About Mattioli Woods
Mattioli Woods is a company based in Leicester (United Kingdom) founded in 1991 by Bob Woods was acquired by Pollen Street in March 2024.. The company has 800 employees as of January 31, 2022. Mattioli Woods has completed 13 acquisitions, including Broughtons Financial Planning, Caledonia Asset Management and Cullen Wealth. Mattioli Woods offers products and services including Wealth Management, Investments, Pensions, and Employee Benefits. Mattioli Woods operates in a competitive market with competitors including Equiom Group, WHIreland, Titan Wealth, abrdn and Artorius, among others.
- Headquarter Leicester, United Kingdom
- Employees 800 as on 31 Jan, 2022
- Founders Bob Woods
- Stage Public
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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
*********
- Legal Name Mattioli Woods Plc
- Date of Incorporation 21 Dec, 1995
- Jurisdiction LEICESTER, UNITED KINGDOM
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Annual Revenue
$133.63 M (USD)3as on May 31, 2023
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Net Profit
$9.2 M (USD)86as on May 31, 2023
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EBITDA
$12.89 M (USD)54as on May 31, 2023
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Latest Funding Round
$156.01 M (USD), Post-IPO
May 26, 2021
- Investors
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Employee Count
800
as on Jan 31, 2022
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Investments & Acquisitions
Broughtons Financial Planning
& 12 more
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Acquired by
Pollen Street
(Mar 08, 2024)
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Products & Services of Mattioli Woods
Mattioli Woods offers a comprehensive portfolio of products and services, including Wealth Management, Investments, Pensions, and Employee Benefits. 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.
Service for managing investments and retirement planning needs.
Platform for portfolio management and tax-efficient investment options.
Advice on pension options and estate planning for individuals.
Programs for employee engagement and business protection strategies.
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Funding Insights of Mattioli Woods
- Total Funding Total Funding
- Total Rounds 1
- Last Round Post-IPO — $156.0M
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First Round
First Round
(26 May 2021)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May, 2021 | Amount | Post-IPO - Mattioli Woods | Valuation |
investors |
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| 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 Mattioli Woods
Mattioli Woods has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Pollen Street. 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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Private equity firm focused on multiple sectors
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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 Mattioli Woods
Mattioli Woods has strategically engaged in corporate development activities, having acquired 13 companies. Notable acquisitions include Broughtons Financial Planning, Caledonia Asset Management and Cullen Wealth. 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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Investment and wealth management services are offered by Hurley Partners.
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2013 | ||||
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Diversified investment management is handled by Pole Arnold.
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2012 | ||||
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Mortgage advisory and financial services are provided to UK clients.
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2011 |
| 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 - Mattioli Woods
| 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 |
Mattioli Woods Comparisons
Competitors of Mattioli Woods
Mattioli Woods 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 Equiom Group, WHIreland, Titan Wealth, abrdn and Artorius, 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 |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Wealth management firm
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| domain | founded_year | HQ Location |
Wealth management services are provided to clients by WHIreland.
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| domain | founded_year | HQ Location |
Wealth management and investment services are provided to clients.
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| domain | founded_year | HQ Location |
Multiple sectors are invested in by abrdn's private equity fund.
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| domain | founded_year | HQ Location |
Wealth management company
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| 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 Mattioli Woods
Frequently Asked Questions about Mattioli Woods
When was Mattioli Woods founded?
Mattioli Woods was founded in 1991 and raised its 1st funding round 30 years after it was founded.
Where is Mattioli Woods located?
Mattioli Woods is headquartered in Leicester, United Kingdom. It is registered at Leicester, England, United Kingdom.
How many employees does Mattioli Woods have?
As of Jan 31, 2022, the latest employee count at Mattioli Woods is 800.
What is the annual revenue of Mattioli Woods?
Annual revenue of Mattioli Woods is $133.63M as on May 31, 2023.
What does Mattioli Woods do?
Mattioli Woods was established in 1991 by founder Bob Woods in Leicester, United Kingdom. Operations are centered on the financial services sector, where wealth management solutions are delivered to clients. Services encompass pension planning, investment advice, and asset management, with a focus on the UK market. The company maintains its headquarters in Leicester and extends its reach across the region through established networks.
Who are the top competitors of Mattioli Woods?
What products or services does Mattioli Woods offer?
Mattioli Woods offers Wealth Management, Investments, Pensions, and Employee Benefits.
How many acquisitions has Mattioli Woods made?
Mattioli Woods has made 13 acquisitions, including Broughtons Financial Planning, Caledonia Asset Management, and Cullen Wealth.
Who are Mattioli Woods's investors?
Mattioli Woods has 1 investor. Key investors include Pollen Street.
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