Cashboard
wealthtech-retail . robo advisors . investment platforms
Subscribe to the MEDICI Inner Circle Membership and gain access to an exclusive WhatsApp community where you can engage in discussions with global industry experts!
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.
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:
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
Web Traffic
MONTHLY VISITS
---
AVERAGE VISITS (6 MONTHS)
378.73
MONTHLY VISITS GROWTH
-100%
VISIT DURATION
---
VISIT DURATION GROWTH
---
PAGE VIEWS VISIT
---
PAGE VIEWS VISIT GROWTH
---
BOUNCE RATE
---
BOUNCE RATE GROWTH
---
GLOBAL TRAFFIC RANK
---
MONTHLY RANK CHANGE
---
MONTHLY RANK GROWTH
---
Innovation Programs
Sign up for 7 days free trial with MEDICI Inner Circle to follow and track profiles you care about.
Related Companies
Moneymeets helps German consumers to have success with investment and insurance decisions. It solves marketing problems for investment funds, issuers of securities, insuran...
Vaamo is dedicated to providing private individuals an access to capital markets in order to enable everyone to invest their money. In order to make investing accessible to...
easyfolio is a way to invest in broadly diversified portolios. easyfolio offers three investment strategies - easyfolio 30, easyfolio 50 and easyfolio70. All strategies inv...
Join the exclusive global FinTech community
Be a part of the global FinTech community on WhatsApp