Oakglen Wealth

St Helier, Jersey Founded: 2016 • Age: 10 yrs
Wealth management services are offered by Oakglen Wealth.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products 1 Services tracked
Competitors - Brand Intelligence

About Oakglen Wealth

Oakglen Wealth is a company based in St Helier, Jersey founded in 2016. It operates as a Professional Services. Oakglen Wealth has completed 1 acquisition, including HBFS. Oakglen Wealth offers products and services including Wealth Management.

  • Headquarter St Helier, Jersey
  • Sectors
    Financial Services
  • Phone
    Locked
  • Website
    Locked
  • Legal Name Oakglen Wealth Limited
Operational Areas
Financial Services → Capital Markets & Trading Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
    Not available
  • Employee Count
    Not available
  • Investments & Acquisitions
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Products & Services of Oakglen Wealth

Oakglen Wealth offers a comprehensive portfolio of products and services, including Wealth Management.

Product name locked
Category locked
Primary

Wealth management services are provided for investment growth.

People of Oakglen Wealth

Headcount 10-50
Employee Profiles 4
Employee Profiles
People
Jamie Crawford
Group Head of Wealth Management and Co-CEO

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Funding Insights of Oakglen Wealth

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Detailed funding history for Oakglen Wealth

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Investments & Acquisitions by Oakglen Wealth

Oakglen Wealth has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include HBFS.

Investments
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Investment portfolio details for Oakglen Wealth

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  • Transaction dates
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Acquisitions
Company Name Description Domain Location Founded Year Amount
Provider of financial advisory services
Locked Locked 1988 Locked
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Complete acquisition details for Oakglen Wealth

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Financial Statements - Oakglen Wealth

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Detailed financials for Oakglen Wealth

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Oakglen Wealth Comparisons

Oakglen Wealth Primary company
Description
Wealth management services are offered by Oakglen Wealth.
Location
St Helier, Jersey
Founded Year
2016
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Oakglen Wealth

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Competitors of Oakglen Wealth

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Detailed competitors of Oakglen Wealth

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Latest news on Oakglen Wealth

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Complete news archive for Oakglen Wealth

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Frequently Asked Questions about Oakglen Wealth

Oakglen Wealth was founded in 2016.

Wealth management and investment advisory services are provided by Oakglen Wealth. Operations are conducted in the financial sector, focusing on personalized investment solutions for clients. The company is regulated in Jersey and the UK, ensuring compliance with financial standards. Services are tailored for professional advisers and high-net-worth individuals seeking investment growth.

Oakglen Wealth offers Wealth Management.

Oakglen Wealth has made 1 acquisition, including HBFS.

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