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
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- Investors
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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.
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
Detailed funding history for Oculus Wealth
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Investors in Oculus Wealth
Oculus Wealth has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Benchmark Capital.
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Investor details for Oculus Wealth
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Investments & Acquisitions by Oculus Wealth
Investment portfolio details for Oculus Wealth
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Financial Statements - Oculus Wealth
Detailed financials for Oculus Wealth
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Oculus Wealth Comparisons
Peer comparison for Oculus Wealth
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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.
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Multiple sectors are invested in by abrdn's private equity fund.
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Wealth management services are provided by Mattioli Woods.
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Delivers wealth management services, including portfolio advisory and financial planning.
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Wealth management services are provided to clients by Sandaire.
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Wealth management and investment services are provided to clients.
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Detailed competitors of Oculus Wealth
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Latest news on Oculus Wealth
Complete news archive for Oculus Wealth
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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, Sandaire and Mattioli Woods.
Oculus Wealth offers Investment Advice, Retirement Planning, Tax Efficiency, and Estate Planning.
Oculus Wealth has 1 investor. Key investors include Benchmark Capital.