


Concept Wealth Revenue
Financial Services • Sheffield, England, United Kingdom • 1-10 Employees
Concept Wealth 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 Concept Wealth
Matthew Daughtrey
Independent Financial Advisor/Director
Company overview
| Headquarters | 1 Southbourne Road, Office 2, Rutledge Mews, Sheffield, England S10 2, GB |
| Phone number | +441143991645 |
| Website | |
| NAICS | 52 |
| Founded | 2020 |
| Employees | 1-10 |
Concept Wealth Email Formats
Concept Wealth uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@conceptwealth.co.uk), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@conceptwealth.co.uk | 60% |
{first initial}.{last name} | j.doe@conceptwealth.co.uk | 40% |
About Concept Wealth
Bespoke, independent holistic advice, that’s how we build financial wellbeing. With over 60 years combined experience in advising clients, we have the skills and knowledge to enable us to offer advice and guidance on all types of financial planning matters for both personal and corporate clients alike.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Concept Wealth has never raised funding before.
Concept Wealth Tech Stack
Discover the technologies and tools that power Concept Wealth's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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