About Willingdon Wealth Management
Willingdon Wealth Management is a company based in Huntersville (United States) founded in 2003 by Mike Kayes was acquired by Exencial Wealth in April 2020.. Willingdon Wealth Management offers products and services including Investment Management, Estate Planning, Financial Planning, and Tax Planning. Willingdon Wealth Management operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter Huntersville, United States
- Founders Mike Kayes
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
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Social
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- Legal Name Exencial Wealth Advisors
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
Exencial Wealth
(Apr 01, 2020)
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Products & Services of Willingdon Wealth Management
Willingdon Wealth Management offers a comprehensive portfolio of products and services, including Investment Management, Estate Planning, Financial Planning, and Tax Planning. 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.
Customized portfolios for client financial goals and risk profiles.
Assists in drafting and interpreting estate documents for client intentions.
Crafts plans including retirement and tax projections for long-term security.
Coordinates tax projections and filings with other financial services.
Funding Insights of Willingdon Wealth Management
| 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 |
Investors in Willingdon Wealth Management
Willingdon Wealth Management has secured backing from 1 investor. Prominent investors backing the company include Exencial Wealth. 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.
| Investor | Description | Founded Year | Domain | Location |
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Offers integrated financial planning, investment management, estate planning, and tax services.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Willingdon Wealth Management
| 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 |
Financial Statements - Willingdon Wealth Management
| 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 |
Willingdon Wealth Management Comparisons
Competitors of Willingdon Wealth Management
Willingdon Wealth Management 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 Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Mutual life insurance and asset management services are provided.
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| 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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On-demand services are booked through an app-based platform.
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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 Willingdon Wealth Management
Frequently Asked Questions about Willingdon Wealth Management
When was Willingdon Wealth Management founded?
Willingdon Wealth Management was founded in 2003.
Where is Willingdon Wealth Management located?
Willingdon Wealth Management is headquartered in Huntersville, United States. It is registered at Huntersville, North Carolina, United States.
What does Willingdon Wealth Management do?
Willingdon Wealth Management was established in 2003 in Huntersville, United States, by Mike Kayes, who holds the position of Founder and President. Operations focus on the investment and wealth management sector, where advisory services for asset allocation, portfolio management, and financial planning are delivered. The firm serves clients primarily within the United States, emphasizing structured approaches to long-term wealth preservation and growth.
Who are the top competitors of Willingdon Wealth Management?
Willingdon Wealth Management's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Willingdon Wealth Management offer?
Willingdon Wealth Management offers Investment Management, Estate Planning, Financial Planning, and Tax Planning.
Who are Willingdon Wealth Management's investors?
Willingdon Wealth Management has 1 investor. Key investors include Exencial Wealth.
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