Financial Advisor Comparison Site | |
| haloinvest.co.uk | 2023 | London, United Kingdom | Provider of custom investment solutions for advisors | |||
| comparetheplatform.co.uk | 2019 | London, United Kingdom | $501,098 | Investment solutions comparison platform |
Detailed competitors of Find A Wealth Manager
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Find A Wealth Manager
The website of Find A Wealth Manager (findawealthmanager.com) receives about 10.7K visits a month.
- Monthly visits10.7K
▲ 9.5% vs previous month
Websites whose visitors overlap most with Find A Wealth Manager. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| salamanca-group.com | 100% | 1K | #11,304,983 | View details | |
| momentum.co.uk | 99% | 12.4K | #2,280,959 | View details | |
| newtonim.com | 92% | 11.1K | #2,144,335 | View details | |
capital.co.uk | capital.co.uk | 90% | #9,807,236 | – | |
| triplepoint.co.uk | 89% | 20.7K | #1,205,978 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Find A Wealth Manager
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
2 companies that operate in the same segment as Find A Wealth Manager (Investment & Financial Technology) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Online data source platform for information, analytics, and solutions for governments and financial markets | 1959 | London, England, United Kingdom | USD 1.41 B | |||
AI-based platform for automated personal spend management is provided. | 2016 | London, England, United Kingdom | USD 75.78 M |
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Frequently Asked Questions about Find A Wealth Manager
Find A Wealth Manager was founded in 2012 and raised its 1st funding round 3 years after it was founded.
Find A Wealth Manager is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.
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 2015.
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.
Find A Wealth Manager's top competitors include VouchedFor, Compare The Platform and Halo Invest.
Find A Wealth Manager offers Wealth Manager Search Platform and Investment Bulletin.
Find A Wealth Manager operates through Find A Wealth Manager Limited.