Investment Quorum Overview

  • Founded
  • 2000
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 8
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Investment Quorum General Information

Description

Provider of wealth management services. The company offers advice and detailed financial planning including debt analysis, retirement devising, insurance analysis and planning, estate and inheritance tax planning, investment review, portfolio management, return strategies and portfolio lending services, based on aspirations, goals, and value for private clients, charities, and trustees.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Other Capital Markets/Institutions
Parent Company
Primary Office
  • Guildhall House
  • 85 Gresham Street
  • London EC2V 7NQ
  • England, United Kingdom
+44 020 0000 0000
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Investment Quorum Valuation & Funding

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

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Investment Quorum Executive Team (4)

Name Title Board Seat Contact Info
Petronella West Chief Executive Officer
Peter Lowman Chief Investment Officer, Director & Member of Investment Committee
Lee Robertson Founder
Jeremy Sharman Chairman
To view Investment Quorum’s complete executive team members history, request access »

Investment Quorum Board Members (1)

Name Representing Role Since
000000 0000000 Investment Quorum Chairman 000 0000
To view Investment Quorum’s complete board members history, request access »

Investment Quorum Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-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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