MoneySmart

MoneySmart

Wealthtech (Retail) | Personal Finance Management
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  • FOUNDING YEAR: 2015
    LOCATION:
    India
    REGION:
    Last Update:
    27 Jun, 2019
    Company priority:
    We are looking to increase our client base to use our product suite.

Description

SmartLoans.sg was rebranded as Moneysmart in 2012, a platform to help Singaporeans make better financial decisions through a suite of tools and financial content. The company offers financial products that allow users to compare and apply for different credit cards and personal and home loans, as well as insurance plans.
MoneySmart is focused on helping financial institutions to better understand and engage with their customers through its software platforms. MoneySmart is founded by a strong team with pedigree and experience in financial services, strategy, product management and technology with focus on making a difference in the way end consumers understand and use financial products.

FOCUS


PRODUCTS & SERVICES:
Personal finance product comparison and information tool for Loans, Insurance, Credit cards and Investments.
REVENUE MODEL:
Viewable by subscribers only
MAIN CLIENTS:
Retail Consumers
EXISTING PARTNERSHIPS:
Partnered with banks, insurance companies, etc.
PRIMARY PROBLEM SOLVED:
Enable financial institutions to understand the customer better, and better engage with the customers on mobile platform, creating virtual branches for various segments of users and target them individually as relationship managers do it.
PRODUCTS & SERVICES:
Personal finance product comparison and information tool for Loans, Insurance, Credit cards and Investments.
REVENUE MODEL:
Viewable by subscribers only
TOP PROBLEM SOLVED:
Enable financial institutions to understand the customer better, and better engage with the customers on mobile platform, creating virtual branches for various segments of users and target them individually as relationship managers do it.
PRODUCT DEVELOPMENT STAGE
V2.0 or BEYOND
PRODUCT DEVELOPMENT COMMENT
Viewable by subscribers only
KEY DIFFERENTIATORS
Viewable by subscribers only
PRIMARY CUSTOMER TYPE
Viewable by subscribers only
PRODUCT ATTRIBUTES
Viewable by subscribers only
STRATEGIC CLIENTS AND PARTNERSHIP
Viewable by subscribers only

PEOPLE


FOUNDERS:
Rob Bier, Vinod Nair, Tobie Zeyl
Board Members and Advisors:
Rob Bier, Vinnie Lauria, Vinod Nair
NUMBER OF EMPLOYEES:
11-50
INVESTORS:
Vinnie Lauria, Jeff Paine ,Golden Gate Ventures, Paul Bragiel, Convergent Ventures, OPT SEA, SPH Media Fund, Kakaku.com
KEY EMPLOYEES:
Vinod Nair(CEO); Nicolas Ramsay(COO)
FOUNDERS:
Rochan S, Rochan S
NUMBER OF EMPLOYEES:
11-50
KEY EMPLOYEES:
CEO: Prashanth Narayan
CTO: Suresh Mali
CEO: Prashanth Narayan
CTO: Suresh Mali

TRACTION


VALUATION / MARKET CAP:
$66.67 MM in 2017
REVENUE:
$0 - $99k in 2016
REVENUE COMMENT:
Viewable by subscribers only
ACTIVE USERS:
1500 Million in 2017
ACTIVE USERS COMMENT:
We have a client who uses our product libraries to engage with their users
ANNUAL REVENUE:
$0 - $99k in 2016
REVENUE COMMENT:
Viewable by subscribers only
ACTIVE USERS/ACCOUNTS:
1.5 K in 2017
ACTIVE USERS COMMENT:
We have a client who uses our product libraries to engage with their users
LIVE USERS/TRANSACTIONS:
Viewable by subscribers only
CHANNEL STATUS
Viewable by subscribers only
NUMBER OF CLIENTS OR PAYING CUSTOMERS:
Viewable by subscribers only

MOMENTUM


FUNDED:
YES
TOTAL FUNDING:
$12.41 Millions
DATE OF LAST FUNDING:
Jun 2017
SEED & PRIOR FUNDING:
$413 K
SEED CLOSED ON:
Jun 2013
FUNDING SERIES:
SERIES A
$2 Millions Closed: Oct 2015
SERIES B
$10.1 Millions Closed: Jun 2013
LISTED:
NO
EXIT STRATEGY:
The company could be bought by a larger financial institution.
FUNDING COMPLETED:
Viewable by subscribers only
FUNDED:
YES
TOTAL FUNDING:
$100 K
LISTED:
Viewable by subscribers only
FUNDING SERIES:
Seed
Jan 2015
$100 K
at a $1.52 Millions valuation
Comment on Seed
Viewable by subscribers only

FOR INVESTORS

FUNDING NEEDED
$1 Million
EXIT STRATEGY
Viewable by subscribers only
MONTHS LEFT WITH CURRENT CASH BURN RATE
Viewable by subscribers only

LATEST RESEARCH


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