WEALTH at work
WEALTH at work is a UK-based financial wellbeing and retirement specialist that provides workplace education, guidance and regulated financial advice to employees and pension scheme members. It partners with employers and trustees to design and deliver financial education programmes, digital tools and one-to-one advice to help individuals make informed decisions about savings, investments and retirement income. The company generates revenue through contracted services with corporate clients and pension schemes, as well as advisory fees from individuals receiving regulated financial advice.
- Wealth & Investment Software
- Revenue
- $30.0M
- Employees
- 200
- Founded
- 2004
- Headquarters
- Liverpool, United Kingdom
What 6 Arbolus experts think of WEALTH at work
NPS scores are consistently high, with four out of five respondents giving scores between 8 and 9. Renewal intent is split among high spenders, suggesting value is strong but some accounts weigh alternatives. Implementation stage is mature, with five out of six users reporting more than 1 year of usage, indicating strong solution stickiness and customer embeddedness. Key themes are high satisfaction, sustained platform use, and value recognition among core users.Overall Customer Sentiment: Positive
Who reviewed WEALTH at work
- C-Suite 33% (2)
- Director 33% (2)
- Manager 33% (2)
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Sentiment
50 Net Promoter Score, from 6 scored reviews- Promoters 3
- Passives 3
- Detractors 0
Written answers and themes publish with the full report.
Renewal intent
Plan to renew 50%Plan to renew, by seniority
- 0% 1 answer
- 100% 1 answer
- 7/10 Average score from customers who will renew
- 9/10 Average score from customers not renewing
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