About Utopia Financial Planning
Utopia Financial Planning is a company based in Liversedge (United Kingdom) founded in 2018 was acquired by Fairstone in July 2021. Utopia Financial Planning operates in a competitive market with competitors including Mattioli Woods, Equiom Group, abrdn, WHIreland and Sandaire, among others.
- Headquarter Liversedge, United Kingdom
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website utopiafp.co.uk
- Social LinkedIn X Facebook
- Acquired by Fairstone (Jul 2021)
Investors in Utopia Financial Planning
Utopia Financial Planning has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Fairstone.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Fairstone is engaged in providing wealth management and financial planning services. | – | fairstone.co.uk | Sunderland, United Kingdom |
Investor details for Utopia Financial Planning
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Timeline of Utopia Financial Planning
2 dated milestones of Utopia Financial Planning across 3 years, from founding to its latest funding, stage changes and deals.
- Founded Utopia Financial Planning is founded.
- Exit Acquired by Fairstone.
Competitors of Utopia Financial Planning
Utopia Financial Planning 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 | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| mattioliwoods.com | 1991 | Leicester, United Kingdom | – | 800 | Wealth management services are provided by Mattioli Woods. | |
| equiomgroup.com | 1978 | Douglas, United Kingdom | – | 67 | Wealth management firm | |
| abrdn.com | 1825 | Edinburgh, United Kingdom | – | 604 | Multiple sectors are invested in by abrdn's private equity fund. | |
| whirelandplc.com | 1872 | London, United Kingdom | – | 158 | Wealth management services are provided to clients by WHIreland. | |
| sandaire.com | 1998 | London, United Kingdom | – | 2,346 | Wealth management services are provided to clients by Sandaire. | |
| oberoninvestments.com | 1988 | London, United Kingdom | – | 2 | Wealth management services are provided to clients by the firm. | |
| titanwh.com | 2020 | London, United Kingdom | – | – | Wealth management and investment services are provided to clients. | |
| artorius.com | 2014 | Manchester, United Kingdom | $5.36M | 40 | Wealth management company | |
| rbcwealthmanagement.com | 1910 | London, United Kingdom | – | – | Delivers wealth management services, including portfolio advisory and financial planning. |
Detailed competitors of Utopia Financial Planning
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- Full competitor set
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Similar companies to Utopia Financial Planning
10 companies that operate in the same segment as Utopia Financial Planning (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
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 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
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Frequently Asked Questions about Utopia Financial Planning
Utopia Financial Planning was founded in 2018.
Utopia Financial Planning is headquartered in Liversedge, United Kingdom. It is registered at Liversedge, West Yorkshire, United Kingdom.
Utopia Financial Planning was founded in 2018 in Liversedge, United Kingdom. The firm operates within the wealth management sector, where financial advisory and investment planning services are delivered to individuals and businesses. Core activities include portfolio management and retirement strategies, with operations centered in the UK. The companys domain, utopiafp.co.uk, supports client interactions and resource access. Geographic focus remains on the local and national market.
Utopia Financial Planning's top competitors include abrdn, Sandaire and Mattioli Woods.
Utopia Financial Planning has 1 investor. Key investors include Fairstone.
Yes. Utopia Financial Planning was acquired by Fairstone in July 2021.