IDAD Group

What IDAD Group does

IDAD Group is a privately held UK financial institution founded in 2002 and headquartered in Petersfield, England. Per its firmographic profile, the company provides investment solutions, wealth management, deposit plans, and advisory services, targeting clients seeking structured investment and savings products. The firm operates with a headcount band of 11-50 employees, placing it in the small to lower-mid-sized segment of UK advisory and wealth-management providers.

The underlying business model appears to combine fee-based advisory and wealth-management revenues with deposit-plan product revenue, which typically involves balance-sheet exposure or distribution economics. However, no product catalog, fee schedule, AUM disclosures, regulatory authorization details (e.g., FCA registration number), client-segment mix, or distribution-channel breakdown is available in the source material. The company website (idad.co.uk) returned only a loading/verification page rather than substantive content, and no management team, ownership, or financial-statement data was retrievable. As a result, deeper claims about service architecture, technology stack, go-to-motion, or revenue mechanics cannot be made from the supplied input; the description above is bounded strictly to the firmographic and category labels provided.

Name

IDAD Group

Website

https://idad.co.uk

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

11–50 employees

Short description

IDAD Group is a privately held UK financial institution founded in 2002 and based in Petersfield, offering investment solutions, wealth management, deposit plans, and advisory services to clients in the United Kingdom.

Ownership category

akta.pro rank

Product category

Wealth Management and Investment Services

NAICS

Funds, Trusts, and Other Financial Vehicles (525), Pension Funds (525110)

SIC

Finance Services (6199)

akta.pro primary industry

Independent Broker-Dealers (Retail Network) (FSAAAAAC)

akta.pro secondary industry

Asset-Based Lending (ABL) (FSANADAD)

Keywords

• Investment solutions
• Wealth management
• Structured deposits
• Financial advisory
• Deposit plans

Headquarters

HQ city

Petersfield

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

Core offering

IDAD Group is a financial institution that provides investment solutions, wealth management services, structured deposit plans, and financial advisory services. The firm serves individual investors and savers seeking structured investment and deposit products, operating from its headquarters in Petersfield, United Kingdom.

Product overview

No product information available in the provided source content. The source material consists only of a loading/verification page from idad.co.uk, which does not contain substantive product, service, or company information.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Solutions Investment solutions offered to individual investors and savers as part of IDAD Group's financial product portfolio.
• Wealth Management Wealth management services delivered to individual clients to help manage and grow their financial assets.
• Deposit Plans Structured deposit plans designed for individual savers seeking capital-protected or yield-bearing deposit products.
• Advisory Services Financial advisory services providing guidance to individuals on investment, wealth, and deposit decisions.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Broad incumbents

• AJ Bell: UK investment platform and SIPP/ISA provider offering investment solutions and wealth management to retail clients. A broad incumbent comparable to IDAD Group in product mix (investments, wealth, deposits-adjacent cash products) though at materially larger scale.
• Hargreaves Lansdown: The UK's largest direct-to-consumer investment and wealth platform. Comparable to IDAD Group as a UK-based provider of investment solutions, wealth products, and advisory-style services, but operating at vastly greater scale and with a fully digital platform.
• Interactive Investor: UK flat-fee investment platform serving retail investors with funds, shares, ISAs/SIPPs and wealth-style services. Comparable to IDAD Group's investment and wealth offering, but with a much larger customer base and technology infrastructure.
• Quilter: UK wealth manager and investment platform serving advised and direct clients with investment, pension and wealth solutions. Overlaps with IDAD Group's investment, wealth and advisory proposition, but at much larger scale and with a platform-led model.
• Rathbones Group: UK wealth manager providing discretionary investment management, advisory and deposit-adjacent services to private clients. Comparable to IDAD Group across investment solutions, wealth management and advisory, though operating at significantly greater AUM scale.
• Brewin Dolphin (now RBC Brewin Dolphin): UK wealth manager offering investment management, financial planning and advisory services. Direct overlap with IDAD Group's wealth management and advisory proposition, albeit as a national, much larger franchise.
• Tilney (now Evelyn Partners): UK wealth management and professional services group offering investment management, financial planning and advisory. Comparable in service scope to IDAD Group but with a national footprint and significantly larger headcount.
• St. James's Place: UK wealth manager distributing investment, pension and wealth solutions through a large adviser network. Comparable in product set to IDAD Group (investments, wealth, advisory) but operating a fundamentally different partnership-led distribution model.

Direct peers

• Killik & Co: Independent UK wealth manager providing investment management and financial advice to private clients, with a focus on long-term, relationship-based service. A close direct peer to IDAD Group in size, private client focus and breadth of investment/wealth/advisory services.
• Charles Stanley & Co. UK private client wealth manager providing investment management, wealth planning and advisory services. One of the closest direct peers to IDAD Group in terms of product mix (investments, wealth, advice) and UK mid-market client focus.

Market position

Strengths3 records

Weaknesses3 records

Key risks4 records

Key highlights4 records

Customer concentration

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 IDAD Group