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Chartered Wealth Management

ClosedOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 LowHeat score — how much recent activity & attention the company has (web traffic, news, hiring).
Manchester, United Kingdom Founded 2009 11-50 employees For Profit

Chartered Wealth Management offers retirement and portfolio planning, and personal wealth administration services.

Chartered Wealth Management on Acquirezy — acquisitions, funding rounds, investments, investors, key people & contacts.

Chartered Wealth Management was acquired by The Progeny Group in 2024.
Last Funding
Acquisitions
0
Monthly Visits
Contacts
2

About Chartered Wealth Management

Funding & Financials

Total funding
Funding rounds
Last funding
Last funding type
Last funding date
Funding status
Total equity funding
Revenue range

IPO & Stock

IPO status
Private

Web Traffic

Monthly visits
Global traffic rank
6-mo avg visits
Visit duration (s)
Pages / visit
Bounce rate
Rank change (mo)

Technology & IP

Active technologies
3
Active products
14
IT spend
$109.8K

Company Info

Founded
2009
Employees
11-50
Operating status
Closed
Company type
For Profit
Org types
company
News articles
1
HQ
Manchester, United Kingdom
Region
Europe, Middle East, and Africa (EMEA)
Exit date
Jan 31, 2024

Signals & Scores

Heat score
Low
Trend (7d)
0
Trend (30d)
-0.1
Trend (90d)
-0.5
2
professional contacts at Chartered Wealth Management
Contact execs at Chartered Wealth Management

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Chartered Wealth Management — Company Profile