JPMorgan Invest
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JPMorgan Invest - overview
Established
2005
Location
Liverpool, -, UK
Primary Industry
Financial Services
About
JPMorgan Invest is a financial services firm based in the UK that specializes in delivering financial wellbeing solutions to employees, promoting their financial security and literacy throughout their careers. Founded in Liverpool, UK, JPMorgan Invest focuses on providing financial education and advisory services. The firm has adapted its strategies over time to cater to the evolving financial needs of employees across various industries. It operates directly under the JPMorgan brand, leveraging its extensive resources and expertise.
The company's leadership team includes experienced professionals with backgrounds in finance, enhancing its operational effectiveness and industry reach. Wealth at Work specializes in providing financial wellbeing solutions aimed at empowering employees to achieve financial security throughout their career stages. The company's core offerings include financial education, employee engagement programs, financial guidance, investment advice, and workplace Individual Savings Accounts (ISAs). These services are designed to assist organizations in supporting their workforce by enhancing understanding of workplace benefits, share plans, and retirement savings options.
Wealth at Work serves a diverse clientele, including hundreds of organizations across various sectors, helping millions of employees from industries such as retail, healthcare, and technology. The company operates primarily in the UK and is increasingly focusing on expanding its services to international markets, addressing the financial needs of employees globally. Wealth at Work reported a revenue of USD 51. 60 mn for the year 2023, with an EBITDA of USD 8.
12 mn. Its revenue model emphasizes partnerships with businesses, allowing for the delivery of tailored financial wellbeing programs directly to employees, which includes workshops, financial guidance sessions, and other resources aimed at enhancing employee financial literacy and wellbeing. Looking ahead, JPMorgan Invest is set to expand its offerings by launching innovative financial wellbeing products designed to cater to an increasingly diverse workforce. The company is focusing on expanding into international markets, particularly targeting Europe and North America by 2025.
Recent funding will be utilized to enhance technology platforms that support these new products and facilitate the expansion of their service model to support more organizations globally.
Primary Industry
Financial Services
Sub Industries
Education/Training, Financial Services
Website
www.wealthatwork.co.uk
Total Amount Raised
Subscriber access only
JPMorgan Invest - timeline of key events
JPMorgan Invest - financials
| Fiscal Year Ended | Dec 31, 2010 | Dec 31, 2011 | Dec 31, 2012 | Dec 31, 2013 | Dec 31, 2014 | Dec 31, 2015 | Dec 31, 2016 | Dec 31, 2017 | Dec 31, 2018 | Dec 31, 2019 | Dec 31, 2020 | Dec 31, 2021 | Dec 31, 2022 | Dec 31, 2023 | Dec 31, 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue (USD) | 2,441,000 | 2,820,000 | 3,102,000 | 5,329,000 | 7,174,000 | 9,430,000 | 10,366,000 | 16,025,000 | 20,057,000 | 23,479,000 | 25,649,000 | 33,899,000 | - | - | - |
| % Revenue Growth (YoY) | - | 15.5% | 10.0% | 71.8% | 34.6% | 31.4% | 9.9% | 54.6% | 25.2% | 17.1% | 9.2% | 32.2% | - | - | - |
| EBITDA (USD) | - | (2,043,000) | (2,518,000) | (1,653,000) | (1,158,000) | 171,000 | (998,000) | (1,579,000) | 1,055,000 | 1,154,000 | 4,208,000 | 9,040,000 | - | - | - |
| Operating Income (USD) | (2,452,000) | (2,044,000) | (2,548,000) | (1,740,000) | (1,279,000) | (16,000) | (1,264,000) | (1,849,000) | 760,000 | 840,000 | 3,887,000 | 8,736,000 | - | - | - |
| Operating Margin | (100.5%) | (72.5%) | (82.1%) | (32.7%) | (17.8%) | (0.2%) | (12.2%) | (11.5%) | 3.8% | 3.6% | 15.2% | 25.8% | - | - | - |
| % EBITDA Margin | - | (72.4%) | (81.2%) | (31.0%) | (16.1%) | 1.8% | (9.6%) | (9.9%) | 5.3% | 4.9% | 16.4% | 26.7% | - | - | - |
| NET Income (USD) | (2,424,000) | (2,028,000) | (2,531,000) | (1,721,000) | (1,261,000) | 3,000 | (1,243,000) | (1,822,000) | 908,000 | 863,000 | 4,541,000 | 7,305,000 | - | - | - |
| % Net Margin | (99.3%) | (71.9%) | (81.6%) | (32.3%) | (17.6%) | 0.0% | (12.0%) | (11.4%) | 4.5% | 3.7% | 17.7% | 21.5% | - | - | - |
JPMorgan Invest - employee data
JPMorgan Invest - key contacts
| Name | Position | Start Date | End Date | Vcard | Bio | ||
|---|---|---|---|---|---|---|---|
| Founder, IT Director and Board Member | BM |
BM Board Member
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