Navigation Wealth Management Ltd
Your Trusted Wealth Management Advisers
36 employees · est. 2019 · Wakefield, United Kingdom
Cloudvisor Wealth Inc. is the older company (2016 vs 2019); Navigation Wealth Management Ltd is the larger of the two.
Side-by-Side Comparison
| Metric | Cloudvisor Wealth Inc. | Navigation Wealth Management Ltd |
|---|---|---|
| Founded | ||
| Founded | 2016 older | 2019 |
| Headquarters | ||
| Headquarters | Mississauga, Canada | Wakefield, United Kingdom |
| Employees | ||
| Employees | 5 | 36 larger |
| Industry | ||
| Industry | Financial Services, Wealth Management | Financial Services, Wealth Management |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Not tracked yet |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Wealth Management, Digital Advisory, Practice Management, Algorithm-driven Solutions, Financial Technology, Advisor Productivity, Robo-advisors, Tax Optimization, Process Transformation, Digital Operations, Automated Asset Location, Tax-loss Harvesting, Financial Services, Investment Management, Algorithmic Wealth Management | Wealth Management, Financial Planning, Retirement Planning, Investment Planning, Capital Growth Investment, Income Investment, Asset Protection, Tax Mitigation, Business Planning, Holistic Wealth Management, Specialist Insurance, Risk Mitigation, Capital Preservation Investment |
| Website | ||
| Website | cloudvisorwealth.com | navigationwm.co.uk |
About Cloudvisor Wealth Inc.
Cloudvisor Wealth Inc. is a financial services startup founded in 2016. The company's slogan, "GET MORE. MAKE MORE.", reflects their mission to revolutionize wealth management. They have developed the DigitalAssociate solution, an algorithmically-driven practice management tool that aims to deliver...
About Navigation Wealth Management Ltd
Navigation Wealth Management Ltd is a Managing Partner Practice of St. James's Place Wealth Management, striving to cultivate enduring, reliable connections with clients while upholding quality, integrity, and excellence. The company's focus on delivering financial peace of mind to both private and...
We will tell you when either one moves
BounceWatch watches Cloudvisor Wealth Inc. and Navigation Wealth Management Ltd for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at Cloudvisor Wealth Inc. and Navigation Wealth Mana... — by email.
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Compiled from the BounceWatch company index. We last looked at Cloudvisor Wealth Inc. on 11 Nov 2024, and Navigation Wealth Management Ltd on 3 Dec 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
