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
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Sectors
Financial Services
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Phone
*********
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Website
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- Legal Name Oakglen Wealth 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
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Employee Count
Employee Count
- Investments & Acquisitions
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Products & Services of Oakglen Wealth
Oakglen Wealth offers a comprehensive portfolio of products and services, including Wealth Management. 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.
Wealth management services are provided for investment growth.
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Funding Insights of Oakglen Wealth
| 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 |
Investments & Acquisitions by Oakglen Wealth
Oakglen Wealth has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include HBFS. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| 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 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Provider of financial advisory services
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1988 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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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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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Oakglen Wealth
| 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 |
Oakglen Wealth Comparisons
Competitors of Oakglen Wealth
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| 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 Oakglen Wealth
When was Oakglen Wealth founded?
Oakglen Wealth was founded in 2016.
What does Oakglen Wealth do?
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.
What products or services does Oakglen Wealth offer?
Oakglen Wealth offers Wealth Management.
How many acquisitions has Oakglen Wealth made?
Oakglen Wealth has made 1 acquisition, including HBFS.