Who owns Advanta Wealth?

Advanta Wealth is currently owned by Beech Tree Private Equity, through Beech Tree Private Equity Partners III, since 2021.

When did Beech Tree Private Equity acquire Advanta Wealth?

Beech Tree Private Equity acquired Advanta Wealth in 2021 (active for 5 years).

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Advanta Wealth

Financials·

UK·Active·5yr hold

Advanta Wealth is a financials company, headquartered in UK.

Entry

2021

Hold

5yr

Status

Active

Est. EV

–

Investor

Beech Tree Private Equity

Key facts

HQUK

SectorFinancials

StatusActive

British acquisitive wealth-management group consolidating independent financial advisory firms.

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Last updated May 2026 · Sourced from public filings