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findaWEALTHMANAGER.com is a free online tool which helps high net worth individuals find the best-matched wealth managers for their individual profile and needs. In the crowded - and often confusing - wealth management market, it can be difficult to know which provider is the right choice. findaWEALTHMANAGER.com takes all the legwork and guesswork out of the process. Now, investors can meet a selection of wealth managers which they know have the right capabilities and expertise. findaWEALTHMANAGER.com is aimed at affluent individuals who want their wealth to work harder. Retirees, entrepreneurs, professionals and expatriates are all among the thousands of people who come to our site every month to start the process of finding the right wealth manager for their specific requirements. findaWEALTHMANAGER.com offers an incredible variety of wealth managers to ensure that we are able to cater for all kinds of client, with every kind of need. Our panel covers the entire spectrum of wealth managers – large and small, traditional and more recently established, independent and bank-owned. The company was founded in the UK in 2012.

Website https://www.findawealthmanager.com
Revenue $5 million
Employees 4 (2 on RocketReach)
Founded 2012
Phone +44 20 7193 5691
Technologies
Industry Financial Services, Finance General, Consulting, Financial Software, Cost-effective lead generation for wealth managers, Finance, FinTech, Client-side wealth management research, Promoting the wealth management proposition, Marketing, Helping HNW individuals get their wealth working harder, Sales and Marketing
Web Rank 2 Million
Keywords Wealth Management, Financial Advisor, High Net Worth, High Net Worth Individuals, Investment Management, Portfolio Management, Advisor Search, Financial Planning, Affluent Individuals, Investment Advisor, Online Wealth Management, Estate Planning, Retirement Planning, Private Wealth Management, Financial Services, Fee Based Financial Advisor
Competitors Fidelity Investments, Vanguard, Schwab Advisor Services, Zillow, Wealthsimple, Betterment, NerdWallet, Wealthfront, Personal Capital, SmartAsset +35 more (view full list)
SIC SIC Code 62 Companies, SIC Code 628 Companies
NAICS NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52399 Companies, NAICS Code 5239 Companies

findaWEALTHMANAGER.com Questions

The findaWEALTHMANAGER.com annual revenue was $5 million in 2026.

Lee Goggin is the Co-Founder of findaWEALTHMANAGER.com.

2 people are employed at findaWEALTHMANAGER.com.

The NAICS codes for findaWEALTHMANAGER.com are [523, 52, 52399, 5239].

The SIC codes for findaWEALTHMANAGER.com are [62, 628].

Top findaWEALTHMANAGER.com Employees

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