Compare Wealth Managers
Financial Services • 
London, England, United Kingdom • 1-10 Employees
Company overview
| Headquarters | 265-269 Wimbledon Park Road, London, Wimbledon SW19 6NW, GB |
| Phone number | +442070466050 |
| Website | |
| NAICS | 52 |
| Keywords | Pensions, Wealth Management, Private Banking, Retirement Planning, Investment Property, Money, Financial Well-Being, Investment Portfolio, Business Sale, Home Equity Release, Best Wealth Management Firms, Changing Wealth Manager, Comparing Wealth Managers, Finding A Wealth Manager, Finding A Financial Advisor, Significant Cash Savings, Tax And Inheritance Planning |
| Founded | 2020 |
| Employees | 1-10 |
| Socials |
Key Contacts at Compare Wealth Managers
Rory Scott
Managing Director & Co-Founder
Paul Dredge
Client Service Director And Co-Founder
James Cannan
Director Of R&D
Will Goodhew
Technical Director
Compare Wealth Managers Email Formats
Compare Wealth Managers uses 2 email formats. The most common is {first initial} (e.g., j@comparewealthmanagers.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@comparewealthmanagers.com | 75% |
{first name} | john@comparewealthmanagers.com | 25% |
About Compare Wealth Managers
Save time, money and stress – let us find your new financial adviser or wealth manager for free! Compare Wealth Managers guide you through the world of financial advice & wealth management, helping you demystify the world of wealth. Finding helpful, impartial advice on your finances can feel like looking for a needle in a haystack. With so many options to choose from, it’s hard to know where to begin, how to unravel all the jargon, and who is best placed to help. That’s where we come in. After two decades of working with wealth management providers: large, small, niche, UK based, International, the list goes on… we know this world inside out. We can simplify and explain the services they offer and find the right partner to suit your needs. What do we do and how do we do it? Compare Wealth Managers offers an impartial and unintimidating route to finding a Wealth Manager through a combination of bite-size education and a tailored online questionnaire that, coupled with a specifically tailored algorithm identifies the three Wealth Managers best suited to your needs. Using our many years’ of customer service experience, we also offer phone-based support to further understand your circumstances and the suitability of the Wealth Managers selected. We have carefully selected a portfolio of Wealth Manager partners to work with who, together, offer the full spectrum of services they include DFMs, integrated Wealth Management firms, Private Banks and Family Offices. What makes us different? Simply: Our service. We have created our company to aid people from all walks of life by making wealth planning more accessible to the uninitiated or more effective to those who are. What can we help with? - Financial advice - Retirement planning - Investment management - Tax and inheritance planning - Private banking - Wealth management - Selling a business efficiently
Compare Wealth Managers revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Compare Wealth Managers has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Compare Wealth Managers has never raised funding before.
Compare Wealth Managers Tech Stack
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Tag managers
United States
Frequently asked questions
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