About Formulate Group
Formulate Group is a Financial Services company based in Belfast (United Kingdom) founded in 2010, and was acquired by Kainos Group in November 2019. It operates as a financial planning and investment consulting services are provided. Its focus areas include Investment Industry and Investment Consultants. Its legal entity is Kainos.
Company details
Formulate was established in 2010 and is headquartered in Belfast, United Kingdom. Operations are centered in the financial services sector, where advisory support is delivered to clients. Financial planning services are offered alongside investment consulting, with a focus on tailored strategies for asset management and risk assessment. The company maintains its activities within the UK, serving individual and institutional needs in this domain.
- Headquarters Belfast, United Kingdom
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website formulate.group
- Social LinkedIn X Facebook
- Acquired by Kainos Group (Nov 2019)
- Legal Name Kainos
- Investors
- Acquired byKainos Group
(Nov 2019)
Investors in Formulate Group
Formulate Group has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Kainos Group.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provider of web design, software development, data analytics, and digital transformation services | 1986 | kainos.com | Belfast, United Kingdom |
Investor details for Formulate Group
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Timeline of Formulate Group
2 dated milestones of Formulate Group across 9 years, from founding to its latest funding, stage changes and deals.
- Founded Formulate Group is founded.
- Exit Acquired by Kainos Group.
Top companies in Investment & Wealth Tech
10 companies that operate in the same segment as Formulate Group (Investment & Wealth Tech), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 87 | |
Provider of consulting, managed services, and technology solutions for financial services | 2010 | London, England, United Kingdom | USD 90.15 M | – | – | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | – | 178 | |
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment advisory, insurance distribution, and risk management services are provided. | 1998 | Chicago, Illinois, United States | USD 1.6 B | – | – | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | – | USD 71.52 M | 2,690 | |
Developer of a platforms offering credit score checks | 2021 | Jakarta, Jakarta, Indonesia | USD 12.4 M | – | – | |
AI-enabled financial planning and advisory solutions are provided for individuals. | 2018 | New York, New York, United States | USD 222.01 M | – | – | |
Venture capital investments and support for entrepreneurs in technology and innovation sectors. | 1911 | Redwood City, California, United States | – | USD 691.23 K | – |
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Frequently Asked Questions about Formulate Group
Formulate Group was founded in 2010.
Formulate Group is headquartered in Belfast, United Kingdom. It is registered at Belfast, Northern Ireland, United Kingdom.
Formulate was established in 2010 and is headquartered in Belfast, United Kingdom. Operations are centered in the financial services sector, where advisory support is delivered to clients. Financial planning services are offered alongside investment consulting, with a focus on tailored strategies for asset management and risk assessment. The company maintains its activities within the UK, serving individual and institutional needs in this domain.
Formulate Group has 1 investor. Key investors include Kainos Group.
Formulate Group operates through Kainos.
Yes. Formulate Group was acquired by Kainos Group in November 2019.