The Progeny Group Limited’s Competitors, Revenue, Number of Employees, Funding, Acquisitions & News

Progeny provides wealth management and legal advisory services for private clients, corporates and family offices. Read more

2 Followers on Owler
2 Followers on Owler
2 Followers on Owler
2 Followers on Owler

Progeny provides wealth management and legal advisory services for private clients, corporates and family offices. Read more

Neil Moles's photo - CEO of The Progeny Group Limited

CEO

Neil Moles

CEO Approval Rating

88/100

Founded:

2014

Status:

PrivateIndependent Company

TOP COMPETITORS OR ALTERNATIVES

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Chilli Financial is the top competitor of The Progeny Group Limited. Chilli Financial was founded in 2003, and its headquarters is in Tyne and Wear, England. Like The Progeny Group Limited, Chilli Financial also operates in the Diversified Financial Services field. Chilli Financial has 37 fewer employees than The Progeny Group Limited.

Octagon Wealth Management is seen as one of The Progeny Group Limited's top competitors. Octagon Wealth Management was founded in Lancashire, England} in 2010. Like The Progeny Group Limited, Octagon Wealth Management also works within the Diversified Financial Services field. Compared to The Progeny Group Limited, Octagon Wealth Management generates $4.1M less revenue.

Succession Wealth is The Progeny Group Limited's #3 rival. Succession Wealth's headquarters is in Birmingham, England, and was founded in 2009. Like The Progeny Group Limited, Succession Wealth also operates in the Diversified Financial Services sector. Succession Wealth generates 12% of The Progeny Group Limited's revenue.

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Acquisitions

COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
Addidi

Dec 2019

Source »
undisclosed
Addidi provides wealth, investment and legacy planning services for women-based businesses and entrepreneurs.
Quest Financial Solutions Limited

Feb 2019

Source »
undisclosed
Quest Financial Solutions provides wealth management and financial planning services for individuals and corporates.
Innovate Financial Services Limited

Feb 2019

Source »
undisclosed
Innovate Financial Services provides wealth management, retirement planning and corporate advisory services.
Juno Wealth Management Limited

Feb 2019

Source »
undisclosed
Juno Wealth Management provides retirement planning, investment and financial advisory services.
Evolve Financial Planning

Jul 2018

Source »
undisclosed
Evolve Financial Planning provides cashflow planning and financial advisory services.

These are all the companies that The Progeny Group Limited has acquired. The Progeny Group Limited has acquired 5 companies and its latest acquisition was Addidi in Dec 2019. Addidi provides wealth, investment and legacy planning services for women-based businesses and entrepreneurs.

Investments

No recent investments found related to The Progeny Group Limited

These are all the companies that The Progeny Group Limited has invested in. The Progeny Group Limited has invested 5 companies and its latest investment was Addidi in Dec 2019. Addidi provides wealth, investment and legacy planning services for women-based businesses and entrepreneurs.

The Progeny Group Limited News

December 11, 2019Business Leader Magazine

ADDIDI WEALTH ACQUIRED BY PROGENY

The Addidi team based in London is now part of the national professional advisory firm, Progeny. As p... See more »
December 10, 2019financialreporter

Addidi Wealth joins Progeny

Addidi Wealth, the women-focused advisory firm based in London, is now part of the national professio... See more »
February 14, 2019Bdaily

Leeds financial consultancy increases its wealth firms in Buckinghamshire and Sussex

Progeny Group, which combines financial planning, legal and asset management solutions for private cl... See more »
February 14, 2019Citywire

Progeny continues advice acquisition spree with 2 more deals

National advice and wealth management firm Progeny has continued its acquisition spree by buying two ... See more »
February 14, 2019Money Marketing

Consolidator makes another two acquisitions

Wealth management, financial planning and legal advice group Progeny has scored another two acquisiti... See more »
February 14, 2019Citywire

Wealth firm expands into south east with double acquisition

Progeny Group acquires two wealth businesses in the south of England days after its first Scotland ex... See more »

The Progeny Group Limited Press Releases

Social Media

Headquarters

170 - 173 Piccadilly Egyptian House

London, EnglandW1J 9EJ

44-344-225-0660

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Summary

ABOUT

Overview

Progeny provides wealth management and legal advisory services for private clients, corporates and family offices. The Progeny Group Limited was founded in 2014. The Progeny Group Limited's headquarters is located in London, England, GB W1J 9EJ. The ...

CEO

The Progeny Group Limited's CEO, Neil Moles, currently has an approval rating of 88%. The Progeny Group Limited's primary competitors are Chilli Financial, Octagon Wealth Management & Succession Wealth.

Website

theprogenygroup.com

Frequently Asked Questions about The Progeny Group Limited

  1. When was The Progeny Group Limited founded?

    The Progeny Group Limited was founded in 2014
  2. Who is The Progeny Group Limited's CEO?

    The Progeny Group Limited's CEO is Neil Moles
  3. How much revenue does The Progeny Group Limited generate?

    The Progeny Group Limited generates $9.1M in revenue
  4. How much funding does The Progeny Group Limited have?

    The Progeny Group Limited has historically raised $0 in funding
  1. Where is The Progeny Group Limited's headquarters?

    The Progeny Group Limited's headquarters is in London England, GB
  2. How many employees does The Progeny Group Limited have?

    The Progeny Group Limited has 82 employees
  3. What sector does The Progeny Group Limited operate in?

    The Progeny Group Limited is in Diversified Financial Services
  4. Who are The Progeny Group Limited's competitors?

    The Progeny Group Limited's top competitors are Chilli Financial, Octagon Wealth Management, Succession Wealth