About G+E Wealth Management
G+E Wealth Management is a Technology company based in York (United Kingdom) founded in 2004, and was acquired by Succession Wealth in October 2022. Online financial and investment advisory services are offered. G+E Wealth Management offers products and services including Succession Wealth Platform, Financial Advice Services, and Cashflow Modelling. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Financial Planners and Advisors. Its legal entity is Succession Wealth Management Limited. Its competitors include Moneyfarm, A J Bell and The Openwork Partnership; 3 of its 3 listed competitors have raised funding.
Company details
GE Wealth Management was founded in 2004 and is based in York, United Kingdom. An online platform is operated for wealth management in the financial sector. Advisory services are provided for retirement planning, investment strategies, estate planning, and related areas. Various financial tools are made available, along with access to an individual financial expert for user support.
- Headquarters York, United Kingdom
- Stage Acquired
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website gewealth.co.uk
- Social LinkedIn
- Acquired by Succession Wealth (Oct 2022)
- Legal Name Succession Wealth Management Limited
- Investors
- Acquired bySuccession Wealth
(Oct 2022)
Products & Services of G+E Wealth Management
G+E Wealth Management offers a comprehensive portfolio of products and services, including Succession Wealth Platform, Financial Advice Services, and Cashflow Modelling.
Online tool for managing investments and financial planning services
Personalized guidance on wealth planning and investment strategies
Service for projecting financial scenarios and client needs
Investors in G+E Wealth Management
G+E Wealth Management has secured backing from 1 investor. Prominent investors backing the company include Succession Wealth.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth protection and investment management services are provided. | 2014 | successionwealth.co.uk | Plymouth, United Kingdom |
Investor details for GE Wealth Management
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Timeline of G+E Wealth Management
2 dated milestones of G+E Wealth Management across 18 years, from founding to its latest funding, stage changes and deals.
- Founded G+E Wealth Management is founded.
- Exit Acquired by Succession Wealth.
Competitors of G+E Wealth Management
G+E Wealth Management has 3 listed competitors in our database, 3 of them funded. They include Moneyfarm, A J Bell and The Openwork Partnership.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| moneyfarm.com | 2011 | London, United Kingdom | $185.79M | 437 | Platform for investment planning & advisory services | |
| ajbell.co.uk | 1995 | Manchester, United Kingdom | $32M | 542 | Financial advisory and retirement planning services are provided to users. | |
| theopenworkpartnership.com | 2019 | Swindon, United Kingdom | $163M | Online financial advisory platform for individuals and families is operated. |
Detailed competitors of GE Wealth Management
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Top companies in Investment & Financial Technology
2 companies that operate in the same segment as G+E Wealth Management (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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Related news about G+E Wealth Management
Complete news archive for GE Wealth Management
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Frequently Asked Questions about G+E Wealth Management
G+E Wealth Management was founded in 2004.
G+E Wealth Management is headquartered in York, United Kingdom.
GE Wealth Management was founded in 2004 and is based in York, United Kingdom. An online platform is operated for wealth management in the financial sector. Advisory services are provided for retirement planning, investment strategies, estate planning, and related areas. Various financial tools are made available, along with access to an individual financial expert for user support.
G+E Wealth Management's top competitors include Moneyfarm, A J Bell and The Openwork Partnership.
G+E Wealth Management offers Succession Wealth Platform, Financial Advice Services, and Cashflow Modelling.
G+E Wealth Management has 1 investor. Key investors include Succession Wealth.
G+E Wealth Management operates through Succession Wealth Management Limited.
Yes. G+E Wealth Management was acquired by Succession Wealth in October 2022.