Moneytree
wealthtech-retail . personal 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:
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
Web Traffic
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