G+E Wealth Management Overview
- Year Founded
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2006
- Status
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Acquired/Merged
- Employees
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26
- Latest Deal Type
-
Buyout/LBO
- Financing Rounds
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1
- Investments
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1
G+E Wealth Management General Information
Description
Provider of financial advisory services intended to offer guidance towards achieving financial goals. The company offers investment advice, retirement planning and estate planning through the implementation of pension plans, succession planning and inheritance tax planning, enabling clients to plan for their financial security in the future.
Contact Information
Website
www.gewealth.co.ukCorporate Office
- Monks Cross Drive
- 1st Floor Unit 2 Arabesque
- York YO32 9GW
- England, United Kingdom
Corporate Office
- Monks Cross Drive
- 1st Floor Unit 2 Arabesque
- York YO32 9GW
- England, United Kingdom
G+E Wealth Management Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
G+E Wealth Management Comparisons
Industry
Financing
Details
G+E Wealth Management Competitors (6)
One of G+E Wealth Management’s 6 competitors is Fairstone Group, a Private Equity-Backed company based in Sunderland, United Kingdom.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Fairstone Group | Private Equity-Backed | Sunderland, United Kingdom | ||||
| Ifa.1 | Corporation | Nottingham, United Kingdom | ||||
| Ludlow Wealth Management Group | Formerly PE-Backed | Southport, United Kingdom | ||||
| Perspective Managing Wealth | Private Equity-Backed | Chorley, United Kingdom | ||||
| Redwood Financial Family Wealth & Estate Planners | Corporation | Southampton, United Kingdom |
G+E Wealth Management Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
G+E Wealth Management Acquisitions (1)
G+E Wealth Management’s most recent deal was a Merger/Acquisition with HKA (FS) for . The deal was made on 29-Jun-2021.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| HKA (FS) | 29-Jun-2021 | Merger/Acquisition | Asset Management |
G+E Wealth Management FAQs
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When was G+E Wealth Management founded?
G+E Wealth Management was founded in 2006.
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Where is G+E Wealth Management headquartered?
G+E Wealth Management is headquartered in York, United Kingdom.
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What is the size of G+E Wealth Management?
G+E Wealth Management has 26 total employees.
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What industry is G+E Wealth Management in?
G+E Wealth Management’s primary industry is Other Financial Services.
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Is G+E Wealth Management a private or public company?
G+E Wealth Management is a Private company.
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What is G+E Wealth Management’s current revenue?
The current revenue for G+E Wealth Management is .
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Who are G+E Wealth Management’s competitors?
Fairstone Group, Ifa.1, Ludlow Wealth Management Group, Perspective Managing Wealth, and Redwood Financial Family Wealth & Estate Planners are some of the 6 competitors of G+E Wealth Management.
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When was G+E Wealth Management acquired?
G+E Wealth Management was acquired on 05-Oct-2022.
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Who acquired G+E Wealth Management?
G+E Wealth Management was acquired by Succession Wealth.
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