Company profile: Wealth at Work
1.1 - Company Overview
Company description
- Provider of workplace financial education and employee wealth management services, including bespoke global financial education by coaches, one-to-one financial guidance, investment advice via my wealth for employees and pension scheme members, Workplace ISA solutions, employee engagement communications, and digital content to support knowledge.
Products and services
- Financial Education: Delivers workplace financial education via financial coaches on a bespoke basis, delivered globally to employees
- My wealth: Retirement-focused investment advice service that helps employees and pension scheme members manage their savings and investments as they approach retirement
- Employee Engagement: Delivers interactive and meaningful communications in collaboration with clients to engage employees in the workplace
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Wealth at Work
tZERO
HQ: United States
Website
- Description: Provider of financial technology focused on blockchain-enabled market solutions, enabling trading of digital securities and supporting traditional private securities trading. Offers institutional-grade issuer solutions and trades on an alternative trading system for companies, retail, and investors.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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WealthTouch
HQ: United States
Website
- Description: Provider of aggregated financial reporting services for the private wealth industry, offering a multi-custodial, multi-asset, and multi-jurisdictional performance reporting platform.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full WealthTouch company profile →
Awning
HQ: United States
Website
- Description: Provider of a technology platform and brokerage for real estate investing, built exclusively for individuals to invest in single-family rental properties. Offers assistance in buying rental properties with data-driven insights and expert advice, rental and Airbnb income estimates for any property in the United States, and access to top property management for long- or short-term rentals.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Awning company profile →
Gen II Fund Services
HQ: United States
Website
- Description: Provider of highly customized, client-centric accounting and administrative services to the private equity industry.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Gen II Fund Services company profile →
Vista One Solutions
HQ: United States
Website
- Description: Provider of information management, reporting and distribution solutions to the securities and asset management industries, with operations in North America, EMEA and Asia Pacific and on-the-ground regional expertise.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Vista One Solutions company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Wealth at Work
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Wealth at Work
2.2 - Growth funds investing in similar companies to Wealth at Work
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4 - Top valuation comps for Wealth at Work
4.2 - Public trading comparable groups for Wealth at Work
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