Succession Wealth Overview
- Year Founded
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2009
- Status
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Private
- Employees
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687
- Latest Deal Type
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Buyout/LBO
- Financing Rounds
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6
- 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 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 (11)
One of Succession Wealth’s 11 competitors is Polus Capital Management, a Corporate Backed or Acquired company based in London, United Kingdom.
| 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 | ||||
| Betterment | Venture Capital-Backed | New York, NY | ||||
| Ludlow Wealth Management Group | Formerly PE-Backed | Southport, United Kingdom | ||||
| Hawksmoor Investment Management | Private Equity-Backed | Exeter, United Kingdom | ||||
| Wealthfront | Formerly VC-backed | Palo Alto, CA |
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)
Succession Wealth’s most recent deal was a Buyout/LBO with True Wealth Group. The deal was made on 01-Oct-2024.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| True Wealth Group | 01-Oct-2024 | Buyout/LBO | Asset Management | ||
| London Wall Partners | 05-Jun-2024 | Buyout/LBO | Other Financial Services | ||
| DFP Health & Wealth Management | 09-Jan-2024 | Buyout/LBO | Other Financial Services | ||
| Spence & Spence | 09-May-2023 | Buyout/LBO | Asset Management | ||
| G+E Wealth Management | 05-Oct-2022 | Buyout/LBO | Other Financial Services |
Succession Wealth Exits (7)
Succession Wealth’s most recent exit was on 02-Aug-2017 from Sigma Wealth Strategies. The exit was categorized as with 2 buyers.
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| Sigma Wealth Strategies | 02-Aug-2017 | Completed |
|
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| Independent Women | 08-Mar-2017 | Completed |
|
||
| Tom Munro Financial Solutions | 30-Jan-2015 | Completed |
|
||
| Clearwater Wealth Management | 19-May-2014 | Completed |
|
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| Coleman Clough | 19-May-2014 | Buyout/LBO | Completed |
|
Succession Wealth Affiliates
Subsidiaries (3)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| LRH Wealth Management | Elland, United Kingdom | 2007 | |
| Campbell Dallas Financial Services | Bearsden, United Kingdom | 1998 | |
| Firth & Scott Insurance Brokers | Nottingham, United Kingdom | 1964 |
Succession Wealth FAQs
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When was Succession Wealth founded?
Succession Wealth was founded in 2009.
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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 687 total employees.
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What industry is Succession Wealth in?
Succession Wealth’s primary industry is Asset Management.
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Is Succession Wealth a private or public company?
Succession Wealth is a Private company.
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What is the current valuation of Succession Wealth?
The current valuation of Succession Wealth is .
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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.
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Who are Succession Wealth’s investors?
Aviva (London) has invested in Succession Wealth.
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Who are Succession Wealth’s competitors?
Polus Capital Management, Betterment, Ludlow Wealth Management Group, Hawksmoor Investment Management, and Wealthfront are some of the 11 competitors of Succession Wealth.
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