Acquiring Company
Benchmark Capital
Acquired Company
Oculus Wealth Management
Description
Benchmark has successfully completed the takeover of Oculus Wealth Management. This acquisition aims to enhance Benchmark's financial service offerings. By integrating Oculus's capabilities, Benchmark seeks to provide more comprehensive wealth management solutions to its clients.
Quick answer
Benchmark Capital is acquiring Oculus Wealth Management, announced April 14, 2025. Benchmark Capital is based in Woodstock, Illinois, United States.
- How much did Benchmark Capital pay for Oculus Wealth Management?
- The deal value was not disclosed.
- What does Benchmark Capital do?
- Benchmark Capital is a technology-led, high-quality adviser support business based in the UK.
- Where are Benchmark Capital and Oculus Wealth Management based?
- Benchmark Capital is based in Woodstock, Illinois, United States. Oculus Wealth Management is based in Leeds, England, United Kingdom.
- Who are the decision-makers at Benchmark Capital?
- Fundz holds 1 contact at Benchmark Capital. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
Other recent acquisitions in Financial Services and Finance
Deals where the buyer or target shares a sector with this one, within 45 days, from Fundz verified event records.
- KKR acquires OTC solutions provider OSTTRA (April 30, 2025)
- KKR to acquire OSTTRA for USD 3.1 billion (April 15, 2025)
- GTCR to acquire OSTTRA for $3.2 billion, $3.2B (April 12, 2025)
- ARES MANAGEMENT LLC acquires Frontier Communications (March 21, 2025)
- Blackfin acquires Lemanik Asset Management (March 4, 2025)
- Mercer Global Advisors acquires Tufton Capital Management (May 28, 2025)
Who to call at Benchmark Capital, and when
When Benchmark Capital changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day Benchmark Capital raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Benchmark Capital, from your own LinkedIn network
Works inside ChatGPT and Claude. Ask who to call at Benchmark Capital. With Fundz connected, it knows.
AI made execution free. Knowing first is the whole game now.
Fundz sees it the moment Benchmark Capital makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Related People
Frequently asked
Who acquired Oculus Wealth Management?
Oculus Wealth Management was acquired by Benchmark Capital, based in Woodstock. The deal was reported on April 14, 2025. Benchmark Capital is a technology-led, high-quality adviser support business based in the UK. Benchmark Capital is privately held and operates in Financial Services.
When did Benchmark Capital acquire Oculus Wealth Management?
Benchmark Capital's acquisition of Oculus Wealth Management was reported on April 14, 2025. Benchmark has successfully completed the takeover of Oculus Wealth Management. This acquisition aims to enhance Benchmark's financial service offerings. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Oculus Wealth Management do?
Oculus Wealth Management is a financial advisory firm that specializes in helping clients manage their wealth. They offer tailored solutions to meet individual investment goals and aspirations. It is privately held, operating in Finance, and is based in Leeds.
This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.
145 of these a day, filtered to the companies you pick, with the decision-maker attached.
5 screens from a live account. No signup.