HKA (FS)

Leeds, United Kingdom Founded: 2003 • Age: 23 yrs Acquired By Garbutt + Elliott
Wealth management services are provided to clients in the UK.
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About HKA (FS)

HKA (FS) is a company based in Leeds (United Kingdom) founded in 2003 was acquired by Garbutt + Elliott in June 2021.. HKA (FS) offers products and services including Wealth Platform and Financial Planning Services. HKA (FS) operates in a competitive market with competitors including abrdn, Mattioli Woods, Equiom Group, RBC Wealth Management and Sandaire, among others.

  • Headquarter Leeds, United Kingdom
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Succession Wealth Management Limited
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    Garbutt + Elliott

    (Jun 29, 2021)

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Products & Services of HKA (FS)

HKA (FS) offers a comprehensive portfolio of products and services, including Wealth Platform and Financial Planning Services. 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.

Primary

Online tool for managing investments and financial planning.

Personalized advice on investments and cashflow modelling.

Funding Insights of HKA (FS)

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in HKA (FS)

HKA (FS) has secured backing from 1 investor. Prominent investors backing the company include Garbutt + Elliott. 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.

All
Investor Description Founded Year Domain Location
Financial advisory services with strategic thinking are provided to clients.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by HKA (FS)

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - HKA (FS)

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Hka (Fs) Comparisons

Employees
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Competitors of HKA (FS)

HKA (FS) 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 abrdn, Mattioli Woods, Equiom Group, RBC Wealth Management and Sandaire, 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
domain founded_year HQ Location
Multiple sectors are invested in by abrdn's private equity fund.
domain founded_year HQ Location
Wealth management services are provided by Mattioli Woods.
domain founded_year HQ Location
Wealth management firm
domain founded_year HQ Location
Delivers wealth management services, including portfolio advisory and financial planning.
domain founded_year HQ Location
Wealth management services are provided to clients by Sandaire.
domain founded_year HQ Location
Wealth management and investment services are provided to clients.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Hka (Fs)

Acquisition scoops up wealth management business
Thebusinessdesk4 years ago

Frequently Asked Questions about HKA (FS)

When was HKA (FS) founded?

HKA (FS) was founded in 2003.

Where is HKA (FS) located?

HKA (FS) is headquartered in Leeds, United Kingdom. It is registered at Leeds, England, United Kingdom.

What does HKA (FS) do?

HKA (FS) was founded in 2003 and operates as a wealth management firm based in Leeds, United Kingdom. Core activities focus on financial advisory and asset management for individual and institutional clients. Operations are conducted primarily in the UK financial sector, with services accessible via the domain hkafs.co.uk. The firm maintains a presence in regional wealth planning and investment oversight.

Who are the top competitors of HKA (FS)?

HKA (FS)'s top competitors include abrdn, Sandaire and Mattioli Woods.

What products or services does HKA (FS) offer?

HKA (FS) offers Wealth Platform and Financial Planning Services.

Who are HKA (FS)'s investors?

HKA (FS) has 1 investor. Key investors include Garbutt + Elliott.

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