Succession Wealth
PrivateLast Round
M&A
Aug 11, 2022
Est. Valuation
$465M
Total Funding Raised
$36.25M
Company Overview
Succession Wealth operates in FinTech and is based in Plymouth. Its latest recorded funding round was a Corporate Funding round in June 2016.
Succession Wealth is a financial services company that provides independent financial planning and wealth management services to individuals, families, and business owners across the United Kingdom.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Personal Finance
Business Model
B2C
Customer Profile
Services & Consulting
AI Layer
Non-AI
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Succession Wealth Comparables
Compare Succession Wealth with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Perspective Financial Group | 90% | |
| Fairstone Group | 89% | |
| Saltus Group | 86% |
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Succession Wealth Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| M&A | Aug 11, 2022 | ||||
| Corporate Funding | Jun 13, 2016 | ||||
| Buyout/LBO | Jan 29, 2014 |
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Key People
Founding team and executive leadership
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Succession Wealth Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Inflexion Private Equity | Corporate Funding, Buyout/LBO |
Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 11, 2022
Closed M&A round at $465M valuation.
- Jun 13, 2016
$36.25M raised with HSBC and Inflexion Private Equity.
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Succession Wealth Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Succession Wealth's valuation, stock price, and market status.
Is Succession Wealth a public or private company?
Succession Wealth is a private company.
What is the current stock price of Succession Wealth?
Succession Wealth is a private company, so its shares have no public market price. Caplight tracks Succession Wealth's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Succession Wealth worth (valuation)?
Succession Wealth's valuation is estimated at $465.0M based on funding round data.
Can I buy Succession Wealth stock?
Succession Wealth shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Succession Wealth's last funding round?
Succession Wealth's most recent funding round was M&A on August 11, 2022.
Who are the main investors in Succession Wealth?
Key investors in Succession Wealth include Inflexion Private Equity.
Will Succession Wealth IPO soon?
No public IPO plans have been announced for Succession Wealth.
How can I track Succession Wealth secondary market activity?
Caplight tracks bids, offers, and trades in Succession Wealth's shares on secondary markets.