Free preview. Sign up free to see the team, full portfolio, ownership chain, and shareholding history.
Sign up freePricing

Advanta Solutions Ltd investment portfolio

Advanta Solutions Ltd has made numerous investments in companies such as City Financial Planning, Mw Wealth Management, and Genesis Financial Planning within the Fintech & Financial Services sector.

corporate
Portfolio
7
Team
0

Portfolio (7)

CompanySectorCitySourceLast confirmed on
Advanta Direct Ltd
Advanta Direct provides digital‑first wealth management and financial planning services, delivering fixed‑cost financial advice with optional add‑on services for retail clients.
Fintech & Financial ServicesGlasgowConfirmed2025-09-12
Advanta Invest Ltd
Advanta Invest Ltd is a discretionary investment manager that offers a range of risk‑rated model portfolios and wealth‑management services to high‑net‑worth individuals and families.
Fintech & Financial ServicesLondonConfirmed2025-09-12

Sign up to see the full portfolio

+5 more companies

Sign up

Shareholding changes (3)

Advanta Solutions Ltd's positions across portfolio companies
2025
  • 09-12EnteredCity Financial Planning Limited
    • A ORDINARY 0 → 3,450
    • C ORDINARY 0 → 2,362
    • A NON VOTING 0 → 2,360
    • F ORDINARY 0 → 2,064
    • E ORDINARY 0 → 2,062
    • C NON VOTING 0 → 1,617
    • E NON VOTING 0 → 1,411
    • F NON VOTING 0 → 1,411
    • D NON VOTING 0 → 1,286
    • D ORDINARY 0 → 1,177
    • G NON VOTING 0 → 800
  • 09-12EnteredPenney & Ruddy Holdings Limited
    • A ORDINARY 0 → 1,320

Sign up free to see when this investor has bought or sold shares.

+1 more change

Sign up

Ownership Chain

Sign up free to see the Persons with Significant Control resolved from Companies House.

Sign up free