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Epoch Wealth Management

ClosedOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 MediumHeat score — how much recent activity & attention the company has (web traffic, news, hiring).
Bath, Bath and North East Somerset, United Kingdom Founded 2010 11-50 employees For Profit

Epoch Wealth Management is offer a full spectrum of financial planning services for private clients, corporate clients, businesses, trusts.

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

Epoch Wealth Management was acquired by Brewin Dolphin in 2019.
Last Funding
Acquisitions
0
Monthly Visits
Contacts
14

About Epoch 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
13
Active products
3

Company Info

Founded
2010
Employees
11-50
Operating status
Closed
Company type
For Profit
Org types
company
News articles
1
HQ
Bath, Bath and North East Somerset, United Kingdom
Region
Europe, Middle East, and Africa (EMEA)
Exit date
Apr 29, 2019
Closed
Aug 12, 2019

Signals & Scores

Heat score
Medium
Trend (7d)
-0.2
Trend (30d)
-1.1
Trend (90d)
0.2
14
professional contacts at Epoch Wealth Management
Contact execs at Epoch Wealth Management

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Epoch Wealth Management — Company Profile