Insights

Strategic Platform Launch WEALTH at work has recently launched an interactive financial wellbeing platform, indicating a strong focus on digital engagement tools that can be leveraged to enhance employee wellbeing programs and drive user adoption through tailored tech solutions.

Acquisition Expansion The company's acquisition of Employee Financial Wellness Limited and its long-term relationship with a digital agency suggest a commitment to expanding service offerings and integrating sophisticated digital solutions, presenting opportunities for customized financial wellbeing services.

Corporate Partnership Growth Partnering with major organizations like Drax Group demonstrates WEALTH at work's effectiveness in developing tailored client programs, which indicates potential for sales opportunities within large corporations seeking bespoke financial education and wellbeing solutions.

Technology & Innovation The company's emphasis on technology recruitment and recent hire of a Chief Information Technology Officer highlight its focus on innovative digital solutions, offering prospects for technology vendors or integrations that can enrich their offerings.

Market Position & Market Size With annual revenues between $25M and $50M and a client base across private and public sectors, WEALTH at work presents a substantial market opportunity for financial service providers aiming to partner with a well-established leader in workplace financial wellbeing.

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 icon
WEALTH at work's main headquarters is located at WEALTH at work, 5 St Paul's Square Liverpool, Merseyside L3 9SJ, GB. 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 . 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 icon
WEALTH at work's official website is wealthatwork.co.uk and has social profiles on LinkedIn.

What is WEALTH at work's NAICS code?

Minus sign iconPlus sign icon
WEALTH at work's NAICS code is 52 - Finance and Insurance.

How many employees does WEALTH at work have currently?

Minus sign iconPlus sign icon
As of October 2025, WEALTH at work has approximately 308 employees across 3 continents, including EuropeAsiaNorth America. Key team members include Chief Information Technology Officer: J. G.Head Of New Business: S. L.Head Of Corporate Accounts: G. D.. Explore WEALTH at work's employee directory with LeadIQ.

What industry does WEALTH at work belong to?

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

What technology does WEALTH at work use?

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

What is WEALTH at work's email format?

Minus sign iconPlus sign icon
WEALTH 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 icon
WEALTH at work was founded in 2005.

WEALTH at work

Financial ServicesUnited 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
WEALTH at work, 5 St Paul's Square Liverpool, Merseyside L3 9SJ, GB
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2005
Employees
201-500

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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.