Where is Oakwood Asset Management located?

Oakwood Asset Management is headquartered in United Kingdom.

How many employees does Oakwood Asset Management have?

As of Jun 30, 2026, the latest employee count at Oakwood Asset Management is 11.

Is Oakwood Asset Management a funded company?

Oakwood Asset Management is a funded company, having raised a total of $***** in its 1st and only funding round, a Seed round on Mar 05, 2026.

When was the latest funding round of Oakwood Asset Management?

Oakwood Asset Management's latest funding was a $***** Seed round on Mar 05, 2026, with participation from 1 investor. Its primary sector is Asset Management. In United Kingdom, the Asset Management sector has seen $35.4M in funding in 2026 to date.

Where does Oakwood Asset Management rank among its competitors?

Oakwood Asset Management ranks 9850th amongst 31023 active competitors, of which 511 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Oakwood Asset Management, which secured an undisclosed amount in Mar, 2026.

Who are the top competitors of Oakwood Asset Management?

Oakwood Asset Management's top competitors include Fidelity Investments, FIS and S&P Global. Among them, Oakwood Asset Management secured the most recent funding round in March, 2026.

Oakwood Asset Management - 2026 Company Profile, Funding & Competitors

Oakwood Asset Management is a seed company based in United Kingdom. It operates as a Provider of financial planning, investment management, pensions, and protection services. Oakwood Asset Management has raised an undisclosed amount in funding. The company has 31023 active competitors, including 511 funded and 2680 that have exited. Its top competitors include companies like Fidelity Investments, FIS and S&P Global.

Company Details

Provider of financial planning, investment management, pensions, and protection services. The firm delivers advice and solutions through analysis of client positions, life changes, and objectives. Client advisers are involved in technical, product, and investment research. Service is delivered directly through an adviser with support from a team.

Key Metrics

Location

United Kingdom

Stage

Seed

Latest Funding Round

Seed, Mar 05, 2026, $*****

Investors

Soderberg and Partners

Ranked

9850^th among 31023 active competitors

Employee Count

11 as on Jun 30, 2026

Similar Companies

Fidelity Investments & 33165 more

View Oakwood Asset Management's full profile

Oakwood Asset Management has raised funding over 1 round. Its latest funding round was a Seed round on Mar 05, 2026 for $*****. 1 investor participated in its latest round. Oakwood Asset Management has 1 institutional investor.

Here is the list of recent funding rounds of Oakwood Asset Management:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Mar 05, 2026	3643603	Seed	3436733	1164693	6992200	9272675

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View details of Oakwood Asset Management's funding rounds and investors

Oakwood Asset Management's employee count trend

Oakwood Asset Management has 11 employees as of Jun 26. Here is Oakwood Asset Management's employee count trend over the years:

Employee count trend for Oakwood Asset Management

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Top competitors of Oakwood Asset Management include Fidelity Investments, FIS and S&P Global. Here is the list of Top 10 competitors of Oakwood Asset Management, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Fidelity Investments 1946, Boston (United States), Series F	Provider of brokerage accounts, retirement planning, wealth management, and trading platforms	$4.71B	World Capital Holdings Group, Burman Family ... & 5 others	81/100
2nd	FIS 1968, Jacksonville (United States), Acquired	Provider of software suite for banks and financial institutions	-	New Enterprise Associates, HP & 10 others	80/100
3rd	S&P Global 1917, New York City (United States), Public	Provider of essential intelligence and market analysis for global finance	-	Constellation Ventures, Temasek & 5 others	79/100
4th	AXA 1921, Paris (France), Public	Provider of protection and heritage transmission	-	ACE & Company, Tiberius Geldard & 6 others	78/100
5th	Goldman Sachs 1869, New York City (United States), Public	Global financial services platform that delivers investment banking, markets, asset management, and wealth advisory solutions	-	Berkshire Hathaway, Bondeinvest.com & 4 others	78/100
6th	Investec 1974, London (United Kingdom), Acquired	Specialist bank and wealth manager serving private and institutional clients	-	RBS International, Swedfund & 1 others	78/100
7th	XP 2001, Rio de Janeiro (Brazil), Public	Diversified investment management firm	$273M	General Atlantic, Actis	78/100
8th	Avendus 1999, Mumbai (India), Acquired	Corporate consultancy and advisory service provider	$178M	Gaja Capital, Fender Consultants & 27 others	77/100
9th	Royal Bank of Canada 1864, Toronto (Canada), Public	Commercial bank	-	-	76/100
10th	HSBC 1865, London (United Kingdom), Public	Provider of financial services including banking, investment, and wealth management	-	Annuit Coeptis Investments, Ping An & 2 others	76/100
9850th	Oakwood Asset Management United Kingdom, Seed	Provider of financial planning, investment management, pensions, and protection services	-	Soderberg and Partners	21/100