Quilter

London, United Kingdom Founded: 2018 • Age: 8 yrs
Quilter is engaged in providing financial advice and investment management.
Annual revenue $6.8B Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products 3 Services tracked
Competitors 10 Brand Intelligence

About Quilter

Quilter is a company based in London (United Kingdom) founded in 2018. It operates as a Professional Services and Commission-Based. Quilter has completed 3 acquisitions, including Charles Derby, Freedom Financial Planning and NuWealth. Quilter offers products and services including Financial Advice, Investment Portfolios, and Retirement Planning. Quilter operates in a competitive market with competitors including Mattioli Woods, Equiom Group, abrdn, WHIreland and Sandaire, among others.

  • Headquarter London, United Kingdom
  • Stage Public
  • Sectors
    Financial Services
  • Email
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name Quilter Plc
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $6.83 B (USD)
    17.79
    as on Dec 31, 2024
  • Net Profit
    -$42.6 M (USD)
    -180.95
    as on Dec 31, 2024
  • EBITDA
    $136.57 M (USD)
    -33.13
    as on Dec 31, 2024
  • Latest Funding Round
    Not available
  • Investors
    Not available
  • Employee Count
    Not available
  • Investments & Acquisitions
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IPO & Listings of Quilter

Quilter is a publicly listed company on the LSE with ticker symbol QLT in UK, operating in the Finance sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.

Exchange: LSE · Ticker: QLT · Sector: Finance · UK

Products & Services of Quilter

Quilter offers a comprehensive portfolio of products and services, including Financial Advice, Investment Portfolios, and Retirement Planning.

Product name locked
Category locked
Primary

Financial advice is provided to achieve personal goals.

Product name locked
Category locked
Locked

Investment portfolios are managed for optimal financial growth.

Product name locked
Category locked
Locked

Retirement plans are crafted for a secure future.

People of Quilter

Headcount 1000-5000
Employee Profiles 242
Board Members and Advisors 8
Employee Profiles
People
Melanie Millin
Financial Planning Consultant
People
Tosin James-Odukoya
Head Of HR - Chief Distribution Office
People
Paul Wallbridge
Procurement Manager
People
Clare Barrett
Company Secretary

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Board Members and Advisors
people
George Reid
Independent Non-executive Director
people
Moira Kilcoyne
Independent Non-executive Director
people
Ruth Markland
Chair
people
Rosie Harris
Independent Non-executive Director

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Funding Insights of Quilter

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Detailed funding history for Quilter

Round names, dates, amounts, investors, and valuation history require an active premium plan.

  • Round names and dates
  • Funding amounts
  • Participating investors
  • Valuation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by Quilter

Quilter has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include Charles Derby, Freedom Financial Planning and NuWealth.

Investments
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Investment portfolio details for Quilter

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

Verified entity values are shown only after access is granted.

Acquisitions
Company Name Description Domain Location Founded Year Amount
Fintech platform offering a mobile application for saving and investing wealth
Locked Locked 2017 Locked
Financial advisory and planning solutions are provided for investment industries.
Locked Locked 2011 Locked
Provider of financial planning & advisory services
Locked Locked 1974 Locked
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Complete acquisition details for Quilter

Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.

  • Transaction dates
  • Acquired stakes
  • Disclosed values
  • Domains and locations

Verified entity values are shown only after access is granted.

Financial Statements - Quilter

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Detailed financials for Quilter

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  • Historical revenue
  • Profit trends
  • Statement rows
  • Financial ratios

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Quilter Comparisons

Quilter Primary company
Description
Quilter is engaged in providing financial advice and investm...
Location
London, United Kingdom
Founded Year
2018
Annual Revenue
$6.83 B (USD)
Net Profit
-$42.6 M (USD)
EBITDA
$136.57 M (USD)
Employees
Not available
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Peer comparison for Quilter

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

  • Named peers
  • Headcount comparison
  • Funding comparison
  • Operating benchmarks

Verified entity values are shown only after access is granted.

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Competitors of Quilter

Quilter 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 Mattioli Woods, Equiom Group, abrdn, WHIreland and Sandaire, among others.

Company Name Domain Founded year HQ Location Description
Locked Locked Locked
Wealth management services are provided by Mattioli Woods.
Locked Locked Locked
Wealth management firm
Locked Locked Locked
Multiple sectors are invested in by abrdn's private equity fund.
Locked Locked Locked
Wealth management services are provided to clients by WHIreland.
Locked Locked Locked
Wealth management services are provided to clients by Sandaire.
Locked Locked Locked
Wealth management services are provided to clients by the firm.
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Detailed competitors of Quilter

Competitor domains, locations, full profiles, and operating metrics require an active premium plan.

  • Domains and locations
  • Full company profiles
  • Operating metrics
  • Competitive positioning

Verified entity values are shown only after access is granted.

Latest news on Quilter

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Complete news archive for Quilter

Full article history, source details, and older brand coverage require an active premium plan.

  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

Verified entity values are shown only after access is granted.

Frequently Asked Questions about Quilter

Quilter was founded in 2018.

Quilter is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.

Paul Feeney is the current CEO of Quilter.

Annual revenue of Quilter is $6.83B as on Dec 31, 2024.

Quilter is involved in offering financial advice and investment management services. The company operates within the financial sector, focusing on wealth management and retirement planning. Solutions provided include bespoke investment portfolios, multi-asset funds, and trust planning. Services are tailored to help clients achieve financial goals across various life stages. The platform also supports online account management and access to a network of financial advisers.

Quilter's top competitors include abrdn, Sandaire and Mattioli Woods.

Quilter offers Financial Advice, Investment Portfolios, and Retirement Planning.

Yes, Quilter is publicly traded on LSE under the ticker symbol QLT.

Quilter has made 3 acquisitions, including Charles Derby, Freedom Financial Planning, and NuWealth.

The ticker symbol of Quilter is QLT on LSE.

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