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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- 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. 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.
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.
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Funding Insights of WealthClub
| 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 WealthClub
WealthClub has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Clubfinance. 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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Investment services are provided by Clubfinance in the United Kingdom.
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2002 |
| 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 - WealthClub
| 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 |
Wealthclub Comparisons
Competitors of WealthClub
| 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 Wealthclub
Frequently Asked Questions about WealthClub
When was WealthClub founded?
WealthClub was founded in 2016.
Where is WealthClub located?
WealthClub is headquartered in Bristol, United Kingdom. It is registered at Bristol, England, United Kingdom.
Who is the current CEO of WealthClub?
Alex Davies is the current CEO of WealthClub. They have also founded this company.
What does WealthClub do?
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.
What products or services does WealthClub offer?
WealthClub offers VCT Investments, EIS Funds, SEIS Funds, Managed Portfolios, and Private Markets Funds.
How many acquisitions has WealthClub made?
WealthClub has made 1 acquisition, including Clubfinance.
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