About Oculus Wealth
Oculus Wealth is a company based in Leeds (United Kingdom) founded in 2013 was acquired by Benchmark Capital in December 2022.. Oculus Wealth offers products and services including Investment Advice, Retirement Planning, Tax Efficiency, and Estate Planning. Oculus Wealth operates in a competitive market with competitors including abrdn, Mattioli Woods, Equiom Group, RBC Wealth Management and Sandaire, among others.
- Headquarter Leeds, United Kingdom
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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 Oculus Wealth Management 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
- Investors
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Employee Count
Employee Count
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Acquired by
Benchmark Capital
(Dec 12, 2022)
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Products & Services of Oculus Wealth
Oculus Wealth offers a comprehensive portfolio of products and services, including Investment Advice, Retirement Planning, Tax Efficiency, and Estate Planning. 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 investment strategies based on client goals and risk tolerance.
Simplifies pension complexities with cashflow modeling for retirement goals.
Helps minimize tax liability using allowances and regulatory changes.
Analyzes and manages assets to protect loved ones after passing.
Funding Insights of Oculus Wealth
| 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 Oculus Wealth
Oculus Wealth has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Benchmark Capital. 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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Provider of financial services
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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 Oculus Wealth
| 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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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Oculus Wealth
| 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 |
Oculus Wealth Comparisons
Competitors of Oculus Wealth
Oculus Wealth 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 abrdn, Mattioli Woods, Equiom Group, RBC Wealth Management and Sandaire, 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 |
Multiple sectors are invested in by abrdn's private equity fund.
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| domain | founded_year | HQ Location |
Wealth management services are provided by Mattioli Woods.
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| domain | founded_year | HQ Location |
Wealth management firm
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| domain | founded_year | HQ Location |
Delivers wealth management services, including portfolio advisory and financial planning.
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| domain | founded_year | HQ Location |
Wealth management services are provided to clients by Sandaire.
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| domain | founded_year | HQ Location |
Wealth management and investment services are provided to clients.
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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 Oculus Wealth
When was Oculus Wealth founded?
Oculus Wealth was founded in 2013.
Where is Oculus Wealth located?
Oculus Wealth is headquartered in Leeds, United Kingdom. It is registered at Leeds, England, United Kingdom.
What does Oculus Wealth do?
Oculus was founded in 2013 and is headquartered in Leeds, United Kingdom. Wealth management services are offered by the company within the financial sector. Operations focus on client advisory and investment management, with Duncan Read serving as Managing Director. The firm maintains its primary presence in the UK, supporting individual and institutional wealth needs through established financial practices.
Who are the top competitors of Oculus Wealth?
Oculus Wealth's top competitors include abrdn, Sandaire and Mattioli Woods.
What products or services does Oculus Wealth offer?
Oculus Wealth offers Investment Advice, Retirement Planning, Tax Efficiency, and Estate Planning.
Who are Oculus Wealth's investors?
Oculus Wealth has 1 investor. Key investors include Benchmark Capital.
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