About RMB Financial Management
RMB Financial Management is a company based in Knaresborough (United Kingdom) founded in 2000 by Andrew Burnside was acquired by Prosperis in October 2023.. RMB Financial Management offers products and services including Financial Planning, Investments, Pensions, Wealth Management, and Protection Planning. RMB Financial Management operates in a competitive market with competitors including Quilter, 7IM, Ascot Lloyd, Manx Financial Group and Wren Sterling, among others.
- Headquarter Knaresborough, United Kingdom
- Founders Andrew Burnside
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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
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- Legal Name Rmb Financial Management Ltd
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Products & Services of RMB Financial Management
RMB Financial Management offers a comprehensive portfolio of products and services, including Financial Planning, Investments, Pensions, Wealth Management, and Protection 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.
Service for creating personalized financial strategies
Advises on savings and investment options for clients
Assists with retirement planning and pension schemes
Manages assets and plans for long-term financial security
Provides life assurance and critical illness coverage options
Funding Insights of RMB Financial Management
| 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 |
Investors in RMB Financial Management
RMB Financial Management has secured backing from 1 investor. Prominent investors backing the company include Prosperis. 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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Independent financial advice and employee benefit consultancy are provided by Prosperis.
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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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Venture capital is directed toward companies in multiple sectors.
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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 RMB Financial 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 - RMB Financial 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 |
Rmb Financial Management Comparisons
Competitors of RMB Financial Management
RMB Financial 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 Quilter, 7IM, Ascot Lloyd, Manx Financial Group and Wren Sterling, 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 |
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 planning services are provided to clients in the UK.
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| domain | founded_year | HQ Location |
Financial advisory services are provided to clients by Sparrows Capital.
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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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Frequently Asked Questions about RMB Financial Management
When was RMB Financial Management founded?
RMB Financial Management was founded in 2000.
Where is RMB Financial Management located?
RMB Financial Management is headquartered in Knaresborough, United Kingdom. It is registered at Knaresborough, North Yorkshire, United Kingdom.
What does RMB Financial Management do?
RMB Financial Management was founded in 2000 by co-founder Andrew Burnside in Knaresborough, United Kingdom. Operations focus on the financial advisory sector, where investment and pension advice are delivered. Services include wealth management, savings and investments, financial planning, and market data analysis. These activities support clients across the UK financial landscape.
Who are the top competitors of RMB Financial Management?
RMB Financial Management's top competitors include Quilter, Ascot Lloyd and Manx Financial Group.
What products or services does RMB Financial Management offer?
RMB Financial Management offers Financial Planning, Investments, Pensions, Wealth Management, and Protection Planning.
Who are RMB Financial Management's investors?
RMB Financial Management has 1 investor. Key investors include Prosperis.