Succession Wealth Overview
- Year Founded
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2009
- Status
-
Private
- Employees
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634
- Latest Deal Type
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2ndary - Private
- Financing Rounds
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7
- Investments
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66
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
www.successionwealth.co.ukCorporate Office
- 60 Church Street
- Birmingham B3 2DJ
- England, United Kingdom
Corporate Office
- 60 Church Street
- Birmingham B3 2DJ
- England, United Kingdom
Succession Wealth Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Succession Wealth Comparisons
Industry
Financing
Details
Succession Wealth Competitors (10)
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Polus Capital Management | Corporate Backed or Acquired | London, United Kingdom | ||||
| Progeny Group | Private Equity-Backed | Leeds, United Kingdom | ||||
| Ludlow Wealth Management Group | Formerly PE-Backed | Southport, United Kingdom | ||||
| TAM Asset Management | Private Equity-Backed | London, United Kingdom | ||||
| Skerritt Consultants | Private Equity-Backed | Hove, United Kingdom |
Succession Wealth Executive Team (21)
| Name | Title | Board Seat |
|---|---|---|
| Roger Marsden | Chief Executive Officer | |
| Steve Willis | Chief Financial Officer | |
| Chris Truman | Chief Technology Officer | |
| Simon Taylor | Managing Director | |
| Susan Puddephatt | Chief Risk Officer |
Succession Wealth Board Members (9)
| Name | Representing | Role | Since |
|---|---|---|---|
| Self | Board Member |
Succession Wealth Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Succession Wealth Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Succession Wealth Investments & Acquisitions (66)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| London Wall Partners | 05-Jun-2024 | Other Financial Services | |||
| DFP Health & Wealth Management | 09-Jan-2024 | Other Financial Services | |||
| Spence & Spence | 09-May-2023 | Asset Management | |||
| G+E Wealth Management | 05-Oct-2022 | Other Financial Services | |||
| Oxford Advisory Partnership | 31-Jan-2022 | Buyout/LBO | Other Financial Services |
Succession Wealth Subsidiaries (6)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| London Wall Partners | Other Financial Services | London, United Kingdom | 2012 |
| LRH Wealth Management | Consulting Services (B2B) | Elland, United Kingdom | |
| Clearwater Wealth Management | Other Financial Services | High Wycombe, United Kingdom | |
| Campbell Dallas Financial Services | Other Financial Services | Bearsden, United Kingdom | |
| Prosser Knowles Associates | Other Financial Services | Gloucester, United Kingdom |
Succession Wealth FAQs
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When was Succession Wealth founded?
Succession Wealth was founded in 2009.
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Who is the founder of Succession Wealth?
Simon Chamberlain is the founder of Succession Wealth.
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Who is the CEO of Succession Wealth?
Roger Marsden is the CEO of Succession Wealth.
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Where is Succession Wealth headquartered?
Succession Wealth is headquartered in Birmingham, United Kingdom.
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What is the size of Succession Wealth?
Succession Wealth has 634 total employees.
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What industry is Succession Wealth in?
Succession Wealth’s primary industry is Asset Management.
-
Is Succession Wealth a private or public company?
Succession Wealth is a Private company.
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What is Succession Wealth’s current revenue?
The current revenue for Succession Wealth is .
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How much funding has Succession Wealth raised over time?
Succession Wealth has raised $36.3M.
-
Who are Succession Wealth’s investors?
Aviva (Multi-line Insurance) has invested in Succession Wealth.
-
Who are Succession Wealth’s competitors?
Polus Capital Management, Progeny Group, Ludlow Wealth Management Group, TAM Asset Management, and Skerritt Consultants are some of the 10 competitors of Succession Wealth.
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