About Premier Wealth Management
Premier Wealth Management is a company based in York (United Kingdom) founded in 2016 was acquired by AFH Wealth Management in November 2018.. The company has 424 employees as of October 31, 2021. Premier Wealth Management operates in a competitive market with competitors including Moneyfarm, A J Bell, The Openwork Partnership, Y TREE and My Pension Expert, among others.
- Headquarter York, United Kingdom
- Employees 424 as on 31 Oct, 2021
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Sectors
Technology
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Afh Independent Financial Services Limited
- Date of Incorporation 08 Aug, 2000
- Jurisdiction BROMSGROVE, WORCESTERSHIRE
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Annual Revenue
$83.01 M (USD)22as on Oct 31, 2021
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Net Profit
$13.82 M (USD)22as on Oct 31, 2021
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
424
as on Oct 31, 2021
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Acquired by
AFH Wealth Management
(Nov 05, 2018)
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Funding Insights of Premier Wealth Management
| 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 Premier Wealth Management
Premier Wealth Management has secured backing from 1 investor. Prominent investors backing the company include AFH Wealth Management. 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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Diversified investment and wealth management firm
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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 Premier Wealth Management
| 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 - Premier Wealth Management
| 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 |
Premier Wealth Management Comparisons
Competitors of Premier Wealth Management
Premier Wealth Management 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 Moneyfarm, A J Bell, The Openwork Partnership, Y TREE and My Pension Expert, 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 |
Platform for investment planning & advisory services
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| domain | founded_year | HQ Location |
Financial advisory and retirement planning services are provided to users.
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| domain | founded_year | HQ Location |
Online financial advisory platform for individuals and families is operated.
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| domain | founded_year | HQ Location |
Personal wealth is managed via an online platform.
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| domain | founded_year | HQ Location |
Pensions and retirement planning solutions are provided to users.
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| domain | founded_year | HQ Location |
AI-powered financial advice automation solutions are provided.
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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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Frequently Asked Questions about Premier Wealth Management
When was Premier Wealth Management founded?
Premier Wealth Management was founded in 2016.
Where is Premier Wealth Management located?
Premier Wealth Management is headquartered in York, United Kingdom.
How many employees does Premier Wealth Management have?
As of Oct 31, 2021, the latest employee count at Premier Wealth Management is 424.
What is the annual revenue of Premier Wealth Management?
Annual revenue of Premier Wealth Management is $83.01M as on Oct 31, 2021.
What does Premier Wealth Management do?
Premier Wealth Management was established in 2016 in York, United Kingdom. An online platform is operated within the financial services sector, focusing on wealth management and planning. Core operations involve digital tools for investment advice, portfolio management, and financial strategy development. Services are delivered remotely to clients across the UK, with emphasis on personalized advisory support through the domain pwm-ltd.co.uk. The firm maintains a base in York for administrative functions.
Who are the top competitors of Premier Wealth Management?
Premier Wealth Management's top competitors include Moneyfarm, A J Bell and The Openwork Partnership.
Who are Premier Wealth Management's investors?
Premier Wealth Management has 1 investor. Key investors include AFH Wealth Management.
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