Evelyn Partners
Finance · United Kingdom · 1K - 5K Employees
View Company Info for Free
Overview
Headquarters
45 Gresham St, London, Greater London, E...Phone Number
+44 2071314000Website
www.evelyn.comRevenue
$1.4 BillionIndustry
ZI Rank: 7
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
6
8
7
7
6
7
About Evelyn Partners
Evelyn Partners is the UKs leading integrated wealth management and professional services group with over 53 billion of assets under management (AUM) and over 600 million of revenue in 2022. Offering personal wealth management, financial planning, investment management and specialist tax, accountancy and advisory services, Evelyn primarily serves high-net-worth private clients, businesses and charities.Explore more
Evelyn Partners Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Evelyn Partners your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Congratulate Masked Content for being promoted to Masked Content at Evelyn Partners
Website visits: Recent activity has been detected on your website
Product Launch: Get notified when Evelyn Partners launches new products
Evelyn Partners, which may be a good buyer, showed buying intent in Masked Content Topic
Click to see if Evelyn Partners had a recent Job posting/layoffs
Check out if Evelyn Partners is spiking on competitors!
Funding: Get notified immidiatlly once Evelyn Partners has new funding data
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Earning: See what the market has to say on Evelyn Partners recently announced quarterly report
Check if Evelyn Partners has recently received funding, and reach out quickly before it becomes old news!
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find 2 more new buyers
Compare Similar Companies to Evelyn Partners
Compare insights from companies similar to Evelyn Partners, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
$24.1M
201-500
Private
-
2021
AY
Ali Yahya KarimDecision-Making, Gtm & Life Transition Strategic Advisor
Company Profile Activity
Activity Insights
Evelyn Partners is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Evelyn Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Evelyn Partners.
Evelyn Partners Tech Stack
A closer look at the technologies used by Evelyn Partners
Most Recent Scoops
Hiring Plans
Evelyn Partners has more open roles in Human Resources than it has had at any time in the past 12 months. Technologies mentioned include: SmartRecruiters.
Hiring Plans
Open Position
Hiring Plans
Evelyn Partners has more open roles in Information Technology than it has had at any time in the past 12 months. Technologies mentioned include: Confluence, and SQL. Areas of expertise include: Release Management, Windows Servers, RESTful API, Application Settings, Standard SQL, Software Testing, and Technical Support.
Hiring Plans
Hiring Plans
Evelyn Partners has more open roles in Engineering & Technical than it has had at any time in the past 6 months. Technologies mentioned include: Microsoft SQL Server Reporting, Microsoft SQL Server, Microsoft Azure Data Factory, Microsoft Visual Studio, SQL, Microsoft Azure, and Transact-SQL.
Hiring Plans
Left Company
Executive Move
Executive Moves, Left Company
Evelyn Partners News & Media
Evelyn Partners names CEO and CFO as NatWest deal nears completion
Evelyn Partners has named its incoming CEO and chief financial officer (CFO), with CEO Paul Geddes and CFO Alex Gersh to step down from their roles following the firm’s acquisition by NatWest Group.Evelyn Partners CEO and CFO to step down after NatWest takeover | Money Marketing
Evelyn Partners has announced a leadership reshuffle ahead of its planned acquisition by NatWest, with chief executive Paul Geddes and chief financial Evelyn Partners has announced a leadership reshuffle ahead of its planned acquisition by NatWest, with chief executive Paul Geddes and chief financial officer Alex Gersh set to step down once the deal completes.Howden completes acquisition of the employee benefits arm of Evelyn Partners
Evelyn Partners has completed the sale of its employee benefits consultancy business, Evelyn Partners Financial Services Limited (EPFS), to global insurance intermediary group Howden.NatWest Group Strengthens Wealth Management Arm Via Acquisition Of Evelyn Partners
NatWest Group has revealed plans to purchase Evelyn Partners, a UK-based wealth management firm, in a deal valued at £2.7 billion on an enterprise basis. This acquisition aims to establish the combined entity as the foremost provider of private banking and wealth management services in the United Kingdom. Alongside this, the banking institution has launched a £750 million program to repurchase its own shares, signaling confidence in its financial health and future prospects. Evelyn Partners
Read more news
Top Finance Companies
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Evelyn Partners
Sign Up For FreeTo access detailed company insights
Evelyn Partners is the UKs leading integrated wealth management and professional services group with over 53 billion of assets under management (AUM) and over 600 million of revenue in 2022. Offering personal wealth management, financial planning, investment management and specialist tax, accountancy and advisory services, Evelyn primarily serves h... Read More
