Investments (#)
Investments (USD)
Transactions
Recent transactions in the sector
| Company | Country | Funding round | Date | |
|---|---|---|---|---|
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Digital Moneybox Ltd Developer of a mobile savings and investment app that enables users to round up the digital spare change from everyday card transactions. |
United Kingdom | N/A GBP 70,000,000 at GBP 550,000,000 valuation. |
23 Oct 2024 |
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Digital Moneybox Ltd Developer of a mobile savings and investment app that enables users to round up the digital spare change from everyday card transactions. |
United Kingdom | Seed USD 1,750,000 (USD 1,750,000) |
11 Jul 2016 |
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Digital Moneybox Ltd Developer of a mobile savings and investment app that enables users to round up the digital spare change from everyday card transactions. |
United Kingdom | Seed USD 3,000,000 (USD 3,000,000) |
13 Jan 2016 |
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Digital Moneybox Ltd Developer of a mobile savings and investment app that enables users to round up the digital spare change from everyday card transactions. |
United Kingdom | N/A |
Companies
Best funded companies in the sector
Developer of a mobile savings and investment app that enables users to round up the digital spare change from everyday card transactions.
British multinational wealth management company formed to take over the UK wealth management business of Old Mutual PLC.
Wholly owned investment company associated with the family office of real estate and technology entrepreneur, Ruth Monicka Parasol.
Investors
Top investors in the Wealth Management sector
| Investor | Profile | Country | Investments | |
|---|---|---|---|---|
|
Samos Investments Advisory Ltd | Private equity investor with a focus on high-growth European businesses. | 1 | |
|
Arāya Ventures Ltd | United Kingdom | 1 | |
|
Oxford Capital Partners Ltd | United Kingdom | 1 | |
|
Apis Partners LLP | Private equity asset manager focused on financial services in Africa and Asia. | United Kingdom | 1 |
Valuations
Wealth Management selected deal sizes (USD)
| Funding round | Median | Average | Minimum | Maximum | Sample size |
|---|---|---|---|---|---|
| Seed | 2,375,000 | 2,375,000 | 1,750,000 | 3,000,000 | 2 |
| 2 |
Business Classification
Parent business classification group
Investment Management & Fund Operators