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Clairville York

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Namestring
Clairville York
Legal namestring
Clairville York
Websiteurl
clairvilleyork.co.uk
Company typeenum
Private
Founded yearint
2001
Descriptiontext

Clairville York was a UK-based financial planning advisory firm that provided wealth planning services to private and corporate clients. Founded in 2001 and headquartered in Cheam, United Kingdom, the firm operated with 11-50 employees and was classified as a for-profit private company. No specific product suite, pricing model, technology stack, or revenue figures are disclosed in the source material; the firm's value proposition, distribution channels, and marketing posture are similarly undocumented.

Clairville York was acquired and integrated into Titan Wealth Planning, a wholly owned subsidiary of Titan Wealth Holdings Limited (registered in Jersey, company number 132723F). The transaction occurred as part of the broader integration of IWP Financial Planning into the Titan Wealth group, under which Clairville York was listed as a previous trading style. Following the acquisition, Clairville York ceased to operate as an independent entity, and its clients were absorbed into Titan Wealth's unified platform offering Long Term, Medium Term, ESG Long Term, Active, Passive, Blended, and Sustainable Managed Portfolio Services.

The firm's current operating status is "acquired," with the brand preserved only as a legacy trading style on the Titan Wealth website (https://www.titanwh.com/en-GB/individual-investor/trading-style-landing). No pre-acquisition ownership details, founder information, or capitalization data are disclosed. As of the most recent source material, Titan Wealth Holdings Limited controls Titan Wealth Planning Limited, Titan Investment Solutions Limited, Titan Alternatives Limited, and Titan Private Wealth Limited as FCA-regulated (or appointed representative) operating subsidiaries.

Short descriptiontext

Clairville York was a UK financial planning advisory firm founded in 2001 serving private and corporate clients from Cheam. It has been acquired by Titan Wealth Planning and no longer operates as an independent entity, surviving only as a legacy trading style.

Operating statusenum
Acquired
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersCheam, United Kingdom
HQ citystring
Cheam
HQ countrystring
United Kingdom
HQ regionstring
Europe
Markets served

Serves global market

Keyword5 values
financial planning, wealth management, investment advisory, private client services, corporate advisory
Industry2 codes
PRIMARYFSAAACAB
Financial Planning–Led RIAs
Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers
SECONDARYFSAAAAAF
Financial Planning & Goals-Based Advice (Mass Affluent)
Financial & Insurance/Asset & Wealth Management/Retail & Mass-Affluent Wealth Management
NAICS code1 code
  • Portfolio Management and Investment Advice523940
SIC code1 code
  • Investment Advice6282
Product category
Wealth Management & Financial Planning
Social media profiles1 record
Cost components2 values
Personnel, Operations
GTM typeB2B and B2C
B2B and B2C
Offering typeServices
Services
Core offering1 text field

Clairville York is a provider of financial planning advisory services to private and corporate clients. Following acquisition by Titan Wealth Planning, the firm now operates as a previous trading style of the Titan Wealth group, with clients served through Titan Wealth's broader investment solutions and managed portfolio services platform.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Clairville York was a financial planning/wealth management firm that has been acquired and integrated into Titan Wealth Planning. The source does not provide specific product details for Clairville York's standalone offerings; all current financial products and services referenced on the Titan Wealth website belong to Titan Wealth's unified platform, including Long Term Portfolios, Medium Term Portfolios, ESG Long Term Portfolios, Active/Passive/Blended/Sustainable Managed Portfolio Services.

Product and service1 record
1Financial Planning Advisory Services
CategoryFinancial Planning Advisory
Description

Financial planning advisory services delivered to private and corporate clients in the United Kingdom, covering protection, wealth growth, intergenerational planning, retirement, and change-of-circumstance planning.

Recent move2 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight1 record

Each record includes

Type, Description

Market position
Competitive moat2 records

Each record includes

Type, Details

Key risks4 records

Each record includes

Headline, Details, Source

Key highlights4 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

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

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

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

Clairville York

Wealth Management & Financial Planningclairvilleyork.co.uk

Clairville York was a UK financial planning advisory firm founded in 2001 serving private and corporate clients from Cheam. It has been acquired by Titan Wealth Planning and no longer operates as an independent entity, surviving only as a legacy trading style.

What Clairville York does

Clairville York was a UK-based financial planning advisory firm that provided wealth planning services to private and corporate clients. Founded in 2001 and headquartered in Cheam, United Kingdom, the firm operated with 11-50 employees and was classified as a for-profit private company. No specific product suite, pricing model, technology stack, or revenue figures are disclosed in the source material; the firm's value proposition, distribution channels, and marketing posture are similarly undocumented.

Clairville York was acquired and integrated into Titan Wealth Planning, a wholly owned subsidiary of Titan Wealth Holdings Limited (registered in Jersey, company number 132723F). The transaction occurred as part of the broader integration of IWP Financial Planning into the Titan Wealth group, under which Clairville York was listed as a previous trading style. Following the acquisition, Clairville York ceased to operate as an independent entity, and its clients were absorbed into Titan Wealth's unified platform offering Long Term, Medium Term, ESG Long Term, Active, Passive, Blended, and Sustainable Managed Portfolio Services.

The firm's current operating status is "acquired," with the brand preserved only as a legacy trading style on the Titan Wealth website (https://www.titanwh.com/en-GB/individual-investor/trading-style-landing). No pre-acquisition ownership details, founder information, or capitalization data are disclosed. As of the most recent source material, Titan Wealth Holdings Limited controls Titan Wealth Planning Limited, Titan Investment Solutions Limited, Titan Alternatives Limited, and Titan Private Wealth Limited as FCA-regulated (or appointed representative) operating subsidiaries.

Clairville York firmographics

Firmographics
Name
Clairville York
Legal name
Clairville York
Website
https://clairvilleyork.co.uk
Company type
Private
Founded year
2001
Operating status
Acquired
Headcount range
11–50 employees
Short description
Clairville York was a UK financial planning advisory firm founded in 2001 serving private and corporate clients from Cheam. It has been acquired by Titan Wealth Planning and no longer operates as an independent entity, surviving only as a legacy trading style.
Ownership category
akta.pro rank

Clairville York industry classification

Industry
Product category
Wealth Management & Financial Planning
NAICS
Portfolio Management and Investment Advice (523940)
SIC
Investment Advice (6282)
akta.pro industry
PRIMARYFSAAACAB
Financial Planning–Led RIAs
Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers
SECONDARYFSAAAAAF
Financial Planning & Goals-Based Advice (Mass Affluent)
Financial & Insurance/Asset & Wealth Management/Retail & Mass-Affluent Wealth Management

Keywords

  • Financial planning
  • Wealth management
  • Investment advisory
  • Private client services
  • Corporate advisory

Where Clairville York is headquartered

Location

Headquarters

HQ city
Cheam
HQ country
United Kingdom
HQ region
Europe

Markets served

Clairville York business model

Business model
GTM type
B2B and B2C
Offering type
Services
Cost components
Personnel, Operations

Clairville York product offering

Product offering

Core offering

Clairville York is a provider of financial planning advisory services to private and corporate clients. Following acquisition by Titan Wealth Planning, the firm now operates as a previous trading style of the Titan Wealth group, with clients served through Titan Wealth's broader investment solutions and managed portfolio services platform.

Product overview

Clairville York was a financial planning/wealth management firm that has been acquired and integrated into Titan Wealth Planning. The source does not provide specific product details for Clairville York's standalone offerings; all current financial products and services referenced on the Titan Wealth website belong to Titan Wealth's unified platform, including Long Term Portfolios, Medium Term Portfolios, ESG Long Term Portfolios, Active/Passive/Blended/Sustainable Managed Portfolio Services.

Differentiator

Problem solved

Functional benefit

Products and services

  • Financial Planning Advisory Services Financial planning advisory services delivered to private and corporate clients in the United Kingdom, covering protection, wealth growth, intergenerational planning, retirement, and change-of-circumstance planning.

Companies that use Clairville York

Customer profile

Ideal customer profiles2 records

Clairville York technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Clairville York partnerships and signals

Strategic signal

Recent moves2 records

Expansion highlights1 record

Clairville York competitors and assessment

Company assessment

Market position

Competitive moat2 records

Key risks4 records

Key highlights4 records

Customer concentration

Clairville York social profiles

Digital presence

Clairville York financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Clairville York leadership team

Management profile

Number of profiles

Clairville York funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Clairville York M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about Clairville York

What does Clairville York do?

Clairville York is a provider of financial planning advisory services to private and corporate clients. Following acquisition by Titan Wealth Planning, the firm now operates as a previous trading style of the Titan Wealth group, with clients served through Titan Wealth's broader investment solutions and managed portfolio services platform.

Is Clairville York a public or private company?

Clairville York is a private company. It is classified as corporate owned and is currently acquired.

When was Clairville York founded?

Clairville York was founded in 2001. It employs 11 to 50 people.

Where is Clairville York based?

Clairville York is headquartered in Cheam, United Kingdom, in the Europe region.

Does Clairville York have an API?

No public API is recorded for Clairville York.

What industry is Clairville York in?

Clairville York's product category is Wealth Management & Financial Planning. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent). Its NAICS code is 523940 and its SIC code is 6282.

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