43
Growth Score
pts
Heat Score
-6 pts
Company Performance Metrics
Score
Trend
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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
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Founded in 2009, Succession is one of the UK’s largest privately owned wealth management businesses.
About the Company
Founded in 2009, Succession is one of the UK’s largest privately owned wealth management businesses.
Succession provides wealth management and financial planning services to individual and corporate clients across the UK through its network of acquired and member firms. It also operates its own open architecture platform, allowing a fully
integrated wealth management process. The Inflexion investment will support management’s plan to pursue a consolidation strategy through a buy-and-build programme among its member firms. At the time of investment Succession employed over 110 people across the UK.
