About Heartwood Wealth Management
Heartwood Wealth Management is a company based in London (United Kingdom) founded in 1988 was acquired by Handelsbanken in February 2013.. Heartwood Wealth Management operates in a competitive market with competitors including AlphaSense, Investec, HSBC, Aviva and Hayfin, among others.
- Headquarter London, United Kingdom
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Sectors
Financial Services
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Phone
*********
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Website
*********
- Legal Name Handelsbanken Wealth & Asset Management Limited
- Date of Incorporation 29 Dec, 2000
- Jurisdiction LONDON, ENGLAND
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
Handelsbanken
(Feb 07, 2013)
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Funding Insights of Heartwood Wealth Management
| 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 Heartwood Wealth Management
Heartwood Wealth Management has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Handelsbanken. 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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Handelsbanken is recognized for personal and corporate banking services.
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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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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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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 Heartwood Wealth Management
| 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 - Heartwood Wealth Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| 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 |
Heartwood Wealth Management Comparisons
Competitors of Heartwood Wealth Management
Heartwood Wealth Management 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 AlphaSense, Investec, HSBC, Aviva and Hayfin, 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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AI-powered market intelligence and search platform is operated.
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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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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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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Heartwood Wealth Management
Frequently Asked Questions about Heartwood Wealth Management
When was Heartwood Wealth Management founded?
Heartwood Wealth Management was founded in 1988.
Where is Heartwood Wealth Management located?
Heartwood Wealth Management is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.
What does Heartwood Wealth Management do?
Heartwood Wealth Management was established in 1988 and is based in London, United Kingdom. Operations focus on the financial services sector, where diversified investment strategies are managed for clients. A range of wealth management solutions, including portfolio oversight and advisory services, is handled through the firms platform. Activities are conducted primarily in the UK market, with emphasis on long-term asset allocation and risk assessment.
Who are the top competitors of Heartwood Wealth Management?
Heartwood Wealth Management's top competitors include Investec, AlphaSense and HSBC.
Who are Heartwood Wealth Management's investors?
Heartwood Wealth Management has 1 investor. Key investors include Handelsbanken.
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