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
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Sectors
Technology
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Phone
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Website
*********
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Social
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- Legal Name Wealth At Work Limited.
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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
Aquiline Capital Partners
& 1 more
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Employee Count
Employee Count
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Investments & Acquisitions
Employee Financial Wellness
& 1 more
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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. 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.
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.
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Funding Insights of WEALTH at work
- Total Funding Total Funding
- Total Rounds 2
- Last Round Last Round
- First Round First Round
- Investors Count 2
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jun, 2021 | Amount | Private Equity Round - WEALTH at work | Valuation | Aquiline Capital Partners |
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| Oct, 2011 | Amount | Private Equity Round - WEALTH at work | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| 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 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. 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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Private equity and debt investments are directed toward financial sectors.
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Founded Year | Domain | Location | |
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Palatine Private Equity is engaged in private equity investments.
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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 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. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| 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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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Employee financial wellness services are provided to organizations.
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2014 | ||||
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Branding, content marketing, advertising, and business strategy services are provided.
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1992 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - WEALTH at work
| 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 |
Wealth At Work Comparisons
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. 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 |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Online platform for financial education and payroll management
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| domain | founded_year | HQ Location |
On-demand pay is facilitated via a digital lending platform.
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| domain | founded_year | HQ Location |
Provides financial advice and tools to improve employee financial health and confidence.
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| domain | founded_year | HQ Location |
Functions as an online platform for employers to support employee well-being.
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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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Latest news on Wealth At Work
Frequently Asked Questions about WEALTH at work
When was WEALTH at work founded?
WEALTH at work was founded in 2005 and raised its 1st funding round 6 years after it was founded.
Where is WEALTH at work located?
WEALTH at work is headquartered in Liverpool, United Kingdom.
Who is the current CEO of WEALTH at work?
David Cassidy is the current CEO of WEALTH at work.
What does WEALTH at work do?
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.
Who are the top competitors of WEALTH at work?
What products or services does WEALTH at work offer?
WEALTH at work offers Financial Education, Financial Guidance, Investment Advice, Employee Engagement, and Workplace ISA.
How many acquisitions has WEALTH at work made?
WEALTH at work has made 2 acquisitions, including Employee Financial Wellness, and Landscape.
Who are WEALTH at work's investors?
WEALTH at work has 2 investors. Key investors include Aquiline Capital Partners, and Palatine Private Equity.
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