Highlights
Founded by Stephen Harper in 2005, Attivo is a leading independent Chartered Financial Planning business providing investment, retirement, tax, pensions and estate planning advice to over 9,000 clients in the UK. The firm has invested in scalable technology, operations and compliance and developed an academy to nurture homegrown financial planners.
Our Journey
All Seas is working closely with Stephen and his team to rapidly acquire and integrate advisory firms, institutionalise the business, and execute organic growth initiatives.
2021 | All Seas backs Attivo to support long-term growth, completing 6 concurrent bolt ons |
2022 | Launched in house investment solutions to increase margin |
2023 | Strengthened board and management with new appointments |
2024 | Assets under advisement reached £4 billion, two further acquisitions completed, appointed first CEO |
| Our Contributors |
Cristobal Cuart Marc Ciancimino Joe Petrusic Charlie Budenberg |
| Fund | Active, Fund I |
| Sector | Financial Services |
| Entry date | 2021 |
| Location | UK |
| attivo.co.uk | |
Stephen Harper Founder and Chairman of Attivo Group LimitedWe are delighted to be partnering with All Seas Capital. We quickly formed a personal rapport with the All Seas team, based on their entrepreneurial approach and decades of expertise, so they stood out as the obvious choice. All Seas have been incredible in understanding the challenges we have – they push us and challenge us, which is really healthy.
