Oakglen Wealth Revenue
Investment Management • 
1 IFC, St. Helier, Jersey • 21-50 Employees
Oakglen Wealth revenue & valuation
| Annual revenue | $2,481,095 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $8,000,000 |
| Total funding | No funding |
Key Contacts at Oakglen Wealth
Edward Maidment
Investment Director
Dominic Tayler
Managing Director Uk
Michael Clarke
Investment Director
James Scott-Gatty
Non Executive Director
Company overview
| Headquarters | 1 IFC, St. Helier, JE2 3BX, JE |
| Phone number | +4413182724 |
| Websites | |
| NAICS | 5231 |
| Keywords | Personal Finance, Pensions, Trusts, Wealth Management, Charities, Advisory, Financial Planning, Retirement, Savings, Investment Management, Wealth Planning, Money Mindset, Sipp, ISA, Corporates, Execution Only, Discretionary, Jisa, Aim Iht, Future Freedom |
| Founded | 2016 |
| Employees | 21-50 |
| Socials |
Oakglen Wealth Email Formats
Oakglen Wealth uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@oakglenwealth.com), used 80% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@oakglenwealth.com | 80% |
{first initial}.{last name} | j.doe@oakglenwealth.com | 20% |
About Oakglen Wealth
Established in 2016, Oakglen Wealth is an independent investment manager combining service-oriented discretionary and advisory investment management. As an independently owned and managed business, part of the Oakglen Group, our clients are always the priority. Oakglen Wealth seeks to build enduring relationships, understanding individual needs and constructing strategies that help clients achieve superior outcomes. Oakglen’s distinctive network allows clients to access new investment opportunities and innovative ideas. Its highly personalised service is delivered by an experienced team and is powered by the very latest technology. Our services include: - Discretionary Investment Management Service - Advisory Investment Service - Specialist Investment Solutions Oakglen Wealth is part of Oakglen, a group of investment and operating companies with interests across the UK, Channel Islands, Europe and North America in the real estate, private equity and financial services sectors. IMPORTANT: - Oakglen Wealth (Jersey) Limited is regulated by the Jersey Financial Services Commission (JFSC) in Jersey (Registration No. 121454). - Oakglen Wealth Limited is registered in England and Wales (Company No. 13182724) and is authorised and regulated by the Financial Conduct Authority (FCA) in the UK (FRN 961763). Information published on Social Media (“LinkedIn”) by Oakglen Wealth is for information purposes only and must be read in conjunction with information posted on our website www.oakglenwealth.com
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Oakglen Wealth has 16 employees across 6 departments.
Departments
Number of employees
Funding Data
Oakglen Wealth has never raised funding before.
Oakglen Wealth Tech Stack
Discover the technologies and tools that power Oakglen Wealth's digital infrastructure, from frameworks to analytics platforms.
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Programming languages
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United States
Frequently asked questions
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