Wren Sterling Overview

  • Year Founded
  • 1990

Year Founded

  • Status
  • Private

  • Employees
  • 217

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 4

  • Investments
  • 23

Wren Sterling General Information

Description

Provider of financial planning and advisory services intended for private and corporate clients across the United Kingdom. The company offers financial and corporate protection advice with an aim to deliver a better return on investment for employers on their employee benefits strategy, ensuring businesses are correctly protected and business owners plan for their financial future.

Contact Information

Formerly Known As
Towergate Financial
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Corporate Office
  • 13-19 Derby Road
  • Nottingham NG1 5AA
  • England, United Kingdom
+44 0115
Primary Industry
Other Financial Services
Other Industries
Specialized Finance
Corporate Office
  • 13-19 Derby Road
  • Nottingham NG1 5AA
  • England, United Kingdom
+44 0115

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Wren Sterling Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Wren Sterling Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of financial planning and advisory services intended for private and corporate clients across the United Kingdo
Other Financial Services
Nottingham, United Kingdom
217 As of 2024

Saffron Walden, United Kingdom
 

Sunderland, United Kingdom
 
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Wren Sterling Competitors (3)

One of Wren Sterling’s 3 competitors is Greenwood Financial Planning, a Corporate Backed or Acquired company based in Saffron Walden, United Kingdom.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Greenwood Financial Planning Corporate Backed or Acquired Saffron Walden, United Kingdom
Fairstone Group Private Equity-Backed Sunderland, United Kingdom
Chartered Wealth Management Private Equity-Backed Manchester, United Kingdom
You’re viewing 3 of 3 competitors. Get the full list »

Wren Sterling Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Wren Sterling Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Wren Sterling Investments & Acquisitions (23)

Wren Sterling’s most recent deal was a Buyout/LBO with In Focus Asset Management & Tax Solutions. The deal was made on 13-Aug-2024.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
In Focus Asset Management & Tax Solutions 13-Aug-2024 Buyout/LBO Other Financial Services
Howe Maxted Financial Services 17-Jun-2024 Buyout/LBO Other Commercial Services
Thompson Wright Chartered Accountants 28-Mar-2024 Buyout/LBO Other Financial Services
Kingswood Consultants 11-Oct-2023 Buyout/LBO Consulting Services (B2B)
Stockdale & Co. 01-Aug-2023 Buyout/LBO Asset Management
You’re viewing 5 of 23 investments and acquisitions. Get the full list »

Affiliates

Subsidiaries (6)

Name Industry Location Year Founded
Orion Consulting Group Richmond, United Kingdom 2016
Margetts Wealth Management Birmingham, United Kingdom 2002
In Focus Asset Management & Tax Solutions Fareham, United Kingdom 1998
Stockdale & Co. Lanivet, United Kingdom 1995
Ralston Bennett Financial Planning Holywood, United Kingdom 1987
You’re viewing 5 of 6 affiliates. Get the full list.  »

Wren Sterling FAQs

  • When was Wren Sterling founded?

    Wren Sterling was founded in 1990.

  • Where is Wren Sterling headquartered?

    Wren Sterling is headquartered in Nottingham, United Kingdom.

  • What is the size of Wren Sterling?

    Wren Sterling has 217 total employees.

  • What industry is Wren Sterling in?

    Wren Sterling’s primary industry is Other Financial Services.

  • Is Wren Sterling a private or public company?

    Wren Sterling is a Private company.

  • What is Wren Sterling’s current revenue?

    The current revenue for Wren Sterling is .

  • How much funding has Wren Sterling raised over time?

    Wren Sterling has raised $194K.

  • Who are Wren Sterling’s investors?

    Lightyear Capital has invested in Wren Sterling.

  • Who are Wren Sterling’s competitors?

    Greenwood Financial Planning, Fairstone Group, and Chartered Wealth Management are competitors of Wren Sterling.

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