Investments (#)
Investments (USD)
Transactions
Recent transactions in the domain of wealth management
| Company | Country | Funding round | Date | |
|---|---|---|---|---|
|
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 | |
|
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 |
|
MoneyFarm Digital wealth management company. |
Series C GBP 36,000,000 |
26 Sep 2019 | |
|
Raisin Pan-European fintech marketplace for savings and investment products. |
Series D USD 114,000,000 (USD 114,000,000) |
7 Feb 2019 | |
|
|
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 |
|
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 |
|
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 |
|
|
Raisin Pan-European fintech marketplace for savings and investment products. |
Series C EUR 30,000,000 (USD 32,000,000) |
26 Jan 2017 | |
|
|
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 |
|
|
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 |
|
SigFig Wealth Management LLC |
Series D |
24 May 2016 | |
|
|
SigFig Wealth Management LLC |
Debt USD 7,000,000 (USD 7,000,000) |
24 May 2016 | |
|
Guideline Inc |
United States | Seed |
31 Dec 2015 |
|
|
SigFig Wealth Management LLC |
Series B USD 1,000,000 (USD 1,000,000) |
23 Apr 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 |
|
|
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 |
|
|
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 |
|
|
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 |
|
|
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 |
|
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 wealth management
Online financial advisor that manages your investments for you so you can live your life.
Investment themes:
Nutmeg lets you invest your money seamlessly online, all while aiming for the lowest fees in the industry.
Investment themes:
Pan-European fintech marketplace for savings and investment products.
Investment themes:
Next-generation wealth management firm that supercharges its wealth managers with enhanced software, sales and marketing automation.
Investment themes:
AI driven wealth manager that builds unique portfolios that adapt to you and the markets.
Investment themes:
Provider of a robo advisory service that allows individuals to round up their purchases and automatically invest the change.
Investment themes:
Independent wealth management firm and multi-family office.
Investment themes:
Next generation on-line trading platform in both passive (robo-advisor) and active (thematic investment) asset managements.
Investment themes:
Financial technology company created to help women achieve their financial potential through modern, low-cost investing and financial planning.
Investment themes:
Abu Dhabi-based alternative investment manager.
Investment themes:
China-based fintech company.
Investment themes:
The next-generation financial advisor.
Investment themes:
Provider of robo-advisor financial algorithms for asset management.
Investment themes:
Digital wealth management company.
Investment themes:
Next generation automated online investment platform in Germany.
Investment themes:
Software for investment advisors.
Investment themes:
Investment themes:
Provider of technology for the wealth management industry.
Investment themes:
The 401(k) for small and medium-sized businesses.
Investment themes:
Investors
Top investors in the domain of wealth management
| Investor | Profile | Country | Investments | |
|---|---|---|---|---|
|
Index Ventures Management SA | Venture capital firm | Switzerland | 7 |
|
Greylock Partners | Venture capital firm. | United States | 4 |
|
Armada Investment Group AG | Switzerland | 4 | |
|
Ribbit Capital | Venture capital firm that invests globally in early stage companies who are aiming to disrupt financial services. | United States | 4 |
|
Social Capital | United States | 4 | |
|
Thrive Capital Partners Inc | Private equity and venture capital investment firm focused on media and internet investments. | United States | 3 |
|
Pentech Ventures LLP | United Kingdom | 3 | |
|
Draper Associates | Early-stage venture capital firm. | United States | 2 |
|
Duff Ackerman & Goodrich Ventures | A mid-stage venture capital partnership with a service-oriented mindset. | United States | 2 |
|
Route 66 Ventures | 2 | ||
|
Nyca Partners | United States | 2 | |
|
Convoy Global Holdings | 2 | ||
|
Rakuten FinTech Fund | Japan | 2 | |
|
Balderton Capital Management (UK) LLP | European early stage venture capital firm | United Kingdom | 2 |
|
Spark Capital | Early and growth stage venture capital firm. | United States | 2 |
|
Schroders PLC | 2 | ||
|
Comerica Bank | United States | 1 | |
|
Andy Rachleff | 1 | ||
|
BoxGroup Ventures LLC | Early-stage venture capital fund investing in innovative tech startups, focusing on software, e-commerce, AI, and biotech. | United States | 1 |
|
Dragoneer Investment Group LLC | Growth-oriented public and private investor based in San Francisco. | United States | 1 |
|
Venrock Associates | The venture capital arm of the Rockefeller Family. | United States | 1 |
|
Y Combinator | American technology startup accelerator. | United States | 1 |
|
Science Inc | Technology incubator. | 1 | |
|
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 |
|
PayPal Inc | Web-based payment services. | United States | 1 |
|
|
GFC | 1 | ||
|
Kevin Rose | 1 | ||
|
Taipei Fubon Bank | 1 | ||
|
Poste Italiane | Italy | 1 | |
|
ETS Asset Management Factory | Spain | 1 | |
|
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 |
|
Eaton Vance Management | Investment management subsidiary of Morgan Stanley. | 1 | |
|
Point72 Ventures LLC | Early-stage venture capital strategy funded exclusively by Steve Cohen and eligible employees of Point72 Asset Management. | United States | 1 |
|
Mark Pincus | 1 | ||
|
Position Ventures LLC | 1 | ||
|
Bessemer Venture Partners | Early stage venture capital firm. | United States | 1 |
|
WestRiver Group | Seattle-based venture debt and equity company. | United States | 1 |
![[node:title] photo](/sites/default/files/styles/icon/public/default_images/icon-person.png?itok=8SSzz6Wf "[node:title] photo"){kind=icon}
|
Matt Mullenweg | 1 | ||
|
|
SK Ventures | 1 | ||
|
Bruce Dunlevie | 1 | ||
|
|
A* Capital | 1 | ||
|
Duff Ackerman & Goodrich LLC | United States | 1 | |
|
Institutional Venture Partners | US-based venture capital investment firm focusing on later-stage companies and growth equity investments. | United States | 1 |
|
Union Square Ventures LLC | Early stage venture capital firm | United States | 1 |
|
Liquid 2 Ventures | 1 | ||
|
Slow Ventures | Early stage venture capital firm. | United States | 1 |
|
Petra Capital Partners LLC | United States | 1 | |
|
Flight Ventures | The first fund that was built by leveraging AngelList syndicates. | 1 | |
|
Marc Andreessen | United States | 1 | |
|
|
Operator Partners LLC | United States | 1 |
Acquirers
Top acquirers in the domain of wealth management
| Investor | Profile | Country | Acquisitions | |
|---|---|---|---|---|
|
JP Morgan & Co | United States | 1 |