Project A is an early-stage venture capital firm, combining financial and operational support for technology companies. In addition to $1bn in assets under management, Project A provides its portfolio companies with a wide range of operational support services. This includes more than 100 experts from key areas such as software engineering, business intelligence, marketing, and recruiting. The portfolio includes companies such as Trade Republic, sennder, KRY, Catawiki, WorldRemit, Spryker, and Voi.

Project A Ventures

Redstone is a European venture capital firm following selected investment strategies. Our focused approach with specialized investment teams for each strategy has enabled us to develop strong sector expertise and networks. This combination supercharges our portfolio companies. We’ve spent a decade building the world’s leading proprietary startup analytics and data platform, SOFIA, allowing us to make evidence-based and data-driven investment decisions.

Redstone.VC

Dieter von Holtzbrinck Ventures (DvH Ventures) is one of the leading European early-stage investors. As an independent venture capitalist, DvH Ventures invests in young technology companies, building successful investment clusters in areas such as digital health, education and fintech. In addition to capital, DvH Ventures supports companies with management expertise and an international investor network. An exclusive media-for-equity program also offers access to strong brands such as Handelsblatt, DIE ZEIT, WirtschaftsWoche and Apotheken Umschau, and thus an enormous reach into the respective target groups. DvH Ventures was founded in 2014 and today manages various venture capital funds from its offices in Cologne and Vienna. Managing partners are Peter Richarz and Fabian von Trotha.

DvH Ventures

Berliner Volksbank Ventures is the corporate venture capital fund of Berliner Volksbank. They support young, innovative companies in implementing their growth strategy. They stand for stability, reliability, community and partnership at eye level. These values ​​accompany us throughout the investment process and shape the cooperation with their portfolio companies.

Berliner Volksbank Ventures

HQ stands for Harald Quandt. The Harald Quandt family is the pioneer in family office wealth management and alternative investing in Germany.  For over a generation, the Harald Quandt family office pursues a very successful investment strategy by superior wealth management and investing in alternative assets.

HQ Trust

Toscafund Asset Management is a is an employee owned hedge fund sponsor that provides its services to pooled investment vehicles. Toscafund, founded in 2000 by Martin Hughes, has evolved into a leading multi asset manager. Funds managed include global equity financials, commercial property, UK debt and activist strategies. Clients of Toscafund include pension funds, international institutional funds, private family offices and high net worth individuals. Funds managed for a broad investor base include global equities, hedge funds, commercial and residential property funds, activist fundsm debt capital and UCITS funds.

Toscafund Asset Management

Since it was founded over 90 years ago, LGT has grown from a small regional bank to an international private bank employing over 3400 staff in more than 20 locations worldwide. However, it remains an independent family company. And their most important duty is still to manage our clients’ assets diligently and rigorously.

LGT group

LIQID Investments

LIQID Investments is a digital wealth manager. They provide investment solutions for customers. Their services provide wealth management services and give access to private equity, real estate, and venture capital funds by combining investment expertise with technology. They enable clients to get investment solutions for cost and investment requirements.

LIQID is a German digital asset manager which provides a discretionary wealth management service and offers access to alternative investment opportunities in partnership with HQ Trust, the multi-family office of the Harald Quandt family. The platform mainly targets high-income individuals, reflected by its high minimum account balance of EUR 100,000 (approximately USD 118,000).

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

Retail Trading Infrastructure

Liqid

LIQID on LinkedIn: Private Equity NXT | Investierbar ab 10.000 € | LIQID Investments

LIQID is a German digital asset manager which provides a discretionary wealth management service and offers access to alternative investment opportunities in partnership with HQ Trust, the multi-family office of the Harald Quandt family. The platform mainly targets high-income individuals, reflected by its high minimum account balance of EUR 100,000 (approximately USD 118,000).As of July 2021, the company’s Assets Under Management (AUM) stood at EUR 1.4 billion (USD 1.7 billion). The company has also stated that its AUM has doubled every year since its inception.

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.

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

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

Liqid

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