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Succession Wealth

ActiveOperating 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).📈 Low growthGrowth score — momentum trend across web traffic, headcount and other growth signals.
Birmingham, United Kingdom Founded 2009 251-500 employees For Profit

Succession Wealth provides wealth management, financial management, and employee benefit solutions services.

Succession Wealth was acquired by Aviva Group in 2022 for $428M.
Total Funding
Available in Pro
Last Funding
Available in Pro
Acquisitions
1
Monthly Visits
Available in Pro
Contacts
386

Company Details

Funding & Financials

Pro
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

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

Technology & IP

Active technologies
50
Mobile apps
1
Active products
11
IT spend
$7M

Company Info

Founded
2009
Employees
251-500
Operating status
Active
Company type
For Profit
Org types
company
Founders
1
News articles
9
HQ
Birmingham, United Kingdom
Region
Europe, Middle East, and Africa (EMEA)
Exit date
Mar 2, 2022

Signals & Scores

Heat score
Low
Growth score
Low
Trend (7d)
-0.1
Trend (30d)
1.7
Trend (90d)
-0.2

Acquisitions by Succession Wealth

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Key People at Succession Wealth

CEO
Founder, Group Corporate Director
386
professional contacts at Succession Wealth
Contact execs at Succession Wealth

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Succession Wealth - Company Profile, Full Acquisitions List, Funding and Investments