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Advanta Wealth

Wealth Management
backed byBeech Tree Private Equity
ExitedWealth Management
Advanta Wealth
a portfolio company of
Beech Tree Private Equity
Status on record: Exited
PE Firm Index

Who owns Advanta Wealth?

Advanta Wealth is listed as an exited portfolio company of Beech Tree Private Equity on Beech Tree Private Equity's own portfolio page.

Company Snapshot

Advanta Wealth is a Wealth Management company. Its owner on record, Beech Tree Private Equity, is a active and supportive investor firm founded in 2014, headquartered in UK. Beech Tree Private Equity lists 17 companies in the index, 2 of them in Wealth Management.

SectorWealth Management
Parent PE firmBeech Tree Private Equity
Ownership statusExited
WebsiteNot on record

About the owner

Beech Tree Private Equity logoBeech Tree Private Equity
Headquarters
UK
Founded
2014
Strategy
Active and supportive investor, Value Creation Toolkit, Sales & Marketing investment, Product & Service Extension, Automation & Efficiency, International Expansion, Buy & Build, Exit & Planning Strategy
Sectors
Technology, Financial Services, Tech-enabled Services
Companies in the index
17

Beech Tree Private Equity invests in high growth companies within the technology, financial services, and tech-enabled services sectors.

Read the Beech Tree Private Equity profile

Questions about Advanta Wealth

Who owns Advanta Wealth?

Advanta Wealth is listed as an exited portfolio company of Beech Tree Private Equity on Beech Tree Private Equity's own portfolio page.

What sector is Advanta Wealth in?

Advanta Wealth is in Wealth Management. Classified from the owner's portfolio label.

Where is Beech Tree Private Equity headquartered?

Beech Tree Private Equity is headquartered in UK.

What else does Beech Tree Private Equity own in Wealth Management?

Beech Tree Private Equity lists 1 other Wealth Management companies in the index, including Fluent.

Sources

This profile is based on publicly available information and may be incomplete or outdated. PE Firm Index is not affiliated with Advanta Wealth and does not provide investment advice.

Other portfolio companies of Beech Tree Private Equity

6 of 16 shown

A
Arc
IT Managed Services
A
Avid
Managing General Agent
B
BCN Group
IT Managed Services
C
CovertSwarm
Cyber Security
F
Fluent
Financial Services Platform
FI
Fourteen IP
Cloud and Telephony solutions

See the full Beech Tree Private Equity portfolio.

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1
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2
2CHECKOUT
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2A
2Checkout (Avangate)
via Francisco Partners
3O
360 ONE
via Bain Capital
W
A Wireless
via Comvest Partners

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