Key facts
- Notable investors include Marlborough Group.
- Status: Privately Held (backing).
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for First Wealth
- ·The full record, as it builds
Funding rounds
No funding rounds for First Wealth are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About First Wealth
Provider of financial planning and wealth management services intended to help manage personal and business finances. The firm offers financial planning, cash flow modeling, wealth management, investment management, tax and retirement planning, and financial coaching, serving entrepreneurs, professionals, and high-net-worth individuals in the UK, thereby enabling the clients to achieve financial success while making a positive impact on society.
- Sector
- Financial Services
- HQ
- London, United Kingdom
- Founded
- 2009
- Employees
- 30
- Website
- firstwealth.co.uk/
- Ownership
- Privately Held (backing)
First Wealth doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in First Wealth shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on First Wealth in its N-PORT filings yet. We sweep new filings monthly.