Investments (#)
Investments (USD)
Transactions
Recent transactions in the domain of wealth management
| Company | Country | Funding round | Date | |
|---|---|---|---|---|
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Savvy Wealth Inc Next-generation wealth management firm that supercharges its wealth managers with enhanced software, sales and marketing automation. |
Seed USD 7,300,000 (USD 7,300,000) |
24 Feb 2022 | |
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Nutmeg Saving and Investment Ltd Nutmeg lets you invest your money seamlessly online, all while aiming for the lowest fees in the industry. |
United Kingdom | Acquisition |
17 Jun 2021 |
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MoneyFarm Digital wealth management company. |
Series C GBP 36,000,000 |
26 Sep 2019 | |
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Raisin Pan-European fintech marketplace for savings and investment products. |
Series D USD 114,000,000 (USD 114,000,000) |
7 Feb 2019 | |
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Nutmeg Saving and Investment Ltd Nutmeg lets you invest your money seamlessly online, all while aiming for the lowest fees in the industry. |
United Kingdom | Series E GBP 45,000,000 (USD 58,294,900) at GBP 200,000,000 (USD 259,088,000) valuation. |
22 Jan 2019 |
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Exo Investing Ltd AI driven wealth manager that builds unique portfolios that adapt to you and the markets. |
United Kingdom | Seed EUR 16,500,000 |
3 Jul 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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Raisin Pan-European fintech marketplace for savings and investment products. |
Series C EUR 30,000,000 (USD 32,000,000) |
26 Jan 2017 | |
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Nutmeg Saving and Investment Ltd Nutmeg lets you invest your money seamlessly online, all while aiming for the lowest fees in the industry. |
United Kingdom | Series D GBP 12,000,000 (USD 14,759,200) |
22 Dec 2016 |
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Nutmeg Saving and Investment Ltd Nutmeg lets you invest your money seamlessly online, all while aiming for the lowest fees in the industry. |
United Kingdom | Series C GBP 30,000,000 (USD 37,405,600) |
14 Nov 2016 |
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SigFig Wealth Management LLC |
Series D |
24 May 2016 | |
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SigFig Wealth Management LLC |
Debt USD 7,000,000 (USD 7,000,000) |
24 May 2016 | |
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Guideline Inc |
United States | Seed |
31 Dec 2015 |
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SigFig Wealth Management LLC |
Series B USD 1,000,000 (USD 1,000,000) |
23 Apr 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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Nutmeg Saving and Investment Ltd Nutmeg lets you invest your money seamlessly online, all while aiming for the lowest fees in the industry. |
United Kingdom | Series B USD 32,000,000 (USD 32,000,000) |
25 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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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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Nutmeg Saving and Investment Ltd Nutmeg lets you invest your money seamlessly online, all while aiming for the lowest fees in the industry. |
United Kingdom | Series A GBP 3,400,000 (USD 5,290,550) |
18 Jun 2012 |
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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 wealth management
Online financial advisor that manages your investments for you so you can live your life.
Nutmeg lets you invest your money seamlessly online, all while aiming for the lowest fees in the industry.
Next-generation wealth management firm that supercharges its wealth managers with enhanced software, sales and marketing automation.
AI driven wealth manager that builds unique portfolios that adapt to you and the markets.
Provider of a robo advisory service that allows individuals to round up their purchases and automatically invest the change.
Next generation on-line trading platform in both passive (robo-advisor) and active (thematic investment) asset managements.
Financial technology company created to help women achieve their financial potential through modern, low-cost investing and financial planning.
Next generation automated online investment platform in Germany.
Investors
Top investors in the domain of wealth management
| Investor | Profile | Country | Investments | |
|---|---|---|---|---|
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Index Ventures Management SA | Venture capital firm | Switzerland | 7 |
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Greylock Partners | Venture capital firm. | United States | 4 |
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Armada Investment Group AG | Switzerland | 4 | |
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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 | 4 |
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Social Capital | United States | 4 | |
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Pentech Ventures LLP | United Kingdom | 3 | |
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Thrive Capital Partners Inc | Private equity and venture capital investment firm focused on media and internet investments. | United States | 3 |
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Draper Associates | Early-stage venture capital firm. | United States | 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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Nyca Partners | United States | 2 | |
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Route 66 Ventures | 2 | ||
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Convoy Global Holdings | 2 | ||
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Balderton Capital Management (UK) LLP | European early stage venture capital firm | United Kingdom | 2 |
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Rakuten FinTech Fund | Japan | 2 | |
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Spark Capital LLC | Early and growth stage venture capital firm. | United States | 2 |
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Schroders PLC | 2 | ||
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Andy Rachleff | 1 | ||
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BoxGroup Ventures LLC | Early-stage venture capital fund investing in innovative tech startups, focusing on software, e-commerce, AI, and biotech. | United States | 1 |
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Dragoneer Investment Group LLC | Growth-oriented public and private investor based in San Francisco. | United States | 1 |
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Venrock Associates | The venture capital arm of the Rockefeller Family. | United States | 1 |
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Comerica Bank | United States | 1 | |
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Y Combinator LLC | American technology startup accelerator. | United States | 1 |
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Science Inc | Technology incubator. | 1 | |
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Bain Capital Venture Partners LLC | Multi-stage, domain-focused venture fund with offices in the Bay Area, NYC, and Boston, the venture capital division within Bain Capital. | United States | 1 |
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GFC | 1 | ||
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Kevin Rose | 1 | ||
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Taipei Fubon Bank | 1 | ||
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PayPal Inc | Web-based payment services. | United States | 1 |
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ETS Asset Management Factory | Spain | 1 | |
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Tiger Global Management LLC | Investment firm focused on public and private companies in the global Internet, software, consumer, and financial technology industries. | United States | 1 |
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Eaton Vance Management | Investment management subsidiary of Morgan Stanley. | 1 | |
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Poste Italiane | Italy | 1 | |
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Mark Pincus | 1 | ||
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Point72 Ventures LLC | Early-stage venture capital strategy funded exclusively by Steve Cohen and eligible employees of Point72 Asset Management. | United States | 1 |
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Position Ventures LLC | 1 | ||
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Bessemer Venture Partners | Early stage venture capital firm. | United States | 1 |
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WestRiver Group | Seattle-based venture debt and equity company. | United States | 1 |
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Matt Mullenweg | 1 | ||
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SK Ventures Management LLC | United States | 1 | |
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Bruce Dunlevie | 1 | ||
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A* Capital | 1 | ||
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Duff Ackerman & Goodrich LLC | United States | 1 | |
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Institutional Venture Partners | US-based venture capital investment firm focusing on later-stage companies and growth equity investments. | United States | 1 |
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Union Square Ventures LLC | Early stage venture capital firm | United States | 1 |
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Liquid 2 Ventures | 1 | ||
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Slow Ventures | Early stage venture capital firm. | United States | 1 |
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Petra Capital Partners LLC | United States | 1 | |
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Flight Ventures | The first fund that was built by leveraging AngelList syndicates. | 1 | |
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Marc Andreessen | United States | 1 | |
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Operator Partners LLC | United States | 1 |
Acquirers
Top acquirers in the domain of wealth management
| Investor | Profile | Country | Acquisitions | |
|---|---|---|---|---|
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JP Morgan & Co | United States | 1 |