Investments (#)
Investments (USD)
Transactions
Recent transactions in the domain of personal finance
| Company | Country | Funding round | Date | |
|---|---|---|---|---|
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Monzo Bank Ltd Digital bank. |
United Kingdom | Series I GBP 150,000,000 (USD 190,000,000) at GBP 3,850,000,000 (USD 4,810,000,000) valuation. |
8 May 2024 |
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Monzo Bank Ltd Digital bank. |
United Kingdom | N/A GBP 340,000,000 (USD 432,200,000) at GBP 3,660,000,000 (USD 4,667,800,000) valuation. |
5 Mar 2024 |
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Monzo Bank Ltd Digital bank. |
United Kingdom | N/A USD 600,000,000 (USD 600,000,000) at USD 4,500,000,000 (USD 4,500,000,000) valuation. |
3 Jan 2022 |
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Monzo Bank Ltd Digital bank. |
United Kingdom | N/A GBP 60,000,000 |
2 Dec 2020 |
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WeLab Ltd Instant mobile lending for individuals. |
Hong Kong SAR China | Series C HKD 1,200,000,000 (USD 156,000,000) |
19 Dec 2019 |
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Ualá Personal financial management mobile app linked to a Mastercard prepaid card. |
Argentina | Series C USD 150,000,000 (USD 150,000,000) |
27 Nov 2019 |
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Moneylion Inc Mobile personal finance platform. |
United States | Series C USD 100,000,000 (USD 100,000,000) |
22 Jul 2019 |
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N26 GmbH Berlin-based fintech company that enables its customers to manage their bank accounts through their smartphones. |
Germany | Series D USD 170,000,000 (USD 170,000,000) at USD 3,300,000,000 (USD 3,300,000,000) valuation. |
17 Jul 2019 |
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Monzo Bank Ltd Digital bank. |
United Kingdom | Series F GBP 113,000,000 (USD 143,729,000) at GBP 1,900,000,000 (USD 2,416,680,000) valuation. |
24 Jun 2019 |
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Perspecteev Developer of a mobile app for the management of personal and business finances. |
France | Series B USD 22,600,000 (USD 22,600,000) |
18 Apr 2019 |
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N26 GmbH Berlin-based fintech company that enables its customers to manage their bank accounts through their smartphones. |
Germany | Series D USD 300,000,000 (USD 300,000,000) at USD 2,400,000,000 (USD 2,400,000,000) valuation. |
9 Jan 2019 |
|
Propel Inc |
Series A USD 12,800,000 (USD 12,800,000) |
14 Dec 2018 | |
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Monzo Bank Ltd Digital bank. |
United Kingdom | Crowdfunding - Equity GBP 20,000,000 (USD 25,495,000) at GBP 1,000,000,000 (USD 1,274,750,000) valuation. |
3 Dec 2018 |
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Monzo Bank Ltd Digital bank. |
United Kingdom | Series E GBP 85,000,000 (USD 108,000,000) at GBP 1,000,000,000 (USD 1,270,000,000) valuation. |
31 Oct 2018 |
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Commonbond Inc Student lending startup. |
United States | Series D USD 50,000,000 (USD 50,000,000) |
22 Mar 2018 |
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N26 GmbH Berlin-based fintech company that enables its customers to manage their bank accounts through their smartphones. |
Germany | Series C USD 160,000,000 (USD 160,000,000) |
19 Mar 2018 |
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Wealthfront Inc Online financial advisor that manages your investments for you so you can live your life. |
United States | Series E USD 75,000,000 (USD 75,000,000) |
4 Jan 2018 |
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PiXo |
Philippines | Seed USD 1,000,000 (USD 1,000,000) |
28 Dec 2017 |
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Monzo Bank Ltd Digital bank. |
United Kingdom | Crowdfunding - Equity GBP 878,100 (USD 1,155,800) |
15 Nov 2017 |
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WeLab Ltd Instant mobile lending for individuals. |
Hong Kong SAR China | Series B USD 220,000,000 (USD 220,000,000) |
8 Nov 2017 |
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Monzo Bank Ltd Digital bank. |
United Kingdom | Series D GBP 71,000,000 (USD 93,328,400) at GBP 209,000,000 (USD 274,727,000) valuation. |
6 Nov 2017 |
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WeLab Ltd Instant mobile lending for individuals. |
Hong Kong SAR China | Venture |
5 Oct 2017 |
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Monzo Bank Ltd Digital bank. |
United Kingdom | Crowdfunding - Equity GBP 2,500,000 (USD 3,145,910) |
27 Mar 2017 |
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Monzo Bank Ltd Digital bank. |
United Kingdom | Series C GBP 19,500,000 (USD 24,468,700) at GBP 65,000,000 (USD 81,562,400) valuation. |
23 Feb 2017 |
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Monzo Bank Ltd Digital bank. |
United Kingdom | Venture |
26 Jan 2017 |
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Perspecteev Developer of a mobile app for the management of personal and business finances. |
France | Series A EUR 7,000,000 |
10 Jan 2017 |
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Moneylion Inc Mobile personal finance platform. |
United States | Series A USD 22,500,000 (USD 22,500,000) |
5 Dec 2016 |
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Monzo Bank Ltd Digital bank. |
United Kingdom | Series B GBP 4,800,000 (USD 5,861,430) at GBP 45,200,000 (USD 55,195,100) valuation. |
21 Oct 2016 |
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WeLab Ltd Instant mobile lending for individuals. |
Hong Kong SAR China | Debt USD 25,000,000 (USD 25,000,000) |
6 Sep 2016 |
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Collective Returns Inc Developer of a personal finance app that can make investing easy and affordable for millions of Americans. |
United States | Series A USD 9,250,000 (USD 9,250,000) |
18 Aug 2016 |
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N26 GmbH Berlin-based fintech company that enables its customers to manage their bank accounts through their smartphones. |
Germany | Series B USD 40,000,000 (USD 40,000,000) |
21 Jun 2016 |
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Monzo Bank Ltd Digital bank. |
United Kingdom | Crowdfunding - Equity GBP 1,000,000 (USD 1,425,140) |
7 Mar 2016 |
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Monzo Bank Ltd Digital bank. |
United Kingdom | Venture GBP 5,000,000 (USD 7,682,700) |
15 Feb 2016 |
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WeLab Ltd Instant mobile lending for individuals. |
Hong Kong SAR China | Series B USD 160,000,000 (USD 160,000,000) |
20 Jan 2016 |
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WeLab Ltd Instant mobile lending for individuals. |
Hong Kong SAR China | N/A |
22 Dec 2015 |
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N26 GmbH Berlin-based fintech company that enables its customers to manage their bank accounts through their smartphones. |
Germany | Series A EUR 10,000,000 |
16 Apr 2015 |
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WeLab Ltd Instant mobile lending for individuals. |
Hong Kong SAR China | Series A USD 20,000,000 (USD 20,000,000) |
8 Jan 2015 |
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Perspecteev Developer of a mobile app for the management of personal and business finances. |
France | Seed EUR 1,000,000 |
6 Jan 2015 |
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Wealthfront Inc Online financial advisor that manages your investments for you so you can live your life. |
United States | Series D USD 64,000,000 (USD 64,000,000) at USD 636,000,000 (USD 636,000,000) valuation. |
27 Oct 2014 |
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N26 GmbH Berlin-based fintech company that enables its customers to manage their bank accounts through their smartphones. |
Germany | Seed USD 2,000,000 (USD 2,000,000) |
19 Jun 2014 |
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Wealthfront Inc Online financial advisor that manages your investments for you so you can live your life. |
United States | Series C USD 35,000,000 (USD 35,000,000) |
2 Apr 2014 |
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N26 GmbH Berlin-based fintech company that enables its customers to manage their bank accounts through their smartphones. |
Germany | Seed EUR 25,000 |
1 May 2013 |
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Wealthfront Inc Online financial advisor that manages your investments for you so you can live your life. |
United States | Series B USD 20,000,000 (USD 20,000,000) |
20 Mar 2013 |
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Perspecteev Developer of a mobile app for the management of personal and business finances. |
France | Seed EUR 400,000 |
8 Jan 2013 |
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WeLab Ltd Instant mobile lending for individuals. |
Hong Kong SAR China | Seed |
1 Jan 2013 |
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Perspecteev Developer of a mobile app for the management of personal and business finances. |
France | Other |
1 Jan 2011 |
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Betterment LLC |
United States | Series A |
1 Dec 2010 |
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Wealthfront Inc Online financial advisor that manages your investments for you so you can live your life. |
United States | Series A USD 7,500,000 (USD 7,500,000) |
15 Dec 2009 |
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Wealthfront Inc Online financial advisor that manages your investments for you so you can live your life. |
United States | Seed USD 3,000,000 (USD 3,000,000) |
16 Dec 2008 |
Companies
Best funded companies in personal finance
Digital bank.
Investment themes:
Berlin-based fintech company that enables its customers to manage their bank accounts through their smartphones.
Investment themes:
Instant mobile lending for individuals.
Investment themes:
Online financial advisor that manages your investments for you so you can live your life.
Investment themes:
Personal financial management mobile app linked to a Mastercard prepaid card.
Investment themes:
Mobile personal finance platform.
Investment themes:
Student lending startup.
Investment themes:
Developer of a mobile app for the management of personal and business finances.
Investment themes:
Search, comparison and recommendation API for financial services.
Investment themes:
China-based fintech company.
Investment themes:
The personal finance manager that challenges you to spend more on what makes you happy.
Investment themes:
Investors
Top investors in the domain of personal finance
| Investor | Profile | Country | Investments | |
|---|---|---|---|---|
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Passion Capital LLP | Early stage venture capital firm based in London. | United Kingdom | 8 |
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Tencent Holdings Ltd | Chinese multinational technology and entertainment conglomerate and holding company headquartered in Shenzhen. | China | 6 |
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Goodwater Capital LLC | United States | 5 | |
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Earlybird VC Management GmbH & Co KG | Venture capital firm with a focus on Internet, software and medical technologies | Germany | 4 |
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Social Capital | United States | 4 | |
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Index Ventures Management SA | Venture capital firm | Switzerland | 4 |
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Crowdcube Capital Ltd | Investment crowdfunding platform. | United Kingdom | 4 |
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Orange Digital Ventures | United States | 4 | |
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Valar Ventures Management LLC | Venture capital firm investing in high-margin, fast-growing financial technology companies across the globe. | United States | 4 |
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Greylock Partners | Venture capital firm. | United States | 4 |
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Thrive Capital Partners Inc | Private equity and venture capital investment firm focused on media and internet investments. | United States | 4 |
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Stripe Inc | Online payments platform. | United States | 3 |
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Greyhound Capital Management LLP | Growth equity firm investing in technology-enabled businesses in traditional, everyday industries that are transforming our daily lives. | United Kingdom | 3 |
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General Catalyst Group Management LLC | Venture capital firm that makes early-stage and transformational investments. | United States | 3 |
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Redalpine Venture Partners AG | Seed and early-stage venture capital firm investing in disruptive technologies with focus on highly scalable ICT and Health Tech models. | Switzerland | 3 |
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Ribbit Capital | Venture capital firm that invests globally in early stage companies who are aiming to disrupt financial services. | United States | 2 |
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Accel Partners & Co Inc | Early and growth stage venture capital firm. | United States | 2 |
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Insight Venture Management LLC | Private equity and venture capital firm focused on the global software, internet and data services industries. | United States | 2 |
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Omnes Capital | France | 2 | |
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Nyca Partners | United States | 2 | |
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GV. | The venture capital arm of Alphabet Inc. (Formerly Google Ventures.) | United States | 2 |
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GIC Private Ltd | Singapore sovereign wealth fund. | Singapore | 2 |
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Entree Capital Ltd | Global venture capital firm with offices in Israel, the UK, and the US. | United Kingdom | 2 |
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CommerzVentures GmbH | 2 | ||
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Allianz X GmbH | The digital investment unit of the Allianz Group that invests in digital growth companies related to insurance. | Germany | 2 |
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Fintech Collective | United States | 2 | |
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Spark Capital | Early and growth stage venture capital firm. | United States | 2 |
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Alibaba Hong Kong Entrepreneurs Fund | Alibaba investment fund focused on startup companies with a Hong Kong nexus. | Hong Kong SAR China | 2 |
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CapitalG | Alphabet's investment arm. | United States | 2 |
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Axel Springer Plug & Play Accelerator | 2 | ||
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ING Ventures | Fintech venture fund managed by ING. | 2 | |
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HongShan Capital | China | 2 | |
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Duff Ackerman & Goodrich Ventures | A mid-stage venture capital partnership with a service-oriented mindset. | United States | 2 |
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Edison Partners | 2 | ||
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Horizons Ventures | Venture capital firm owned by Hong Kong billionaire Li Ka-shing | Hong Kong SAR China | 1 |
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Clocktower Technology Ventures LLC | United States | 1 | |
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Anthemis Group SA | Digital financial services venture capital and strategic advisory firm. | Luxembourg | 1 |
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Kleiner Perkins Caufield & Byers LLC | Venture capital firm. | United States | 1 |
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China Construction Bank Corp | China | 1 | |
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Ule.com | China | 1 | |
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SK Ventures | 1 | ||
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TED Global | 1 | ||
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Softbank Capital Partners | Early stage venture capital firm | United States | 1 |
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Neuberger Berman Investment Funds PLC | Ireland | 1 | |
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Matt Mullenweg | 1 | ||
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Duff Ackerman & Goodrich LLC | United States | 1 | |
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Upscale | United Kingdom | 1 | |
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Montage Ventures | United States | 1 | |
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Bruce Dunlevie | 1 | ||
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Thirty Five Ventures | 1 |