About WealthClub
WealthClub is a company based in Bristol (United Kingdom) founded in 2016 by Alex Davies and Marta Caricato. It operates as a B2C and D2C. WealthClub has completed 1 acquisition, including Clubfinance. WealthClub offers products and services including VCT Investments, EIS Funds, SEIS Funds, Managed Portfolios, and Private Markets Funds.
- Headquarter Bristol, United Kingdom
- Founders Alex Davies, Marta Caricato
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name Wealth Club Asset Management Limited
- Date of Incorporation 30 Aug, 2002
- Jurisdiction BRISTOL, UNITED KINGDOM
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
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- Investments & Acquisitions
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Products & Services of WealthClub
WealthClub offers a comprehensive portfolio of products and services, including VCT Investments, EIS Funds, SEIS Funds, Managed Portfolios, and Private Markets Funds.
Provides access to Venture Capital Trusts for tax relief.
Offers Enterprise Investment Scheme for high-return opportunities.
Supports early-stage companies with tax benefits for investors.
Delivers diversified portfolios for long-term growth.
Grants access to private equity and real assets funds.
People of WealthClub
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Funding Insights of WealthClub
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Investments & Acquisitions by WealthClub
WealthClub has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Clubfinance.
Investment portfolio details for WealthClub
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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Investment services are provided by Clubfinance in the United Kingdom.
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Locked | Locked | 2002 | Locked |
Complete acquisition details for WealthClub
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Financial Statements - WealthClub
Detailed financials for WealthClub
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Wealthclub Comparisons
Peer comparison for WealthClub
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Competitors of WealthClub
Detailed competitors of WealthClub
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Latest news on Wealthclub
Complete news archive for WealthClub
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Frequently Asked Questions about WealthClub
WealthClub was founded in 2016.
WealthClub is headquartered in Bristol, United Kingdom. It is registered at Bristol, England, United Kingdom.
Alex Davies is the current CEO of WealthClub. They have also founded this company.
Wealth Club is a UK-based non-advisory investment service specializing in tax-efficient options like VCTs, EIS, and SEIS. It serves high net worth and sophisticated investors by providing access to private markets funds, managed portfolios, and educational resources. Located in Bristol, the company facilitates growth opportunities with potential tax relief and returns through carefully selected investments.
WealthClub offers VCT Investments, EIS Funds, SEIS Funds, Managed Portfolios, and Private Markets Funds.
WealthClub has made 1 acquisition, including Clubfinance.