Find A Wealth Manager.com Overview

  • Founded
  • 2012

Founded

  • Status
  • Private

  • Employees
  • 5

Employees

  • Latest Deal Type
  • Angel

  • Latest Deal Amount
  • $704K

  • Investors
  • 2

Find A Wealth Manager.com General Information

Description

Developer of a wealth management platform intended to connect individuals to wealth managers. The company's platform helps net-worth individuals to find the matched wealth managers for their individual profiles and needs, enabling investors to achieve their financial goals.

Contact Information

Website
www.findawealthmanager.com
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Other Financial Services
Other Industries
Media and Information Services (B2B)
Primary Office
  • Alpha House
  • 100 Borough High Street
  • London SE1 1LB
  • England, United Kingdom
+44 020 0000 0000

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Find A Wealth Manager.com Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. Angel (individual) 08-Feb-2017 $704K 00.000 Completed Startup
1. Seed Round 31-Dec-2014 00000 00000 Completed Startup
To view Find A Wealth Manager.com’s complete valuation and funding history, request access »

Find A Wealth Manager.com Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a wealth management platform intended to connect individuals to wealth managers. The company's platform hel
Other Financial Services
London, United Kingdom
5 As of 2023
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Culver City, CA
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000000000 00000000
Singapore, Singapore
000 As of 0000
000.00
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00000000000 000.00
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Find A Wealth Manager.com Competitors (16)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Altruist Venture Capital-Backed Culver City, CA 000 00000 00000000000 00000
0000 Venture Capital-Backed Singapore, Singapore 000 000.00 00000000000 000.00
000000 Venture Capital-Backed San Francisco, CA 000 00000 000000000 00000
0000000 Private Equity-Backed Chicago, IL 000 000.00 000000000000 000.00
00000000 Corporate Backed or Acquired Jersey City, NJ 0000 000000&0
You’re viewing 5 of 16 competitors. Get the full list »

Find A Wealth Manager.com Executive Team (2)

Name Title Board Seat Contact Info
Lee Goggin Co-Founder
You’re viewing 1 of 2 executive team members. Get the full list »

Find A Wealth Manager.com Board Members (2)

Name Representing Role Since
Dean Proctor Self Board Member 000 0000
Duncan Walker Self Board Member 000 0000
To view Find A Wealth Manager.com’s complete board members history, request access »

Find A Wealth Manager.com Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Find A Wealth Manager.com Investors (2)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Prive Holdings Angel (individual) Minority 000 0000 000000 0
Vulpes Investment Management Family Office Minority 000 0000 000000 0
To view Find A Wealth Manager.com’s complete investors history, request access »

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