Insights

Expansion & Leadership Succession Wealth is actively growing its leadership and advisory capabilities, with recent executive appointment at Succession Advisory Services and ongoing partnerships, signaling a need for scalable technology, CRM, and onboarding solutions to support rapid expansion.

Strategic Partnerships The firm has multiple recent and ongoing partnerships with industry players (IRESS, CIExpert, Buckles Law), presenting sales opportunities for integrated platforms, data sharing, protection research tools, and enhanced estate planning capabilities.

Tech Stack Modernization Current tools span marketing, CRM, ERP, and collaboration (Google Ads, Microsoft Advertising, HubSpot, NetSuite, Azure DevOps, Azure AD). Opportunities exist to optimize integration, analytics, and security across the client journey and back-office operations.

Financial Profile Revenue range estimated at 50 to 100 million USD with a mid-to-large firm employee base, indicating readiness for enterprise-grade solutions, data governance, and compliance systems suitable for high-net-worth advisory services.

Campaigns & Growth Active marketing and nationwide advisor network suggest a strong demand for scalable client acquisition, personalized wealth planning content, and attribution-enabled marketing tech to track ROI across multiple channels.

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Succession Wealth Tech Stack

Succession Wealth uses 8 technology products and services including Google Ads, Microsoft Advertising, WordPress, and more. Explore Succession Wealth's tech stack below.

Google Ads
Advertising
Microsoft Advertising
Advertising
WordPress
Content Management System
Azure DevOps
Devops
NetSuite
E-commerce
Azure Active Directory
Identity And Access Management
HubSpot
Marketing Automation
Citrix
Virtualisation Software

Media & News

Succession Wealth's Email Address Formats

Succession Wealth uses at least 6 email formats:

Succession Wealth Email Formats	Example	Percentage
First.Last@successiongroup.co.uk	John.Doe@successiongroup.co.uk	91%
First.Middle@successiongroup.co.uk	John.Michael@successiongroup.co.uk	8%
LF@successiongroup.co.uk	DJ@successiongroup.co.uk	1%
First.Last@successionwealth.co.uk	John.Doe@successionwealth.co.uk	95%
FLast@successionwealth.co.uk	JDoe@successionwealth.co.uk	4%
First.Middle@successionwealth.co.uk	John.Michael@successionwealth.co.uk	1%

Frequently Asked Questions

What is Succession Wealth's phone number?

You can contact Succession Wealth's main corporate office by phone at

+44-1494-35****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

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

Succession Wealth's official website is successionwealth.co.uk and has social profiles on LinkedIn.

How much revenue does Succession Wealth generate?

As of August 2026, Succession Wealth's annual revenue is estimated to be $50M - $100M.

What is Succession Wealth's NAICS code?

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

How many employees does Succession Wealth have currently?

As of August 2026, Succession Wealth has approximately 705 employees across 4 continents, including Europe, Asia and Africa. Key team members include Chief Executive Officer: R. M., Chief Executive Officer: J. S. and Chief Operating Officer: D. B. Explore Succession Wealth's employee directory with LeadIQ.

What industry does Succession Wealth belong to?

Succession Wealth operates in the Financial Services industry.

What technology does Succession Wealth use?

Succession Wealth's tech stack includes Google Ads, Microsoft Advertising, WordPress, Azure DevOps, NetSuite, Azure Active Directory, HubSpot and Citrix.

What is Succession Wealth's email format?

Succession Wealth's email format typically follows the pattern of First.Last@successiongroup.co.uk. Find more Succession Wealth email formats with LeadIQ.

When was Succession Wealth founded?

Succession Wealth was founded in 2009.

Succession Wealth

Q: How many employees does Succession Wealth have currently?

Succession Wealth has approximately 705 employees.

Q: What technology does Succession Wealth use?

Succession Wealth's tech stack includes SQL, Google Fonts API, Bootstrap, Citrix, Microsoft SQL Server Management Studio.

Q: What is Succession Wealth's NAICS code?

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

Financial ServicesEngland, United Kingdom501-1000 Employees

Succession Wealth is a financial services firm based in Birmingham, England, United Kingdom, at 60 Church Street, B3 2DJ. The company employs between 501 and 1000 people. It provides financial planning services through a nationwide network of wealth planners, delivering planning tailored to clients’ ambitions rather than assets alone. The firm maintains a website at https://successionwealth.co.uk. Recent news indicates partnerships with CI Expert Limited on protection research and a four-year deal renewal with IRESS (UK) Ltd, reflecting ongoing collaborations in its business activities.