Moneytree

wealthtech-retailpersonal finance management

FOUNDING YEAR: 2012
LOCATION: Japan
Last Update: 19/01/2021

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About

Moneytree is a fintech company founded in Japan in 2012 and launched in Australia in 2017. Its vision is to bring consumers and financial services organizations closer together.Moneytree provides a financial data aggregation and portability platform for financial institutions called Moneytree Link. Moneytree Link has more than 50 enterprise partners in Japan, including the Japanese megabanks and many of the top-rated regional banks, as well as the leading accounting service providers. Additionaly, Moneytrees personal financial management app, available in Japan and Australia, gives individuals a full view of their financial positions, contributing to better management of their personal finances, and helping to maintain financial well-being.

MEDICI Analysis

Moneytree is a lifestyle app enabling users to connect their credit card and digital money transactions to the iPhone and iPad.

Focus

PRODUCTS & SERVICES

Money managemnt app

REVENUE MODEL

Has two variants to its app - Moneytree Pro and Monytree Plus. They could be charged separately. Also, the company was reported to be looking at monetizing user profile and their transaction history by providing targeted ads based on content and financial profiling.

MAIN CLIENTS

Megabanks

regional banks

accounting software industries.

Traction

VALUATION / MARKET CAP:

$60 M in 2017

COMPANY TYPE:

For Profit

People

FOUNDERS

Mark Makdad

Ross Sharrott

BOARD MEMBERS AND ADVISORS

Paul Chapman

Jonathan Epstein

Dobashi Yasuhisa

Douglas Lorentz

NUMBER OF EMPLOYEES

51-200

INVESTORS:

Baillie Gifford

DG Incubation

Hiroshima Venture Capital

Mastercard

Mitsubishi UFJ Capital

Mizuho Bank

Mizuho Capital

Morgan Stanley

PayPal

Salesforce

Salesforce Ventures

Senshu Ikeda Capital

SMBC Venture Capital

Fukuoka Technology Partners

SBI Investment

DG Ventures

Global Brain Corporation

MUFG Innovation Partners

NTT Data

Sony Financial Ventures

KEY EMPLOYEES:

Paul Chapman(CEO)

Jonathan Epstein

Momentum

FUNDED

YES

NUMBER OF FUNDING ROUNDS

6

TOTAL FUNDING

$15.08 M

DATE OF LAST FUNDING

Apr 2020

IPO STATUS

Private

TOTAL FUNDING COMMENT

The company is planning to use the fund for new functions for their personal asset management app “Moneytree" and also aiming to further expand and accelerate the business.

ESTIMETED REVENUE RANGE

$1M to $10M

SEED & PRIOR FUNDING

$1.6 M

SEED CLOSED ON

Nov 2013

SEED PRIOR FUNDING COMMENT

An undisclosed non equity assistance raised in Oct 2015.

FUNDING SERIES

SERIES A  · ---  · Oct 2015

SERIES B  · $8.93 M  · May 2017

SERIES C  · ---  · Apr 2020

OTHERS  · $4.55 M · Feb 2019

LISTED

NO

COMMENT

An undisclosed non equity assistance raised in Oct 2015.

company provided insights
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