About Titan Wealth
Titan Wealth is a Financial Services company based in London (United Kingdom) founded in 2020, and was acquired by Parthenon Capital in November 2023. Wealth management and investment services are provided to clients. Titan Wealth has completed 10 acquisitions, including Advisa Wealth, Aspirafp and Baggette Asset Management. Its website titanwh.com draws about 15 thousand monthly visits. Its focus areas include Asset Management and Wealth Management. Its legal entity is TITAN WEALTH HOLDINGS LIMITED. Its competitors include Mattioli Woods, abrdn and Equiom Group.
Company details
Titan Wealth is identified as a company potentially involved in financial services or wealth management. Specific details about sectors, solutions, or operational scope are not provided in the available content. Further information is required to elaborate on their activities.
- Headquarters London, United Kingdom
- Stage Acquired
- SectorsFinancial Services
- Website category Finance · Accounting and Auditing
- Email••••••••
- Phone•••• ••••
- Website titanwh.com/en-GB/global
- Social LinkedIn
- Acquired by Parthenon Capital (Nov 2023)
- Legal Name Titan Wealth Holdings Limited
- Date of Incorporation 10 Nov, 2020
- Jurisdiction ST. HELIER, JE2 3RA, JERSEY
- InvestorsAres Management
& 1 more
- Investments & AcquisitionsAdvisa Wealth
& 9 more
- Acquired byParthenon Capital
(Nov 2023)
Funding Insights of Titan Wealth
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of Titan Wealth with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul 2021 | Seed | – | – |
2 investors in total: 2 institutional.
Investors in Titan Wealth
Titan Wealth has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Ares Management and Parthenon Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Alternative asset investment management firm | 1997 | aresmgmt.com | Los Angeles, United States | |
Multiple sectors are invested in by this private equity fund. | parthenoncapital.com | Boston, United States |
Investor details for Titan Wealth
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Titan Wealth
18 people are tracked at Titan Wealth (9 in leadership, 9 in team).
| Name | Role | Group |
|---|---|---|
Jagdeep Dosanjh | Group Change Director | Leadership |
Jonathan Kay | Associate Director | Leadership |
Andrew Fearon | Joint-CEO and Head of M&A | Leadership |
Gretchen Roberts | Group Human Resources Director | Leadership |
Aiden Hendler | IT Operations Director | Leadership |
Mark Wilson | Group Operations Director | Leadership |
Ken Coveney | CFO | Leadership |
Damian Sharp | Chief Operating Officer | Leadership |
Andy Milne | Head Of Pre Sales And Implementation | Leadership |
Rebecca Harrington | Senior Operations Oversight Lead | Team |
Niraj Meghani | Treasury Payments Manager | Team |
Danijela Puljic | Senior Consultant | Team |
Sam Bent | Group Management Accountant | Team |
Dave Kirsop | Senior IT Project Engineer | Team |
Angeli Desai | Group Financial Controller | Team |
Grant Powell | Senior Infrastructure Engineer | Team |
Ivan Deschamps | Group IT Infrastructure – Architect | Team |
Thomas Grogan | Project Manager | Team |
Complete people profiles for Titan Wealth
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Titan Wealth
Titan Wealth has strategically engaged in corporate development activities, having acquired 10 companies. Notable acquisitions include Advisa Wealth, Aspirafp and Baggette Asset Management.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Provider of workplace pension scheme setup, review, and regulatory support | workplaceadvicegroup.com | 2013 | Apr 2025 | •••• | ||
Financial planning and wealth management services are provided by Advisa Wealth. | advisa.je | Jersey | 0 | Jan 2025 | $647.14M | |
Independent financial planning and advice are provided to clients. | iwpfp.co.uk | Meriden, United States | 0 | Dec 2024 | •••• | |
Wealth management, pension planning, and financial advisory services are offered. | aspirafp.co.uk | Bristol, United Kingdom | 2003 | Apr 2024 | •••• | |
Independent firm of financial planners and advisers based in Norwich, providing tailored financial advice for a better future | lovedayandpartners.com | Norwich, United Kingdom | 2010 | Apr 2024 | •••• | |
Personalized financial planning services are offered to UK clients. | prismadvice.co.uk | Gateshead, United Kingdom | 2005 | Mar 2024 | •••• | |
Investment research and consulting services are provided by Square Mile. | squaremileresearch.com | London, United Kingdom | 2013 | Jun 2023 | •••• | |
Investment management, financial planning, and employee benefit services are provided. | telfordmann.co.uk | Kettering, United Kingdom | 1988 | Jan 2023 | •••• | |
Diversified assets are managed for clients by the firm. | baggette-am.co.uk | Poole, United Kingdom | 2017 | Jul 2022 | •••• | |
Asset management services are provided to clients by the firm. | cardale-asset.co.uk | Harrogate, United Kingdom | 2003 | Feb 2022 | •••• |
Complete acquisition details for Titan Wealth
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Titan Wealth
13 dated milestones of Titan Wealth across 5 years, from founding to its latest funding, stage changes and deals.
- Founded Titan Wealth is founded.
- Funding First funding round.
- Acquisition Acquires Cardale Asset Management.
- Acquisition Acquires Baggette Asset Management.
- Acquisition Acquires Telford Mann.
- Acquisition Acquires Square Mile.
- Exit Acquired by Parthenon Capital.
- Acquisition Acquires Prism Financial Advice.
- Acquisition Acquires Loveday & Partners.
- Acquisition Acquires Aspirafp.
- Acquisition Acquires IWP Financial Planning.
- Acquisition Acquires Advisa Wealth.
- Acquisition Acquires Workplaceadvicegroup.
Competitors of Titan Wealth
Titan Wealth has 3 listed competitors in our database. They include Mattioli Woods, abrdn and Equiom Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| mattioliwoods.com | 1991 | Leicester, United Kingdom | 800 | Wealth management services are provided by Mattioli Woods. | ||
| abrdn.com | 1825 | Edinburgh, United Kingdom | 604 | Multiple sectors are invested in by abrdn's private equity fund. | ||
| equiomgroup.com | 1978 | Douglas, United Kingdom | 67 | Wealth management firm |
Detailed competitors of Titan Wealth
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
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Web traffic of Titan Wealth
The website of Titan Wealth (titanwh.com) receives about 14.9K visits a month and ranks #2,078,820 among all websites worldwide, #4,919 in Accounting and Auditing.
- Monthly visits14.9K
▲ 41.2% vs previous month
- Unique visitors4.5K
per month
- Global rank#2,078,820
among all websites
- Category rank#4,919
Finance · Accounting and Auditing
- Bounce rate49%
- Pages per visit2.2
- Average visit23 sec
- DevicesDesktop 14% · Mobile 86%
Websites whose visitors overlap most with Titan Wealth. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| mavencp.com | 100% | 14.3K | #1,502,400 | View details | |
| ftadviser.com | 75% | 171.1K | #326,928 | View details | |
| citywire.com | 75% | 634.4K | #84,403 | View details |
Top companies in Asset Management
3 companies that operate in the same segment as Titan Wealth (Asset Management) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | USD 6.37 B | 7,550 | ||
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | USD 141.4 B | 211,000 | ||
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | USD 78.79 B | 29,090 |
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Related news about Titan Wealth
Complete news archive for Titan Wealth
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Frequently Asked Questions about Titan Wealth
Titan Wealth was founded in 2020 and raised its 1st funding round 1 year after it was founded.
Titan Wealth is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.
Titan Wealth is identified as a company potentially involved in financial services or wealth management. Specific details about sectors, solutions, or operational scope are not provided in the available content. Further information is required to elaborate on their activities.
Titan Wealth's top competitors include abrdn, Mattioli Woods and Equiom Group.
Titan Wealth has made 10 acquisitions, including Advisa Wealth, Aspirafp, and Baggette Asset Management.
Titan Wealth has 2 investors. Key investors include Ares Management, and Parthenon Capital.
Titan Wealth operates through Titan Wealth Holdings Limited.
Yes. Titan Wealth was acquired by Parthenon Capital in November 2023.