About Holistic Financial Leadership
Holistic Financial Leadership was founded in 2014 and is based in Royston, United Kingdom. Operations focus on delivering financial services tailored to the investment sector. Core activities include advisory and management support for investment-related needs. The company is led by CEO Brenda Santimano, with services extending across the UK financial landscape to assist industry participants in operational and strategic functions.
- Headquarter Royston, United Kingdom
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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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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
IWP
(Aug 15, 2022)
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Funding Insights of Holistic Financial Leadership
| 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 |
Investors in Holistic Financial Leadership
Holistic Financial Leadership has secured backing from 1 investor. Prominent investors backing the company include IWP Financial Planning. 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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Personalized financial planning is offered by a nationwide team.
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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 Holistic Financial Leadership
| 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 - Holistic Financial Leadership
| 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 |
Holistic Financial Leadership Comparisons
Competitors of Holistic Financial Leadership
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
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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Latest news on Holistic Financial Leadership
Frequently Asked Questions about Holistic Financial Leadership
When was Holistic Financial Leadership founded?
Holistic Financial Leadership was founded in 2014.
Where is Holistic Financial Leadership located?
Holistic Financial Leadership is headquartered in Royston, United Kingdom. It is registered at Royston, England, United Kingdom.
Who is the current CEO of Holistic Financial Leadership?
Brenda Santimano is the current CEO of Holistic Financial Leadership.
What does Holistic Financial Leadership do?
Holistic Financial Leadership was founded in 2014 and is based in Royston, United Kingdom. Operations focus on delivering financial services tailored to the investment sector. Core activities include advisory and management support for investment-related needs. The company is led by CEO Brenda Santimano, with services extending across the UK financial landscape to assist industry participants in operational and strategic functions.
Who are Holistic Financial Leadership's investors?
Holistic Financial Leadership has 1 investor. Key investors include IWP Financial Planning.