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Bluecoat Wealth Management Logo
Bluecoat Wealth Management CB Rank
1566043
Heat Score
58
Bluecoat Wealth Management provides financial planning, life assurance, portfolio management, and investment advisory services.
Founded
obfuscation
Private Southwick, West Sussex, United Kingdom1-10 www.bluecoatwm.com
Advice
Financial Services
Wealth Management
Overview

Bluecoat Wealth Management
Heat Score
58

Growth Score
pts
in past quarter
Heat Score 58
-10 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Bluecoat Wealth Management

CB Rank
1566043
Bluecoat Wealth Management provides financial planning, life assurance, portfolio management, and investment advisory services.
Founded
obfuscation
Private Southwick, West Sussex, United Kingdom1-10 www.bluecoatwm.com
Advice
Financial Services
Wealth Management

Details

Legal Name Bluecoat Wealth Management Ltd
Operating Status Active
Company Type For Profit
Phone Number 44 1273 839544
Contact Email info@bluecoatwm.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
A service to create personalized financial plans that help clients manage their wealth and achieve lifetime financial goals.
Investment Advisory and Portfolio Management
Services that provide investment advice and manage client portfolios to align with their risk tolerance and financial objectives.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 1
News
Technology
View Tech Report

IT Spend

$77.4KThis year, Bluecoat Wealth Management is projected to spend $77.4K on IT, according to Aberdeen.

Active Website Tech Count

32Bluecoat Wealth Management is actively using 32 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, SSL by Default, and  Viewport Meta.
Sub-Organizations
Frequently Asked Questions

Where is Bluecoat Wealth Management's headquarters? Bluecoat Wealth Management is located in Southwick, West Sussex, United Kingdom.Who are Bluecoat Wealth Management's competitors? Alternatives and possible competitors to Bluecoat Wealth Management may include Investec, Fisher Investments, and  Rathbones Group Plc.
Who We Are
What We Do
Helpful Links
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