Wealth Management Revenue and Competitors
Estimated Revenue & Valuation
- Wealth Management's estimated annual revenue is currently $2.6M per year.
- Wealth Management's estimated revenue per employee is $91,000
Employee Data
- Wealth Management has 29 Employees.
- Wealth Management grew their employee count by 7% last year.
Wealth Management's People
Name | Title | Email/Phone |
---|---|---|
1 | Executive Assistant to CEO | Reveal Email/Phone |
2 | CEO | Reveal Email/Phone |
3 | CEO | Reveal Email/Phone |
4 | Head Technology | Reveal Email/Phone |
5 | Associate Director Operations | Reveal Email/Phone |
6 | Director | Reveal Email/Phone |
7 | Director Private Clients | Reveal Email/Phone |
8 | Wealth Manager | Reveal Email/Phone |
9 | Client Services Manager | Reveal Email/Phone |
10 | Operations and Technology Manager | Reveal Email/Phone |
Wealth Management Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | N/A | 139 | 72% | N/A | N/A |
#2 | $28.8M | 187 | 65% | N/A | N/A |
What Is Wealth Management?
Investment Quorum is based in the City of London and offers what we term unique, boutique, wealth management. Independence, integrity, trust and professionalism are the very least that should be expected by those who engage us. We work with discerning Private Clients, Trustees and Charities on their financial planning and investment management needs. We put our clients at the heart of all we do and work with them to ensure their own individual financial goals, objectives, worries and requirements are addressed as part of the close ongoing professional relationship we build, often over many years. We are proud to be viewed as one of the UK's leading wealth managers and invite you to explore our award winning services via the Services page.
keywords:N/AN/A
Total Funding
29
Number of Employees
$2.6M
Revenue (est)
7%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Wealth Management News
Budget constraints for affordable housing has limited the prospects for incorporating sustainability into these projects. That is changing.
Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $4.5M | 29 | -12% | N/A |
#2 | $4.6M | 29 | -6% | N/A |
#3 | $2.9M | 29 | -17% | N/A |
#4 | N/A | 29 | -24% | N/A |
#5 | $2.4M | 29 | -59% | N/A |