Smart Wealth Management Overview

  • Year Founded
  • 2003

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 3


  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Smart Wealth Management General Information


Provider of personal wealth management services. The company provides services such as retirement planning through pensions, investment strategy, protection of wealth via insurance and inheritance tax planning.

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Corporate Office
  • 42 Brook Street
  • Mayfair
  • London W1K 5DB
  • England, United Kingdom

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Smart Wealth Management Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Smart Wealth Management Signals

Growth Rate

0.80% Weekly
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


Similarweb Unique Visitors


Majestic Referring Domains


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Smart Wealth Management FAQs

  • When was Smart Wealth Management founded?

    Smart Wealth Management was founded in 2003.

  • Where is Smart Wealth Management headquartered?

    Smart Wealth Management is headquartered in London, United Kingdom.

  • What is the size of Smart Wealth Management?

    Smart Wealth Management has 3 total employees.

  • What industry is Smart Wealth Management in?

    Smart Wealth Management’s primary industry is Asset Management.

  • Is Smart Wealth Management a private or public company?

    Smart Wealth Management is a Private company.

  • What is Smart Wealth Management’s current revenue?

    The current revenue for Smart Wealth Management is 000000.

  • When was Smart Wealth Management acquired?

    Smart Wealth Management was acquired on 24-Aug-2012.

  • Who acquired Smart Wealth Management?

    Smart Wealth Management was acquired by Succession Wealth.

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