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Oberon Investments Ltd. logo — Delivering personalized services in Investment Management, W...

Oberon Investments Ltd.

Delivering personalized services in Investment Management, Wealth Planning and Corporate Advisory & Broking.

Founded 2018 United Kingdom London, United Kingdom 57 employees Seed Wealth Management

General Information

Company Name Oberon Investments Ltd.
Founded Year 2018
Location United Kingdom London, United Kingdom
Employees 57
Industries Wealth Management
Funding Stage Seed
Social

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About Oberon Investments Ltd.

Oberon Investments Ltd. is a rapidly growing boutique wealth management and corporate broking group, established in 2018 and headquartered in the United Kingdom. The company's slogan reflects its core focus of delivering personalized services in Investment Management, Wealth Planning, and Corporate Advisory & Broking. Oberon brings together decades of experience to provide a high-quality, proactive, and tailored approach for its clients. The business model is diversified, offering multiple revenue streams and a highly competitive fee structure. In January 2019, the company secured a Seed Round investment from KM Capital, further boosting its growth trajectory. With its complementary services across various divisions, Oberon Investments is well-positioned to capitalize on the increasing demand for personalized wealth management services.

Taxonomy: Boutique Wealth Management, Investment Management, Wealth Planning, Corporate Advisory, Broking, Proactive Financial Approach, Diversified Business Model, Small and Mid-Cap Companies, Retail Clients, Professional Clients, Tailored Financial Services, High-Quality Services, Competitive Fee Structure

Services & Products

Investment Management
Wealth Planning
Corporate Advisory & Broking
Private Ventures

Target Customers

Private individuals and corporate clients

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Seed Round Undisclosed 1
KM Capital
KM Capital
01 Jan 2019

Oberon Investments Ltd. Alternatives & Competitors

Oberon Investments Ltd. vs
Southport Capital
Southport Capital United States

Charting the Course for your Wealth Management, Protection & Preservation

11 employees
Financial Services, Wealth Management
Oberon Investments Ltd. vs
Deerfield
Deerfield United States

Focus your wealth on your most worthwhile causes with Wealthwhile planning. 𝗜𝗻𝗱𝗶𝗮𝗻𝗮𝗽𝗼𝗹𝗶𝘀|𝗖𝗵𝗶𝗰𝗮𝗴𝗼

17 employees
Finance, Financial Services
Oberon Investments Ltd. vs
Aureus Asset Management
Aureus Asset Management United States

Contemporary Wealth Management

15 employees
Finance, Wealth Management

FAQ About Oberon Investments Ltd.

Delivering personalized services in Investment Management, Wealth Planning and Corporate Advisory & Broking.
Oberon Investments Ltd. was founded in 2018.
Oberon Investments Ltd. is headquartered in London, United Kingdom.
Oberon Investments Ltd. operates in Wealth Management. Its work centres on Boutique Wealth Management, Investment Management, Wealth Planning and Corporate Advisory. Its customers include Private individuals and corporate clients.
Oberon Investments Ltd. has approximately 57 employees.
Oberon Investments Ltd. has completed 1 funding round. The latest funding stage is Seed.
Oberon Investments Ltd. offers: Investment Management, Wealth Planning, Corporate Advisory & Broking, Private Ventures.
Top alternatives and competitors to Oberon Investments Ltd. include Southport Capital, Deerfield, Aureus Asset Management, Argent Wealth Management, LLC, Carnegie Investment Counsel. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Oberon Investments Ltd. and Southport Capital are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Oberon Investments Ltd., https://bouncewatch.com/company/oberon-investments-ltd, updated 25 February 2025. When citing, please name BounceWatch and link this page.

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