Investment Quorum Overview

  • Year Founded
  • 2000

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 22


  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Investment Quorum General Information


Provider of wealth management services. The company's services include 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
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Financial Services
Corporate 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/
Post-Val Status Debt

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Investment Quorum Comparisons

HQ Location
Total Raised
Post Valuation
Provider of wealth management services. The company's services include financial planning including debt analysis, retir
Asset Management
London, United Kingdom
22 As of 2023


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Edinburgh, United Kingdom
0 As of 0000
00.000 0000-00-00


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00000 000000000 0000
London, United Kingdom
000 As of 0000
000.00 0000-00-00
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Investment Quorum Competitors (3)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Caledonia Asset Management Corporate Backed or Acquired Edinburgh, United Kingdom 0 000000&0
Raymond James Investment Services Corporate Backed or Acquired London, United Kingdom 000 000000&0
Cimea Patrimoine Private Equity-Backed La Roche sur Yon, France 00 000000000000
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Investment Quorum Executive Team (4)

Name Title Board Seat Contact Info
Petronella West Co-Founder & Chief Executive Officer
Lee Robertson Founder & Chief Executive Officer
Andy West Chief Operating Officer & Consultant
Peter Lowman Chief Investment Officer, Integral Member of Investment Committee & Director
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
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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Investment Quorum FAQs

  • When was Investment Quorum founded?

    Investment Quorum was founded in 2000.

  • Who is the founder of Investment Quorum?

    Petronella West and Lee Robertson are the founders of Investment Quorum.

  • Who is the CEO of Investment Quorum?

    Petronella West and Lee Robertson are the CEOs of Investment Quorum.

  • Where is Investment Quorum headquartered?

    Investment Quorum is headquartered in London, United Kingdom.

  • What is the size of Investment Quorum?

    Investment Quorum has 22 total employees.

  • What industry is Investment Quorum in?

    Investment Quorum’s primary industry is Asset Management.

  • Is Investment Quorum a private or public company?

    Investment Quorum is a Private company.

  • What is Investment Quorum’s current revenue?

    The current revenue for Investment Quorum is 000000.

  • Who are Investment Quorum’s competitors?

    Caledonia Asset Management, Raymond James Investment Services, and Cimea Patrimoine are competitors of Investment Quorum.

  • When was Investment Quorum acquired?

    Investment Quorum was acquired on 09-Aug-2018.

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