About Oculus Wealth
Oculus Wealth is a Financial Services company based in Leeds (United Kingdom) founded in 2013, and was acquired by Benchmark Capital in December 2022. Provider of wealth management services. Oculus Wealth offers products and services including Investment Advice, Retirement Planning, Tax Efficiency, and Estate Planning. Its focus areas include Asset Management and Wealth Management. Its legal entity is Oculus Wealth Management Ltd. Its competitors include abrdn, Mattioli Woods and Equiom Group.
Company details
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.
- Headquarters Leeds, United Kingdom
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website oculuswealth.co.uk
- Social LinkedIn
- Acquired by Benchmark Capital (Dec 2022)
- Legal Name Oculus Wealth Management Ltd
- Investors
- Acquired byBenchmark Capital
(Dec 2022)
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.
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.
Investors in Oculus Wealth
Oculus Wealth has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Benchmark Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provider of financial services | 1993 | benchmarkcapital.co.uk | Horsham, United Kingdom |
Investor details for Oculus Wealth
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Oculus Wealth
1 people are tracked at Oculus Wealth (1 in leadership).
| Name | Role | Group |
|---|---|---|
Duncan Read | Managing Director | Leadership |
Complete people profiles for Oculus Wealth
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- Full employee list
- Team structure
- Board tenure
- Professional contacts
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Timeline of Oculus Wealth
2 dated milestones of Oculus Wealth across 9 years, from founding to its latest funding, stage changes and deals.
- Founded Oculus Wealth is founded.
- Exit Acquired by Benchmark Capital.
Competitors of Oculus Wealth
Oculus Wealth has 3 listed competitors in our database. They include abrdn, Mattioli Woods and Equiom Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| abrdn.com | 1825 | Edinburgh, United Kingdom | 604 | Multiple sectors are invested in by abrdn's private equity fund. | ||
| mattioliwoods.com | 1991 | Leicester, United Kingdom | 800 | Wealth management services are provided by Mattioli Woods. | ||
| equiomgroup.com | 1978 | Douglas, United Kingdom | 67 | Wealth management firm |
Detailed competitors of Oculus Wealth
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Oculus Wealth
The website of Oculus Wealth (oculuswealth.co.uk) receives about 2.8K visits a month.
- Monthly visits2.8K
▲ 149.5% vs previous month
Websites whose visitors overlap most with Oculus Wealth. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| luminwealth.co.uk | 100% | #3,709,066 | View details |
Top companies in Asset Management
3 companies that operate in the same segment as Oculus Wealth (Asset Management) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | USD 6.37 B | 7,550 | ||
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | USD 141.4 B | 211,000 | ||
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | USD 78.79 B | 29,090 |
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Frequently Asked Questions about Oculus Wealth
Oculus Wealth was founded in 2013.
Oculus Wealth is headquartered in Leeds, United Kingdom. It is registered at Leeds, England, United Kingdom.
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.
Oculus Wealth's top competitors include abrdn, Mattioli Woods and Equiom Group.
Oculus Wealth offers Investment Advice, Retirement Planning, Tax Efficiency, and Estate Planning.
Oculus Wealth has 1 investor. Key investors include Benchmark Capital.
Oculus Wealth operates through Oculus Wealth Management Ltd.
Yes. Oculus Wealth was acquired by Benchmark Capital in December 2022.