Wesleyan

Birmingham, United Kingdom Founded: 1841 • Age: 185 yrs
Financial advice and services are provided by Wesleyan for professionals.
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About Wesleyan

Wesleyan is a company based in Birmingham (United Kingdom) founded in 1841. It operates as a Professional Services, and Commission-Based. Wesleyan has completed 3 acquisitions, including DPAS, Hampshire Trust Bank (HTB) and Practice Plan. Wesleyan offers products and services including Financial Advice, Stocks & Shares ISA, Pensions & Retirement Planning, Mortgages, and Insurance.

  • Headquarter Birmingham, United Kingdom
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Wesleyan Assurance Society
Operational Areas
Financial Services → Insurance & Risk Management
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
    $17.05 M (USD), Debt – Conventional

    Jun 28, 2019

  • Investors
  • Employee Count
    Employee Count
  • Investments & Acquisitions
    DPAS

    & 2 more

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Products & Services of Wesleyan

Wesleyan offers a comprehensive portfolio of products and services, including Financial Advice, Stocks & Shares ISA, Pensions & Retirement Planning, Mortgages, and Insurance. 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.

Primary

Tailored financial advice is provided for specific professions.

Investment in ISAs is offered with minimal contributions.

Retirement planning services are provided with expert guidance.

Mortgage solutions are tailored for various property needs.

Various insurance products are offered for personal protection.

People of Wesleyan
Headcount 1000-5000
Employee Profiles 107
Board Members and Advisors 8
Employee Profiles
People
David Stewart
Chief Operating Officer
People
Mario Mazzocchi
Group Chief Executive
People
Jignesh S.
Actuarial Associate
People
Martin Lawrence
Director of Investments

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Board Members and Advisors
people
Nathan Moss
Chairman
people
Anne Torry
Chair of the With Profits Committee
people
Harpreet Sood
Director
people
Rita Bajaj
Director

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Funding Insights of Wesleyan

  • Total Funding
  • Total Rounds 2
  • Last Round Debt – Conventional — $17.0M
  • First Round

    (01 Aug 2018)

  • Investors Count 1
Date Amount Transaction Name Valuation Lead Investors Investors
Jun, 2019 Amount Debt – Conventional - Wesleyan Valuation

investors

Aug, 2018 Amount Debt – Conventional - Wesleyan Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Wesleyan

Wesleyan has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include DND Finance. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Institutional
Investor Description Founded Year Domain Location
Equipment financing is provided to businesses by DND Finance.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Wesleyan

Wesleyan has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include DPAS, Hampshire Trust Bank (HTB) and Practice Plan. 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.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Industrial gas cutting, welding, and positioning equipment is manufactured.
1996
Practice-branded patient membership plans are provided for healthcare practices.
1995
Hampshire Trust Bank is recognized as a specialist bank focused on savings and finance solutions.
1990
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Wesleyan

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Wesleyan Comparisons

Employees
+
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Competitors of Wesleyan

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Wesleyan

Frequently Asked Questions about Wesleyan

When was Wesleyan founded?

Wesleyan was founded in 1841 and raised its 1st funding round 177 years after it was founded.

Where is Wesleyan located?

Wesleyan is headquartered in Birmingham, United Kingdom. It is registered at Birmingham, England, United Kingdom.

What does Wesleyan do?

Specialist financial advice is offered by Wesleyan to doctors, dentists, and education professionals. Services are tailored to individual needs across sectors like healthcare and education. Solutions include investments, pensions, mortgages, and insurance products. Support is extended through personalized planning for retirement, estate management, and business funding. A focus is placed on creating brighter financial futures for trusted professions with expert guidance from dedicated advisers.

What products or services does Wesleyan offer?

Wesleyan offers Financial Advice, Stocks & Shares ISA, Pensions & Retirement Planning, Mortgages, and Insurance.

How many acquisitions has Wesleyan made?

Wesleyan has made 3 acquisitions, including DPAS, Hampshire Trust Bank (HTB), and Practice Plan.

Who are Wesleyan's investors?

Wesleyan has 1 investor. Key investors include DND Finance.

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