Vantage Wealth Management Revenue
Financial Services • 
London, England, United Kingdom • 1-10 Employees
Vantage Wealth Management revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Key Contacts at Vantage Wealth Management
Tarun Kundi
Managing Director
Dave Izlakar
Owner
Company overview
| Headquarters | 30 Lombard Street, London, EC3V 9BQ, GB |
| Phone number | +4412921646 |
| Website | |
| NAICS | 52 |
| Keywords | Investment Advice, Wealth Management, Financial Planning |
| Employees | 1-10 |
| Socials |
Vantage Wealth Management Email Formats
Vantage Wealth Management uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@vantagewm.co.uk), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@vantagewm.co.uk | 66.7% |
{first initial}.{last name} | j.doe@vantagewm.co.uk | 33.3% |
About Vantage Wealth Management
At Vantage, we want to make financial advice available to all, so no matter your income, assets, background, finances, if you can save a little or a lot; we want to work with you. Our goal is to help all clients meet their personal lifetime objectives and plans; whether that is beginning to invest, planning for retirement, providing funds to children, buying a house – or all the above. None of us want to miss out on the things we want to do in life. What we do: We provide a wide range of services; whether you are looking to build, grow, protect or preserve your assets, we are there to support you by providing our knowledge on the right places to invest. We work closely with you across the course of your life to ensure your plans are comprehensive, suitable and flexible. We appreciate that people’s lives change, and so must their financial planning. We advise on investment products, pensions, succession planning and protection; as well as with a wide range of partner businesses on other areas relevant to you. For many of our clients, we provide the peace of mind that comes from knowing their money is in the right place and will be there for them when they need or want to use it. Our Team: We believe in giving people the opportunity to move into financial services, and have built a strong team with diverse backgrounds, skills and experience. Our team now is our greatest asset; they are a group of brilliant individuals who make every day fun - and rewarding. For our team, our mission is to give a clear progression path, to ensure they know what they need to do to improve, to be promoted, to help more clients, and to specialise. The value of your investment can go down as well as up. You could get back less than you invested. Vantage Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). SJP Approved 05/03/2025
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Vantage Wealth Management has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
Vantage Wealth Management has never raised funding before.
Vantage Wealth Management Tech Stack
Discover the technologies and tools that power Vantage Wealth Management's digital infrastructure, from frameworks to analytics platforms.
PaaS
Security
Tag managers
Cookie compliance
Security
Miscellaneous
JavaScript frameworks
JavaScript libraries
Miscellaneous
Font scripts
Analytics
JavaScript libraries
United States
Germany
AustraliaFrequently asked questions
4.8
40,000 users
