Perceptive Planning Overview
- Year Founded
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2009
- Status
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Acquired/Merged
- Employees
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9
- Latest Deal Type
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M&A
- Financing Rounds
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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
Website
www.perceptiveplanning.co.uk(Operating Subsidiary)
Corporate Office
- New Broad Street House
- 35 New Broad Street
- London EC2M 1NH
- England, United Kingdom
Corporate Office
- New Broad Street House
- 35 New Broad Street
- London EC2M 1NH
- England, United Kingdom
Perceptive Planning Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
Perceptive Planning Signals
Perceptive Planning FAQs
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When was Perceptive Planning founded?
Perceptive Planning was founded in 2009.
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Where is Perceptive Planning headquartered?
Perceptive Planning is headquartered in London, United Kingdom.
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What is the size of Perceptive Planning?
Perceptive Planning has 9 total employees.
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What industry is Perceptive Planning in?
Perceptive Planning’s primary industry is Consulting Services (B2B).
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Is Perceptive Planning a private or public company?
Perceptive Planning is a Private company.
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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.
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Who acquired Perceptive Planning?
Perceptive Planning was acquired by Transcend Wealth.
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