About MASECO
MASECO is a Financial Services company based in United Kingdom founded in 2010, and was acquired by Creative Planning in March 2026. It operates as a wealth management services for high-net-worth individuals in US and UK. It operates on a B2C and B2B model. Its website masecoprivatewealth.com draws about 681 thousand monthly visits. MASECO offers products and services including Wealth Management Services, Best of All Worlds Program, and Tax-Efficient Investments. Its focus areas include FinTech, Investment Tech, Financial Databases and High Net Worth Advisory. Its legal entity is MASECO LLP. Its competitors include Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice and 3 more; 4 of its 8 listed competitors have raised funding.
Company details
MASECO Private Wealth provides tailored investment strategies and advisory services for high and ultra-high net worth clients, focusing on US and UK families. They manage portfolios across borders, emphasizing tax-efficient options and ESG principles. Based in London, they offer multi-currency investments and support for complex financial needs, including trusts and retirement plans.
- Headquarters United Kingdom
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website masecoprivatewealth.com
- Social LinkedIn X Instagram
- Acquired by Creative Planning (Mar 2026)
- Legal Name Maseco Llp
- Investors
- Acquired byCreative Planning
(Mar 2026)
Products & Services of MASECO
MASECO offers a comprehensive portfolio of products and services, including Wealth Management Services, Best of All Worlds Program, and Tax-Efficient Investments.
Tailored strategies for high-net-worth client investments
Three-part program for family wealth planning and growth
Strategies for US and UK tax optimization in portfolios
Investors in MASECO
MASECO has secured backing from 1 investor. Prominent investors backing the company include Creative Planning.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provider of wealth management services | 1983 | creativeplanning.com | Overland Park, United States |
Investor details for MASECO
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of MASECO
36 people are tracked at MASECO (14 in leadership, 22 in team).
| Name | Role | Group |
|---|---|---|
Claudia Kelly | Executive Assistant To Managing Partner | Leadership |
Nicola Roigard | Head Of Marketing | Leadership |
James Smart | Head Of Finance | Leadership |
Adrian Edwards | Chief Operating Officer | Leadership |
Josh Matthews | Co-founder And Managing Partner | Leadership |
Damian Barry | Chief Investment Officer | Leadership |
Rebecca P. | Head Of Human Resources | Leadership |
Marc Cane | Head Of Compliance | Leadership |
Andrew Benson | Partner | Leadership |
Jonathan Matthews | Head Of Client Services | Leadership |
Patrick Bowen | Partner, Senior Wealth Manager | Leadership |
Kyle McClellan | Partner, Senior Wealth Manager | Leadership |
Andrea Solana | Head Of Advanced Planning | Leadership |
Henry Findlater | Partner | Leadership |
Kevin Murphy Chartered McSi | Compliance Manager | Team |
George Fisk | Chartered Wealth Manager | Team |
Thomas Brook | Wealth Executive | Team |
Shan Gao | Senior Investment Analyst | Team |
Amy Kimber | Wealth Executive | Team |
Terence Sivakumar | Tax Reporting Manager | Team |
16 more people are available in the full profile.
Complete people profiles for MASECO
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of MASECO
2 dated milestones of MASECO across 16 years, from founding to its latest funding, stage changes and deals.
- Founded MASECO is founded.
- Exit Acquired by Creative Planning.
Competitors of MASECO
MASECO has 8 listed competitors in our database, 4 of them funded. They include Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | – | Business consulting services are provided to banks and lending institutions. | |
| aleragroup.com | 1995 | Deerfield, United States | $250M | – | HR, insurance, and liability services are provided by Alera Group. | |
| wintrust.com | 1991 | Rosemont, United States | – | 10,463 | Bank offering diversified financial services | |
| creativeplanning.com | 1983 | Overland Park, United States | – | 97 | Provider of wealth management services | |
| choiceindia.com | 1992 | Mumbai, India | – | 520 | A full-service stockbroker offering diverse investment options in India. | |
| raymondjames.com | 1962 | St. Petersburg, United States | – | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | |
| myfw.com | 2004 | Denver, United States | $51.36M | 256 | Wealth management firm | |
| hightoweradvisors.com | 2008 | Chicago, United States | $129.4M | – | Provider of wealth management services |
Detailed competitors of MASECO
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of MASECO
The website of MASECO (masecoprivatewealth.com) receives about 680.7K visits a month.
- Monthly visits680.7K
▼ 6.7% vs previous month
Websites whose visitors overlap most with MASECO. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| falconebiz.com | 100% | 959.8K | #63,970 | View details | |
| tofler.in | 97% | 556K | #105,509 | View details | |
| zaubacorp.com | 96% | 4.9M | #12,689 | View details | |
| tracxn.com | 92% | 2.9M | #16,597 | View details | |
| indiafilings.com | 90% | 2.1M | #29,959 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for MASECO
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Wealth Tech
10 companies that operate in the same segment as MASECO (Investment & Wealth Tech), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Provider of consulting, managed services, and technology solutions for financial services | 2010 | London, England, United Kingdom | USD 90.15 M | – | – | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | – | 523 | |
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | – | 186 | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment advisory, insurance distribution, and risk management services are provided. | 1998 | Chicago, Illinois, United States | USD 1.6 B | – | – | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | – | USD 71.52 M | 2,690 | |
Developer of a platforms offering credit score checks | 2021 | Jakarta, Jakarta, Indonesia | USD 12.4 M | – | – | |
AI-enabled financial planning and advisory solutions are provided for individuals. | 2018 | New York, New York, United States | USD 222.01 M | – | – | |
Venture capital investments and support for entrepreneurs in technology and innovation sectors. | 1911 | Redwood City, California, United States | – | USD 691.23 K | – |
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Frequently Asked Questions about MASECO
MASECO was founded in 2010.
MASECO is headquartered in United Kingdom.
MASECO Private Wealth provides tailored investment strategies and advisory services for high and ultra-high net worth clients, focusing on US and UK families. They manage portfolios across borders, emphasizing tax-efficient options and ESG principles. Based in London, they offer multi-currency investments and support for complex financial needs, including trusts and retirement plans.
MASECO's top competitors include Focus Financial Partners, Alera Group and Raymond James.
MASECO offers Wealth Management Services, Best of All Worlds Program, and Tax-Efficient Investments.
MASECO has 1 investor. Key investors include Creative Planning.
MASECO operates through Maseco Llp.
Yes. MASECO was acquired by Creative Planning in March 2026.
The website of MASECO receives about 681 thousand visits a month.