WEALTH at work Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • WEALTH at work's estimated annual revenue is currently $87.2M per year.(i)
  • WEALTH at work's estimated revenue per employee is $262,500

Employee Data

  • WEALTH at work has 332 Employees.(i)
  • WEALTH at work grew their employee count by 6% last year.

WEALTH at work's People

NameTitleEmail/Phone
1
ceoReveal Email/Phone
2
Compliance OfficerReveal Email/Phone
3
Head New BusinessReveal Email/Phone
4
Fund ManagerReveal Email/Phone
5
Investment Operations AdministratorReveal Email/Phone
6
Financial AdvisorReveal Email/Phone
7
Financial AdvisorReveal Email/Phone
8
Financial PlannerReveal Email/Phone
9
Investment Operations AdministratorReveal Email/Phone
10
Financial AdviserReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$55.7M241-24%N/AN/A
#2
$12.5M66-3%N/AN/A
#3
$3.4M230%N/AN/A
#4
$16.2M7728%N/AN/A
#5
$48M2082%N/AN/A
#6
$85.1M32419%N/AN/A
#7
$88.2M33640%N/AN/A
#8
$411M139817%N/AN/A
#9
$105.3M40155%N/AN/A
#10
$105.9M3975%$878.2MN/A
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What Is WEALTH at work?

WEALTH at work is a leading provider of financial education in the workplace. We help employees to understand how to maximise the value of their workplace savings and benefits by delivering financial education tailored to the needs of individual companies, ranging from large FTSE companies to SMEs. This involves targeting different segments of the workforce to enhance employee financial understanding whether as a new joiner or at the point of retirement. This service is supported by guidance, regulated advice and a complete retirement service for those at the end of their careers. Regulated advice is provided under the brand name of my wealth which provides independent financial advice and discretionary investment management services. WEALTH at work and my wealth are trading names of Wealth at Work Limited and are part of the WEALTH at work group of companies. Financial Education, Advisory Services, Investment Planning, Pension Planning, Retirement Income, Flexible Savings Platform, Retirement Income Options Service, Workplace SIPP, Workplace ISA, Guidance, Pension Freedoms

keywords:N/A

N/A

Total Funding

332

Number of Employees

$87.2M

Revenue (est)

6%

Employee Growth %

N/A

Valuation

N/A

Accelerator

WEALTH at work News

2022-04-20 - Should employers offer financial education to their workers? More are saying yes amid the Great Resignation

... director of wealth benefits research at EBRI. ... And some 60% said they'd be more likely to stay at a job if their employer offered...

2022-04-20 - Branding Wealth Management for the Averagely Affluent

Various interlocking forces are at work: TAM of AUM · According to Backend Benchmarking, assets under management (AUM) in the robo-advice.

2022-04-19 - Branding Wealth Management for the Averagely Affluent

Although each of these brands(1) has its own wealth-management pitch, all are essentially ... Various interlocking forces are at work:.

2021-06-01 - Wealth at Work Receives Investment from Aquiline Capital Partners

Wealth at Work Group Limited, a London, UK-based specialist provider of workplace financial education, guidance and regulated financial advice for individuals, is to receive an investment from Aquiline Capital Partners. The amount of the deal – whose closing is subject to the parties obtaining ...

2011-10-24 - Wealth at Work Receives Equity Funding from Palatine Private Equity

Wealth at Work, a Liverpool, UK-based provider of financial education and employee wealth management services in the workplace, has received equity funding from Palatine Private Equity. Palatine Private Equity has backed the management team led by CEO David Cassidy to acquire the business (MBO) ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$112.1M3326%N/A
#2
$69.9M3431%N/A
#3
$15M352N/AN/A
#4
$35M3539%N/A
#5
$109.5M356N/AN/A