Finli Overview
- Year Founded
-
2021
- Status
-
Private
- Employees
-
100
- Latest Deal Type
-
Debt - Acquisition
- Financing Rounds
-
2
- Investments
-
24
Finli General Information
Description
Provider of wealth management and advisory services intended for the people of the United Kingdom. The company delivers holistic and hybrid advice with market-leading investment solutions, enabling clients to simplify the complex world of finance and to help them take charge of their future.
Contact Information
Website
www.finli.co.ukCorporate Office
- PO Box 894
- Stockport Central Delivery Office, Green Lane
- Stockport SK4 2HQ
- England, United Kingdom
Corporate Office
- PO Box 894
- Stockport Central Delivery Office, Green Lane
- Stockport SK4 2HQ
- England, United Kingdom
Finli Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Finli Signals
Finli Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Finli Investments (24)
Finli’s most recent deal was a Buyout/LBO with Adrian Smith Wealth Management. The deal was made on 16-Apr-2026.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Adrian Smith Wealth Management | 16-Apr-2026 | Buyout/LBO | Other Financial Services | ||
| GM Wealth Management | 16-Apr-2026 | Buyout/LBO | Other Financial Services | ||
| JSP Financial Services | 16-Apr-2026 | Buyout/LBO | Other Financial Services | ||
| Roxborough Wealth Management | 16-Apr-2026 | Buyout/LBO | Other Financial Services | ||
| Finli (Thirteen Firms in the United Kingdom) | 01-Jan-2026 | Buyout/LBO | Other Financial Services |
Finli Affiliates
Subsidiaries (5)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| Graham Colley Solicitor | Rochester, United Kingdom | 2016 | |
| Adrian Smith Wealth Management | Blackpool, United Kingdom | 2015 | |
| Beaufort Group | Redhill, United Kingdom | 2012 | |
| MMR Financial Planning (Midlands) | Kingswinford, United Kingdom | 2000 | |
| EP Wealth Management (Dundee) | Dundee, United Kingdom | 1994 |
Finli FAQs
-
When was Finli founded?
Finli was founded in 2021.
-
Where is Finli headquartered?
Finli is headquartered in Stockport, United Kingdom.
-
What is the size of Finli?
Finli has 100 total employees.
-
What industry is Finli in?
Finli’s primary industry is Asset Management.
-
Is Finli a private or public company?
Finli is a Private company.
-
What is Finli’s current revenue?
The current revenue for Finli is .
-
Who are Finli’s investors?
J.C. Flowers has invested in Finli.
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