easyfolio

wealthtech-retailrobo advisors

STATUS: Acquired/Merged
FOUNDING YEAR: 2009
LOCATION: Germany
Last Update: 10/07/2020

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About

easyfolio is a way to invest in broadly diversified portolios. easyfolio offers three investment strategies - easyfolio 30, easyfolio 50 and easyfolio70. All strategies invest with different weights - according to consumer personal risk assessment - in a basket of stocks and bonds, which reflects the global economy.

Focus

PRODUCTS & SERVICES

Income plan,Investment Calculator

MAIN CLIENTS

Retail investors

EXISTING PARTNERSHIPS

ishares,Statestreet Global Advisors,UBS

Traction

VALUATION / MARKET CAP:

$6 M in 2015

People

NUMBER OF EMPLOYEES

1-10

Momentum

FUNDED

YES

TOTAL FUNDING

$1.1 M

DATE OF LAST FUNDING

Apr 2013

SEED & PRIOR FUNDING

$198.72 K

SEED CLOSED ON

Apr 2009

FUNDING SERIES

SERIES A  · $898.51 K  · Apr 2013

LISTED

NO

BASICS

STATUS:

Acquired/Merged

FOUNDING YEAR:

2009

LOCATION:

Germany

Views:

205 VISITORS | 375 VIEWS
LATEST FUNDING ROUND

$1.1 M

TOTAL EMPLOYEES
1-10

About

easyfolio is a way to invest in broadly diversified portolios. easyfolio offers three investment strategies - easyfolio 30, easyfolio 50 and easyfolio70. All strategies invest with different weights - according to consumer personal risk assessment - in a basket of stocks and bonds, which reflects the global economy.

Subscribe to the MEDICI Inner Circle Membership and gain access to an exclusive Slack community where you can engage in discussions with global industry experts!

Focus+
Momentum+
Traction+
People+
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