About Kingswood
Kingswood is a company based in London (United Kingdom) founded in 2010. It operates as a Professional Services and Commission-Based. Kingswood has raised $98.73 million across 3 funding rounds from investors including Pollen Street. The company has 5 employees as of December 31, 2020. Kingswood has completed 22 acquisitions, including Allotts, Allotts Financial Services and Barry Fleming & Partners. Kingswood offers products and services including Financial Planning, Investment Management, and Mortgages. Kingswood operates in a competitive market with competitors including Investec, Hayfin, HSBC, Schroders and Aviva, among others.
- Headquarter London, United Kingdom
- Employees 5 as on 31 Dec, 2020
- Stage Public
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Sectors
Financial Services
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Email
Locked
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Phone
Locked
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Website
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Social
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- Legal Name Kingswood Holdings Limited
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$98.73 M (USD)
in 3 rounds
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Latest Funding Round
$7.71 M (USD), Debt – Conventional
Aug 15, 2024
- Investors
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Employee Count
5
as on Dec 31, 2020
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Investments & Acquisitions
Allotts
& 21 more
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Products & Services of Kingswood
Kingswood offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, and Mortgages.
Financial planning services are provided for personal wealth.
Investment portfolios are managed to grow client wealth.
Mortgage solutions are offered for property financing needs.
People of Kingswood
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Funding Insights of Kingswood
Kingswood has successfully raised a total of $98.73M across 3 strategic funding rounds. The most recent funding activity was a Debt – Conventional round of $7.71 million completed in August 2024. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in Kingswood
Kingswood has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Pollen Street.
| Investor | Description | Founded Year | Domain | Location |
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Private equity firm focused on multiple sectors
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Locked | Locked | Locked |
Investor details for Kingswood
Investor domains, locations, round participation, and complete history require an active premium plan.
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Investments & Acquisitions by Kingswood
Kingswood has strategically engaged in corporate development activities, having acquired 22 companies. Notable acquisitions include Allotts, Allotts Financial Services and Barry Fleming & Partners.
Investment portfolio details for Kingswood
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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Housing development services are provided in Dayton, United States.
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Locked | Locked | 2019 | Locked | |
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Financial advisory services are delivered online to families and individuals.
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Locked | Locked | 2011 | Locked | |
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Investment management services are provided for clients in the UK.
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Locked | Locked | 2010 | Locked |
Complete acquisition details for Kingswood
Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.
- Transaction dates
- Acquired stakes
- Disclosed values
- Domains and locations
Verified entity values are shown only after access is granted.
Financial Statements - Kingswood
Detailed financials for Kingswood
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
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- Profit trends
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Kingswood Comparisons
Peer comparison for Kingswood
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- Headcount comparison
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- Operating benchmarks
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Competitors of Kingswood
Kingswood 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 Investec, Hayfin, HSBC, Schroders and Aviva, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Global banking, investment, and wealth management services are offered worldwide.
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Private debt investments are directed across multiple sectors.
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Universal banking and financial advisory services are provided globally.
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Investment management and wealth management services are provided to clients.
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Insurance and asset management services are offered in multiple regions.
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Wealth management solutions are delivered for asset managers.
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Detailed competitors of Kingswood
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Latest news on Kingswood
Complete news archive for Kingswood
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- Older coverage
- Brand-specific news history
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Frequently Asked Questions about Kingswood
Kingswood was founded in 2010 and raised its 1st funding round 9 years after it was founded.
Kingswood is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.
Kingswood is a funded company, having raised a total of $98.73M across 3 funding rounds to date.
As of Dec 31, 2020, the latest employee count at Kingswood is 5.
Kingswood is involved in offering comprehensive financial planning and investment management services. Clients are supported in protecting and growing their wealth through personalized advice. Services are extended across sectors like pensions, retirement planning, mortgages, and tax planning. Solutions are tailored to individual needs, ensuring financial goals are met with confidence. Corporate solutions and ESG-focused portfolios are also provided to cater to diverse client requirements.
Kingswood offers Financial Planning, Investment Management, and Mortgages.
Kingswood has made 22 acquisitions, including Allotts, Allotts Financial Services, and Barry Fleming & Partners.
Kingswood has 1 investor. Key investors include Pollen Street.