WEALTH BUILDERS TOGETHER LTD

What WEALTH BUILDERS TOGETHER LTD does

WealthBuilders (legal entity: WEALTH BUILDERS TOGETHER LTD) is a UK-registered private limited company headquartered in East Grinstead that serves business owners and property investors. Per the available short description, the firm helps this audience "build, protect, and transfer wealth" through education, coaching, and SSAS (Small Self-Administered Scheme) pension services. This places the business at the intersection of financial education, advisory coaching, and pension administration — a niche in which UK SSAS providers typically require FCA authorisation and work with a long-tail of individual and small-business clients rather than enterprise accounts.

The underlying business model is consistent with a fee-based education and advisory firm: revenue is likely generated through coaching programmes, course/courseware sales, and recurring fees tied to SSAS pension administration and ongoing client advice. No pricing, packaging, or contract terms were disclosed, and the company's website (wealthbuilders.co.uk) returned only a verification/loading page during data collection, so product-level detail, GTM mechanics, and customer-segment mix cannot be substantiated from primary sources. No headcount, revenue, funding, management team, partnership, or product-launch information is available in the input data.

The firm's competitive position rests on a specialised content/education proposition for a defined audience (owner-operators and property investors) combined with a regulated SSAS capability, but no proprietary technology, AI features, branded methodology, or third-party endorsements were disclosed in the accessible material. Investors evaluating this name should treat it as a data-thin profile where primary financial, operational, and management diligence remains outstanding.

Name

WEALTH BUILDERS TOGETHER LTD

Legal name

WEALTH BUILDERS TOGETHER LTD

Website

https://wealthbuilders.co.uk

Company type

Private

Operating status

Operating

Short description

WealthBuilders is a UK-based private firm serving business owners and property investors with wealth-building education, coaching, and SSAS pension administration services, headquartered in East Grinstead.

Ownership category

akta.pro rank

Product category

Wealth Coaching and Financial Education

NAICS

Pension Funds (525110), Trusts, Estates, and Agency Accounts (52592)

akta.pro primary industry

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

akta.pro secondary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

Keywords

• Wealth education
• Property investment coaching
• SSAS pension advisory
• Financial coaching services
• Wealth building training

Headquarters

HQ city

East Grinstead

HQ country

United Kingdom

HQ region

Europe

Markets served

GTM type

B2C

Offering type

Services

Core offering

WEALTH BUILDERS TOGETHER LTD (WealthBuilders) helps business owners and property investors build, protect, and transfer wealth through education, coaching, and SSAS pension-related services. The firm is UK-based (East Grinstead) and operates a private company structure, with the public website (wealthbuilders.co.uk) serving as its primary digital presence.

Differentiator

Problem solved

Functional benefit

Products and services

• SSAS Pension Services Pension-related services centered on the Small Self-Administered Scheme (SSAS), offered to business owners and property investors as part of the firm's wealth-building offering.
• Wealth Education Programs Educational programs designed to help business owners and property investors understand how to build, protect, and transfer wealth.
• Wealth Coaching Coaching services for business owners and property investors covering wealth-building, protection, and transfer strategies.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Broad incumbents

• Investec Wealth & Investment (UK): UK private banking and wealth manager serving HNW clients with bespoke advice, investment management and pension planning. Comparable as a larger incumbent in the UK HNW wealth advisory market in which Wealth Builders operates.
• Quilter: Major UK wealth manager offering advice, investment platforms and pension products to a broad HNW customer base. Comparable as an incumbent with overlapping wealth planning and pension offerings to UK private clients.
• Evelyn Partners (formerly Tilney): UK wealth management and professional services group providing financial planning, investment management and tax/estate planning to HNW clients. Directly comparable in providing private wealth planning and succession advisory for business owners and property investors.
• St. James's Place: One of the largest UK wealth management groups serving HNW individuals with advice, investment management and pension services. Comparable as a broad incumbent offering private wealth planning and pension-related products overlapping with Wealth Builders' SSAS and advice offering, though at vastly greater scale.

Direct peers

• Mattioli Woods: UK specialist in SSAS, SIPP and wealth management for business owners and high earners. Direct peer given overlapping SSAS pension administration and wealth advisory services for a similar UK target customer segment.
• Curtis Banks Group: UK specialist SIPP and SSAS provider serving advisers and individual clients planning for retirement via self-administered pension schemes. Closely comparable product overlap on the SSAS side of Wealth Builders' proposition.

Others

• SESAMe / SimplyBiz Group: UK support services and compliance hub for independent financial advisers, providing platform, regulatory and back-office services. Comparable as an ecosystem participant that UK advice firms like Wealth Builders either partner with or compete against indirectly.

Emerging players

• Progressive Property (Property Education): UK property-investor education and mentoring business targeting the same business-owner/property-investor demographic as Wealth Builders. Comparable as an emerging player in property-investor education and coaching with adjacent wealth-building content.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat1 record

Key risks5 records

Key highlights3 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 WEALTH BUILDERS TOGETHER LTD