About iBBwealth
iBBwealth is a company based in United Kingdom. It operates as a B2C. The company has 9 employees as of December 31, 2016. iBBwealth offers products and services including WiseWealth®, Retirement Planning, Investment Services, Taxation Planning, and Estate Planning. iBBwealth operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others.
- Headquarter United Kingdom
- Employees 9 as on 31 Dec, 2016
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Sectors
Financial ServicesBusiness 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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- Legal Name Ibb Wealth Limited
- Date of Incorporation 01 Sep, 2015
- Jurisdiction LONDON, UNITED KINGDOM
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
9
as on Dec 31, 2016
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Products & Services of iBBwealth
iBBwealth offers a comprehensive portfolio of products and services, including WiseWealth®, Retirement Planning, Investment Services, Taxation Planning, and Estate Planning. 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.
Personalized process for assessing financial needs and providing tailored advice.
Guidance on retirement strategies and savings options.
Advice on investment opportunities and portfolio management.
Assistance with tax structuring and optimization strategies.
Support for inheritance and estate management solutions.
Funding Insights of iBBwealth
| 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 |
Investments & Acquisitions by iBBwealth
| 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 - iBBwealth
| 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 |
Ibbwealth Comparisons
Competitors of iBBwealth
iBBwealth 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 Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, 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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| domain | founded_year | HQ Location |
Business consulting services are provided to banks and lending institutions.
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| domain | founded_year | HQ Location |
HR, insurance, and liability services are provided by Alera Group.
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| domain | founded_year | HQ Location |
Bank offering diversified financial services
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| domain | founded_year | HQ Location |
Provider of wealth management services
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| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
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| domain | founded_year | HQ Location |
Provider of wealth management services
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| 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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Frequently Asked Questions about iBBwealth
Where is iBBwealth located?
iBBwealth is headquartered in United Kingdom.
How many employees does iBBwealth have?
As of Dec 31, 2016, the latest employee count at iBBwealth is 9.
What does iBBwealth do?
IBB Wealth is a UK-based financial advisory firm specializing in wealth management, offering services like retirement planning, investments, protection, taxation, and estate planning. They employ a personalized WiseWealth process to assess clients needs, ambitions, and risk tolerance, providing tailored recommendations. Headquartered in Uxbridge with a registered office in London, they help individuals and families navigate financial challenges through objective advice supported by industry experts.
Who are the top competitors of iBBwealth?
iBBwealth's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does iBBwealth offer?
iBBwealth offers WiseWealth®, Retirement Planning, Investment Services, Taxation Planning, and Estate Planning.