Advanta Wealth Overview

  • Year Founded
  • 2012

Year Founded

  • Status
  • Private

  • Employees
  • 76

Employees

  • Latest Deal Type
  • Debt - Acquisition

  • Financing Rounds
  • 2

  • Investments
  • 8

Advanta Wealth General Information

Description

Provider of financial planning services intended to enhance returns and manage volatility in line with specific objectives and risk appetite. The company offers services such as planning for investment, inheritance and estate, retirement and tax planning as well as risk management services, thereby helping its clients in the creation, protection and distribution of their wealth efficiently.

Contact Information

Website
theadvantagroup.co.uk
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Corporate Office
  • 130 Buckingham Palace Road
  • London SW1W 9SA
  • England, United Kingdom
+44 0345
Primary Industry
Other Financial Services
Corporate Office
  • 130 Buckingham Palace Road
  • London SW1W 9SA
  • England, United Kingdom
+44 0345

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Advanta Wealth Valuation & Funding

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

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Advanta Wealth 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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Advanta Wealth Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Advanta Wealth Investments (8)

Advanta Wealth’s most recent deal was a Buyout/LBO with Westcotts Financial Management. The deal was made on 25-Nov-2025.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Westcotts Financial Management 25-Nov-2025 Buyout/LBO Other Financial Services
City Financial Planning 16-Oct-2024 Buyout/LBO Asset Management
Penney, Ruddy & Winter 07-May-2024 Buyout/LBO Other Financial Services
M W Wealth Management 13-Mar-2023 Buyout/LBO Asset Management
Ann Bellingham Financial Services 14-Oct-2022 Buyout/LBO Other Healthcare Services
You’re viewing 5 of 8 investments. Get the full list »

Advanta Wealth Affiliates

Subsidiaries (2)

Name Industry Location Year Founded
Genesis Financial Planning London, United Kingdom 2008
City Financial Planning Bath, United Kingdom 1996

Advanta Wealth FAQs

  • When was Advanta Wealth founded?

    Advanta Wealth was founded in 2012.

  • Where is Advanta Wealth headquartered?

    Advanta Wealth is headquartered in London, United Kingdom.

  • What is the size of Advanta Wealth?

    Advanta Wealth has 76 total employees.

  • What industry is Advanta Wealth in?

    Advanta Wealth’s primary industry is Other Financial Services.

  • Is Advanta Wealth a private or public company?

    Advanta Wealth is a Private company.

  • What is Advanta Wealth’s current revenue?

    The current revenue for Advanta Wealth is .

  • Who are Advanta Wealth’s investors?

    Beech Tree Private Equity has invested in Advanta Wealth.

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