Clearwater Wealth Management Overview

  • Founded
  • 2006
  • Status
  • Acquired/​Merged
  • Employees
  • 5
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

Clearwater Wealth Management General Information


Provider of financial advisory services. The company provides financial services like financial modelling, chartered financial planning, retirement planning, investment management and inheritance tax planning.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Other Capital Markets/Institutions
Other Industries
Other Financial Services
Primary Office
  • 42 Wycombe Road
  • Holmer Green
  • High Wycombe HP15 6RY
  • England, United Kingdom
+44 01494 000000
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Clearwater Wealth Management Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Clearwater Wealth Management Executive Team (2)

Name Title Board Seat Contact Info
David Wightman Managing Partner & Co-Founder
Graham Ponting Managing Partner
To view Clearwater Wealth Management’s complete executive team members history, request access »

Clearwater Wealth Management Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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