Investments (#)
Investments (USD)
Transactions
Recent transactions in the domain of personal finance
| Company | Country | Funding round | Date | |
|---|---|---|---|---|
| |
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 |
| |
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 |
| |
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 |
| |
Monzo Bank Ltd Digital bank. |
United Kingdom | N/A GBP 60,000,000 |
2 Dec 2020 |
| |
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 |
| |
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 |
| |
Moneylion Inc Mobile personal finance platform. |
United States | Series C USD 100,000,000 (USD 100,000,000) |
22 Jul 2019 |
| |
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 |
| |
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 |
| |
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 |
| |
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 | |
| |
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 |
| |
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 |
| |
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 |
| |
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 |
| |
Monzo Bank Ltd Digital bank. |
United Kingdom | Crowdfunding - Equity GBP 2,500,000 (USD 3,145,910) |
27 Mar 2017 |
| |
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 |
| |
Perspecteev Developer of a mobile app for the management of personal and business finances. |
France | Series A EUR 7,000,000 |
10 Jan 2017 |
| |
Moneylion Inc Mobile personal finance platform. |
United States | Series A USD 22,500,000 (USD 22,500,000) |
5 Dec 2016 |
| |
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 |
| |
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 |
| |
Monzo Bank Ltd Digital bank. |
United Kingdom | Crowdfunding - Equity GBP 1,000,000 (USD 1,425,140) |
7 Mar 2016 |
| |
Monzo Bank Ltd Digital bank. |
United Kingdom | Venture GBP 5,000,000 (USD 7,682,700) |
15 Feb 2016 |
| |
WeLab Ltd Instant mobile lending for individuals. |
Hong Kong SAR China | Series B USD 160,000,000 (USD 160,000,000) |
20 Jan 2016 |
| |
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 |
| |
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 |
| |
Perspecteev Developer of a mobile app for the management of personal and business finances. |
France | Other |
1 Jan 2011 |
| |
Betterment LLC |
United States | Series A |
1 Dec 2010 |
| |
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 |
| |
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
Berlin-based fintech company that enables its customers to manage their bank accounts through their smartphones.
Online financial advisor that manages your investments for you so you can live your life.
Personal financial management mobile app linked to a Mastercard prepaid card.
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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Social Capital | United States | 4 | |
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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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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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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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CommerzVentures GmbH | 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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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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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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Spark Capital LLC | Early and growth stage venture capital firm. | United States | 2 |
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CapitalG | Alphabet's investment arm. | United States | 2 |
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ING Ventures | Fintech venture fund managed by ING. | 2 | |
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Axel Springer Plug & Play Accelerator | 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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HongShan Capital | China | 2 | |
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Edison Partners | 2 | ||
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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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Slow Ventures | Early stage venture capital firm. | United States | 1 |
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Crankstart Foundation | 1 | ||
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P50 Ventures | Austria | 1 | |
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MetaBank | United States | 1 | |
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Marc Andreessen | United States | 1 | |
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WinWin | 1 | ||
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ING Bank NV | 1 | ||
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Maven Ventures | Early stage investor and incubator for consumer mobile and social startups | United States | 1 |
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Khazanah Nasional Berhad | The strategic investment fund of the Government of Malaysia. | Malaysia | 1 |
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Accel Partners Ltd | United Kingdom | 1 | |
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Fifth Third Asset Management | 1 | ||
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CSC Upshot Ventures I LP | United States | 1 | |
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Palm Drive Capital | 1 | ||
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Marissa Mayer | 1 | ||
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Hedosophia Services Ltd | United Kingdom | 1 | |
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Bessemer Venture Partners | Early stage venture capital firm. | United States | 1 |