About IWP Financial Planning
IWP Financial Planning is a company based in London (Canada) founded in 2018. It operates as a Professional Services. IWP Financial Planning has completed 17 acquisitions, including AGL Wealth Management, AWM UK and Acuity Wealth Management. IWP Financial Planning offers products and services including Financial Planning and Advice, Inheritance Tax and Estate Planning, Planning for Retirement, Funding Long-term Care, and Mortgage Advice. IWP Financial Planning operates in a competitive market with competitors including Wellington-Altus, Harbourfront Wealth Management, Lexaria Bioscience, Nicola Wealth and IGM Financial, among others.
- Headquarter London, Canada
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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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- Legal Name Iwp Financial Planning Limited
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AGL Wealth Management
& 16 more
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Products & Services of IWP Financial Planning
IWP Financial Planning offers a comprehensive portfolio of products and services, including Financial Planning and Advice, Inheritance Tax and Estate Planning, Planning for Retirement, Funding Long-term Care, and Mortgage Advice. 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 financial advice is provided for wealth protection.
Expert guidance is offered for estate and tax planning.
Tailored retirement plans are created for financial security.
Solutions for long-term care funding are expertly provided.
Expert mortgage guidance is given for property aspirations.
Funding Insights of IWP Financial Planning
| 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 |
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Investments & Acquisitions by IWP Financial Planning
IWP Financial Planning has strategically engaged in corporate development activities, having acquired 17 companies. Notable acquisitions include AGL Wealth Management, AWM UK and Acuity Wealth Management. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| 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 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Financial advisory services are provided from York, United Kingdom.
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2020 | ||||
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Financial services are provided to the investment industry.
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2014 | ||||
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Investment, financial, and estate planning services are provided.
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2013 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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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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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - IWP Financial Planning
| 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 |
Iwp Financial Planning Comparisons
Competitors of IWP Financial Planning
IWP Financial Planning 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 Wellington-Altus, Harbourfront Wealth Management, Lexaria Bioscience, Nicola Wealth and IGM Financial, 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 |
Wealth management services are provided by Wellington-Altus.
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Wealth management services are provided to clients in Canada.
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Patented drug delivery technology is developed for bioactive molecules.
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Offers wealth management services and invests in growth-equity companies through funds.
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| domain | founded_year | HQ Location |
Wealth and investment management services are provided to clients.
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| domain | founded_year | HQ Location |
Investment bank and wealth management firm
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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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| 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 Iwp Financial Planning
Frequently Asked Questions about IWP Financial Planning
When was IWP Financial Planning founded?
IWP Financial Planning was founded in 2018.
Where is IWP Financial Planning located?
IWP Financial Planning is headquartered in London, Canada. It is registered at London, Ontario, Canada.
What does IWP Financial Planning do?
Financial planning and advice are provided by IWP Financial Planning to protect wealth and legacy. Services include inheritance tax and estate planning, retirement planning, long-term care funding, and mortgage advice. A nationwide team of experts is engaged to deliver tailored solutions across these areas. The focus is placed on simplifying complex financial decisions for clients. Ongoing monitoring and reviews are conducted to ensure financial security. The company operates within the financial services sector, specializing in wealth management.
Who are the top competitors of IWP Financial Planning?
IWP Financial Planning's top competitors include Lexaria Bioscience, Wellington-Altus and IGM Financial.
What products or services does IWP Financial Planning offer?
IWP Financial Planning offers Financial Planning and Advice, Inheritance Tax and Estate Planning, Planning for Retirement, Funding Long-term Care, and Mortgage Advice.
How many acquisitions has IWP Financial Planning made?
IWP Financial Planning has made 17 acquisitions, including AGL Wealth Management, AWM UK, and Acuity Wealth Management.