ALTO INTEGRA WEALTH MANAGEMENT LIMITED
Opportunity 71/100 (strong), bankability 65/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (65/100).
Data confidence
Overall: low (54/100)Sparse data coverage. Treat AI-generated outputs as preliminary. Manual diligence essential.
Solid opportunity signal. Worth a dedicated memo and management meeting.
Recent activity
Corporate timeline (4 events)Click to expand
- 2025-07-07🏢Company incorporatedAs ALTO INTEGRA WEALTH MANAGEMENT LIMITED
- 2025-07-07➕PERKINS, Ryan Marc appointeddirector
- 2025-07-07➕WILLEE, Matthew appointeddirector
- 2025-07-07📄incorporation-companyincorporation · NEWINC
Owner dependency
Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
- +Young company: Only 0.9 years old — management layer unlikely to be developed.
Succession & seller-readiness
Limited succession signal. Not a near-term off-market candidate.
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
Red flags
cleanShareholders & ownership
2 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Ryan Marc Perkins Individual · British · DOB 05/1986 · age 40 | 50–75% | 50–75% | board control50-75% shares · 50-75% voting · board control | 07/07/2025 |
Mr Matthew Willee Individual · British · DOB 09/1998 · age 28 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 07/07/2025 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Radial SVG graph showing every company connected via shared directors, colour-coded by status.
Available from the Pro tier upwards.
See pricing →Similar companies
Active · Financial services · SO postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| A G CUNNINGHAM CONSULTING LTD→ 07337153 · est 2010 · no financials extracted | — | — | — | — | 15y | — | — |
| A.C. SOVEREIGN FINANCIAL SERVICES LIMITED→ 05058278 · est 2004 · no financials extracted | — | — | — | — | 22y | — | — |
| A1PHA SECURITY SERVICES LTD→ 13753924 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| AGALMIC LTD→ 12284096 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| AGEAS RETAIL LIMITED→ 01324965 · est 1977 · no financials extracted | — | — | — | — | 48y | — | — |
| AGEAS SERVICES (UK) LIMITED→ 00179136 · est 1922 · no financials extracted | — | — | — | — | 104y | — | — |
| ALBION FOREST LTD→ 12714552 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| ALEXANDER SOUTHWELL MORTGAGE SERVICES LIMITED→ 11772228 · est 2019 · no financials extracted | — | — | — | — | 7y | — | — |
| ALPINE CAPITAL LTD→ 11357999 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| AMY EDWARDS LIMITED→ 16259950 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| ANCHOR STONE LTD→ 04188661 · est 2001 · no financials extracted | — | — | — | — | 25y | — | — |
| ANDERSON REED FINANCIAL SERVICES LTD→ 13190705 · est 2021 · no financials extracted | — | — | — | — | 5y | — | — |
7 specific questions generated from this company's actual signals — liquidity, leverage, director age, charge count, red flags, age-of-company.
Available from the Pro tier upwards.
See pricing →Exit-route ranking, improvement thesis, quiet-distress detector, covenant-pressure proxy, extraction monitor, approaching triggers, ownership drift, local cluster, value trap, debt capacity, archetype classification — 48+ scoring modules.
Available from the Pro tier upwards.
See pricing →Company details
Registered office
Filing status
Officers (2 active · 0 resigned)
Click a director name to see their full track record across all companies.