About HBFS
HBFS is a company based in Saint Helier (Jersey) founded in 1988 was acquired by Oakglen Group in June 2025.. HBFS offers products and services including Investments Service, Retirement Planning, Life Cover, Savings Plans, and Mortgage Advisory. HBFS operates in a competitive market with competitors including Investec, FIS, SimCorp, StoneX and Sundaram Asset Management, among others.
- Headquarter Saint Helier, Jersey
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Sectors
Financial Services
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Phone
*********
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Website
*********
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Social
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- Legal Name Homebuyer Financial Services Limited
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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
Oakglen Wealth
& 1 more
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Employee Count
Employee Count
- Acquired by
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Products & Services of HBFS
HBFS offers a comprehensive portfolio of products and services, including Investments Service, Retirement Planning, Life Cover, Savings Plans, and Mortgage Advisory. 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.
Personalized service to find suitable investment funds for clients.
Guidance on investing for future retirement needs and security.
Provides protection against life events and critical illnesses.
Assistance in building robust savings strategies for goals.
Expert guidance on tailored mortgage options for property purchases.
Funding Insights of HBFS
| 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 |
Investors in HBFS
HBFS has secured backing from 2 investors. Prominent investors backing the company include Oakglen Wealth and TEAM Asset Management. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Wealth management services are offered by Oakglen Wealth.
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Founded Year | Domain | Location | |
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Boutique asset manager providing discretionary investment services worldwide.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by HBFS
| 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 - HBFS
| 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 |
Hbfs Comparisons
Competitors of HBFS
HBFS 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 Investec, FIS, SimCorp, StoneX and Sundaram Asset Management, 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 |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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Software suites for banks and financial institutions are provided.
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| domain | founded_year | HQ Location |
Front and back-office solutions are delivered for investment managers.
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| domain | founded_year | HQ Location |
Trade execution and clearing services for global assets are offered.
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| domain | founded_year | HQ Location |
An investment management firm specializing in diversified funds and portfolios.
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| domain | founded_year | HQ Location |
Investments are managed by Sundaram Finance Holdings in India.
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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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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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Latest news on Hbfs
Frequently Asked Questions about HBFS
When was HBFS founded?
HBFS was founded in 1988.
Where is HBFS located?
HBFS is headquartered in Saint Helier, Jersey.
What does HBFS do?
HBFS was established in 1988 as an independent financial advisory firm in St. Helier, Jersey. Operations center on the Channel Islands, where services such as mortgages, investments, pensions, and insurance are delivered. Personalized advice is extended to clients, with emphasis placed on their financial security and goal achievement within the financial services sector.
What products or services does HBFS offer?
HBFS offers Investments Service, Retirement Planning, Life Cover, Savings Plans, and Mortgage Advisory.
Who are HBFS's investors?
HBFS has 2 investors. Key investors include Oakglen Wealth, and TEAM Asset Management.
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