Wealthfusion
Wealthfusion is a private wealth management firm based in London, specialising in financial solutions for high-net-worth individuals and families. They provide wealth management, fiduciary services, and investment advisory tailored to their clients' needs.
- Risk Management
- Wealth Management
- Fiduciary Services
- Investment Advisory
- Property Private Office
Locations
Digital Popularity
Social Media
LinkedIn454 Followers
Competitors
Brown Shipley is a private bank that offers integrated wealth management solutions, including wealth planning, investment management, and lending services.
Floreat is an independent and privately held financial services group that provides tailored solutions to professional private clients and ultra-high net worth individuals and their families worldwide.
Company Details
Wealthfusion is operated by Wealthfusion Limited and is a Active company incorporated on 2 July 2019 with the registered office located in London, Greater London. Wealthfusion Limited was registered 6 years ago.
Status
Active
Size
Small
Directors
6
Age
6 years old
Employees
13
Turnover
£2.92M
Total Assets
£4.1M
Cash in Bank
£583.58K
Total Liabilities
-£949K
Teams
7
4
2
3
Vice President Client Services & Operations • Joined Jan 2021
Co-Founder & Managing Director • Joined Jan 2021
Office Manager/Compliance Associate • Joined Oct 2021
Head Of Investments • Joined Oct 2023
Head Of Operations • Joined Jun 2024
Investment Analyst • Joined Mar 2024
Investment Strategist - Trading
Co-Founder & Managing Director • Joined Jan 2021
Office Manager • Joined Oct 2021
Head Of Investments • Joined Oct 2023
Head Of Operations • Joined Jun 2024
Head Of Investments • Joined Oct 2023
Investment Analyst • Joined Mar 2024
Vice President Client Services & Operations • Joined Jan 2021
Office Manager/Compliance Associate • Joined Oct 2021
Investment Strategist - Trading