Acquiring Company
Tavistock Investments
Acquired Company
Plus Group
LiverpoolLiverpoolFinancial ServicesFinanceLendingFinancial ServicesArtificial IntelligenceFinanceFintechConsultingDescription
Tavistock Investments has acquired an 87.9% stake in Plus Group for an initial £900,000, with potential additional payments based on performance. This acquisition supports Tavistock’s strategy to establish a technology-enabled financial services group, rebranding to Vertex Group. Plus Group specializes in AI technology for financial advisers, enhancing operational support and efficiency.
Quick answer
Tavistock Investments is acquiring Plus Group, announced July 28, 2026. Tavistock Investments is based in Liverpool, England, United Kingdom.
- How much did Tavistock Investments pay for Plus Group?
- The deal value was not disclosed.
- What does Tavistock Investments do?
- Tavistock Investments is an investment advice company focused on providing personalized financial services.
- Where are Tavistock Investments and Plus Group based?
- Tavistock Investments is based in Liverpool, England, United Kingdom. Plus Group is based in Liverpool, England, United Kingdom.
Source: Fundz verified event record.
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Who to call at Tavistock Investments, and when
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Frequently asked
Who acquired Plus Group?
Plus Group was acquired by Tavistock Investments, based in Liverpool. The deal was reported on July 28, 2026. Tavistock Investments is an investment advice company focused on providing personalized financial services. It aims to integrate technology within its operations to enhance productivity. Tavistock Investments is privately held and operates in Financial Services.
When did Tavistock Investments acquire Plus Group?
Tavistock Investments's acquisition of Plus Group was reported on July 28, 2026. Tavistock Investments has acquired an 87.9% stake in Plus Group for an initial £900,000, with potential additional payments based on performance. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Plus Group do?
Plus Group offers AI agent technology and paraplanning services to financial advisory firms. The company supports financial advisers with practical solutions to enhance client service and operational efficiency. It is privately held, operating in Financial Services, and is based in Liverpool.
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