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Benchmark acquires Oculus Wealth Management

PRIVATEApr 14, 2025

Acquiring Company

Benchmark Capital

Acquired Company

Oculus Wealth Management

WoodstockLeedsFinancial ServicesFinanceVenture CapitalAngel InvestmentConsultingFinance

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.

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Company Information

Company

Benchmark Capital

Location

Woodstock, Illinois, United States

About

Benchmark Capital is a technology-led, high-quality adviser support business based in the UK.

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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.

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