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Soderberg & Partners investment portfolio

Soderberg & Partners has made numerous investments in companies such as Atherton York, Artorius Wealth, and Dartington Wealth Management within the Fintech & Financial Services sector.

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Portfolio
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Team
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Portfolio (4)

CompanySectorCitySourceLast confirmed on
Artorius Wealth Limited
Artorius Wealth Management Ltd provides bespoke wealth‑management and financial‑planning services, offering investment, retirement and family‑wealth solutions. Its target market is private clients and families seeking personalised, regulated wealth‑management advice.
Fintech & Financial ServicesManchesterConfirmed2026-06-02
Atherton York Limited
Atherton York Limited provides regulated financial‑planning services, including pensions and retirement advice, investment, mortgage and life‑insurance guidance, primarily to local families and first‑time investors in the Barnet area.
Fintech & Financial ServicesBarnetConfirmed2026-03-18

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Shareholding changes (4)

Soderberg & Partners's positions across portfolio companies
2026

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