Oxford Capital is an experienced technology venture capital investor based in London and Oxford. They focus on investing in a diversified portfolio of high-potential pure technology and technology-enabled start-up businesses.

Oxford Capital

Samos Investments is a private equity investor with a focus on high-growth European businesses.  Samos invests across a range of sectors including digital media, e-commerce, retail, financial services, energy and natural resources.  Samos takes a proactive approach with its portfolio companies, working alongside many of the US and Europe’s top venture funds, family offices and private investors.  The Samos Partners are also active angel/seed investors.

Samos Investments

Eight Roads Ventures is a global venture capital firm managing $11bn of assets across offices in the UK, China, India, Japan, and the US. Together with our associated funds, including our US sister fund F-Prime Capital, our 50-year history of investing includes partnerships with over 500 companies such as Alibaba, AppsFlyer, Chewy, Fareye, Fever, Flywire, Fireblocks, Funnel.io, Gloat, Hibob, Icertis, Neo4j, Otrium, Owkin, Paidy, Spendesk, Tibber, Toast, Wallapop and Xoom.

Eight Roads Ventures

Perscitus is an independent investment consulting firm providing services to a multi-asset portfolio companies. It focuses particularly on direct private equity and venture capital investments across a range of sectors and stages. The London, England-based consulting firm was established in 2016.

Perscitus LLP

Fidelity International Strategic Ventures invests in fintech businesses and technologies. FISV's team seeks to partner with visionary entrepreneurs that are redefining Wealth and Asset Management. It invests in category leaders that can create new markets, enhance portfolio returns or disrupt traditional processes.

Fidelity International Strategic Ventures

Breega propels pioneering and purpose-driven founders from idea into impact. We closed our first fund in 2015 and now have half a billion AUM and 70+ trailblazing portfolio companies. Crafted for founders by founders, we built Breega to provide start-ups with the help we wish we'd had. And we’ve created an investment proposition that’s purposefully designed. We call it full stack funding: providing capital and connections, expertise and experience, support and solidarity for entrepreneurs at every step of their journey. We invest across Europe and internationally, focusing on pre-seed to Series A+.

Breega

Open CNP is the corporate venture program of CNP Assurances.

Open CNP

Polar Capital is a specialist investment management company offering professional and institutional investors a range of geographical and sector funds.

Polar Capital

Moneybox

Moneybox is a user-friendly app designed to help individuals save, invest, and manage pensions with ease. The app allows users to save specifically for their first home, making it an excellent choice for first-time buyers. The company focuses on helping individuals build wealth over time by offering a variety of financial services, including saving accounts, investment products, and pensions, all accessible through a mobile app.

UK-based Moneybox offers investing, saving, retirement planning, home financing accounts, and mortgage advisory services for individuals. The platform features stocks and shares individual savings accounts (ISA), general investment accounts, junior ISA, and socially responsible investing accounts. It also allows users to invest in a variety of funds managed by institutions such as HSBC, BlackRock, Vanguard, and UBS.

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

Retail Trading Infrastructure

Moneybox’s £70 Million Investment Round With Apis Partners LLP

UK-based Moneybox offers investing, saving, retirement planning, home financing accounts, and mortgage advisory services for individuals. The platform features stocks and shares individual savings accounts (ISA), general investment accounts, junior ISA, and socially responsible investing accounts. It also allows users to invest in a variety of funds managed by institutions such as HSBC, BlackRock, Vanguard, and UBS.The platform charges a monthly subscription fee of GBP 1 and a fund fee in the range of 0.12%–0.58%. As of April 2022, Moneybox served more than 800,000 users and had over GBP 2.9 billion in assets under management (AUM). The company recorded 340% growth in revenues and a 104% increase in AUM per user, following its Series C funding in July 2020.In April 2022, Moneybox raised GBP 35 million (~USD 49 million) in Series D <a href="https://sp-edge.com/updates/9553?industryIds=28">funding </a>led by Fidelity International Strategic Ventures. The company planned to use the funds to grow its customer base and expand its product offering.

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 currently offers services under three categories: Ellevest Essential (at a monthly fee of USD 1), Ellevest Plus (USD 5 per month), and Ellevest Executive (USD 9 per month). All three offerings include portfolio customization, banking services (spending and savings accounts), access to human advisors, and on-demand learning for subjects such as investing, career, and money. Ellevest Plus is more costly because it handles retirement accounts for clients. Meanwhile, Ellevest Executive handles both retirement accounts and investment management for multiple goals. The company also offers private wealth management services for clients who wish to invest USD 1 million or more through the platform. A dedicated advisor will work together with clients to create investment plans to meet their goals.Ellevest reported assets under management (AUM) of USD 1.4 billion as of December 2021, growing 44% during the year.In April 2022, Ellevest raised USD 53 million in Series B <a href="https://sp-edge.com/updates/9622?industryIds=28">funding </a>co-led by BMO and Contour Venture Partners. The company planned to use the funds to expand its product offering and provide personalized coaching.

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.As of July 2023, Guideline had assets under management (AUM) of over USD 9 billion and over 350 employees. 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). The standard service has a base fee of USD 49 per month and an additional USD 8 per participant. The standard service includes unlimited phone/email support to both plan participants and employers. For prime service, access to a dedicated account manager is available at a higher base fee of USD 129 and an additional fee of USD 8 per participant. In addition, the company stated that it has a low mutual fund expense ratio, at 0.08%. It purchases mutual funds from Vanguard and other fund providers.Funding and financialsIn June 2021, Guideline raised USD 200 million in funding led by General Atlantic. The company intends to utilize the funding to broaden its 401(k) offerings and introduce new retirement plan solutions.

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

<div>
 
 Moneybox, a UK-based investing and savings platform, has garnered GBP 70 million (~USD 90.5 million) from a secondary funding round headed by Apis Global Growth Fund III and including Amundi. This funding round has raised the company's value to GBP 550 million, reflecting an 84% rise since its Series D valuation in March 2022.
 The funds will be raised via a sale of secondary shares, with present investors offloading around 10%–15% of their existing share capital. This allows the company's 35,000 shareholders, such as crowdfund investors, clients, and staff, to sell off 10% of their shares.
 With over GBP 10 billion in assets under administration (AUA), Moneybox has moved into profitability. The firm reported a 168% surge in revenue and a 46% rise in AUA per client in the previous fiscal year, offering its services to over a million customers throughout the UK.
 
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Moneybox

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