About Omnium Wealth
Omnium Wealth is a Financial Services company based in Guildford (United Kingdom) founded in 2002, and was acquired by IWP in June 2021. Wealth management services are provided to clients by Omnium Wealth. Omnium Wealth offers products and services including Financial Planning Service, Investment Portfolio Management, and Risk Assessment Tools. Its focus areas include Asset Management, Wealth Management and Services for Investment Industry. Its legal entity is IWP Financial Planning Limited. Its competitors include abrdn, Mattioli Woods and Equiom Group.
Company details
Omnium Wealth was established in 2002 as a wealth management firm based in Guildford, United Kingdom. Services focused on financial planning and investment advisory are delivered to individual and institutional clients. Operations are centered in the UK financial sector, with oversight provided by Managing Director Ross Butters. The firm maintains a domain at omniumwealth.com for client interactions and resources.
- Headquarters Guildford, United Kingdom
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website omniumwealth.com
- Social LinkedIn X Facebook
- Acquired by IWP (Jun 2021)
- Legal Name Iwp Financial Planning Limited
- Investors
- Acquired byIWP
(Jun 2021)
Products & Services of Omnium Wealth
Omnium Wealth offers a comprehensive portfolio of products and services, including Financial Planning Service, Investment Portfolio Management, and Risk Assessment Tools.
Offers structured strategies to manage and preserve personal wealth
Monitors and adjusts portfolios to meet long-term objectives
Provides tools to evaluate and minimize investment risks
Investors in Omnium Wealth
Omnium Wealth has secured backing from 1 investor. Prominent investors backing the company include IWP Financial Planning.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Personalized financial planning is offered by a nationwide team. | 2018 | iwpuk.co.uk | London, Canada |
Investor details for Omnium Wealth
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- Complete investor list
- Round participation
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People of Omnium Wealth
1 people are tracked at Omnium Wealth (1 in leadership).
| Name | Role | Group |
|---|---|---|
Ross Butters | Managing Director | Leadership |
Complete people profiles for Omnium Wealth
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- Full employee list
- Team structure
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Timeline of Omnium Wealth
2 dated milestones of Omnium Wealth across 19 years, from founding to its latest funding, stage changes and deals.
- Founded Omnium Wealth is founded.
- Exit Acquired by IWP.
Competitors of Omnium Wealth
Omnium Wealth has 3 listed competitors in our database. They include abrdn, Mattioli Woods and Equiom Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| abrdn.com | 1825 | Edinburgh, United Kingdom | 604 | Multiple sectors are invested in by abrdn's private equity fund. | ||
| mattioliwoods.com | 1991 | Leicester, United Kingdom | 800 | Wealth management services are provided by Mattioli Woods. | ||
| equiomgroup.com | 1978 | Douglas, United Kingdom | 67 | Wealth management firm |
Detailed competitors of Omnium Wealth
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Top companies in Asset Management
3 companies that operate in the same segment as Omnium Wealth (Asset Management) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | USD 6.37 B | 7,550 | ||
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | USD 141.4 B | 211,000 | ||
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | USD 78.79 B | 29,090 |
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Frequently Asked Questions about Omnium Wealth
Omnium Wealth was founded in 2002.
Omnium Wealth is headquartered in Guildford, United Kingdom.
Omnium Wealth was established in 2002 as a wealth management firm based in Guildford, United Kingdom. Services focused on financial planning and investment advisory are delivered to individual and institutional clients. Operations are centered in the UK financial sector, with oversight provided by Managing Director Ross Butters. The firm maintains a domain at omniumwealth.com for client interactions and resources.
Omnium Wealth's top competitors include abrdn, Mattioli Woods and Equiom Group.
Omnium Wealth offers Financial Planning Service, Investment Portfolio Management, and Risk Assessment Tools.
Omnium Wealth has 1 investor. Key investors include IWP Financial Planning.
Omnium Wealth operates through Iwp Financial Planning Limited.
Yes. Omnium Wealth was acquired by IWP in June 2021.