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Company profile: Executive Wealth Management

1.1 - Company Overview

Executive Wealth Management Logo

Executive Wealth Management

Headquarter: United Kingdom
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of financial advice to private clients, small business owners, families, and trustees, predominately on a fee basis, offering services including protection, investments, pensions, auto-enrollment, and mortgages to assist clients in achieving their financial objectives.

Products and services

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Key contacts

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Financial details

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1.2 - Competitors and similar companies to Executive Wealth Management

YieldX Logo

YieldX

HQ: United States Website
  • Description: Provider of an end-to-end digital platform for fixed income investing and portfolio management, powering personalization at scale and serving as a portal to liquid global yield-driven opportunities; integrates with FNZ's end-to-end platform.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full YieldX company profile →
Quor Logo

Quor

HQ: United Kingdom Website
  • Description: Provider of CTRM software for global commodities markets with a focus on metals. Provides trade management across physical and financial transactions, risk management, settlement, and post-trade reporting. Products: Trinity for trading lifecycle and hedging/risk management across forwards, futures, options, complex derivatives for metals and agricultural commodities; Fintrade for physical trading, P&L, inventory, logistics, and exchange/OTC trades.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Quor company profile →
BlackHedge Logo

BlackHedge

HQ: United States Website
  • Description: Provider of an AI-powered mobile investing app that helps individual investors in the stock and crypto markets enhance their investing strategies using AI.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full BlackHedge company profile →
Acorn Property Invest Logo

Acorn Property Invest

HQ: United Kingdom Website
  • Description: Provider of real estate investment opportunities for portfolio diversification, offering products aimed at regular income and capital growth. Established in 2019 as the fundraising arm of Acorn Property Group, operating within the financial services industry.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Acorn Property Invest company profile →
AFI Wealth Strategies Logo

AFI Wealth Strategies

HQ: United States Website
  • Description: Provider of wealth management services in Green Bay, Wisconsin, offering a team-based approach to financial planning with a broader scope of expertise than any one person.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full AFI Wealth Strategies company profile →
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2.M&A buyers

2.1 Potential strategic acquirers in the sector

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2.2 - Strategic buyer groups for Executive Wealth Management

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Buyer group 1: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to Executive Wealth Management

2.2 - Growth funds investing in similar companies to Executive Wealth Management

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4 - Top valuation comps for Executive Wealth Management

4.2 - Public trading comparable groups for Executive Wealth Management

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4.3 - M&A Transactions similar to Executive Wealth Management

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About Executive Wealth Management

What does Executive Wealth Management do?

Executive Wealth Management is a provider of financial advice to private clients, small business owners, families, and trustees, predominately on a fee basis, offering services including protection, investments, pensions, auto-enrollment, and mortgages to assist clients in achieving their financial objectives.

Who are Executive Wealth Management's competitors?

Executive Wealth Management's competitors and similar companies include YieldX, Quor, BlackHedge, Acorn Property Invest, and AFI Wealth Strategies.

Where is Executive Wealth Management headquartered?

Executive Wealth Management is headquartered in United Kingdom.

How many employees does Executive Wealth Management have?

Executive Wealth Management has 1,000 employees 🔒.

When was Executive Wealth Management founded?

Executive Wealth Management was founded in 2010 🔒.

What sector and industry vertical is Executive Wealth Management in?

Executive Wealth Management is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Executive Wealth Management

Who are the top strategic acquirers in Executive Wealth Management's sector and industry

Top strategic M&A buyers and acquirers in Executive Wealth Management's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for Executive Wealth Management?

Top strategic M&A buyers groups and sectors for Executive Wealth Management include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in Executive Wealth Management's sector and industry vertical

Which are the top PE firms investing in Executive Wealth Management's sector and industry vertical?

Top PE firms investing in Executive Wealth Management's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in Executive Wealth Management's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in Executive Wealth Management's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in Executive Wealth Management's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to Executive Wealth Management include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in Executive Wealth Management's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Executive Wealth Management?

The key public trading comparables and valuation benchmarks for Executive Wealth Management include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for Executive Wealth Management for public valuation benchmarks?

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What are recent M&A transactions in Executive Wealth Management's sector and industry vertical?

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What are recent capital raises and funding rounds in Executive Wealth Management's' sector and industry vertical?

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