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Curtis Banks - About the company

Curtis Banks is an acquired company based in United Kingdom, founded in 2009. It operates as an Investment & wealth management firm. Curtis Banks has raised an undisclosed amount in funding. The company has 30886 active competitors, including 506 funded and 2673 that have exited. Its top competitors include companies like FIS, XP and Fidelity Investments.

Company Details

Registered Address
153 PRINCES STREET,IPSWICH,SUFFOLK,IP1 1QJ
Key Metrics
Founded Year
2009
Stage
Acquired
Latest Funding Round
Ranked
Employee Count
226 as on Jun 30, 2026
Investment & Acquisitions
Similar Companies
Exit Details
Acquired by Nucleus Financial (Jan 06, 2023)

Curtis Banks's acquisition details

Curtis Banks got acquired by Nucleus Financial on Jan 06, 2023 at an acquisition amount of $*****.
Click here to take a look at Curtis Banks's acquisition in detail
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Curtis Banks's funding and investors

Curtis Banks has raised funding over 1 round.

Here is the list of recent funding rounds of Curtis Banks:
Date of Funding
Funding Amount
Round Name
Post-Money Valuation
Revenue Multiple
Lead Investors
Other Investors
Apr 26, 2018
1206524
Post IPO
4606156
1388359
9844349
4799914
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Curtis Banks' founders and board of directors

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Curtis Banks' employee count trend

Curtis Banks has 226 employees as of Jun 26. Here is Curtis Banks's employee count trend over the years:
Employee count trend for Curtis Banks
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Curtis Banks's Competitors and alternates

Top competitors of Curtis Banks include FIS, XP and Fidelity Investments. Here is the list of Top 10 competitors of Curtis Banks, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for FIS
FIS
1968, Jacksonville (United States), Acquired
Provider of software suite for banks and financial institutions
-
81/100
2nd
Logo for XP
XP
2001, Rio de Janeiro (Brazil), Public
Diversified investment management firm
$273M
81/100
3rd
Logo for Fidelity Investments
Fidelity Investments
1946, Boston (United States), Series F
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
$4.71B
80/100
4th
Logo for S&P Global
S&P Global
1917, New York City (United States), Public
Provider of essential intelligence and market analysis for global finance
-
79/100
5th
Logo for AXA
AXA
1921, Paris (France), Public
Provider of protection and heritage transmission
-
78/100
6th
Logo for Goldman Sachs
Goldman Sachs
1869, New York City (United States), Public
Global financial services platform that delivers investment banking, markets, asset management, and wealth advisory solutions
-
77/100
7th
Logo for Avendus
Avendus
1999, Mumbai (India), Acquired
Corporate consultancy and advisory service provider
$178M
77/100
8th
Logo for Investec
Investec
1974, London (United Kingdom), Acquired
Specialist bank and wealth manager serving private and institutional clients
-
77/100
9th
Logo for Royal Bank of Canada
Royal Bank of Canada
1864, Toronto (Canada), Public
Commercial bank
-
-
77/100
10th
Logo for UBS
UBS
1862, Zurich (Switzerland), Public
Investment bank
-
76/100
1166th
Investment & wealth management firm
-
-
42/100
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Curtis Banks's Investments and acquisitions

Curtis Banks has acquired 3 companies including Talbot and Muir, Dunstan Thomas and Suffolk Life. Curtis Banks has not made any investments as of now.
Here is the list of its acquisitions:
Date of Investment/Acquisition
Type
Company Name
Founded Year
Location
Jul 23, 2020
Acquisition
1993
Nottingham (United Kingdom)
Jul 23, 2020
Acquisition
1986
Portsmouth (United Kingdom)
Jan 14, 2016
Acquisition
1971
Ipswich (United Kingdom)
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See all acquisitions by Curtis Banks

Reports related to Curtis Banks

Here is the latest report on Curtis Banks's geography:

News related to Curtis Banks

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COO to step down at Curtis BanksInsider MediaJun 20, 2022Curtis Banks
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FAQs about Curtis Banks

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