Fundraising FoxOne Point Advisory Services
1 known investors
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One Point acquires and partners with regional accounting and wealth management firms in the UK, integrating them into a group network while letting them keep their independent brand and regional presence. It provides shared group capabilities, strategic investment, and support with growth and succession planning for these partner firms.
Founders & leadership
IS
Ian SymesChief Executive Officer
MT
Mark TrevisChief Financial Officer
Investors · 1
Summit Partnerslisted by Summit PartnersBoston · $10M – $500M
How we know: Summit Partners's portfolio page · funding news · press coverage · Not right? Tell us
Frequently asked questions
- What does One Point Advisory Services do?
- One Point acquires and partners with regional accounting and wealth management firms in the UK, integrating them into a group network while letting them keep their independent brand and regional presence. It provides shared group capabilities, strategic investment, and support with growth and succession planning for these partner firms.
- Who are One Point Advisory Services's investors?
- One Point Advisory Services's investors include Summit Partners.