Vintage Wealth Management Limited
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Vintage Wealth Management Limited - overview
Established
2004
Location
London, -, UK
Primary Industry
Financial Services
About
Founded in 2004 by the merger of Aztec Financial Limited and Bond & Stein plc, and based in London, UK, Vintage Wealth Management Limited operates as provider of tax planning and wealth management solutions to private investors, high-net-worth individuals, entrepreneurs, and owner-managed businesses. In January 2024, Söderberg & Partners Holding AB, a portfolio company of TA Associates and KKR, acquired Vintage Wealth Management Limited. Vintage Wealth Management offers various wealth management solutions that include services for individuals like equity release mortgages, mortgage-related insurance, overseas mortgages, personal pension schemes, post-retirement planning, self-invested personal pension solutions, advice for offshore investments, private portfolio management, and investments for children and grandchildren. The company also provides key person protection, partnership protection, shareholder protection, cash management, and various employee benefit plans for businesses.
Current Investors
Soderberg & Partners
Primary Industry
Financial Services
Sub Industries
Consumer Finance
Website
www.vintagewealth.co.uk/
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Vintage Wealth Management Limited - 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 | Vintage Wealth Management Limited | - |
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Vintage Wealth Management Limited - employee data
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