About Wealthtime
Wealthtime is a Technology company based in Bath (United Kingdom) founded in 2008, and was acquired by AnaCap in February 2020. Financial solutions and services are provided to advisers and investors. Its chief executive, as recorded, is Patrick Mill. Its website wealthtime.com draws about 77 thousand monthly visits. Wealthtime offers products and services including Wealthtime Platform and Wealthtime Classic. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Suite. Its legal entity is WEALTHTIME TRUSTEES LIMITED.
Company details
Wealthtime was founded in 2008 and is based in Bath, United Kingdom. The platform operates within the financial services sector, delivering tools for financial advisers to support client needs in retirement planning, investments, and pension products. Distinct solutions are offered to enable investors to manage finances and make decisions, with a focus on advisory services across various client requirements.
- Headquarters Bath, United Kingdom
- Stage Acquired
- SectorsTechnology
- Website category Finance · Insurance
- Email••••••••
- Website wealthtime.com
- Social LinkedIn X
- Acquired by AnaCap (Feb 2020)
- Legal Name Wealthtime Trustees Limited
- Date of Incorporation 10 May, 2007
- Jurisdiction SALISBURY, ENGLAND
Products & Services of Wealthtime
Wealthtime offers a comprehensive portfolio of products and services, including Wealthtime Platform and Wealthtime Classic.
Platform for advisers to access investment tools and propositions
Legacy system for tracking and managing user investments
Investors in Wealthtime
Wealthtime has secured backing from 1 investor. Prominent investors backing the company include AnaCap.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
AnaCap is recognized as a specialist private equity firm focused on European financial ecosystems. | anacap.com | London, United Kingdom |
Investor details for Wealthtime
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Verified entity values are shown only after access is granted.
People of Wealthtime
33 people are tracked at Wealthtime (17 in leadership, 16 in team).
| Name | Role | Group |
|---|---|---|
Patrick Mill | CEO | Leadership |
Neil Keller | Head Of Information Security | Leadership |
Chris Belbin | Head Of Investment Administration | Leadership |
Julie Gawthorpe | Director Of Operations | Leadership |
Lucy Hall | Senior People Partner | Leadership |
James Slade | Chief Financial Officer | Leadership |
Daniel Villis | Head Of Marketing | Leadership |
Mike Blackburn | Commercial Finance Director | Leadership |
Vicki Baker | Chief People Officer | Leadership |
Ieuan Hughes | Finance Business Partner | Leadership |
Jadine P. | Head Of People & Culture Transformation | Leadership |
Brett Ball | Head Of CASS | Leadership |
Lauren Sumbler | People Business Partner | Leadership |
Rufus Mills | Head Of Service Delivery | Leadership |
Haylie Carr | Head Of HR | Leadership |
George Woodley | Head Of Delivery | Leadership |
Garry McLuckie | Group Marketing Director | Leadership |
Dave Ladds | Senior Developer | Team |
Catalina Hatos | Remediation Team Manager | Team |
Dom Aviss | Technical Product Owner | Team |
13 more people are available in the full profile.
Complete people profiles for Wealthtime
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
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Verified entity values are shown only after access is granted.
Timeline of Wealthtime
2 dated milestones of Wealthtime across 12 years, from founding to its latest funding, stage changes and deals.
- Founded Wealthtime is founded.
- Exit Acquired by AnaCap.
Web traffic of Wealthtime
The website of Wealthtime (wealthtime.com) receives about 76.6K visits a month and ranks #447,312 among all websites worldwide, #2,264 in Insurance.
- Monthly visits76.6K
▲ 9.2% vs previous month
- Unique visitors12.4K
per month
- Global rank#447,312
among all websites
- Category rank#2,264
Finance · Insurance
- Bounce rate49%
- Pages per visit3.0
- Average visit1 min 13 sec
- DevicesDesktop 51% · Mobile 49%
Websites whose visitors overlap most with Wealthtime. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| citywire.com | 100% | 634.4K | #84,403 | View details | |
| instagram.com | 56% | 7.1B | #4 | View details | |
chatgpt.com | chatgpt.com | 52% | #6 | – | |
| reddit.com | 51% | 4.4B | #9 | View details | |
| x.com | 50% | 4.5B | #5 | View details |
Top companies in Investment & Financial Technology
2 companies that operate in the same segment as Wealthtime (Investment & Financial Technology) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Online data source platform for information, analytics, and solutions for governments and financial markets | 1959 | London, England, United Kingdom | USD 1.41 B | |||
AI-based platform for automated personal spend management is provided. | 2016 | London, England, United Kingdom | USD 75.78 M |
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Related news about Wealthtime
Complete news archive for Wealthtime
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Frequently Asked Questions about Wealthtime
Wealthtime was founded in 2008.
Wealthtime is headquartered in Bath, United Kingdom. It is registered at Bath, Somerset, United Kingdom.
Patrick Mill is the CEO of Wealthtime, as recorded in our data.
Wealthtime was founded in 2008 and is based in Bath, United Kingdom. The platform operates within the financial services sector, delivering tools for financial advisers to support client needs in retirement planning, investments, and pension products. Distinct solutions are offered to enable investors to manage finances and make decisions, with a focus on advisory services across various client requirements.
Wealthtime offers Wealthtime Platform and Wealthtime Classic.
Wealthtime has 1 investor. Key investors include AnaCap.
Wealthtime operates through Wealthtime Trustees Limited.
Yes. Wealthtime was acquired by AnaCap in February 2020.