• FOUNDING YEAR: 2011
    LOCATION:
    United Kingdom
    REGION:
    Last Update:
    18 Oct, 2019
    Global presence:
    United Kingdom, Italy

Description

FOCUS

PRODUCTS & SERVICES:
Automated investment platform for General saving account & Individual saving account portofolios. It provides mobile technology to manage portfolios with low cost advisory services.
REVENUE MODEL:
Viewable by subscribers only
MAIN CLIENTS:
Retail Investors
COMMENT
The robo-advsiory app uses algorithms and risk profiling to match users to one of six portfolios, with investments continuously reviewed in line with market fluctuations and client preferences.

PEOPLE

FOUNDERS:
Paolo Galvani, Giovanni Dapra', Jacopo Anselmi, Andrea Scarso
Board Members and Advisors:
Paolo Galvani, Giovanni Tarditi, Giovanni Daprà, Andrea Di Camillo, Paolo Gesess, Vittorio Terzi, Paola Bonomo
NUMBER OF EMPLOYEES:
11-50
INVESTORS:
United Ventures, Principia SGR, Vittorio Terzi, Jupiter Venture, Allianz Ventures

TRACTION

VALUATION / MARKET CAP:
$213.44 MM in 2018
REVENUE:
$10M+ in 2018
REVENUE COMMENT:
Viewable by subscribers only

MOMENTUM

FUNDED:
YES
TOTAL FUNDING:
$16.97 Millions
DATE OF LAST FUNDING:
Sep 2016
TOTAL FUNDING COMMENT:
Including Undisclosed funding: $4.644M
SEED & PRIOR FUNDING:
$970 K
FUNDING SERIES:
SERIES A
$16 Million Closed: Nov 2015
COMMENTS
SERIES A : An undisclosed amount raised in private equity round in 2016.
LISTED:
NO

LATEST RESEARCH