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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.

WEALTH at work Questions

The WEALTH at work annual revenue was $128.9 million in 2026.

David Cassidy is the CEO of WEALTH at work.

269 people are employed at WEALTH at work.

The NAICS codes for WEALTH at work are [523, 56133, 52, 561, 5613, 56].

The SIC codes for WEALTH at work are [62].

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