Westcotts Financial Management Overview
- Year Founded
-
2001
- Status
-
Acquired/Merged
- Employees
-
19
- Latest Deal Type
-
Buyout/LBO
- Financing Rounds
-
1
Westcotts Financial Management General Information
Description
Provider of financial planning services intended to provide independent guidance for sound financial decision-making. The company offers personalized planning, objective advice, and regional insight, enabling individuals and businesses throughout the region to achieve financial clarity.
Contact Information
Corporate Office
- Exter
- United Kingdom
Corporate Office
- Exter
- United Kingdom
Westcotts Financial Management Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Westcotts Financial Management Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Westcotts Financial Management Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Westcotts Financial Management FAQs
-
When was Westcotts Financial Management founded?
Westcotts Financial Management was founded in 2001.
-
Where is Westcotts Financial Management headquartered?
Westcotts Financial Management is headquartered in Exter, United Kingdom.
-
What is the size of Westcotts Financial Management?
Westcotts Financial Management has 19 total employees.
-
What industry is Westcotts Financial Management in?
Westcotts Financial Management’s primary industry is Other Financial Services.
-
Is Westcotts Financial Management a private or public company?
Westcotts Financial Management is a Private company.
-
What is Westcotts Financial Management’s current revenue?
The current revenue for Westcotts Financial Management is .
-
Who are Westcotts Financial Management’s investors?
Westcotts (SW) has invested in Westcotts Financial Management.
-
When was Westcotts Financial Management acquired?
Westcotts Financial Management was acquired on 25-Nov-2025.
-
Who acquired Westcotts Financial Management?
Westcotts Financial Management was acquired by Advanta Wealth.
Data Transparency
-
Meet our data hygiene team
Discover how our experts ensure you’re getting the most accurate financial data in the industry.
Read more -
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
