About Wren Sterling
Wren Sterling is a company based in Nottingham (United Kingdom) founded in 2015 was acquired by Lightyear Capital in July 2021.. Wren Sterling has completed 10 acquisitions, including Active Wealth Management, Callisto Wealth Management and Critchleys. Wren Sterling offers products and services including Investment Advice, Retirement Planning, Tax Planning, Inheritance Tax Planning, and Workplace Benefits Advice. Wren Sterling operates in a competitive market with competitors including Quilter, 7IM, Ascot Lloyd, Manx Financial Group and Sparrows Capital, among others.
- Headquarter Nottingham, United Kingdom
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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 Wren Sterling Financial Planning Limited
- Date of Incorporation 01 Aug, 2014
- Jurisdiction NOTTINGHAM, ENGLAND
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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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Investments & Acquisitions
Active Wealth Management
& 9 more
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Acquired by
Lightyear Capital
(Jul 21, 2021)
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Products & Services of Wren Sterling
Wren Sterling offers a comprehensive portfolio of products and services, including Investment Advice, Retirement Planning, Tax Planning, Inheritance Tax Planning, and Workplace Benefits Advice. 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.
Guidance on personalized investment options and goals.
Custom plans for retirement savings and post-work finances.
Strategies for efficient wealth organization and allowances.
Advice on estate organization for tax efficiency.
Consultation on employee benefits and wellbeing programs.
Insurance planning for life and critical illness coverage.
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Funding Insights of Wren Sterling
| 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 Wren Sterling
Wren Sterling has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Lightyear Capital. 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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Private equity firm investing in financial services sector
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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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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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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 Wren Sterling
Wren Sterling has strategically engaged in corporate development activities, having acquired 10 companies. Notable acquisitions include Active Wealth Management, Callisto Wealth Management and Critchleys. 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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Provider of tax, investment solution, insurance, and employee benefits services
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2014 | ||||
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Provider of wealth management services
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2013 | ||||
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Investment and wealth management services are offered in the UK.
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2010 |
| 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 - Wren Sterling
| 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 |
Wren Sterling Comparisons
Competitors of Wren Sterling
Wren Sterling 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 Quilter, 7IM, Ascot Lloyd, Manx Financial Group and Sparrows Capital, 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 |
Quilter is engaged in providing financial advice and investment management.
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| domain | founded_year | HQ Location |
Investment management and financial planning services are provided by 7IM.
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| domain | founded_year | HQ Location |
Provider of financial advisory services
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| domain | founded_year | HQ Location |
Wealth management services are provided to clients internationally.
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| domain | founded_year | HQ Location |
Financial advisory services are provided to clients by Sparrows Capital.
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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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| 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 Wren Sterling
Frequently Asked Questions about Wren Sterling
When was Wren Sterling founded?
Wren Sterling was founded in 2015.
Where is Wren Sterling located?
Wren Sterling is headquartered in Nottingham, United Kingdom.
What does Wren Sterling do?
Wren Sterling was established in 2015 in Nottingham, United Kingdom, as a firm specializing in financial planning. Operations are conducted within the financial services sector, where advisory support is offered for personal finance management and investment strategies. Services encompass retirement planning, wealth accumulation, and risk assessment, primarily serving individuals and families across the region. The firms activities are regulated under UK financial standards, ensuring compliance and client-focused delivery.
Who are the top competitors of Wren Sterling?
Wren Sterling's top competitors include Quilter, Ascot Lloyd and Manx Financial Group.
What products or services does Wren Sterling offer?
Wren Sterling offers Investment Advice, Retirement Planning, Tax Planning, Inheritance Tax Planning, and 2 more products and services.
How many acquisitions has Wren Sterling made?
Wren Sterling has made 10 acquisitions, including Active Wealth Management, Callisto Wealth Management, and Critchleys.
Who are Wren Sterling's investors?
Wren Sterling has 1 investor. Key investors include Lightyear Capital.
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