About Pareto
Pareto is a company based in Manchester (United Kingdom) founded in 2008 by George Chantry and John Stevenson. It operates as a Professional Services. Pareto offers products and services including Financial Planning, Investment & Savings, Pensions, and Inheritance Tax Planning. Pareto operates in a competitive market with competitors including Quilter, 7IM, Ascot Lloyd, Manx Financial Group and Sparrows Capital, among others.
- Headquarter Manchester, United Kingdom
- Founders George Chantry, John Stevenson
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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 Pareto Financial Planning Ltd
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
Virgin Money
& 1 more
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Employee Count
Employee Count
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Products & Services of Pareto
Pareto offers a comprehensive portfolio of products and services, including Financial Planning, Investment & Savings, Pensions, and Inheritance Tax Planning. 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.
Financial planning is provided for individuals and businesses.
Investment and savings solutions are offered to clients.
Pension planning services are delivered for retirement preparation.
Inheritance tax planning is provided for wealth transfer.
Funding Insights of Pareto
- Total Funding Total Funding
- Total Rounds 2
- Last Round Last Round
- First Round First Round
- Investors Count 2
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Aug, 2025 | Amount | Seed - Pareto | Valuation |
investors |
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| Apr, 2021 | Amount | Debt – Conventional - Pareto | Valuation |
investors |
| 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 Pareto
Pareto has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include Virgin Money and K3 Capital Group. 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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Virgin Money is recognized as a provider of banking and financial services in the UK.
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Founded Year | Domain | Location | |
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K3 Capital Group is engaged in providing professional advisory services to SMEs and private clients.
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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 Pareto
| 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 |
Financial Statements - Pareto
| 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 |
Pareto Comparisons
Competitors of Pareto
Pareto 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 Quilter, 7IM, Ascot Lloyd, Manx Financial Group and Sparrows Capital, 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 |
Quilter is engaged in providing financial advice and investment management.
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| domain | founded_year | HQ Location |
Investment management and financial planning services are provided by 7IM.
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| domain | founded_year | HQ Location |
Provider of financial advisory services
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| domain | founded_year | HQ Location |
Wealth management services are provided to clients internationally.
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| domain | founded_year | HQ Location |
Financial advisory services are provided to clients by Sparrows Capital.
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| domain | founded_year | HQ Location |
Financial planning services are provided to clients in the UK.
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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 Pareto
Frequently Asked Questions about Pareto
When was Pareto founded?
Pareto was founded in 2008 and raised its 1st funding round 13 years after it was founded.
Where is Pareto located?
Pareto is headquartered in Manchester, United Kingdom. It is registered at Manchester, Greater Manchester, United Kingdom.
What does Pareto do?
Independent financial advice is offered by Pareto, an award-winning financial planning firm based in Manchester, UK. Services are provided to individuals and businesses, focusing on wealth growth, retirement planning, family protection, inheritance tax planning, and employee benefits. Solutions are tailored to evolve with clients changing needs, priorities, and legislative or economic shifts. A robust advice process is followed to understand short, medium, and long-term aspirations before delivering appropriate recommendations. The firm is recognized in the FTAdviser Top 100 Advisers in the UK.
Who are the top competitors of Pareto?
Pareto's top competitors include Quilter, Ascot Lloyd and Manx Financial Group.
What products or services does Pareto offer?
Pareto offers Financial Planning, Investment & Savings, Pensions, and Inheritance Tax Planning.
Who are Pareto's investors?
Pareto has 2 investors. Key investors include Virgin Money, and K3 Capital Group.