About atWORK
atWORK is a company based in Pretoria (South Africa) founded in 1998. It operates as a B2B, and SaaS. atWORK offers products and services including atWORK CRM System, atLIFE, atWEALTH, atHEALTH, and atSURE. atWORK operates in a competitive market with competitors including Planful, Iress, Modern Wealth Management, Wealthpilot and Link Group, among others.
- Headquarter Pretoria, South Africa
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name Atwork Internet Software Solutions (Pty) Ltd.
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
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Products & Services of atWORK
atWORK offers a comprehensive portfolio of products and services, including atWORK CRM System, atLIFE, atWEALTH, atHEALTH, and atSURE. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Manages client data and workflows for financial advisors securely.
Imports and manages life investment data for advisory practices.
Tracks and consolidates assets under management for clients.
Handles medical aid rates and health-related financial planning.
Manages personal and commercial insurance needs efficiently.
Funding Insights of atWORK
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by atWORK
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - atWORK
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Atwork Comparisons
Competitors of atWORK
atWORK operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Planful, Iress, Modern Wealth Management, Wealthpilot and Link Group, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Cloud-based financial planning and advisory solutions are provided for businesses.
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| domain | founded_year | HQ Location |
Wealth management solutions are provided online for financial markets.
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| domain | founded_year | HQ Location |
Wealth management services are provided to clients by the firm.
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| domain | founded_year | HQ Location |
SaaS-based financial advisory & planning solutions
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| domain | founded_year | HQ Location |
Retirement and superannuation solutions are provided, including investments and pensions.
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| domain | founded_year | HQ Location |
Financial planning software for IRA recordkeeping is offered.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about atWORK
When was atWORK founded?
atWORK was founded in 1998.
Where is atWORK located?
atWORK is headquartered in Pretoria, South Africa. It is registered at Pretoria, Gauteng, South Africa.
What does atWORK do?
atWORK provides cloud-based software solutions including CRM, practice management, and financial planning tools tailored for the financial advisory sector. It enables seamless data management, integration with third-party platforms, and secure operations to enhance workflows and client interactions. Based in Pretoria, South Africa, it serves financial professionals by offering customizable packages, training, and support to improve efficiency and profitability.
Who are the top competitors of atWORK?
What products or services does atWORK offer?
atWORK offers atWORK CRM System, atLIFE, atWEALTH, atHEALTH, and atSURE.