Succession Wealth Overview

  • Founded

  • 2009

Founded
  • Status

  • Private

  • Employees

  • 170

Employees
  • Latest Deal Type

  • Buyout/​LBO

  • Financing Rounds

  • 6

  • Investments

  • 63

Succession Wealth General Information

Description

Provider of wealth management services intended to offer financial planning for its clients. The company through its open-architecture platform offers access to funds, as well as a comprehensive range of alternative investment types covering all asset classes to high net-worth individuals, charities, pension funds, self-invested personal pensions and trusts, enabling them to drive sustainable profit and recurrent revenue streams by building a portfolio tailored to their individual needs, financial circumstances and risk profile.

Contact Information

Website
successionwealth.co.uk
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Primary Office
  • 60 Church Street
  • Birmingham B3 2DJ
  • England, United Kingdom
+44 0121 000 0000

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Succession Wealth Valuation & Funding

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

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Succession Wealth Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of wealth management services intended to offer financial planning for its clients. The company through its ope
Asset Management
Birmingham, United Kingdom
170 As of 2022
000.00
0000 0000-00-00
000000000000 000.00

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00000 0000000000
London, United Kingdom
000 As of 0000
00000
0000 0000-00-00
0000000 0000 00000

000000

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000000000 00000000
London, United Kingdom
000 As of 0000
00000
0000 0000-00-00
000000&0 00000
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Succession Wealth Competitors (3)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
MoneyFarm Private Equity-Backed London, United Kingdom 000 00000 0000000 0000 00000
000000. Formerly VC-backed London, United Kingdom 000 00000 000000&0 00000
000000000 Formerly VC-backed Penarth, United Kingdom 00 00.000 00000000000
You’re viewing 3 of 3 competitors. Get the full list »

Succession Wealth Executive Team (13)

Name Title Board Seat Contact Info
James Stevenson Chief Executive Officer
Simon Taylor Managing Director
Susan Puddephatt Chief Risk Officer
Paul Morrish Group Corporate Director
Steve Willis Group Finance Director
You’re viewing 5 of 13 executive team members. Get the full list »

Succession Wealth Board Members (9)

Name Representing Role Since
00000000000 0000 Succession Wealth Board Member 000 0000
0000000 000000 Succession Wealth Board Member 000 0000
You’re viewing 2 of 9 board members. Get the full list »

Succession Wealth Signals

Growth Rate

0.80% Weekly
Growth
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

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Succession Wealth Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Succession Wealth Investments & Acquisitions (63)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0+0 000000 00 05-Oct-2022 0000000000 Other Financial Services 00000 000
000000 000000 31-Jan-2022 0000000000 Other Financial Services 00000 000
00000000 0000 17-Jan-2022 0000000000 Other Financial Services 00000 000
000000000 000 20-Dec-2021 0000000000 Other Financial Services 00000 000
JCF Financial 20-Dec-2021 Buyout/LBO Other Financial Services 00000 000
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Succession Wealth Subsidiaries (7)

Company Name Industry Location Founded
LRH Wealth Management Consulting Services (B2B) Elland, United Kingdom 2007
0000000000 000000 Other Financial Services High Wycombe, United Kingdom 0000
0+0 000000 0000000 Other Financial Services York, United Kingdom 0000
00000000 000000 00 Other Financial Services Bearsden, United Kingdom 0000
00000000000 00000 Other Financial Services Edinburgh, United Kingdom 0000
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Succession Wealth Exits (4)

Company Name Exit Date Exit Type Exit Size Status Buyers
00000 000000 00000 02-Aug-2017 0000000000 Completed
  • 2 buyers
000 00000 00000000 30-Jan-2015 0000000000 Completed
  • 2 buyers
0000000 000000 19-May-2014 0000000000 Completed
  • 2 buyers
Jacobs Financial Group (United Kingdom) 19-Nov-2010 Buyout/LBO Completed
  • 2 buyers
To view Succession Wealth’s complete exits history, request access »