Moneyfarm is an online investment advisor and one of the largest digital wealth management companies.
Moneyfarm is an independent financial services provider that offers online financial advisory and execution services in Italy, Germany, and the United Kingdom. The company enables its users to manage their money in an efficient way and offers a unique service in Europe that provides personal advice on ETFs and trading activity.Moneyfarm identifies its users’ investor profiles through an online questionnaire and offers them one of 12 diversified investment portfolios tailored to their profiles. Launched in 2012, Moneyfarm’s revenues come only from its clients’ fees. The company does not take any back-end fees or commissions from other financial institutions.It is headquartered in London, England.
Announced Date | Round | Money Raised | Number of Investors | Lead Investors | Post Valuation | |
---|---|---|---|---|---|---|
Jan 26, 2022 | Series D | £44.10M | 2 | M&G Investments | — | Detail |
Sep 26, 2019 | Series C | £36M | 3 | Poste Italiane | — | Detail |
May 29, 2018 | Series B | €46M | 5 | Allianz | — | Detail |
Jan 26, 2017 | Series Unknown | — | 1 | — | — | Detail |
Sep 26, 2016 | Series A | $7M | 1 | Allianz X | — | Detail |
Date
Company Name
|
Round | Money Raised | Industry | Lead Investor |
---|---|---|---|---|
Apr 6, 2022
Nord Security
|
Series Unknown | $100M | Cyber Security | — |
Aug 18, 2021
MobileCoin
|
Series B | $66M | Cryptocurrency | — |
Sep 19, 2019
Automattic
|
Series D | $300M | Blogging Platforms | — |
Jan 7, 2013
BitPay
|
Seed | $510K | Bitcoin | — |
Investor Name | Lead Investor | Funding Round |
---|---|---|
M&G Investments | Yes | Series D |
Allianz X | Yes | Series A |
Poste Italiane | — | Series D |
Allianz | — | Series C |
Bossanova Investimentos | — | Series C |
Cabot Square Capital | — | Series B |
Endeavor Catalyst | — | Series B |
Fondazione di Sardegna | — | Series B |
United Ventures | — | Series B |
Upscale | — | Series Unknown |
Moneyfarm has acquired 4 organizations. Their most recent acquisition was Ernest on Oct 6, 2017. They acquired Ernest for 0.
Date
Company Name
|
Industry | Acquisition Type | Price | |
---|---|---|---|---|
Oct 6, 2017
Ernest
|
Artificial Intelligence | acquisition | — | Detail |
Nov 1, 2018
Vaamo Finanz AG
|
Collaboration | acquisition | — | Detail |
Dec 6, 2021
Wealthsimple - U.S. book of business
|
EBooks | acquisition | — | Detail |
Dec 6, 2022
Profile Pensions
|
Finance | acquisition | — | Detail |