WEALTHIFY LIMITED
Fund management activities
WEALTHIFY LIMITED
Fund management activities
Contact & Details
Contact
Registered Address
Tec Marina Terra Nova Way Penarth Cardiff CF64 1SA Wales
Full company profile for WEALTHIFY LIMITED (09034828), an active financial services company based in Penarth, Wales. Incorporated 12 May 2014. Fund management activities. View financials, directors, shareholders, and filings.
Business Summary
This company specializes in providing innovative solutions and services across multiple sectors. Sign up to viewReports
Credit Report
In-depth credit score, financial analysis, risk assessment and company intelligence.
Financials
Financials
Balance Sheet & P&L (2015–2024)
Cash in Bank
£3.84M
Net Assets
£3.99M
Total Liabilities
£3.23M
Turnover
£3.98M
Employees
143
Debt Ratio
45%
Financial History
Revenue, profit, EBITDA and key financial figures
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Funding
Fundraising & Grants
See all 4 funding rounds
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Investors (1)
| Investor Name | Investor Since | Participating Rounds |
|---|---|---|
| Investor 1 | Oct 2017 | Acquisition |
Officers
Officers
| Status | |||||
|---|---|---|---|---|---|
| Michael Ashford | Director | British | Wales | 1 Mar 2016 | Active |
See all 17 officers
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Persons with Significant Control
Persons with Significant Control (1)
Wealthify Group Limited
United Kingdom
- Ownership Of Shares 75 To 100 Percent
Richard Byron Theodossiades
Ceased 9 Feb 2018
Group Structure
Group Structure
Charges
Charges
No charges registered
Properties
Properties
No related properties
Documents
Company Filings
| Date | Category | Description | Document |
|---|---|---|---|
| 29 Jan 2026 | Capital | Allotment of shares (GBP 63,343,953) on 2026-01-09 | |
| 31 Oct 2025 | Capital | Allotment of shares (GBP 55,343,953) on 2025-10-02 | |
| 14 Oct 2025 | Officers | Termination of Joanne Marie Phillips as director on 2025-10-03 | |
| 30 Sept 2025 | Accounts | Annual accounts made up to 2024-12-31 | |
| 6 Aug 2025 | Confirmation Statement | Confirmation statement made on 2025-07-26 with updates |
Allotment of shares (GBP 63,343,953) on 2026-01-09
Allotment of shares (GBP 55,343,953) on 2025-10-02
Termination of Joanne Marie Phillips as director on 2025-10-03
Annual accounts made up to 2024-12-31
Confirmation statement made on 2025-07-26 with updates
Recent Activity
Latest Activity
Allotment of shares (GBP 63,343,953) on 2026-01-09
2 months ago on 29 Jan 2026
Allotment of shares (GBP 55,343,953) on 2025-10-02
5 months ago on 31 Oct 2025
Termination of Joanne Marie Phillips as director on 2025-10-03
6 months ago on 14 Oct 2025
Annual accounts made up to 2024-12-31
6 months ago on 30 Sept 2025
Confirmation statement made on 2025-07-26 with updates
8 months ago on 6 Aug 2025