Wealth Club

Award-winning tax-efficient investment platform—VCT, EIS/SEIS and more—funding the UK’s startup and scale-up businesses.

General Information
Company Name
Wealth Club
Founded Year
2015
Location (Offices)
Bristol, United Kingdom +1
Founders / Decision Makers
Number of Employees
33
Industries
Financial Services, Banking
Funding Stage
-
Social Media

Wealth Club - Company Profile

Wealth Club is a UK-based financial services startup, founded in 2015, offering a tax-efficient investment platform for high net worth individuals. The company's slogan, "Award-winning tax-efficient investment platform—VCT, EIS/SEIS and more—funding the UK’s startup and scale-up businesses," underscores its focus on supporting UK startups and scale-ups. Wealth Club aims to provide more compelling and advanced investment opportunities compared to mainstream platforms and financial advisors, specializing in VCT, EIS, or SEIS investments, inheritance tax portfolios, commercial property investments, and single-company equity and bond deals. The company was founded by Alex Davies, a former director and shareholder at Hargreaves Lansdown. Davies identified the lack of quality services designed to help high net worth and sophisticated investors to research and execute non-standard and tax-efficient investments, leading to the inception of Wealth Club. The majority of its directors and employees are also former Hargreaves Lansdown members, equipped with broad experience in researching and presenting investment opportunities to clients in a clear and balanced manner. Wealth Club's non-advisory approach provides in-depth research on investment opportunities and associated risks, allowing clients to make well-informed investment decisions. High net worth and sophisticated investors can register to stay informed about investment opportunities through the company's platform. With its strong focus on tax-efficient investments and a team with ample experience, Wealth Club positions itself as a valuable resource for individuals seeking to diversify their investment portfolios with tax-efficient vehicles.

Taxonomy: investment platform, tax-efficient investments, VCT, EIS, SEIS, high net worth individuals, non-advisory investment broker, commercial property investments, sophisticated investors, Hargreaves Lansdown, startup funding, scale-up businesses

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