Cashboard

wealthtech-retailrobo advisorsinvestment platforms

FOUNDING YEAR: 2014
LOCATION: Germany
Last Update: 19/01/2021

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About

CASHBOARD is Europes first and only curated marketplace for retail investment covering all asset classes and one of the fastest growing online wealth management FinTechs in Germany.While others just sell one product CASHBOARD offers an individually tailored portfolio with access to the complete market range of traditional (Daily Deposits, Stocks, Funds, ETF) AND the rapidly growing segment of alternative investment products (P2P Lending, SME Lending, Real Estate Crowdfunding, Precious Metals, Sustainable Investing etc.).Leading European FinTechs and notable banks already partner with CASHBOARD currently offering more than 6,500 investment products on the open technology platform. Retail clients benefit from the one-stop-shop solution which enables them to manage all their assets in a single account. For them the platform is completely free of charge except for a success-related performance fee.CASHBOARD is recognized as one of the 9 top wealth tech companies in Europe (2017) and one of the market-leading companies in Germany (Aixigo/Springer 2016). The team has received several notable awards including Europes highest endowed startup prize the SevenVentures Pitch Day from NOAH London worth 4m TV media.The company is based in Berlin and has raised 5m to date by top-tier international VCs including 500 Startups, Earlybird, Digital Space Ventures, Redalpine, ProSiebenSat.1 and more.

MEDICI Analysis

Cashboard is a technology and web platform that enables private investors to invest in a personal tailored and diversified portfolio. It integrates modern asset classes such as crowdinvesting, P2P lending, and social trading with settled investments such as stocks, funds, and ETF into one platform.

Focus

PRODUCTS & SERVICES

Financial & Investment Advisory Services

REVENUE MODEL

The company makes money by charging 2% interest rate from investment partners.

EXISTING PARTNERSHIPS

HPM

Ebase

People

FOUNDERS

Andre Holdschick

Stephan Henker

Robert Henker

Marius Schulze

BOARD MEMBERS AND ADVISORS

Andre Holdschick

Marc Morgalle

NUMBER OF EMPLOYEES

11-50

INVESTORS:

500 Startups

Earlybird

Earlybird & Redalpine

Earlybird Venture Capital

Redalpine

SevenVentures

Venture Capitals

Digital Space Ventures

Heilemann Ventures

MAKERS

Momentum

FUNDED

YES

NUMBER OF FUNDING ROUNDS

2

TOTAL FUNDING

$5.16 M

DATE OF LAST FUNDING

Nov 2016

IPO STATUS

Private

ESTIMETED REVENUE RANGE

$1M to $10M

SEED & PRIOR FUNDING

$2 M

SEED CLOSED ON

Aug 2015

FUNDING SERIES

SERIES A  · $3.16 M  · Nov 2016

LISTED

NO

company provided insights
Web Traffic

Web Traffic

MONTHLY VISITS

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AVERAGE VISITS (6 MONTHS)

378.73

MONTHLY VISITS GROWTH

-100%

VISIT DURATION

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VISIT DURATION GROWTH

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PAGE VIEWS VISIT

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PAGE VIEWS VISIT GROWTH

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BOUNCE RATE

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BOUNCE RATE GROWTH

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GLOBAL TRAFFIC RANK

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MONTHLY RANK CHANGE

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MONTHLY RANK GROWTH

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Innovation Programs

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