Clearwater Wealth Management Overview

  • Year Founded
  • 2005

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 151

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 2

Clearwater Wealth Management General Information

Description

Provider of financial advisory services to business owners, professionals, high-net-worth individuals and retired capital owners. The company specializes in financial modeling, chartered financial planning, retirement planning, investment management and inheritance tax planning, thereby helping clients to estimate, manage and execute the costs of their plans.

Contact Information

Website
www.clearwaterwealth.co.uk
Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Corporate Office
  • The Business Centre, 42 Wycombe Road
  • Holmer Green, Bucks
  • High Wycombe HP15 6RY
  • England, United Kingdom
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Acquirer
Perspective Managing Wealth
Corporate Office
  • The Business Centre, 42 Wycombe Road
  • Holmer Green, Bucks
  • High Wycombe HP15 6RY
  • England, United Kingdom

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Clearwater Wealth Management Valuation & Funding

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

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Clearwater Wealth Management Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Clearwater Wealth Management Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Clearwater Wealth Management FAQs

  • When was Clearwater Wealth Management founded?

    Clearwater Wealth Management was founded in 2005.

  • Where is Clearwater Wealth Management headquartered?

    Clearwater Wealth Management is headquartered in High Wycombe, United Kingdom.

  • What is the size of Clearwater Wealth Management?

    Clearwater Wealth Management has 151 total employees.

  • What industry is Clearwater Wealth Management in?

    Clearwater Wealth Management’s primary industry is Consulting Services (B2B).

  • Is Clearwater Wealth Management a private or public company?

    Clearwater Wealth Management is a Private company.

  • What is Clearwater Wealth Management’s current revenue?

    The current revenue for Clearwater Wealth Management is .

  • Who are Clearwater Wealth Management’s investors?

    Succession Wealth has invested in Clearwater Wealth Management.

  • When was Clearwater Wealth Management acquired?

    Clearwater Wealth Management was acquired on 03-Mar-2026.

  • Who acquired Clearwater Wealth Management?

    Clearwater Wealth Management was acquired by Perspective Managing Wealth.

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