Insights

AUM Growth Recent acquisition of Yodelar Group to boost assets under management to £2.5bn signals rapid scale potential and cross-sell opportunities across investment research, advisory services, and wealth planning.

Private and Corporate Serving both private clients and corporate clients presents cross-sell paths for estate planning, inheritance tax strategies, employee benefit planning, and pension advisory to expand recurring revenue.

Regulatory Backbone FCA authorization and recognition as Top Rated Advice Firm enhance credibility for selling advanced financial planning, risk management, and fiduciary services to high-net-worth individuals and businesses.

Leadership & Talent Strategic hires in finance leadership and head of financial planning indicate investment in delivering comprehensive planning and scalable advisory, creating opportunities for high-value planning engagements and premium service tiers.

Awards & Visibility Consistent recognition as a Great Place to Work and top-rated adviser boosts brand differentiation, aiding outreach to affluent clients seeking trusted, customer-centric wealth management partners.

Similar companies to MKC Wealth

Modera Wealth Management
215$100M - $250M
Carson Wealth
340$250M - $500M
Carson Group
42$250M - $500M
Edelman Financial Engines
1.6K$1B - $10B
Mercer Advisors
1.6K$1B - $10B
LPL Financial
15K$10B+
Snowden Lane Partners
145$100M - $250M
Aspiriant
248$500M - $1B
Creative Planning
2.7K$1B - $10B
Buckingham Strategic Wealth
86$100M - $250M
Savant Wealth Management
664$500M - $1B

MKC Wealth Tech Stack

MKC Wealth uses 8 technology products and services including Calendly, RSS, WordPress, and more. Explore MKC Wealth's tech stack below.

Calendly
Appointment Scheduling
RSS
Content Management System
WordPress
Content Management System
Shopify
E-commerce
Microsoft 365
Email
Mimecast
Email Security
Microsoft
Miscellaneous
Microsoft Azure
Platform As A Service

Media & News

MKC Wealth's Email Address Formats

MKC Wealth uses at least 5 email formats:

MKC Wealth Email Formats	Example	Percentage
FirstLast@mkcwealth.co.uk	JohnDoe@mkcwealth.co.uk	72%
First.Last@mkcwealth.co.uk	John.Doe@mkcwealth.co.uk	21%
FirLast@mkcwealth.co.uk	JohDoe@mkcwealth.co.uk	4%
First@mkcwealth.co.uk	John@mkcwealth.co.uk	3%
First.Last@mkcwealth.com	John.Doe@mkcwealth.com	100%

Frequently Asked Questions

What is MKC Wealth's official website and social media links?

MKC Wealth's official website is mkcwealth.com and has social profiles on LinkedIn and Crunchbase.

How much revenue does MKC Wealth generate?

As of August 2026, MKC Wealth's annual revenue is estimated to be $1M - $10M.

What is MKC Wealth's NAICS code?

MKC Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does MKC Wealth have currently?

As of August 2026, MKC Wealth has approximately 132 employees across 3 continents, including Europe, Asia and Oceania. Key team members include Chief Executive Officer: D. R., Chief Financial Officer: D. C. and Head Of Marketing & Events: A. M. Explore MKC Wealth's employee directory with LeadIQ.

What industry does MKC Wealth belong to?

MKC Wealth operates in the Financial Services industry.

What technology does MKC Wealth use?

MKC Wealth's tech stack includes Calendly, RSS, WordPress, Shopify, Microsoft 365, Mimecast, Microsoft and Microsoft Azure.

What is MKC Wealth's email format?

MKC Wealth's email format typically follows the pattern of FirstLast@mkcwealth.co.uk. Find more MKC Wealth email formats with LeadIQ.

When was MKC Wealth founded?

MKC Wealth was founded in 2004.

MKC Wealth

Q: What is MKC Wealth's official website and social media links?

MKC Wealth's official website is mkcwealth.com. MKC Wealth has social profiles on LinkedIn.

Q: How many employees does MKC Wealth have currently?

MKC Wealth has approximately 132 employees.

Q: What technology does MKC Wealth use?

MKC Wealth's tech stack includes Calendly, Apache, Adobe Fonts, DoubleClick Floodlight, cdnjs.

Q: What is MKC Wealth's NAICS code?

MKC Wealth's NAICS code is 52 (Finance and Insurance).

Financial ServicesEngland, United Kingdom51-200 Employees

MKC Wealth is an independent, boutique wealth management firm that provides financial advice to private clients and their families, as well as to corporate clients. Its services cover inheritance tax planning, insurance, pensions, and investments, with a focus on designing and implementing comprehensive plans tailored to individual goals, followed by ongoing reviews. The company is based in London and operates regional offices in the City of London, Wimbledon, and Stockport, and it is authorised and regulated by the Financial Conduct Authority. The firm operates in the financial services industry, positioning itself as a mid-sized advisory practice focused on long-term client relationships. In January 2026, MKC Wealth was recognised as a Top Rated Advice Firm by VouchedFor in its annual guide.