Wealthfusion

What Wealthfusion does

WealthFusion Limited is a London-based Multi-Family Office authorized and regulated by the Financial Conduct Authority (Company number 12079392), serving ultra-high-net-worth (UHNW) families and individuals across seven international markets including the UK, USA, Switzerland, Dubai, India, Singapore, and Africa. Founded in 2020, the firm operates from Marylebone, London, and offers four core service pillars: Bespoke Wealth Management (tailored investment strategies aligned to individual risk appetite and time horizon), Fiduciary and Estate Planning (inheritance, estate structuring, and cross-border succession), Private Credit Lending through its PlotPoint and LendSecure platforms (short-term secured real estate loans with collateral and downside protection), and integrated Multi-Family Office services combining financial, administrative, and advisory functions under one roof.

The firm generates revenue through two primary streams: recurring advisory and management fees, likely structured as AUM-based or fixed retainer arrangements negotiated individually with each UHNW client, and transaction-based fees from private credit lending activities. WealthFusion does not operate a proprietary technology platform; instead, it leverages industry-standard tools for portfolio management, risk assessment, and client reporting, with trade execution delegated to custodian banking partners. Its go-to-market is relationship-driven and consultative, relying on personal introductions, professional advisor referrals, community partnerships, and high-touch senior advisor engagement rather than digital or self-service channels. The firm targets families seeking continuity, integrity, and multi-generational wealth stewardship, positioning emotional intelligence and personal relationships as core differentiators.

The company is founder-led under Founding Chairman Kali Mulchandani and Co-Founder & Managing Director Udit Garg, with a management team spanning CEO and Head of Risk Management Jane Grier, Investment Director Rajesh Yadav, Non-Executive Director Rajesh Jogi, and former Barclays Head of Operations Nia Gilbert. The firm operates as an independent, privately-held entity with no disclosed parent company, no external institutional investors, and no funding rounds. Strategic partnerships include Ealing Trailfinders rugby club (flagship), charitable sponsorships (Sense charity, Pitshanger FC youth teams, Rotary Club Dragon Boat Race), and technology/integration partnerships with its PlotPoint and LendSecure private credit sub-brands.

Name

Wealthfusion

Legal name

WealthFusion Limited

Website

https://wealthfusion.co.uk

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

11–50 employees

Short description

WealthFusion is a London-based FCA-regulated Multi-Family Office serving ultra-high-net-worth families across seven international markets with bespoke wealth management, fiduciary and estate planning, private credit lending (PlotPoint and LendSecure), and integrated multi-family office services.

Ownership category

akta.pro rank

Product category

Multi-Family Office Services

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282), Short-Term Business Credit Institutions (6153)

akta.pro primary industry

Family Office Services (Single & Multi-Family Office) (FSABADAF)

akta.pro secondary industries

Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK)

Keywords

• Multi-family office services
• Wealth management advisory
• Estate planning services
• Private credit lending
• Investment management

Headquarters

HQ city

City Of London

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Advisory and Management Fees: WealthFusion generates revenue through advisory fees and wealth management services. As a Multi-Family Office serving UHNW clients, the firm likely charges based on assets under management (AUM), fixed retainers, or a combination of both. The bespoke nature of their services suggests fee arrangements are negotiated individually with each client.
2. Private Credit Lending (PlotPoint & LendSecure): Through their private credit platform comprising PlotPoint and LendSecure, the firm offers short-term secured real estate loans. This generates returns through interest income and lending fees, providing collateralized downside protection for investors seeking stable, predictable short-term exposure.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

WealthFusion is a London-based Multi-Family Office that designs and delivers bespoke investment strategies, fiduciary and estate planning, and private credit lending through its PlotPoint and LendSecure platforms for ultra-high-net-worth families and individuals. Services are relationship-led, custom-tailored to each client's risk appetite and time horizon, and delivered by a senior advisory team focused on long-term wealth stewardship across generations.

Product overview

Wealthfusion is a true Multi-Family Office offering an integrated suite of wealth management services. The portfolio comprises four core service pillars: Bespoke Wealth Management (tailored investment strategies aligned to individual risk appetite and long-term goals), Fiduciary & Estate Planning (inheritance, estate structuring, and cross-border succession), Private Credit Lending (through the PlotPoint and LendSecure platforms providing short-term secured real estate lending with collateral protection and market-independent returns), and Multi Family Office services (integrated financial, administrative, and advisory services for comprehensive wealth stewardship). The firm blends private banking heritage with forward-looking strategies, serving UHNW families and investors committed to long-term wealth preservation across generations.

Differentiator

Problem solved

Functional benefit

Brands

• PlotPoint: Private credit platform offering short-term secured real estate lending opportunities with collateral and downside protection, designed to operate independently of market volatilities
• LendSecure

Products and services

• Bespoke Wealth Management Bespoke investment strategies tailored to each client's personal vision and financial goals, combining disciplined portfolio management with global insight. Portfolios are actively curated for long-term growth, capital preservation, and clarity, and aligned to individual risk appetite, time horizon, and values. Designed for ultra-high-net-worth families and individuals.
• Fiduciary & Estate Planning Holistic guidance across inheritance, estate structuring, and cross-border succession planning, delivered with trusted legal and tax experts. Designed to protect family wealth, preserve legacy, and ensure seamless transitions across generations for ultra-high-net-worth families.
• Private Credit Lending (PlotPoint & LendSecure) WealthFusion's proprietary private credit platforms (PlotPoint and LendSecure) offering short-term secured real estate lending opportunities with collateral and downside protection. Designed to operate independently of market volatilities, enabling portfolio diversification with stable, predictable short-term returns for sophisticated investors.
• Multi Family Office Integrated financial, administrative, and advisory services delivered under a single Multi-Family Office relationship. Supports every dimension of client wealth—from governance to growth—with trust, confidentiality, and continuity, aligning with the family's ambitions and managing complexity across generations.

Named customers3 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Seven partnerships are on record, tiered flagship, core and minor.

• Ealing TrailfindersflagshipStrategic or Co-development PartnerWealthFusion is a Strategic Partner of Ealing Trailfinders rugby club. The partnership provides financial education for players and members at every stage of their careers, personalized wealth planning and investment advice, and supports building a lasting legacy through sport and the local community. The Managing Director is rooted in the local Ealing community, making this a natural partnership fit for the young, ambitious wealth management company built on trust, discretion, and long-term relationships.
• SensecoreOthersWealthFusion proudly supports Sense, a UK charity empowering individuals with complex disabilities. Their sponsorship advances the charity's mission of inclusivity, independence, and dignity. This forms part of the firm's WealthFusion Give Back Day initiative.
• Pitshanger Football ClubminorOthersWealthFusion sponsors Pitshanger FC's U7 & U8 teams in the London Borough of Ealing, championing youth development, community sport, and values of resilience and fairness. This supports the firm's community presence in Ealing.
• Rotary Club Dragon Boat Race (Sense College Boat)minorOthersWealthFusion supports the Sense College Boat at the Rotary Club Dragon Boat Race, promoting community bonding while raising critical funds for charitable initiatives.
• PlotPointcoreTechnology or IntegrationPlotPoint is WealthFusion's private credit platform offering access to real estate lending opportunities. These short-term secured loans provide collateral and downside protection, designed to operate independently of market volatilities. PlotPoint enables portfolio diversification with stable, predictable returns for clients seeking reliable short-term exposure.
• LendSecurecoreTechnology or IntegrationLendSecure is WealthFusion's private credit platform offering short-term secured real estate loans. Part of the firm's alternative investment offerings, LendSecure provides collateralized lending opportunities designed for portfolio diversification with stable, predictable returns independent of market volatilities.
• Custodian Banking PartnerscoreOthersWealthFusion uses a series of Custodian Banking Partners to execute investment trades on clients' behalf. The firm continues to monitor and assess the service that banking partners provide as part of due diligence. These relationships enable the firm to offer comprehensive investment management services.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Stonehage Fleming: A leading independent multi-family office advising UHNW families across generations on investment, fiduciary, and succession planning — directly comparable service mix to WealthFusion, including cross-border capabilities.
• Hoxton Capital Management: UK-headquartered financial advisory firm serving internationally mobile HNW clients with wealth planning, investment, and pension structuring — comparable on cross-border UHNW advisory and bespoke engagement model.
• Cazenove Capital (Schroders): UK wealth manager serving HNW/UHNW clients with discretionary investment management and family office-style services — overlapping client profile and bespoke mandate orientation with WealthFusion.
• Sandaire (Lord North Street): Independent UK-based multi-family office providing investment, trust, and family governance services to UHNW principals — a close comparable on size and integrated service model.
• JTC Group: Provider of family office, fiduciary, and fund administration services to UHNW families and institutions — overlapping on fiduciary/estate planning and cross-border wealth structuring mandates.

Broad incumbents

• Rothschild & Co Wealth & Asset Management: Global private banking group providing investment management, fiduciary, and family office services to UHNW families — a benchmark competitor for WealthFusion's integrated multi-generational offering.
• Pictet Group: Swiss private bank and asset manager with strong UHNW wealth management and private credit capabilities — comparable in cross-border family office coverage and alternative lending exposure.
• EFG Private Bank: Swiss-headquartered private bank offering investment advisory, wealth planning, and credit solutions to UHNW clients — overlapping mandate with WealthFusion, particularly in cross-border succession and lending.
• LGT Wealth Management: Principal-owned private banking and wealth management group serving HNW/UHNW clients globally with discretionary investment management, lending, and family office services — overlapping with WealthFusion's service set but at significantly greater scale.
• Kleinwort Hambros (SG Kleinwort Hambros): Private banking arm of Société Générale serving UHNW families across the UK, Channel Islands, and continental Europe with investment, lending, and estate planning services — closely comparable in cross-border UHNW focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/wealthfusion

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

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 Wealthfusion