Wealth Club Revenue and Competitors

Bristol,

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Wealth Club's estimated annual revenue is currently $5.9M per year.(i)
  • Wealth Club's estimated revenue per employee is $168,000

Employee Data

  • Wealth Club has 35 Employees.(i)
  • Wealth Club grew their employee count by -5% last year.

Wealth Club's People

NameTitleEmail/Phone
1
Chief Executive and FounderReveal Email/Phone
2
Head Investment ResearchReveal Email/Phone
3
Head Product DevelopmentReveal Email/Phone
4
Head Information TechnologyReveal Email/Phone
5
Head EquitiesReveal Email/Phone
6
Co-Founder and Marketing DirectorReveal Email/Phone
7
Client Service DirectorReveal Email/Phone
8
Finance Director & Head Direct private equity investmentsReveal Email/Phone
9
Compliance DirectorReveal Email/Phone
10
Client Relationship ManagerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$228.5M719-8%N/AN/A
#2
$2190M4649-6%$79.4M$1.8B
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What Is 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/

keywords:N/A

N/A

Total Funding

35

Number of Employees

$5.9M

Revenue (est)

-5%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Wealth Club News

2022-04-20 - Working from home full time is negative for business and employees', says Bristol boss

In fact, Alex Davies, founder and chief executive of investment firm Wealth Club, would go as far as saying allowing staff to work from home can...

2022-04-20 - Gautam Adani surpasses Warren Buffett to become 5th richest person globally

Adani entered the $100 billion wealth club on April 4 and now holds a place in top 5 richest people in the world.

2022-04-06 - Whiskey & Wealth Club: Whisk(e)y Continues to Be Liquid Gold to ...

Whiskey & Wealth Club offers investors, collectors and consumers the opportunity to buy cask whiskey at ultra-wholesale prices. The casks are...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$1.7M35-10%N/A
#2
N/A3594%N/A
#3
$7.6M3525%N/A
#4
$7.1M369%N/A
#5
$7.2M3629%N/A