Finch Capital is a Growth Capital firm focused on investing in high-growth financial technologies companies run by exceptional entrepreneurs. Their mission is to fund and support the best entrepreneurs in creating products that will shape the future of finance. They leverage our international network and industry expertise to enable our portfolio companies to grow into leaders in their field.

Finch Capital

Initial Capital is an investor in seed and early-stage technology companies with a focus on games, consumer services and technology enablers. They are not a traditional VC fund - they are a group of serial entrepreneurs who invest their own money and actively partner with world class teams to build global category winners.  Based out of London and Silicon Valley, they have played a key part in growing companies. Early stage fund raising is not just about money. It's about finding the best team around you to help with the ups and downs of the business and get ongoing advice on everything from product and tech to recruitment and growth. They know because they have been there.

Initial Capital

We are an independent investment company that invests in inspirational entrepreneurs and their companies. We help entrepreneurs reach their full potential and achieve healthy sustainable growth. When we invest, we fully commit ourselves. This is what we call Committed Capital. Since 2004, 5square has been the investor of choice for ambitious entrepreneurs.

5square

HV Capital is a Munich- and Berlin-based venture capital firm that supports founders in developing their internet companies. Since 2000 HV Capital, formerly HV Holtzbrinck Ventures, has invested in Internet and technology companies through various generations of funds and is one of the most successful and financially strongest early-stage and growth investors in Europe. HV Capital has already invested in around 200 companies, including Zalando, Delivery Hero, FlixMobility and SumUp. The total of all HV Funds amounts to €1.7 billion. The company supports startups with capital between €500,000 and €50 million. This makes HV Capital one of the few venture capitalists in Europe that can finance startups through all growth phases.

HV Capital

B2venture is a venture capital firm focused on early-stage investments in digital and industrial technology companies. B2venture invests EUR 100m+ per year in high-growth companies with ticket sizes from EUR 0.25m to 3.5m.

b2venture

At Velocity, we invest in fintech companies with unstoppable founders. We provide early stage capital funding to leaders with vision, determination, and strong business models. We stand by founders as allies and counselors whenever they hit crossroads, adversity, or complex issues they can’t untangle alone. Velocity invests globally, partnering early with fintech companies in Europe, Africa, Asia and North America. Our propensity is to keep investing in subsequent funding rounds. We seek fast growth (hence our name), but we recognize the realities of business, so our sights are set on the best outcomes, not a ticking clock.

Velocity Capital Fintech Ventures

Tencent is an internet service portal offering value-added internet, mobile, telecom, and online advertising services. Its communications and social platforms Weixin and QQ connect users with each other, with digital content and daily life services in just a few clicks.  Tencent has maintained steady growth under its user-oriented operating strategies. It provides value-added internet, mobile, and telecom services, as well as online advertising under the strategic goal of providing users with ''one-stop online lifestyle services.'' Tencent’s Internet platforms in China – QQ (QQ Instant Messenger), WeChat, QQ.com, QQ Games, Qzone, 3g.QQ.com, SoSo, PaiPai, and Tenpay – aim to address the various needs of internet users, including communication, information, entertainment, e-commerce, and others. In September 2013, Tencent's market valuation rose to $101 billion, and as of November 21, 2013, QQ had 2 billion active users and WeChat had 650 million monthly active users. The numbers of active users for QQ mail, Qzone, Tencent Weibo, and QQ news were 274 million, 626 million, 220 million, and 150 million, respectively. Tencent was founded in November of 1998. In April 2000, the IDG and PCCW invested a total of $2.2 million dollars in the company. Tencent was listed on the Hong Kong Stock Exchange (SEHK) on June 16, 2004. Baidu, Alibaba, and Netease are Tencent's major competitors.

Tencent

Prosus Ventures is a venture investing arm of Prosus that invests in technology startups. They identify companies and founders with high potential and the ambition to scale globally correctly. Their goal is to help companies quickly impact the communities where they operate and provide them with tailored support that enables them to be leaders in their chosen markets.

Prosus Ventures

Since our 1986 founding, Optiver has remained steadfast in our commitment to improving global financial markets. From thought leadership and policy advocacy, to partnering with exchanges and investment firms, we have a dedicated history of using our expertise to make markets healthier and more transparent for all parties involved. As a natural evolution of this mission to improve capital markets, Optiver is incubating and empowering the most impactful projects in the industry. More than ever before, Optiver is actively partnering with entrepreneurs and founders shaping financial markets of the future.

Optiver

Endeit Capital is a growth capital investment firm with offices in Amsterdam (NL), Hamburg (DE) and Stockholm (SWE). They provide mid/later stage growth capital typically between €7m - €15m to European scale-ups. Our areas of investment include digital media & marketing tech, marketplaces, BtB/BtC commerce & enterprise cloud services. The latest Fund III represents €255m.

Endeit Capital

ABN AMRO Ventures is the corporate venture fund of ABN AMRO

ABN AMRO Ventures

Citius is a globally focused investment firm targeting tech-enabled businesses in early and growth stages. Firm’s investments include some of the world’s fastest growing companies in LatAm, South East Asia, India and other regions. Citius offices are located in Dubai and Luxembourg.

Citius

We are a globally focused, early and growth stage venture capital firm that supports innovative solutions

Decart Ventures

BUX specializes in the fields of fintech, mobile apps, investments, stocks, and zero-commission. Its platform makes commission-free investing accessible, intuitive, and affordable for both first time and existing investors. It was founded in 2014 and headquartered in Amsterdam, Noord-Holland.

Bux is a Dutch online brokerage that offers commission-free trading of equities, ETFs and cryptocurrencies through Bux Zero, its flagship platform. Further, it offers CFD trading on stocks, commodities, and indices through Bux X. With over 500,000 customers as of April 2021, Bux products are available in 10 European countries, with Bux Zero available in the Netherlands, Germany, Austria, France, Ireland, Belgium, and Spain. Bux Zero is regulated by the Dutch Authority for Financial Markets; BUX X is regulated by the Financial Conduct Authority; and Bux Crypto is registered with the Dutch Central Bank as a provider of cryptocurrency services.

Retail investors demanding sophisticated passive investment strategies are looking for an edge.

Retail Trading Infrastructure

ABN Amro&#39;s Bux to offer retail investors access to IPOs via PrimaryBid

PrimaryBid

To enhance retail investor access to IPOs and regulated fundraises, democratizing investing and aligning with the EU Listing Act to encourage broader participation.

Startups that offer online platforms for investors to trade various securities such as stocks, ETFs, and options directly via the platform

Bux is a Dutch online brokerage that offers commission-free trading of equities, ETFs and cryptocurrencies through Bux Zero, its flagship platform. Further, it offers CFD trading on stocks, commodities, and indices through Bux X. With over 500,000 customers as of April 2021, Bux products are available in 10 European countries, with Bux Zero available in the Netherlands, Germany, Austria, France, Ireland, Belgium, and Spain. Bux Zero is regulated by the Dutch Authority for Financial Markets; BUX X is regulated by the Financial Conduct Authority; and Bux Crypto is registered with the Dutch Central Bank as a provider of cryptocurrency services.While US shares are traded at zero-commission, Bux Zero generates revenue on commissions (EUR 1) on market orders and limit orders on EU shares and ETFs, as well as markups (0.25%) on currency conversion between USD and EUR. As of January 2022, the platform offered commission-free trading of cryptocurrencies. Bux X charges commissions on CFD trades, as well as overnight fees and inactivity fees.In July 2024,&nbsp;<a href="https://sp-edge.com/updates/31525">BUX sold its UK subsidiary</a>, BUX Financial Services Limited (BFS), to Asseta Holding, the parent company of UAE-based APM Capital34. This sale was part of BUX's broader divestment strategy.

Ellevest is a hybrid investment management platform that specifically targets women, with an algorithm that takes into account gender-specific factors such as career breaks, longer life expectancy, and income differences.Ellevest offers a single plan at USD 12 per month. This plan includes investing and educational resources as well as up to 50% off all financial planning sessions. Unlike some investing companies that charge separate advisory fees based on a percentage of invested assets, Ellevest incorporates investment advice into the plan fee. For clients with USD 1 million or more to invest, Ellevest provides Private Wealth Management services with fees based on total assets under management, covering both financial planning and investment management. The company's investment portfolios incur fund fees or expense ratios, which are built into the purchase price of investments. For Ellevest core (non-Impact) portfolios, ETF fund fees range from 0.05% to 0.10% per year, while Ellevest Impact Portfolios have ETF and mutual fund fees ranging from 0.13% to 0.19% per year.Ellevest reported assets under management (AUM) of USD 2 billion as of March 2024.

Ellevest

ComposedPro is a digital investment advisor that handles clients’ investment accounts at their employers (such as employer-sponsored accounts) as well as private investment accounts, focusing on low cost Employer-Coordinated Portfolios. The company oversees USD 25 million in total assets over 181 customer accounts as of the company’s Q2 2020 filing. ComposedPro manages half of the company’s accounts on a discretionary basis, meaning an investment advisor has the discretion to make buy and sell decisions for a client’s account. ComposedPro also has 46 non-discretionary accounts totalling USD 7.9 million in assets. The average investment account size is USD 138,222 placed across exchangeable assets such as exchange-traded funds (ETFs), equities, bonds, and options.

ComposedPro

Guideline provides automated investment management services for employer-sponsored retirement accounts. The services also include plan set-up and administration, enrollment and education, recordkeeping, compliance with Retirement Income Security Act, and reporting.The company stated that it is the only provider that does not charge plan participants (i.e. employees) with any fees. Guideline charges the employers with a straightforward pricing of one flat fee per participant, in contrast to the asset-based fee model predominant in the industry (i.e. fee is charged on account balances).Guideline offers three subscription tiers for a 401(k) plan service: Starter, Core, and Enterprise. The Starter plan costs USD 39/month plus USD 4/month per active participant, offering basic features with a USD 6,000 employee contribution limit. The Core plan, priced at USD 89/month plus USD 8/month per active participant, provides more robust features including a USD 23,000 employee contribution limit, Safe Harbor or Traditional 401(k) options, employer contributions, and profit-sharing capabilities. The Enterprise plan, at USD 149/month, offers the most customization with exclusive pricing options, premium support, and access to Participant Perks. The higher tiers incrementally add features such as flexible plan design, vesting schedules, 401(k) loans, and support for plan transfers. All plans include basic administration services, while the Enterprise tier provides additional benefits like dedicated support, priority assistance, and exclusive pricing options.Key customers and partnershipsAs of August 2024, the company had invested USD 15 billion dollars for retirements.

Guideline

Based in Plano, Texas, AssetBuilder is a robo-advisory company that develops investment portfolios based on the Fama/French school of thought, using low-cost active index funds. It has Dimensional Fund Advisors (the eighth largest fund company in the world as of September 2019) as its funding partner. Human advisors are available to provide investing guidance. As of April 2019, the firm’s assets under management (AUM) amounted to USD 765.9 million. The firm’s business model relies on a fee-only structure, meaning a customer solely pays AssetBuilder to create and manage investments (the company does not receive product-specific commission). The minimum investment for AssetBuilder is USD 50,000 with an asset management fee ranging from 0.24% to 0.45%; the higher the investment, the lower the fee. Though the firm does not have a setup fee, it requires a custodial cost for setting up a portfolio of USD 11.95 per trade for each recommended mutual fund. Most of the platform’s portfolios require about 11 to 14 mutual funds, costing about USD 131.45 to USD 167.30 to open an account.

AssetBuilder

Based in Canada, Smart Money Invest provides portfolio management services to individual clients, advisors, and employers (such as group saving plans for retirement). Human advisors are available to serve individual investors.The company provides financial tools to develop a long-term financial strategy by calculating net worth, setting a budget, managing investment accounts, and planning for retirement.

Smart Money Invest

Robo advisory startups that offer automated investment services directly to individuals solely via digital platforms.

Robo advisory startups that offer automated investment services to individuals via both digital platforms and human financial advisors.

Provide solutions for financial advisors/asset managers to automate wealth management and administration functions.

Robo advisory startups that offer automated investment services to businesses via both digital platforms and human financial advisors.

Provides solutions for financial institutions to set up their own robo-advisory function and offer services to clients.

Operates a B2B SaaS model to support financial institution in offering various investment related services

Leverages AI/ML to automate allocation and management of investment funds to cater to retail investors

INCUMBENTS_PRESENT

<div>
 
 Online trading platform, BUX, which is owned by ABN Amro, a Dutch banking group, has sold BUX Financial Services (BFS) to Asseta Holding. BFS is a UK-based FCA-licensed entity offering services in contracts for differences (CFDs) and spread betting. Asseta Holding is the parent company of APM Capital, an online trading platform based in the UAE. The purchase price is undisclosed.
 ABN Amro has mentioned that BFS did not significantly contribute to BUX's revenue, reporting a revenue of GBP 1.5 million (approximately USD 1.9 million) for 2022. However, it also reported losses amounting to GBP 25.9 million (approximately USD 33.6 million) by the end of the year. Prior to being acquired by ABN Amro in <a href="https://sp-edge.com/updates/25089"> December 2023 </a>, BUX had already withdrawn from the UK market in 2023.
 Post the divestment, BFS will function as a sister company to APM Capital. This will aid APM Capital in its ongoing international expansion plans and will improve its service offerings.
 
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