Private Wealth, Unlocked. We're on a mission to unlock the financial advantages of the ultra wealthy. 1) Expertly managed portfolios managed by our in-house asset management team. 2) High Yield Savings: Market leading rates to make the most of your cash 3) Liquidity: Stay long term invested. We offer a line of credit if needed, subject to assessment, to help cover any costs without selling your portfolio (can't be used for investing) 4) Across wider assets - We aim to offer diversified, risk-managed portfolios of public equities, alternative and private market investments, to help diversify and enhance risk-adjusted returns Please remember, investing should be viewed as longer term. Your capital is at risk - the value of investments can go up and down, and you may get back less than you put in. FCA authorised. Capital at risk
| Website | https://www.sidekickmoney.com/ |
| Employees | 25 (13 on RocketReach) |
| Founded | 2022 |
| Industry | Financial Services |
| Keywords | Wealth Management, Private Wealth, Portfolio Management, High Yield Savings, Ultra High Net Worth, Financial Planning, Investment Management, Portfolio Optimization, Asset Management, Financial Advisor, Investment Advisor, Investment Strategies, Wealth Preservation, Wealth Planning, Estate Planning, Retirement Planning, Financial Services, Financial Solutions, Tax Optimization, Risk Management |
| Competitors | Intuit, Personal Capital, Quicken, Expensify, ZETA, EveryDollar, Goodbudget, Wally, PocketGuard, Clarity Money/Goldman Sachs +29 more (view full list) |
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Matthew Ford is the CEO and Co-Founder of Sidekick.
13 people are employed at Sidekick.
Sidekick is based in London, England.