About Five Wealth
Five Wealth is a company based in Manchester (United Kingdom) founded in 2016 by Philip Shaw, Chris Little, Stephen Hughes, Stephen Jordan, and Phillip Dewhurst.. Five Wealth has raised $8.37 million across 1 funding round from investors including Foresight Group. Five Wealth offers products and services including Wealth Management Services and Investment Advice. Five Wealth operates in a competitive market with competitors including Investec, HSBC, Aviva, Hayfin and S&P Global, among others.
- Headquarter Manchester, United Kingdom
- Founders Philip Shaw, Chris Little, Stephen Hughes, Stephen Jordan, Phillip Dewhurst
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
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Social
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- Legal Name Five Wealth Limited
- Date of Incorporation 20 Jun, 2016
- Jurisdiction MANCHESTER, ENGLAND
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Annual Revenue
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Net Profit
$1.62 M (USD)281as on Jul 31, 2021
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EBITDA
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Total Equity Funding
$8.37 M (USD)
in 1 rounds
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Latest Funding Round
$8.37 M (USD), Series A
May 16, 2023
- Investors
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Employee Count
Employee Count
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Products & Services of Five Wealth
Five Wealth offers a comprehensive portfolio of products and services, including Wealth Management Services and Investment Advice. 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.
Provides tailored advice for business owners' wealth and investments.
Offers insights and guidance on investments for professionals.
Funding Insights of Five Wealth
Five Wealth has successfully raised a total of $8.37M through 1 strategic funding round. The most recent funding activity was a Series A round of $8.37 million completed in May 2023. 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 Series A — $8.4M
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First Round
First Round
(16 May 2023)
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May, 2023 | Amount | Series A - Five Wealth | Valuation |
investors |
| 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 |
Investors in Five Wealth
Five Wealth has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Foresight Group. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Foresight Group is engaged in sustainable investment management.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Five 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 - Five Wealth
| 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 |
Five Wealth Comparisons
Competitors of Five Wealth
Five 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 Investec, HSBC, Aviva, Hayfin and S&P Global, 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 |
Global banking, investment, and wealth management services are offered worldwide.
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Universal banking and financial advisory services are provided globally.
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Insurance and asset management services are offered in multiple regions.
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Private debt investments are directed across multiple sectors.
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Wealth management solutions are delivered for asset managers.
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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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 Five Wealth
When was Five Wealth founded?
Five Wealth was founded in 2016 and raised its 1st funding round 7 years after it was founded.
Where is Five Wealth located?
Five Wealth is headquartered in Manchester, United Kingdom. It is registered at Manchester, Greater Manchester, United Kingdom.
Is Five Wealth a funded company?
Five Wealth is a funded company, having raised a total of $8.37M across 1 funding round to date. The company's 1st funding round was a Series A of $8.37M, raised on May 16, 2023.
What does Five Wealth do?
Five Wealth, based in Manchester, focuses on offering financial products and advice, managing assets, and diversified. Provider of investment financial planning services. The company prioritizes operational excellence, innovation, and customer-centric approaches for success. It continues to evolve, meeting industry challenges with strategic approaches.
Who are the top competitors of Five Wealth?
Five Wealth's top competitors include Investec, Goldman Sachs and HSBC.
What products or services does Five Wealth offer?
Five Wealth offers Wealth Management Services and Investment Advice.
Who are Five Wealth's investors?
Five Wealth has 1 investor. Key investors include Foresight Group.