Prism Financial Advice Ltd.
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Prism Financial Advice Ltd. - overview
Established
2005
Location
Gateshead, -, UK
Primary Industry
Financial Services
About
Based in Gateway, UK, and founded in 2005, Prism Financial Advice Ltd. operates as a provider of financial solutions such as retirement planning, family insurance, and estate planning solutions. In April 2024, Titan Wealth Holdings Limited, a portfolio company of Ares Management, Maven Capital Partners, Hambleden Capital, and Parthenon Capital, acquired Prism Financial Advice Ltd. The company provides a wide range of financial advisory services, such as personal financial advice, workplace financial advice, retirement planning, ethical investing, family protection, estate planning, and home purchase assistance.
Additionally, the firm also provides services such as financial seminars to educate clients on financial planning and wealth management strategies.
Current Investors
Titan Wealth Holdings Limited
Primary Industry
Financial Services
Sub Industries
Consumer Finance, Investment Banking
Website
www.prismadvice.co.uk/
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Prism Financial Advice Ltd. - financials
| Fiscal Year Ended | Dec 31, 2018 | Dec 31, 2019 | Dec 31, 2020 | Dec 31, 2021 | Dec 31, 2022 | Dec 31, 2023 |
|---|---|---|---|---|---|---|
| Revenue (USD) | - | - | - | - | - | - |
| % Revenue Growth (YoY) | - | - | - | - | - | - |
| EBITDA (USD) | - | - | - | - | - | - |
| Operating Income (USD) | - | - | - | - | - | - |
| Operating Margin | - | - | - | - | - | - |
| % EBITDA Margin | - | - | - | - | - | - |
| NET Income (USD) | 507,394 | 664,371 | 736,474 | - | - | - |
| % Net Margin | - | - | - | - | - | - |
Prism Financial Advice Ltd. - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Prism Financial Advice Ltd. | - |
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Prism Financial Advice Ltd. - employee data
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