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
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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 Quilter Plc
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Annual Revenue
$6.83 B (USD)17.79as on Dec 31, 2024
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Net Profit
$-42.6 M (USD)-180.95as on Dec 31, 2024
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EBITDA
$136.57 M (USD)-33.13as on Dec 31, 2024
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Latest Funding Round
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Investors
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Employee Count
Employee Count
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Investments & Acquisitions
Charles Derby
& 2 more
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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.
Products & Services of Quilter
Quilter offers a comprehensive portfolio of products and services, including Financial Advice, Investment Portfolios, and Retirement 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 advice is provided to achieve personal goals.
Investment portfolios are managed for optimal financial growth.
Retirement plans are crafted for a secure future.
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Software Development Team
64 people
Finance and Accounting
29 people
Leadership Team
16 people
Head Team
16 people
Human Resources and Administration
12 people
Sales and Marketing
10 people
Business Team
10 people
Senior Team
9 people
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Funding Insights of Quilter
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| 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 |
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. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| 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 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Fintech platform offering a mobile application for saving and investing wealth
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2017 | ||||
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Financial advisory and planning solutions are provided for investment industries.
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2011 | ||||
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Provider of financial planning & advisory services
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1974 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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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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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Quilter
| 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 |
Quilter Comparisons
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. 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 |
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| domain | founded_year | HQ Location |
Wealth management services are provided by Mattioli Woods.
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| domain | founded_year | HQ Location |
Wealth management firm
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| domain | founded_year | HQ Location |
Multiple sectors are invested in by abrdn's private equity fund.
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| domain | founded_year | HQ Location |
Wealth management services are provided to clients by WHIreland.
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| domain | founded_year | HQ Location |
Wealth management services are provided to clients by Sandaire.
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| domain | founded_year | HQ Location |
Wealth management services are provided to clients by the firm.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| 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 Quilter
Frequently Asked Questions about Quilter
When was Quilter founded?
Quilter was founded in 2018.
Where is Quilter located?
Quilter is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.
Who is the current CEO of Quilter?
Paul Feeney is the current CEO of Quilter.
What is the annual revenue of Quilter?
Annual revenue of Quilter is $6.83B as on Dec 31, 2024.
What does Quilter do?
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.
Who are the top competitors of Quilter?
Quilter's top competitors include abrdn, Sandaire and Mattioli Woods.
What products or services does Quilter offer?
Quilter offers Financial Advice, Investment Portfolios, and Retirement Planning.
Is Quilter publicly traded?
Yes, Quilter is publicly traded on LSE under the ticker symbol QLT.
How many acquisitions has Quilter made?
Quilter has made 3 acquisitions, including Charles Derby, Freedom Financial Planning, and NuWealth.
What is Quilter's ticker symbol?
The ticker symbol of Quilter is QLT on LSE.
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