CDC Wealth Management Revenue

Financial Services • United Kingdom • 1-10 Employees

CDC Wealth Management revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Key Contact at CDC Wealth Management

Sue Butterworth

Director of Compliance

Company overview

Headquarters	United Kingdom
Phone number	+442625986
Websites	cdcwm.com versowm.com
NAICS	52
SIC	628
Keywords	Financial Planning, Investment Solutions, Tax Efficiencies, Pensions Advice And Planning
Founded	2006
Employees	1-10
Socials

CDC Wealth Management Email Formats

CDC Wealth Management uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@cdcwm.com), used 100% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@cdcwm.com	100%

About CDC Wealth Management

Our Mission CDC provides bespoke financial solutions to high and ultra high net worth individuals. We aim to give confidence, reassurance and complete satisfaction founded upon long term working relationships with our customers, their families and in partnership with their other professional advisers. Our Vision Our aim is to work as a trusted partner to deliver independent financial advice which continually exceeds our customer expectations. We will do this by building long term relationships with our customers, truly understanding their needs so we can deliver innovative and tailor-made financial solutions which are in tune with their changing lifestyles and circumstances. Our Ethos CDC follows an ethos that by providing quality solutions backed by friendly and courteous service this helps to build a relationship based on trust between adviser and customer. If CDC can execute this flawlessly time after time, customers will reward us with more of their financial planning needs and those of their friends, colleagues and families. For more information on our services and what makes us different, visit our website at www.cdcwm.com

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

CDC Wealth Management has never raised funding before.

CDC Wealth Management Tech Stack

Discover the technologies and tools that power CDC Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

SiteGround

Hosting

Swiper

JavaScript libraries

Google Maps

Maps

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

Bootstrap

UI frameworks

Yoast SEO

SEO

Nginx

Reverse proxies

Frequently asked questions

CDC Wealth Management is located in GB.

You can reach CDC Wealth Management at +442625986.

CDC Wealth Management generates an estimated annual revenue of $427,775. This revenue figure reflects the company's market position and business performance in its industry.

CDC Wealth Management has an estimated valuation of $1,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

CDC Wealth Management was founded in 2006, making it 20 years old. The company has established itself as a significant player in its industry over this time.

CDC Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at CDC Wealth Management

Sue Butterworth

Director of Compliance

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