Everlong Wealth

What Everlong Wealth does

Everlong Wealth is a UK-based wealth management firm operating through two FCA-regulated subsidiaries: Verso Wealth Management Limited (FCA reference 153871, registered in England & Wales as a private limited company) and Verso Investment Management Limited Liability Partnership (FCA reference 517235, registered in England & Wales as an LLP). Under the unified Verso Wealth Group brand, the firm delivers integrated investment management and holistic financial planning services to UK consumers, with the firm explicitly stating its website is targeted primarily at UK-based consumers under the UK regulatory regime.

The business is structured as a platform-plus-services architecture with two complementary divisions. The investment management arm offers five service lines: Collective Portfolio Service, Discretionary Portfolio Service, Verso Private Client (HNW), Multi-Asset, and Specialist mandates. The wealth management arm offers a broad catalogue of financial planning services — including a full financial plan, retirement planning (pre- and post-retirement), estate planning, tax planning, saving for children, life-changing events, mortgage advice, financial protection, goal-based planning, corporate financial planning, intergenerational planning, and investment advice — augmented by Flagstone, a cash deposit platform providing access to multiple UK banks through a single interface. Sub-brands include Verso Private Client, Collective Portfolio Service, Discretionary Portfolio Service, and Flagstone, reflecting deliberate customer segmentation across retail advised, HNW, pooled, and cash management propositions.

Commercially, the firm operates a direct advisory distribution model with no publicly disclosed pricing tiers or fee structures, generating revenue through advised client relationships under each FCA-regulated subsidiary. Go-to-market is primarily through the corporate website, an owned blog/insights content channel as a top-of-funnel asset, and direct client contact — with no disclosed partnerships, no app, no API, no headcount figures, no funding rounds, and no parent company. The company is privately held, UK-only in operating geography, and shows no evidence of public listing or external capital raises in the supplied material.

Name

Everlong Wealth

Legal name

Verso Wealth Management Limited / Verso Investment Management Limited Liability Partnership

Website

https://everlongwealth.co.uk

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

UK-based wealth management firm operating through two FCA-regulated subsidiaries, providing integrated investment management and holistic financial planning — including retirement, estate, tax, mortgage, and intergenerational planning — to UK consumers via direct advisory relationships.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)

akta.pro secondary industries

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Discretionary Portfolio Management (Retail) (FSAAAAAH), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF), Managed Account / SMA Multi-Manager Platforms (FSANAGAL)

Keywords

• Wealth management services
• Investment management services
• Financial planning advisory
• Discretionary portfolio management
• Retirement and estate planning

Headquarters

HQ city

Derby

HQ country

United Kingdom

HQ region

Europe

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Distribution channels1 record

Marketing channels1 record

Core offering

Verso Wealth Group provides holistic wealth planning and investment management services to UK consumers through two FCA-regulated subsidiaries. Verso Wealth Management Limited delivers financial planning covering retirement, estate, tax, mortgage, protection, goal-based, corporate, intergenerational, and life-event planning, while Verso Investment Management LLP delivers discretionary, collective, multi-asset, specialist, and private client investment mandates alongside the Flagstone cash deposit platform.

Product overview

Verso is a UK-based wealth management firm operating as a platform-plus-services architecture. It comprises two regulated subsidiaries: Verso Investment Management (investment management) and Verso Wealth Management (wealth management/financial planning). Verso Investment Management offers portfolio services including Collective Portfolio Service, Discretionary Portfolio Service, Verso Private Client, Multi-Asset, and Specialist investment offerings. Verso Wealth Management provides holistic financial planning services covering retirement planning, estate planning, tax planning, investment advice, mortgage advice, financial protection, goal-based planning, corporate financial planning, intergenerational planning, and life-changing events. The two divisions work together to provide comprehensive wealth and investment management for UK consumers.

Differentiator

Problem solved

Functional benefit

Brands

• Verso Private Client: Investment management service for high-net-worth clients
• Collective Portfolio Service
• Discretionary Portfolio Service
• Flagstone

Products and services

• Verso Investment Management

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves4 records

Expansion highlights3 records

Direct peers

• Rathbones Group: UK wealth manager providing discretionary investment management and financial planning services, competing for the same HNW and mass-affluent UK client base as Verso.
• Brooks Macdonald: UK discretionary wealth manager serving private clients, intermediaries and charities with portfolio management and financial planning — a comparable mid-market UK wealth proposition.
• St. James's Place: UK-listed wealth manager offering integrated financial planning and discretionary investment management to retail and HNW clients — directly comparable to Verso's advice-plus-investment model.
• Quilter: UK wealth manager with a platform, advised, and discretionary proposition serving retail and HNW clients across the full wealth planning lifecycle, closely mirroring Verso's offering.
• Charles Stanley: UK private client wealth manager offering discretionary portfolio management and financial planning services to HNW individuals — a direct competitor in Verso's core market.
• Tilney Smith & Williamson (Evelyn Partners): UK wealth management and professional services firm providing investment management, financial planning and tax/estate advisory — closely aligned with Verso's integrated wealth proposition.

Emerging players

• True Potential: UK tech-enabled wealth manager combining a platform with restricted adviser support, intersecting Verso's retail planning and discretionary proposition through a hybrid digital model.
• Tatton Investment Management: UK discretionary portfolio manager serving IFAs and direct clients via model portfolios — a comparable boutique-style UK discretionary manager operating in a similar niche.

Broad incumbents

• AJ Bell: Major UK investment platform offering SIPP/ISA execution plus advised services. A larger incumbent targeting the same UK retail wealth management customers.
• Hargreaves Lansdown: Largest UK retail investment platform with discretionary and advised offerings. A broad incumbent competing for the same UK mass-affluent client base but at much greater scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/everlongwealth

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Everlong Wealth