Find A Wealth Manager

Free matching service connecting UK individuals with suitable wealth managers, private banks and investment firms

London, United KingdomFounded 2011findawealthmanager.com Website technologies

Highlights

New on EvolcAdded 2026-10-29

About Find A Wealth Manager

Find a Wealth Manager matches individuals with wealth managers, private banks and investment firms based on their financial needs. Its questionnaire and matching system generate options, followed by adviser introductions arranged by its team.

The service is free for individuals and provides participating wealth management firms with a way to find new clients. It serves people with needs including retirement planning, investing savings, business-sale proceeds, compensation and international finances.

The company was founded in 2011 and is headquartered in London. Its founders launched the service in 2012; the team includes client-relations and wealth-management professionals.

Product: A free questionnaire-based matching service that connects individuals with wealth managers, private banks and investment firms.

Jobs at Find A Wealth Manager

No open positions listed right now.

Leadership

Lee Goggin · co-founder
Source: company website

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