Wealth at Work

Wealth at Work Overview

Founded 2004
Founded
Status Private
Employees 71
Employees
Latest Deal Type Buyout/​LBO
Financing Rounds 3
Investments 3

Wealth at Work General Information

Description

Provider of financial advisory and wealth management services in the workplace. The company helps employees to understand how to maximize 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.

Contact Information

Formerly Known As
JP Morgan Invest (UK), AmberOcean
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Education and Training Services (B2B)
Other Industries
Other Financial Services
Asset Management
Primary Office
  • 5 Temple Square
  • Temple Street
  • Liverpool L2 5RH
  • Wales, United Kingdom
+44 0800 000 0000
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Wealth at Work Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Wealth at Work Executive Team (4)

Name Title Board Seat Contact Info
David Cassidy Board Member & Chief Executive Officer
Ian Copelin Board Member & Investment Director
Paul Morton Board Member & Investment Planning Director
Jonathan Watts-Lay Founding Director, Board Member and Sales and Marketing Director

Wealth at Work Board Members (11)

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Name Representing Role Since
0000 0000000 Self Chairman 000 0000
00000 0000000 Wealth at Work Board Member & Chief Executive Officer 000 0000
0000000 0000 Equistone Partners Europe Board Member 000 0000
000 0000000 Wealth at Work Board Member & Investment Director 000 0000
00000000 00000-000 Wealth at Work Founding Director, Board Member and Sales and Marketing Director 000 0000

2 Former Board Members

Wealth at Work Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Wealth at Work Investments (3)

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Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000000 000000000 23-May-2016 0000000000 Other Financial Services 00000 0000000
0000 0000000 01-Sep-2015 0000000000 Educational and Training Services (B2C) 00000 0000000
Marshall Zoing 31-Oct-2012 Buyout/LBO Asset Management 00000000 00000-000

Wealth at Work Subsidiaries (3)

Company Name Industry Location Founded
Marshall Zoing Asset Management Harrogate, United Kingdom 2002
00000000 000000000 Other Financial Services Bristol, United Kingdom 0000
0000 0000000 Educational and Training Services (B2C) Newport, United Kingdom 0000