Wealth at Work Overview
- Year Founded
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2005

- Status
-
Private
- Employees
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296

- Latest Deal Type
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Debt
- Financing Rounds
-
6
- Investments
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6
Wealth at Work General Information
Description
Provider of financial well-being and retirement services intended for employees to make informed decisions. The company offers services catering to employee engagement, financial guidance and advisory as well as retirement income methods to employers and trustees, enabling clients to easily understand their financial situation.
Contact Information
Website
www.wealthatwork.co.ukCorporate Office
- 5 Saint Paul's Square
- Third Floor
- Liverpool L3 9SJ
- England, United Kingdom
Corporate Office
- 5 Saint Paul's Square
- Third Floor
- Liverpool L3 9SJ
- England, United Kingdom
Wealth at Work Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
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Wealth at Work Signals
Wealth at Work Investors
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
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Wealth at Work Investments (6)
Wealth at Work’s most recent deal was a Buyout/LBO with Employee Financial Wellness. The deal was made on 01-Feb-2023.
Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
---|---|---|---|---|---|
Employee Financial Wellness | 01-Feb-2023 | Buyout/LBO | Education and Training Services (B2B) | ||
Landscape (Human Capital Services) | 22-Dec-2022 | Buyout/LBO | Human Capital Services | ||
DBD Digital | 04-Mar-2022 | Buyout/LBO | IT Consulting and Outsourcing | ||
Affinity Financial Awareness | 23-May-2016 | Buyout/LBO | Other Commercial Services | ||
Life Academy | 01-Sep-2015 | Buyout/LBO | Education and Training Services (B2B) |
Wealth at Work Affiliates
Subsidiaries (5)
Name | Industry | Location | Year Founded |
---|---|---|---|
Employee Financial Wellness | Dublin, Ireland | 2014 | |
DBD Digital | Liverpool, United Kingdom | 2007 | |
Marshall Zoing | Bristol, United Kingdom | 2002 | |
Affinity Financial Awareness | Liverpool, United Kingdom | 2001 | |
Landscape (Human Capital Services) | London, United Kingdom | 1992 |
Wealth at Work FAQs
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When was Wealth at Work founded?
Wealth at Work was founded in 2005.
-
Where is Wealth at Work headquartered?
Wealth at Work is headquartered in Liverpool, United Kingdom.
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What is the size of Wealth at Work?
Wealth at Work has 296 total employees.
-
What industry is Wealth at Work in?
Wealth at Work’s primary industry is Other Financial Services.
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Is Wealth at Work a private or public company?
Wealth at Work is a Private company.
-
What is Wealth at Work’s current revenue?
The current revenue for Wealth at Work is
. -
Who are Wealth at Work’s investors?
Aquiline (New York) and Equistone Partners Europe have invested in Wealth at Work.
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