About Osprey Financial Services
Osprey Financial Services is a Financial Services company based in Dundee (United Kingdom) founded in 2015, and was acquired by Milecrossfs in June 2024. Financial planning services are provided to clients in the UK. Its focus areas include Asset Management and Financial Advisors. Its competitors include Quilter, 7IM and Ascot Lloyd.
Company details
Osprey Financial Services was established in 2015 and is based in Dundee, United Kingdom. Operations focus on the financial services sector, where planning and advisory services are delivered to individuals and businesses. The company is directed by Managing Director Michael Smith, with activities centered on supporting client financial goals through structured planning approaches. The domain ospreyfinancialservices.co.uk serves as the primary online presence for these services.
- Headquarters Dundee, United Kingdom
- Stage Acquired
- SectorsFinancial Services
- Website ospreyfinancialservices.co.uk
- Acquired by Milecrossfs (Jun 2024)
- Investors
- Acquired byMilecrossfs
(Jun 2024)
Investors in Osprey Financial Services
Osprey Financial Services has secured backing from 1 investor. Prominent investors backing the company include Milecrossfs.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
The company Milecrossfs is located in the United Kingdom. | milecrossfs.co.uk | United Kingdom |
Investor details for Osprey Financial Services
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People of Osprey Financial Services
1 people are tracked at Osprey Financial Services (1 in leadership).
| Name | Role | Group |
|---|---|---|
Michael Smith | Managing Director | Leadership |
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Timeline of Osprey Financial Services
2 dated milestones of Osprey Financial Services across 9 years, from founding to its latest funding, stage changes and deals.
- Founded Osprey Financial Services is founded.
- Exit Acquired by Milecrossfs.
Competitors of Osprey Financial Services
Osprey Financial Services has 3 listed competitors in our database. They include Quilter, 7IM and Ascot Lloyd.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| quilter.com | 2018 | London, United Kingdom | 3,054 | Quilter is engaged in providing financial advice and investment management. | ||
| 7im.co.uk | 2002 | London, United Kingdom | Investment management and financial planning services are provided by 7IM. | |||
| ascotlloyd.co.uk | 2004 | Reading, United Kingdom | Provider of financial advisory services |
Detailed competitors of Osprey Financial Services
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Top companies in Asset Management
3 companies that operate in the same segment as Osprey Financial Services (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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Related news about Osprey Financial Services
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Frequently Asked Questions about Osprey Financial Services
Osprey Financial Services was founded in 2015.
Osprey Financial Services is headquartered in Dundee, United Kingdom. It is registered at Dundee, Scotland, United Kingdom.
Osprey Financial Services was established in 2015 and is based in Dundee, United Kingdom. Operations focus on the financial services sector, where planning and advisory services are delivered to individuals and businesses. The company is directed by Managing Director Michael Smith, with activities centered on supporting client financial goals through structured planning approaches. The domain ospreyfinancialservices.co.uk serves as the primary online presence for these services.
Osprey Financial Services's top competitors include Quilter, Ascot Lloyd and 7IM.
Osprey Financial Services has 1 investor. Key investors include Milecrossfs.
Yes. Osprey Financial Services was acquired by Milecrossfs in June 2024.