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Insights

Growing Digital Offerings Recent launch of an interactive financial wellbeing platform indicates WEALTH at Work's commitment to digital innovation, presenting opportunities to partner on expanding their online engagement tools for employee financial education.

Strategic Acquisitions The acquisition of Employee Financial Wellness Limited and Death By Design suggests a growth strategy focused on expanding technological capabilities and service offerings, opening avenues for cross-selling additional financial wellbeing solutions.

Large Corporate Partnerships Partnerships with major organizations like Drax Group demonstrate WEALTH at Work's influence within large enterprises, making them a potential partner for tailored workplace financial wellbeing programs in other sizable organizations.

Market Position and Growth With revenues between $25M and $50M and a steadily expanding client base across private and public sectors, the company presents opportunities to enhance service portfolios tailored for diverse employee populations.

Technology and Innovation Focus Implementation of modern tech stacks and hiring senior IT leadership highlight a forward-looking approach, signaling openness to innovative technology solutions that can improve user engagement and streamline financial guidance services.

WEALTH at work Tech Stack

WEALTH at work uses 8 technology products and services including Shopify, Microsoft 365, Vue.js, and more. Explore WEALTH at work's tech stack below.

  • Shopify
    E-commerce
  • Microsoft 365
    Email
  • Vue.js
    Javascript Frameworks
  • Lightbox
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Underscore.js
    Javascript Libraries
  • DocuSign
    Miscellaneous
  • Tailwind CSS
    UI Frameworks

Media & News

WEALTH at work's Email Address Formats

WEALTH at work uses at least 1 format(s):
WEALTH at work Email FormatsExamplePercentage
First.Last@wealthatwork.co.ukJohn.Doe@wealthatwork.co.uk
95%
First.Middle@wealthatwork.co.ukJohn.Michael@wealthatwork.co.uk
3%
First@wealthatwork.co.ukJohn@wealthatwork.co.uk
1%
FLast@wealthatwork.co.ukJDoe@wealthatwork.co.uk
1%

Frequently Asked Questions

Where is WEALTH at work's headquarters located?

Minus sign iconPlus sign iconWEALTH at work's main headquarters is located at 5 Street Paul's Square Liverpool, England l3 9sj United Kingdom. The company has employees across 3 continents, including EuropeAsiaNorth America.

What is WEALTH at work's phone number?

Minus sign iconPlus sign icon You can contact WEALTH at work's main corporate office by phone at
+44-800-234-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is WEALTH at work's official website and social media links?

Minus sign iconPlus sign iconWEALTH at work's official website is wealthatwork.co.uk and has social profiles on LinkedIn.

What is WEALTH at work's SIC code NAICS code?

Minus sign iconPlus sign iconWEALTH at work's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does WEALTH at work have currently?

Minus sign iconPlus sign iconAs of March 2026, WEALTH at work has approximately 333 employees across 3 continents, including EuropeAsiaNorth America. Key team members include Ceo: D. C.Chief Information Technology Officer: J. G.Head Of Business Development - Retirement And Financial Wellbeing: F. H.. Explore WEALTH at work's employee directory with LeadIQ.

What industry does WEALTH at work belong to?

Minus sign iconPlus sign iconWEALTH at work operates in the Financial Services industry.

What technology does WEALTH at work use?

Minus sign iconPlus sign iconWEALTH at work's tech stack includes ShopifyMicrosoft 365Vue.jsLightboxjQueryUnderscore.jsDocuSignTailwind CSS.

What is WEALTH at work's email format?

Minus sign iconPlus sign iconWEALTH at work's email format typically follows the pattern of First.Last@wealthatwork.co.uk. Find more WEALTH at work email formats with LeadIQ.

When was WEALTH at work founded?

Minus sign iconPlus sign iconWEALTH at work was founded in 2005.

WEALTH at work

Financial ServicesEngland, United Kingdom201-500 Employees

WEALTH at work is a leading financial wellbeing and retirement specialist - helping those in the workplace to improve their financial future. 

Established in 2005, our financial coaches work with hundreds of organisations across both the private and public sector by providing financial education and one to one guidance. This can be arranged on a bespoke basis and covers a full range of topics.

For those wishing to understand their personal financial situation, support is also provided through our helpline. At this point, we can provide access to a savings platform or provide regulated financial advice. Our advice service supports those who need specific recommendations which is particularly useful for those at retirement.

Section iconCompany Overview

Headquarters
5 Street Paul's Square Liverpool, England l3 9sj United Kingdom
Phone number
+44-800-234-****
Website
wealthatwork.co.uk
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
2005
Employees
201-500

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    WEALTH at work's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    WEALTH at work's revenue is estimated to be in the range of $25M$50M

Company Leadership

  • Stylized image of a person
    D. C.
    Ceo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. G.
    Chief Information Technology Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    F. H.
    Head Of Business Development - Retirement And Financial Wellbeing
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. L.
    Head Of New Business
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. D.
    Head Of Corporate Accounts
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    M. H.
    Business Head - Retirement Income
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. C.
    Head Of Client Services - Consumer Experience
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. D. A.
    Head Of Marketing
    Phone icon
    Mobile Phone
  • Stylized image of a person
    V. E.
    Head Of Client Relations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. G.
    Head Of Corporate Accounts & Education
    Phone icon
    Mobile Phone

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