Wren Sterling Overview
- Year Founded
-
1990

- Status
-
Private
- Employees
-
217

- 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
Website
www.wrensterling.comCorporate Office
- 13-19 Derby Road
- Nottingham NG1 5AA
- England, United Kingdom
Corporate Office
- 13-19 Derby Road
- Nottingham NG1 5AA
- England, United Kingdom
Wren Sterling Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
Wren Sterling Comparisons
Industry
Financing
Details
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 |
Wren Sterling Signals
Wren Sterling Investors
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
---|
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 |
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 |
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.
Data Transparency
-
Meet our data hygiene team
Discover how our experts ensure you’re getting the most accurate financial data in the industry.
Read blog » -
How PitchBook sources data
Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.
Discover our process »