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Wealth Club

Wealth Club

Financial ServicesFlag of GBBristol, England, United Kingdom21-50 Employees

Company overview

Headquarters20 Richmond Hill, Bristol, BS8 1BA, GB
Phone number+441179290511
Website
NAICS52
SIC628
Keywords
High Net Worth Individuals, Tax-Efficient Investments, Venture Capital Trusts (Vcts), Enterprise Investment Scheme (Eis), Seed Enterprise Investment Scheme (Seis), Iht Schemes, Sophisticated Investors
Founded2015
Employees21-50
Socials

Key Contacts at Wealth Club

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Alex Davies

Chief Executive And Founder

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Sheridan Leech

Commercial Director

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Marta Caricato

Co-Founder And Marketing Director

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Ruth Richards

Compliance Director

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Denzel Adams

Founder / Web Developer

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David Djordjevic

Owner

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Jeremy July

Ceo

Wealth Club Email Formats

Wealth Club uses 4 email formats. The most common is {first initial}.{last name} (e.g., j.doe@wealthclub.co.uk), used 44.8% of the time.

FormatExamplePercentage
{first initial}.{last name}
j.doe@wealthclub.co.uk
44.8%
{first name}.{last name}
john.doe@wealthclub.co.uk
27.6%
{first initial}
j@wealthclub.co.uk
20.7%
{first name}
john@wealthclub.co.uk
6.9%

About Wealth Club

Wealth Club is the UK’s leading non-advisory investment broker specialising in tax-efficient investments for high net worth individuals. The aim is to offer more compelling and advanced investment opportunities than normally available through mainstream investment platforms and financial advisers: VCT, EIS or SEIS investments, inheritance tax portfolios, commercial property investments and single-company equity and bond deals. Our service provides in-depth research on such opportunities, and the risks involved, so that clients can decide for themselves whether to invest. The business was founded by Alex Davies, a former Hargreaves Lansdown director and shareholder. The inspiration for Wealth Club came from personal experience. Alex was himself the perfect prospect for such a service. To his surprise, he found that good-quality services designed to help high net worth and sophisticated investors research and execute non-standard and tax-efficient investments are thin on the ground. This led to the idea of Wealth Club. The majority of Wealth Club's directors and employees are former Hargreaves Lansdown employees with broad experience in researching investment opportunities and presenting them to clients in a clear and balanced way. If you are a high net worth or sophisticated investor, you can register to hear about investment opportunities here: https://www.wealthclub.co.uk/register-deals/

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Wealth Club revenue & valuation

Annual revenue$7,500,000
Revenue per employee$193,000
Estimated valuation?$24,000,000
Total fundingNo funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry
Manager
Head

Employees by Department

Wealth Club has 22 employees across 10 departments.

Departments

Number of employees

Funding Data

Wealth Club has never raised funding before.

Wealth Club Tech Stack

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

Modernizr

Modernizr

JavaScript libraries

BDOW

BDOW

Marketing automation

Highcharts

Highcharts

JavaScript graphics

PWA

PWA

Miscellaneous

lit-element

lit-element

JavaScript libraries

Envoy

Envoy

Reverse proxies

lit-html

lit-html

JavaScript libraries

Microsoft 365

Microsoft 365

Email

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

Google Analytics

Google Analytics

Analytics

YouTube

YouTube

Video players

Frequently asked questions

Wealth Club is located in Bristol, England, GB.
You can reach Wealth Club at +441179290511.
Wealth Club was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.
Wealth Club has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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