Verum Wealth
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Verum Wealth - overview
Established
2015
Location
Glasgow, -, UK
Primary Industry
Financial Services
About
Founded in 2015 by founder Tony Mcphee and based in Glasgow, UK, Verum Wealth provides tailored financial planning services to individuals and owner-managed businesses. In January 2025, Foster Denovo Limited, a portfolio company of Crestline Investors, acquired Verum Wealth. The company offers a range of services that include investment management, self-invested pensions (SIPPs), inheritance tax planning, and personal and business protection. The firm caters to owner-managed businesses and individuals seeking comprehensive financial advice.
Current Investors
Foster Denovo Limited
Primary Industry
Financial Services
Sub Industries
Accounting Services, Investment Banking
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Verum Wealth - 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 | Verum Wealth | - |
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