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Sonas Wealth Management

sonaswealth.com

Founded Year

2017

Stage

Acquired | Acquired

About Sonas Wealth Management

Sonas Wealth Management provides practical financial planning services to people, families, and businesses in Dundee, Angus, and the surrounding areas.On January 25th, 2021, Sonas Wealth Management was acquired by Thorntons Investments. The terms of the transaction were not disclosed.

Headquarters Location

24 South Tay Street

Dundee, Scotland, DD1 1PD,

United Kingdom

01382 808 080

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Latest Sonas Wealth Management News

ThinCats manages acquisition capex for Dundee based investment manager

Feb 1, 2021

AlphaMaven Investment Listings ◦ Industry Network ◦ News ◦ Member Posts Crowd Sourced Investment Due Diligence 1h agoPrivate EquityprivateequitywireViews: 7 ThinCats manages acquisition capex for Dundee based investment managerSubmitted01/02/2021 - 9:43amThorntons Investment Management Limited has been provided with funding to support the acquisitions of Matheson Financial Consulting Limited and Sonas Wealth Management Limited by leading alternative finance provider for mid-sized SMEs, ThinCats.Thorntons Investment Management is an Independent Financial Advisor providing a range of wealth and asset management services to high net worth individuals and corporate clients, specialising in investment management and wealth planning.The company was set up in 1995 and today has significant Assets Under Management. Thorntons has offices in both Dundee and Edinburgh, with the acquisition of Matheson Financial Consulting seeing their services extend to Aberdeen.As a growing and progressive company, Thorntons sought complementary Wealth & Asset Management businesses to build its offering, with Matheson Financial Consulting and Sonas Wealth Management Limited supporting the business growth strategy.Stephen Webster, CEO, Thorntons Investment Management, says: “We are pursuing an ambitious growth trajectory, and these acquisitions take us well on our way to achieving our goals. The team at ThinCats are committed to supporting mid-sized enterprises like us and have demonstrated a deep understanding of this section of the market and their funding needs. We are very much looking forward to our next stage.”Stuart Thompson, Director, Regional Business Development, ThinCats, says: “Businesses like Thorntons are a prime example of those that ThinCats specialises in supporting – dynamic, ambitious companies with an experienced and progressive management team. It will be rewarding to see the success of this and future acquisitions, and we wish them all the very best.”Author ProfileTagsDeals & TransactionsAcquisitions -

Sonas Wealth Management Frequently Asked Questions (FAQ)

  • When was Sonas Wealth Management founded?

    Sonas Wealth Management was founded in 2017.

  • Where is Sonas Wealth Management's headquarters?

    Sonas Wealth Management's headquarters is located at 24 South Tay Street, Dundee.

  • What is Sonas Wealth Management's latest funding round?

    Sonas Wealth Management's latest funding round is Acquired.

  • Who are the investors of Sonas Wealth Management?

    Investors of Sonas Wealth Management include Thorntons Investments.

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