When was Ocorian founded?

Ocorian was founded in 1971 and raised its 1st funding round 53 years after it was founded.

Where is Ocorian located?

Ocorian is headquartered in Saint Helier, Channel Islands.

Who is the current CEO of Ocorian?

Farah Ballands of Ocorian. They are also an angel investors in 1 startup.

How many employees does Ocorian have?

As of Sep 30, 2026, the latest employee count at Ocorian is 1899.

Is Ocorian a funded company?

Ocorian is a funded company, having raised a total of $***** in its 1st and only funding round, a Conventional Debt round on Nov 06, 2024.

When was the latest funding round of Ocorian?

Ocorian's latest funding was a $***** Conventional Debt round on Nov 06, 2024, with participation from 4 investors.

Where does Ocorian rank among its competitors?

Ocorian ranks 3rd amongst 7 active competitors, only 1 of which is funded. Ocorian, which secured $1.04B in Nov, 2024.

Who are the top competitors of Ocorian?

Ocorian's top competitors include Stonehage Fleming Family & Partners, GE Capital and eCIO. Among them, Ocorian secured the most recent funding round in November, 2024.

Ocorian - 2026 Company Profile, Team, Funding & Competitors

Ocorian is an acquired company based in Saint Helier (Channel Islands), founded in 1971. It operates as a Provider of wealth management services. Ocorian has raised an undisclosed amount in funding. The company has 7 active competitors, including 1 funded and 5 that have exited. Its top competitors include companies like Stonehage Fleming Family & Partners, GE Capital and eCIO.

Company Details

Website: www.ocorian.com/
Social
Email ID: *****@ocorian.com
Phone Number: +44 **********

Key Metrics

Founded Year

1971

Location

Saint Helier, Channel Islands

Stage

Acquired

Latest Funding Round

Conventional Debt, Nov 06, 2024, $*****

Investors

Goldman Sachs Asset Management & 4 more

Ranked

3^rd among 7 active competitors

Employee Count

1,899 as on Sep 30, 2026

Investment & Acquisitions

RideMovi & 21 more

Similar Companies

Alera Group & 8665 more

Exit Details

Acquired by Bridgepoint Group (Jan 01, 2016)

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Ocorian got acquired by Bridgepoint Group on Jan 01, 2016.

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Ocorian has raised funding over 1 round. Its latest funding round was a Conventional Debt round on Nov 06, 2024 for $*****. 4 investors participated in its latest round. Ocorian has 5 institutional investors.

Here is the list of recent funding rounds of Ocorian:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Nov 06, 2024	7491427	Conventional Debt	7575210	2556247	3718996	6627832

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Ocorian's employee count trend

Ocorian has 1,899 employees as of Sep 26. Here is Ocorian's employee count trend over the years:

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Top competitors of Ocorian include Stonehage Fleming Family & Partners, GE Capital and eCIO. Here is the list of Top 10 competitors of Ocorian, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Stonehage Fleming Family & Partners 1976, Philadelphia (United States), Acquired	Provider of multi-family office services	$116M	Caledonia	65/100
2nd	GE Capital 1932, Norwalk (United States), Public	Provides commercial aircraft leasing and lending services	-	Forum Capital Advisors, OSTI	61/100
3rd	Ocorian 1971, Saint Helier (Channel Islands), Acquired	Provider of wealth management services	-	Goldman Sachs Asset Management, HPS Investment Partners ... & 3 others	54/100
4th	eCIO 2019, Madison (United States), Seed	Provider of outsourced investment advisory services for nonprofit organizations and foundations	$2.2M	-	35/100
5th	First Names Group 1988, Saint Helier (Channel Islands), Acquired	Wealth management firm	-	AnaCap Financial Partners	23/100
6th	Konfyans Private wealth 2009, Delhi (India), Funding Raised	Provider of investment advisory, wealth management, and business consulting services	-	Konfyans Private wealth	21/100
7th	Carey 1973, Channel Islands, Acquired	Provider of wealth management services	-	-	20/100

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Ocorian has made 5 investments in companies including RideMovi and AYEFin. Ocorian has also acquired 17 companies including Claritysolutions and Bovill.

Here is the list of investments & acquisitions:

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Date of Investment/Acquisition	Type	Company Name	Founded Year	Location
Mar 26, 2026	Investments	RideMovi	2017	Milan (Italy)
Dec 04, 2025	Acquisition	Claritysolutions		United Arab Emirates
Feb 09, 2024	Acquisition	Bovill	1999	London (United Kingdom)