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Five Wealth Appoints Steve Jordan As Chief Executive Officer

PRIVATEAug 03, 2026•6 days ago

Position

Chief Executive Officer

Company

Five Wealth

Steve Jordan
ManchesterFinancial ServicesFinance

Description

Five Wealth has appointed co-founder and director Steve Jordan as CEO, marking a significant milestone as the firm celebrates its tenth anniversary. In his new role, Steve will lead the company in its growth strategy while continuing to foster its unique culture and community impact.

Company Information

Company

Five Wealth

Location

Manchester, England, United Kingdom

About

Five Wealth is an independent wealth management firm based in Manchester, specializing in financial planning and investment management. Established in 2016, the firm has grown significantly, boasting a team of over 40 people and managing assets exceeding £1.25bn. The company focuses on supporting business owners, entrepreneurs, and high-net-worth individuals. Five Wealth is committed to driving a positive community impact through various initiatives.

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Executive Insights

Based on hiring data
New executive impact window
87% of new executives make significant technology decisions within first 100 days
Budget influence
C-level executives control 73% of technology spending decisions
Transformation catalyst
65% of new senior hires launch digital transformation initiatives
Vendor review timeline
New executives typically review existing vendors within 6 months

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.