Perceptive Planning Overview

  • Year Founded
  • 2009

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 9

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Perceptive Planning General Information

Description

Provider of financial planning services catering to trustees, charities to private individuals. The company is engaged in providing investment planning, investment management, risk management and investment advisory services, thereby helping people manage their financial affairs to meet life goals, such as buying a home, saving for a child's education, or planning for retirement.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Corporate Office
  • New Broad Street House
  • 35 New Broad Street
  • London EC2M 1NH
  • England, United Kingdom
+44 020
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Parent Company
Transcend Wealth
Vertical(s)
Industrials
Corporate Office
  • New Broad Street House
  • 35 New Broad Street
  • London EC2M 1NH
  • England, United Kingdom
+44 020

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Perceptive Planning Valuation & Funding

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

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Perceptive Planning 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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Perceptive Planning FAQs

  • When was Perceptive Planning founded?

    Perceptive Planning was founded in 2009.

  • Where is Perceptive Planning headquartered?

    Perceptive Planning is headquartered in London, United Kingdom.

  • What is the size of Perceptive Planning?

    Perceptive Planning has 9 total employees.

  • What industry is Perceptive Planning in?

    Perceptive Planning’s primary industry is Consulting Services (B2B).

  • Is Perceptive Planning a private or public company?

    Perceptive Planning is a Private company.

  • What is Perceptive Planning’s current revenue?

    The current revenue for Perceptive Planning is .

  • When was Perceptive Planning acquired?

    Perceptive Planning was acquired on 04-Oct-2012.

  • Who acquired Perceptive Planning?

    Perceptive Planning was acquired by Transcend Wealth.

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