About WEALTH at work
WEALTH at work is a Technology company based in Liverpool (United Kingdom) founded in 2005. Financial education and wealth management services are provided in workplaces. WEALTH at work has completed 2 acquisitions, including Employee Financial Wellness and Landscape. Its chief executive, as recorded, is David Cassidy. WEALTH at work offers products and services including Financial Education, Financial Guidance, Investment Advice, Employee Engagement, and Workplace ISA. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Financial Management Training. Its legal entity is Wealth at Work Limited. Its competitors include Paynest, Aslan and MyEva; 2 of its 3 listed competitors have raised funding.
Company details
WEALTH at work is a provider of financial education and employee wealth management services in the workplace. Clients include British Telecom, Marks Spencer and BP. Was backed by Palantine in October 2011, in the form of secondary management buyout, eventually acquired by Equistone Partners Europe in Aug 2015 for 78.1M.
- Headquarters Liverpool, United Kingdom
- SectorsTechnology
- Website wealthatwork.co.uk
- Social LinkedIn X YouTube
- Legal Name Wealth At Work Limited.
- InvestorsAquiline Capital Partners
& 1 more
- Investments & AcquisitionsEmployee Financial Wellness
& 1 more
Products & Services of WEALTH at work
WEALTH at work offers a comprehensive portfolio of products and services, including Financial Education, Financial Guidance, Investment Advice, Employee Engagement, and Workplace ISA.
Provides bespoke financial training for employees and organizations worldwide.
Offers one-to-one support for personal financial decision-making.
Delivers access to tailored investment options for better financial outcomes.
Facilitates interactive content to enhance workplace financial awareness.
Provides flexible, tax-efficient investment options for employees.
Apps and channels of WEALTH at work
its YouTube channel WEALTH at work has 97 subscribers and 30 videos.
Videos from WEALTH at work
The most watched videos on WEALTH at work's YouTube channel, WEALTH at work (97 subscribers). Click a video to play it here.
More on WEALTH at work.
Funding Insights of WEALTH at work
- Total Rounds 2
- Investors Count 2
All 2 funding rounds of WEALTH at work with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2021 | Private Equity Round | – | Aquiline Capital Partners | – | |
| Oct 2011 | Private Equity Round | – | – |
2 investors in total: 2 institutional.
Investors in WEALTH at work
WEALTH at work has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Aquiline Capital Partners and Palatine Private Equity.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity and debt investments are directed toward financial sectors. | 2005 | aquiline.com | New York, United States | |
Palatine Private Equity is engaged in private equity investments. | palatinepe.com | Manchester, United Kingdom |
Investor details for WEALTH at work
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People of WEALTH at work
78 people are tracked at WEALTH at work (11 in leadership, 67 in team).
| Name | Role | Group |
|---|---|---|
David Cassidy | CEO | Leadership |
Michelle M. | Head Of Compliance And Risk | Leadership |
Neil Johnson | Head Of Client Services | Leadership |
Pete Brierley | Head Of Group Finance & Reporting | Leadership |
Paul Morton | Investment Planning Director | Leadership |
Jeff Saw | Head Of Technical Services & Pension Specialist | Leadership |
Sarah Long | Head Of New Business | Leadership |
Thomas Manley | Head Of Operations | Leadership |
Jerome Gudgeon | Chief Information Technology Officer | Leadership |
Gareth Davies | Head Of Corporate Accounts | Leadership |
Victoria East | Head Of Client Relations | Leadership |
Kate Guy | Personal Financial Coach | Team |
Richard Ayers | Client Relationship Manager | Team |
Thomas Ley Bsc (Hons) | Personal Financial Coach | Team |
Michael Crosbie | Financial Coach | Team |
Certpfs Paul Rimmer Acsi Cert Cii, Cert Cii (Hons LP MP) | Manager - Financial Coaches | Team |
Connor Melling | Business Reporting Analyst | Team |
Robert Stark | Corporate Relationship Project Manager | Team |
Paul Owen Ba Dippfs | Existing Client Adviser | Team |
Sally Carter | Executive PA | Team |
58 more people are available in the full profile.
Complete people profiles for WEALTH at work
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Investments & Acquisitions by WEALTH at work
WEALTH at work has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Employee Financial Wellness and Landscape.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Branding, content marketing, advertising, and business strategy services are provided. | yourlandscape.co.uk | London, United Kingdom | 1992 | Mar 2023 | •••• | |
Employee financial wellness services are provided to organizations. | employeefinancialwellness.ie | Blanchardstown, Ireland | 2014 | Feb 2023 | •••• |
Complete acquisition details for WEALTH at work
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Timeline of WEALTH at work
5 dated milestones of WEALTH at work across 18 years, from founding to its latest funding, stage changes and deals.
- Founded WEALTH at work is founded.
- Funding First funding round.
- Funding Latest funding round, Private Equity Round,.
- Acquisition Acquires Employee Financial Wellness.
- Acquisition Acquires Landscape.
Competitors of WEALTH at work
WEALTH at work has 3 listed competitors in our database, 2 of them funded. They include Paynest, Aslan and MyEva.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| paynest.co | 2021 | London, United Kingdom | $3.27M | 2 | Online platform for financial education and payroll management | |
| aslan.io | 2022 | London, United Kingdom | $7.92M | On-demand pay is facilitated via a digital lending platform. | ||
| myeva.com | 2009 | Royal Leamington Spa, United Kingdom | Provides financial advice and tools to improve employee financial health and confidence. |
Detailed competitors of WEALTH at work
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Web traffic of WEALTH at work
The website of WEALTH at work (wealthatwork.co.uk) receives about 6.6K visits a month.
- Monthly visits6.6K
▲ 34.8% vs previous month
Websites whose visitors overlap most with WEALTH at work. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| tidewaywealth.co.uk | 100% | #3,303,135 | View details | ||
menzies.co.uk | menzies.co.uk | 91% | #872,521 | – | |
| wealthwizards.com | 88% | 2.1K | #7,431,453 | View details | |
| pensionsage.com | 81% | #853,726 | View details | ||
| professionalpensions.com | 81% | #920,843 | View details | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 17 similar websites and full traffic analytics for WEALTH at work
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- 17 similar websites
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Top companies in Investment & Financial Technology
2 companies that operate in the same segment as WEALTH at work (Investment & Financial Technology) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Online data source platform for information, analytics, and solutions for governments and financial markets | 1959 | London, England, United Kingdom | USD 1.41 B | |||
AI-based platform for automated personal spend management is provided. | 2016 | London, England, United Kingdom | USD 75.78 M |
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Related news about Wealth At Work
Complete news archive for WEALTH at work
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Frequently Asked Questions about WEALTH at work
WEALTH at work was founded in 2005 and raised its 1st funding round 6 years after it was founded.
WEALTH at work is headquartered in Liverpool, United Kingdom.
David Cassidy is the CEO of WEALTH at work, as recorded in our data.
WEALTH at work is a provider of financial education and employee wealth management services in the workplace. Clients include British Telecom, Marks Spencer and BP. Was backed by Palantine in October 2011, in the form of secondary management buyout, eventually acquired by Equistone Partners Europe in Aug 2015 for 78.1M.
WEALTH at work offers Financial Education, Financial Guidance, Investment Advice, Employee Engagement, and Workplace ISA.
WEALTH at work has made 2 acquisitions, including Employee Financial Wellness, and Landscape.
WEALTH at work has 2 investors. Key investors include Aquiline Capital Partners, and Palatine Private Equity.
WEALTH at work operates through Wealth At Work Limited..