Find A Wealth Manager

London, United Kingdom Founded: 2012 • Age: 14 yrs
High net worth individuals are matched with wealth managers online.
Annual revenue - Latest available
Total funding $731,560 1 rounds
Employees - Tracked headcount
Investors - Known backers
Products 2 Services tracked
Competitors 6 Brand Intelligence

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
  • Sectors
    Technology
  • Phone
    Locked
  • 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
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $731.56 K (USD)

    in 1 rounds

  • Latest Funding Round
    $731.56 K (USD), Angel Round

    Apr 14, 2015

  • Investors
    Not available
  • Employee Count
    Not available
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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.

Product name locked
Category locked
Primary

Online tool to match users with wealth managers based on profiles.

Product name locked
Category locked
Locked

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 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.

Investments & Acquisitions by Find A Wealth Manager

Investments
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Investment portfolio details for Find A Wealth Manager

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Financial Statements - Find A Wealth Manager

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Detailed financials for Find A Wealth Manager

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Find A Wealth Manager Comparisons

Find A Wealth Manager Primary company
Description
High net worth individuals are matched with wealth managers ...
Location
London, United Kingdom
Founded Year
2012
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Find A Wealth Manager

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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.

Company Name Domain Founded year HQ Location Description
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Financial Advisor Comparison Site
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Provider of custom investment solutions for advisors
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Investment solutions comparison platform
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Private asset managers are found and selected through independent resources.
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Financial advisory comparison platform for individuals.
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Detailed competitors of Find A Wealth Manager

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  • Domains and locations
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Latest news on Find A Wealth Manager

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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.

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, PAM Online and Compare The Platform.

Find A Wealth Manager offers Wealth Manager Search Platform and Investment Bulletin.

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