Wealth Holdings Ltd Information

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Wealth Holdings is an independent advisory and consultancy firm focusing on merges and acquisitions, succession planning and post deal integration within the Wealth Management and Financial Services Markets. Preferring to take a medium to long term approach, we often take a capital or profit related interest in any business that we work with, so we are aligned with performance related success. For the past few years we have been advising two Fintech businesses - one which has designed software to power a new suite of investment based products to disrupt the equity release marketplace, and another launching a comprehensive digital advice business for use by IFA’s with the majority of their customer base.

Website	http://www.wealthholdings.co.uk
Employees	6 (1 on RocketReach)
Technologies	JavaScript , HTML , Twitter +8 more (view full list)
Industry	Financial Services
Keywords	Wealth Management Consulting, Mergers And Acquisitions Advisory, Financial Services Consulting, Wealth Advisory Services, Succession Planning, Independent Advisory Firm, Financial Advisory Services, Post Merger Integration, Wealth Planning, Financial Planning, Investment Advisory, Corporate Finance Advisory, M&A Advisory, Business Succession, Transaction Advisory, Strategic Advisory, Acquisition Advisory, Mergers Consulting, Acquisitions Consulting
Competitors	Vanguard for Investment Professionals, Schroders, Hargreaves Lansdown, AJ Bell, interactive investor, Charles Stanley & Co. Limited, Nutmeg Investment Partners LLC, Fidelity Adviser Solutions, Cavendish Online, Tilney +39 more (view full list)