About WEALTH at work
WEALTH at work is a company based in Liverpool (United Kingdom) founded in 2005. WEALTH at work has completed 2 acquisitions, including Employee Financial Wellness and Landscape. WEALTH at work offers products and services including Financial Education, Financial Guidance, Investment Advice, Employee Engagement, and Workplace ISA. WEALTH at work operates in a competitive market with competitors including Paynest, Aslan, MyEva and Your Employee Wellbeing, among others.
- Headquarter Liverpool, United Kingdom
-
Sectors
Technology
-
Phone
Locked
-
Website
Locked
-
Social
Locked
- Legal Name Wealth At Work Limited.
-
Annual Revenue
Not available
-
Net Profit
Not available
-
EBITDA
Not available
-
Latest Funding Round
Not available
-
Investors
Aquiline Capital Partners
& 1 more
-
Employee Count
Not available
-
Investments & Acquisitions
Employee Financial Wellness
& 1 more
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
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.
People of WEALTH at work
Unlock access to complete
Funding Insights of WEALTH at work
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.
|
Locked | Locked | Locked | |
|
Palatine Private Equity is engaged in private equity investments.
|
Locked | Locked | Locked |
Investor details for WEALTH at work
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
- Funding rounds
- Participation history
Verified entity values are shown only after access is granted.
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.
Investment portfolio details for WEALTH at work
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
Verified entity values are shown only after access is granted.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Employee financial wellness services are provided to organizations.
|
Locked | Locked | 2014 | Locked | |
|
Branding, content marketing, advertising, and business strategy services are provided.
|
Locked | Locked | 1992 | Locked |
Complete acquisition details for WEALTH at work
Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.
- Transaction dates
- Acquired stakes
- Disclosed values
- Domains and locations
Verified entity values are shown only after access is granted.
Financial Statements - WEALTH at work
Detailed financials for WEALTH at work
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
Verified entity values are shown only after access is granted.
Wealth At Work Comparisons
Peer comparison for WEALTH at work
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
Verified entity values are shown only after access is granted.
Competitors of WEALTH at work
WEALTH at work 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 Paynest, Aslan, MyEva and Your Employee Wellbeing, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| Locked | Locked | Locked |
Online platform for financial education and payroll management
|
|
| Locked | Locked | Locked |
On-demand pay is facilitated via a digital lending platform.
|
|
| Locked | Locked | Locked |
Provides financial advice and tools to improve employee financial health and confidence.
|
|
| Locked | Locked | Locked |
Functions as an online platform for employers to support employee well-being.
|
Detailed competitors of WEALTH at work
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Wealth At Work
Complete news archive for WEALTH at work
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
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 current CEO of WEALTH at work.
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.