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Tracxn - Consumer Finance Startup Landscape

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Tracxn - Consumer Finance Startup Landscape

  1. 1. JUNE 2019 CONSUMER FINANCE
  2. 2. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 Contents Feed Summary Investment Trends Market Details Exit Outlook Investors News Appendix 2 TAKE SHARPER DECISIONS WITH TRACXN ✓ Analyst team Covering 250+ Sectors ✓ Proprietary Business Model tagging ✓ 6000+ On-demand Queries answered ✓ Sector Reports, Market Maps ✓ One-Click Connect with Founders Join 500+ Investors & Corporates to get the Tracxn Advantage
  3. 3. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 Contents Feed Summary Investment Trends Market Details Exit Outlook Investors News Appendix 3 Feed Summary Investment Trend Summary Exit Outlook Summary BlueBox Summary of Key Markets Notable Companies in the Sector Recent News
  4. 4. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 Note: Mega Companies includes IPO’d companies, Mega Acquisitions and Unicorn. Data is taken from Tracxn Platform as on June 17, 2019. Consumer Finance Feed Summary 4 Consumer Finance > Feed Summary Companies which offer tech-enabled assistance to consumers to manage their personal expenses, debt and savings, track investment portfolios, plan finances, and compare third party financial products. • Inclusions: All budgeting, wealth management, savings and debt management platforms targeted towards customers. Also covers all marketplaces and listing platforms for consumer-targeted financial products. • Exclusions: The consumer-centric companies of the sectors like Alternative Lending, Payments, Investment Platforms, Insurance Tech, Banking Frontends are not included. These companies are included in the corresponding sectors. • Excludes funding information of Chinese companies Feed in Numbers Overview $8.7B Funding 52 Mega Companies 8903486 FundedCovered on Tracxn 7 Unicorns 38 Soonicorns 117 Minicorns 26 IPO’d Cos 287 Late Stage Cos 60 180 Acquisitions 553 DeadPooled 5 Acquihired Series A+ Cos FreeCharge (2010, Mumbai, $117M) LendingTree (1996, Charlotte) Intuit (1983, Mountain View) Top Companies
  5. 5. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 Investment Trend Summary Summary of Funding Activity in Consumer Finance 5 $180M - Series E Acorns (2012, Irvine, $287M) $100M - Series D Flywire (2009, Boston, $137M) $152M - Series F Policybazaar (2008, Gurgaon, $318M) $84.8M - Series C Billdesk (2000, Mumbai, $246M) $125M - Series B wefox (2014, Berlin, $158M) $78.6M - Series E Policybazaar (2008, Gurgaon, $318M) $125M - Series C Earnin (2012, San Francisco, $190M) $70M - Series A Bind (2016, Minneapolis, $84.5M) $114M - Series D Raisin (2013, Berlin, $200M) $65M - Series D Smava (2006, Berlin, $135M) Top Geos of InvestmentEntrepreneurial Activity Global Funding Trend *YTD *YTD Consumer Finance > Feed Summary > Investment Trend Summary Seed Sequoia Capital (#6), Seedcamp (#5), LocalGlobe (#4) Series A/B Portag3 Ventures (#6), QED Investors (#5), Ribbit Capital (#5) Series C+ Temasek (#3), Bain Capital Ventures (#2), FJ Labs (#2) Incubators Plug and Play Tech Center (#36), 500 Startups (#27), Startupbootcamp (#27) Other Notable Investors Goldman Sachs (#6), IFC (#5), Kima Ventures (#5) Debt Investors Silicon Valley Bank (#7), Kreos Capital (#3), TPG (#2) Most Active InvestorsRecent Investments 411 631 522 257 177 50 2014 2015 2016 2017 2018 2019* Y-o-Y # of Companies Founded 113 169 196 217 184 53 $4.6B $1.5B $1.3B $507M $103M US Europe India Latam Canada $ Funding $1.1B$528M $1.B $777M $1.2B $1.5B $2.2B 106 2014 2015 2016 2017 2018 2019* $ Funding # Rounds
  6. 6. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 Summary of exit outlook in Consumer Finance Exit Outlook Summary 66 Most Active AcquirersTop Investors in Exits Felicis Ventures 2 Credit Karma (2007, San Francisco, $370M) Mint (2006, Mountain View, $31.5M) Fenox Venture Capital 2 Money Forward (2012, Shibaura, $42.9M) Zuu (2013, Tokyo, $4.8M) Founders Fund 2 Credit Karma (2007, San Francisco, $370M) Mint (2006, Mountain View, $31.5M) Goldman Sachs 2 Financial Engines (1996, Sunnyvale, $85M) eHealth (1997, Mountain View, $44M) Ribbit Capital 2 Credit Karma (2007, San Francisco, $370M) Policybazaar (2008, Gurgaon, $318M) Jul 2018 FINANZCHECK.de Acq by Scout24 for $332M May 2018 Facile Acq by EQT Ventures for $12.6B Apr 2018 Financial Engines Acq by Hellman & Friedman for $3B Mar 2018 Clear Score Acq by Experian for $384M Nov 2017 Bankrate Acq by Red Ventures for $1.2B Mar 2015 Learnvest Acq by Northwestern Mutual for $350M Consumer Finance > Feed Summary > Exit Outlook Summary Bankrate 10 NextAdvisor (May 2016, $225M), NetQuote (Jul 2010, $205M), Credit Cards (Aug 2010, $143M) Intuit 7 Check (May 2014, $360M), Mint Bills (Sep 2009, $170M), Mint (Dec 2009, $170M) BlackFin Capital Partners 5 Assurpeople (Jun 2015), Comparadise (Nov 2013), Santiane (Sep 2015) LendingTree 5 QuoteWizard (Oct 2018, $300M), ValuePenguin (Dec 2018, $105M), Student Loan Hero (Jul 2018, $60M) Capital One 2 Paribus (Oct 2016), Level Money (Jan 2015) Recent IPOs Top Acquisitions InsWeb Insurance Nov 2016 Online insurance comparison and lead gene… IPO MCap: - GoCompare Nov 2016 Price comparison website. IPO MCap: - Macroaxis May 2015 Online personalized investment management… IPO MCap: $9.9M iSelect Jun 2013 Financial products aggregator IPO MCap: $443M Raiz Jun 2018 Online micro-investment platform IPO MCap: - Zuu Jun 2018 Provider of Financial Media and advisory… IPO MCap: $29.5M Credible Labs Dec 2017 An alternate lending platform for financi… IPO MCap: $243M Money Forward Sep 2017 Personal Finance Management with Multiple… IPO MCap: $230M
  7. 7. * Upcoming Business Model Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved. FACTSHEET Funding data excludes Debt, Grants & Post-IPO rounds. Excludes all details for Chinese companies. Feed Report - Consumer Finance - Jun 2019 Marketmap: Consumer Finance DEBT REPAYMENT & CONSOLIDATION FINACIAL TRANSACTIONS SAVINGS PLATFORMS BILL PAYMENT TAX FILING PAY-ME-NOW* FINANCIAL PLANNING & EDUCATION WEALTH PLANNING & ADVISORY TAX PLANNING FINANCIAL LITERACY EXPENSE TRACKING CREDIT SCORE MANAGEMENT PORTFOLIO TRACKER & ANALYSIS DOCUMENT STORAGE FINANCIAL TRACKING FINANCIAL PRODUCT AGGREGATORS MULTI - PRODUCT INSURANCE CREDIT PRODUCTS INVESTMENT SAVINGS Overview Companies 3486 Funded 890 Series A+ 287 Funding $8.7B Last 2 yrs $4B Most Active Investors Seed Sequoia Capital (6) Series A/B Portag3 Ventures (6) Series C+ Temasek (3) Others Goldman Sachs (6) Incubators Plug and Play Tech Center (36) Top Cities Bay Area 196 Cos $1.8B Berlin 39 Cos $641M Feed in Numbers Unicorns 7 Soonicorns 38 Minicorns 117 Editor Picks 298 Acquihired 5 Deadpooled 553 Top Companies Intuit (1983, Mountain View) FreeCharge (2010, Mumbai, $117M) LendingTree (1996, Charlotte) Exits IPOs 26 iSelect, Credible Labst Acquisitions 180 Facile, Financial Engines Top Acquirers Bankrate, Intuit Consumer Finance > Feed Summary > BlueBox 7
  8. 8. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 Key Sub Sectors in Consumer Finance Sector Summary of Key Markets 8 Top Markets of Investment Activity # Cos on Platform Last 2 Years $ Invested # Round Financial Product Aggregators > Insurance > Horizontal 291 $676M 33 Expense Tracking > Personal > Automated > Account-Linked 209 $345M 31 Pay-Me-Now 19 $262M 10 Financial Product Aggregators > Horizontal 254 $110M 22 Financial Product Aggregators > Insurance > Life & Health 88 $146M 10 Tax Management > E-Filing 96 $121M 10 Savings Management > Savings Platforms > Personal > Automated > Micro-Savings > Micro-Investments 32 $239M 7 Financial Product Aggregators > Insurance > Non Life & Health > On-Demand Insurance 20 $92.8M 9 Financial Product Aggregators > Credit Products 60 $97.7M 8 Sub Sectors # Cos Tracked # Funded Total Funding Financial Product Aggregators Companies which offer comparative quotes on various consumer financial products 1191 334 $3.7B Bill Management Online bill payment platforms 383 69 $1.1B Savings Management Online savings tracker, consolidation platforms, advisory services provider 266 101 $892M Expense Tracking Online platforms which help in personal and group expense monitoring, budgeting, and... 828 151 $867M Debt Management Online platforms which offer debt repayment and refinancing, debt settlement and negotiation,... 150 57 $669M Tax Management Online tax management services provider 152 34 $590M Wealth Management Companies which offer investment tools, automated advisory services and assist in financial... 298 78 $420M Consumer Finance > Feed Summary > Summary of Key Markets
  9. 9. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 List of Notable Companies in Consumer Finance Notable Companies in the Sector (1/2) 9 Note: *(Founded Year, Location, Total Funding) Consumer Finance > Feed Summary > Notable Companies in the Sector Public iSelect (1999, Cheltenham)* Credible Labs (2014, San Francisco, $22M) Money Forward (2012, Shibaura, $42.9M) Mortgage Choice Aust (1994, Sydney) Zuu (2013, Tokyo, $4.8M) Macroaxis (2009, San Francisco) eHealth (1997, Mountain View, $44M) Trycera (2004, Irvine, $144k) LendingTree (1996, Charlotte) MoneySuperMarket (1993, Ewloe) Public Raiz (2015, Sydney) Comperia.pl (2007, Warsaw) Gruppo MutuiOnline (2000, Milan) H&R Block Canada (1964, Calgary) Insplanet (1999, Stockholm) Investview (2005, Red Bank) Nelnet (1977, Lincoln) What Investment (1982, London) Acquired Facile (2009, Milano) Financial Engines (1996, Sunnyvale, $85M) Bankrate (1976, North Palm Beach) Clear Score (2014, London, $15.6M) Check (2007, Palo Alto, $47M) Learnvest (2009, New York City, $71.1M) FINANZCHECK.de (2010, Hamburg, $83.6M) LowerMyBills (1999, Santa Monica, $11M) QuoteWizard (2006, Seattle) TaxACT (1998, Cedar Rapids, $85M) Acquired uSwitch (2006, London) NextAdvisor (2006, San Francisco) ShareBuilder (1996, Seattle) ClickPay (2009, Oradell, $3.7M) NetQuote (2009, Denver) Mint (2006, Mountain View, $31.5M) Mint Bills (2007, Palo Alto) insuranceQuotes.com (1976, Denver) Official Payments (1994, Norcross) Credit Cards (2004, Austin, $58.8M) Acquired Money Saving Expert (2003, London) GoCompare (2006, Newport) ValuePenguin (2013, New York City) MoneyPark (2011, Wollerau) Fawry (2008, Cairo, $46M) Clarity Money (2016, New York City, $13.5M)
  10. 10. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 List of Notable Companies in Consumer Finance Notable Companies in the Sector (2/2) 10 Consumer Finance > Feed Summary > Notable Companies in the Sector Unicorns Credit Karma (2007, San Francisco, $370M) Policybazaar (2008, Gurgaon, $318M) Billdesk (2000, Mumbai, $246M) BPAY (1997, Sydney) Intuit (1983, Mountain View)
  11. 11. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 List of Notable Companies by Market in Consumer Finance Notable Companies by Market (1/11) 12 Consumer Finance > Feed Summary > Notable Companies by Market Horizontal Horizontal Quint (2009, Macclesfield, $12.6M) Multiple consumer credit products platform Soonicorn. Stage: Funded NatWest, Tosca Debt Capital Expense Tracking Personal Numbrs (1999, Zurich, $152M) App for money transfer and managing multiple bank accounts Soonicorn. Stage: Series B Marius Nacht, Investment Corporation of Dubai, SevenVentures and 1 Other Investors Moneylion (2013, New York City, $108M) Online unsecured personal loans and personal finance management Soonicorn. Stage: Series B Grupo SURA, Edison Partners, FinTech Collective and 10 Other Investors Fintonic (2011, Madrid, $49.4M) Personal financial management tool Soonicorn. Stage: Series C ING, Onza Capital, Inception Capital and 2 Other Investors Personal GuiaBolso (2012, Sao Paulo, $48.3M) Online personal finance management application Soonicorn. Stage: Series C Vostok Emerging Finance, Ribbit Capital, IFC and 6 Other Investors Money Forward (2012, Shibaura, $42.9M) Personal Finance Management with Multiple Account aggregation Soonicorn. Stage: Public Isetan Mitsukoshi Holdings, Mizuho Bank, Fenox Venture Capital and 19 Other Investors Clarity Money (2016, New York City, $13.5M) Personal finance management app Minicorn. Stage: Acquired Citi Ventures, RRE Ventures, Bessemer Venture Partners and 8 Other Investors
  12. 12. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 List of Notable Companies by Market in Consumer Finance Notable Companies by Market (2/11) 13 Consumer Finance > Feed Summary > Notable Companies by Market Debt Management Credit Score Management Credit Karma (2007, San Francisco, $370M) Aggregator of various consumer financial products. Unicorn. Stage: Series D Tiger Global Management, Viking Global Investors, Susquehanna Growth Equity and 10 Other Investors Clear Score (2014, London, $15.6M) Provides free credit score and report to individuals. Soonicorn. Stage: Acquired Brightbridge Ventures, Lead Edge Capital, Blenheim Chalcot and 1 Other Investors Trycera (2004, Irvine, $144k) Personal Finance Management Tools Stage: Public Wealth Management Financial Planning & Advisory Financial Engines (1996, Sunnyvale, $85M) Online Investment manager for 401(k) participants Unicorn. Stage: Acquired Oak Hill, State Street Global Advisors, AIG and 17 Other Investors Learnvest (2009, New York City, $71.1M) Personal finance management and investment advise Editor's Pick. Stage: Acquired Northwestern Mutual, Accel, Claritas Capital and 8 Other Investors Macroaxis (2009, San Francisco) Online personalized investment management service. Stage: Public ShareBuilder (1996, Seattle) 401(k) plans for retirement planning Stage: Acquired Stratim Capital Savings Management Savings Platforms Acorns (2012, Irvine, $287M) Micro saving investment app Soonicorn. Stage: Series E Comcast Ventures, NBCUniversal, Bain Capital Ventures and 23 Other Investors Raiz (2015, Sydney) Online micro-investment platform Minicorn. Stage: Public
  13. 13. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 List of Notable Companies by Market in Consumer Finance Notable Companies by Market (3/11) 14 Consumer Finance > Feed Summary > Notable Companies by Market Bill Management Horizontal Check (2007, Palo Alto, $47M) Cross-platform money manager app Stage: Acquired Menlo Ventures, Morgenthaler, Pitango Venture Capital and 5 Other Investors Fawry (2008, Cairo, $46M) Bill payment platform Stage: Acquired EAEF, IFC Mint (2006, Mountain View, $31.5M) Online personal finance service Minicorn. Stage: Acquired DAG Ventures, Founders Fund, Benchmark and 11 Other Investors BPAY (1997, Sydney) Online bill management platform provider Unicorn. Stage: Unfunded Mint Bills (2007, Palo Alto) Bill aggregation and payment app Stage: Acquired Horizontal Official Payments (1994, Norcross) US govt. bill and tax payment platform Stage: Acquired Parthenon Household Billdesk (2000, Mumbai, $246M) Payment gateway Unicorn. Stage: Series C Temasek, Visa, General Atlantic and 11 Other Investors
  14. 14. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 List of Notable Companies by Market in Consumer Finance Notable Companies by Market (4/11) 15 Consumer Finance > Feed Summary > Notable Companies by Market Bill Management Rental ClickPay (2009, Oradell, $3.7M) Electronic billing and payment solutions for the multi-housing industry Stage: Acquired Originate Ventures, Thayer Street Partners Management, Activate Venture Partners Education Flywire (2009, Boston, $137M) Global money transfer in local currency Soonicorn. Stage: Series D Temasek, Bain Capital Ventures, FPrime Capital Partners and 11 Other Investors Healthcare Simplee (2010, Palo Alto, $37.8M) Enterprise cloud platform for healthcare payments Soonicorn. Stage: Series C 83North, Heritage Group, American Express Ventures and 1 Other Investors
  15. 15. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 List of Notable Companies by Market in Consumer Finance Notable Companies by Market (5/11) 16 Consumer Finance > Feed Summary > Notable Companies by Market Tax Management E-Filing H&R Block (1955, Kansas City, $350M) Tax preparation services Soonicorn. Stage: Acquired RBS Group TaxACT (1998, Cedar Rapids, $85M) Personal Tax Preparation Software Soonicorn. Stage: Acquired TA Associates Management, Capital Southwest Cleartax (2010, Bangalore, $65.4M) Platform for e-filing & CA assisted tax consulting services for businesses and individuals Soonicorn. Stage: Series B SAIF Partners, Sequoia Capital, Founders Fund and 9 Other Investors Intuit (1983, Mountain View) Business and Financial Management solutions provider Unicorn. Stage: Acquired Sierra Ventures, KPCB, Kleiner Perkins E-Filing H&R Block Canada (1964, Calgary) Income Tax e-filing software based in Canada Stage: Public Jackson Hewitt (1982, Parsippany) Online individual federal and state income tax preparation and filing services. Stage: Acquired AR2, Bayside Capital, JMI Management Financial Product Aggregators Horizontal BankBazaar (2008, Chennai, $110M) Online financial products distribution platform Soonicorn. Stage: Series D Experian, Amazon, Sequoia Capital and 3 Other Investors GoBear (2014, Singapore, $80M) Comparison portal for financial products Soonicorn. Stage: Series A Aegon, Walvis Group NerdWallet (2009, San Francisco, $69M) Personalized advise about financial products. Soonicorn. Stage: Series A Camelot Capital, IGlobe Partners, RRE Ventures and 4 Other Investors Meilleurtaux (1999, Paris, $22M) Financial product comparison platform Soonicorn. Stage: Acquired Tikehau Capital, Ventech, Galileo Partners and 1 Other Investors
  16. 16. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 List of Notable Companies by Market in Consumer Finance Notable Companies by Market (6/11) 17 Consumer Finance > Feed Summary > Notable Companies by Market Financial Product Aggregators Horizontal LowerMyBills (1999, Santa Monica, $11M) Comparison Platform for subscription based utility services and financial products. Stage: Acquired Evercore, eCOMPANIES, Bill Harris and 3 Other Investors MoneySuperMarket (1993, Ewloe) A comparison site for financial products. Unicorn. Stage: Public Verivox (1998, Heidelberg) Comparison platform for financial and electronic products Soonicorn. Stage: Acquired Nucom Group Empruntis (2000, Paris) Financial products comparison platform Soonicorn. Stage: Acquired Banque Palatine, European Capital, Capnamic Ventures and 1 Other Investors Horizontal iSelect (1999, Cheltenham) Financial products aggregator Soonicorn. Stage: Public Starfish Ventures Money (2008, Cirencester) Aggregator platform for loans, insurance and utility products Soonicorn. Stage: Acquired Comperia.pl (2007, Warsaw) Financial products aggregator Stage: Public Gruppo MutuiOnline (2000, Milan) Financial products distributor and outsourcing services provider Stage: Public First Capital, 360 Capital Partners, Index Ventures Mortgage Choice Aust (1994, Sydney) Financial products comparison platform. Stage: Public Horizontal NextAdvisor (2006, San Francisco) Research, reviews and comparison platform for consumers and small businesses Stage: Acquired uSwitch (2006, London) Multi-faceted consumer products comparison platform Stage: Acquired
  17. 17. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 List of Notable Companies by Market in Consumer Finance Notable Companies by Market (7/11) 18 Consumer Finance > Feed Summary > Notable Companies by Market Financial Product Aggregators Insurance Policybazaar (2008, Gurgaon, $318M) Leading online insurance aggregator in India Unicorn. Stage: Series F SoftBank Vision Fund, TrueNorth, True North Co and 19 Other Investors wefox (2014, Berlin, $158M) Insurance policy management platform Soonicorn. Stage: Series B Mubadala, Horizons Ventures, Idinvest Partners and 11 Other Investors Health I.Q. (2012, Mountain View, $140M) Life insurance comparison platform Soonicorn. Stage: Series D Greenspring Associates, Aquiline Technology Growth, Hanwha Asset Management and 10 Other Investors Insurance Goji (2007, Boston, $126M) Diversified P&C insurance marketplace Soonicorn. Stage: Acquired Hudson Structured, Spark Capital, Thayer Street Partners Management and 6 Other Investors CoverHound (2010, San Francisco, $112M) Insurance marketplace for comparing and purchasing insurance plans Soonicorn. Stage: Series D Hiscox, Chubb, Aflac and 12 Other Investors Insurance Zebra (2012, Austin, $61.5M) Real-time car insurance comparison platform Soonicorn. Stage: Series B Accel, Silverton Partners, Daher Capital and 8 Other Investors GoHealth (2001, Chicago, $50M) Price comparison and shopping portal for health insurance Soonicorn. Stage: Funded Norwest Equity Partners, Seyen Capital Insurance Coverfox (2011, Mumbai, $49.3M) Insurance aggregator and selling platform Soonicorn. Stage: Acquired IFC, Aegon, Transamerica Ventures and 25 Other Investors eHealth (1997, Mountain View, $44M) Health insurance exchange & online resource for individuals, families, small businesses & Medicare Stage: Public Questmark Partners, Goldman Sachs, Lightspeed Venture Partners and 5 Other Investors Turtlemint (2015, Mumbai, $34.3M) Aggregator of insurance products Soonicorn. Stage: Series B Sequoia Capital, Blume Ventures, Nexus Venture Partners
  18. 18. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 List of Notable Companies by Market in Consumer Finance Notable Companies by Market (8/11) 19 Consumer Finance > Feed Summary > Notable Companies by Market Financial Product Aggregators Insurance InsWeb Insurance (1995, Gold River, $30M) Online insurance comparison and lead generation platform Stage: Acquired SoftBank Group GoCompare (2006, Newport) Price comparison website. Soonicorn. Stage: Acquired JPMorgan Facile (2009, Milano) Multi faceted comparison platform Minicorn. Stage: Acquired QuoteWizard (2006, Seattle) Insurance comparison marketplace for consumers Minicorn. Stage: Acquired Insplanet (1999, Stockholm) Online insurance aggregator in Sweden Stage: Public Insurance insuranceQuotes.com (1976, Denver) Insurance quote comparison platform Stage: Acquired NetQuote (2009, Denver) Online insurance marketplace for Auto Stage: Acquired Stripes Group, Spectrum Equity, Red Badge Credit Products Smava (2006, Berlin, $135M) A comparison platform of consumer credit products Soonicorn. Stage: Series D Vitruvian Partners, Runa Capital, Mojo.capital and 10 Other Investors FINANZCHECK.de (2010, Hamburg, $83.6M) Online comparison site for personal loans and private financial products Soonicorn. Stage: Acquired HarbourVest Partners, Acton Capital Partners, Highland Europe and 5 Other Investors Credit Cards (2004, Austin, $58.8M) Credit card comparison platform and marketplace Editor's Pick. Stage: Acquired Austin Ventures, Ares Capital Corporation, Tritium Partners
  19. 19. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 List of Notable Companies by Market in Consumer Finance Notable Companies by Market (9/11) 20 Consumer Finance > Feed Summary > Notable Companies by Market Financial Product Aggregators Credit Products Credible Labs (2014, San Francisco, $22M) An alternate lending platform for financing student loans and refinancing student loan debt. Soonicorn. Stage: Public Ron Suber, Regal Funds Management, Carthona Capital and 9 Other Investors RateGenius (1999, Austin, $2.1M) Auto refinance loans Soonicorn. Stage: Seed Investors Bank, Tritium Partners LendingTree (1996, Charlotte) Loan and other consumer financial product comparison site. Soonicorn. Stage: Public Equifin Capital, Horan MediaTech Advisors, MHS Capital Credit Products Bankrate (1976, North Palm Beach) Personal finance aggregator Stage: Acquired Apax Partners, ABS Ventures, Princeton Ventures and 1 Other Investors MoneyPark (2011, Wollerau) Advisory platform for financial products Stage: Acquired Tamedia Savings Raisin (2013, Berlin, $200M) Marketplace for term deposits Soonicorn. Stage: Series D PayPal, Index Ventures, Thrive Capital and 7 Other Investors
  20. 20. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 List of Notable Companies by Market in Consumer Finance Notable Companies by Market (10/11) 21 Consumer Finance > Feed Summary > Notable Companies by Market Financial Literacy Financial Literacy Zuu (2013, Tokyo, $4.8M) Provider of Financial Media and advisory platform Minicorn. Stage: Public Fenox Venture Capital Money Saving Expert (2003, London) Financial advisory website Stage: Acquired IBIS Capital ValuePenguin (2013, New York City) Personal finance research and comparison platform for financial products Stage: Acquired Investor Education Investview (2005, Red Bank) Platform that offers Investment tools and online courses on Financial Education Stage: Public What Investment (1982, London) Online financial portal for investment tips and market overview Stage: Public Teenage Education Nelnet (1977, Lincoln) Student Loan Servicing Platform also offering loan products Stage: Public
  21. 21. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 List of Notable Companies by Market in Consumer Finance Notable Companies by Market (11/11) 22 Consumer Finance > Feed Summary > Notable Companies by Market Pay-Me-Now Pay-Me-Now Earnin (2012, San Francisco, $190M) Real-time payroll disbursement Soonicorn. Stage: Series C DST Global, Andreessen Horowitz, Spark Capital and 10 Other Investors Even (2014, San Francisco, $50.5M) Pay me now and budget management app Soonicorn. Stage: Series B Aaron Levie, Khosla Ventures, Valar Ventures and 13 Other Investors
  22. 22. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 List of Notable Companies in Consumer Finance in China Notable Companies in the Sector in China 23 Consumer Finance > Feed Summary > Notable Companies in the Sector in China Public Jupai Holdings (2010, Shanghai) JD Finance (2012, Beijing, $1B) 51credit.com (2003, Beijing, $469M) WXB (2014, Hangzhou, $10M) Unicorns Ant Financial (2004, Hangzhou, $30.5B) Lufax (2011, Shanghai, $3B) 51Zhangdan (2012, Hangzhou, $509M) Rong360 (2011, Beijing, $255M) Instony (2011, Shanghai)
  23. 23. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 Recent News in Consumer Finance Sector Recent News 24 Consumer Finance > Feed Summary > Recent News Jun 2019 Even Named a Gartner 2019 Cool Vendor in Human Capital Management: Enhancing Employee Experience, PR Newswire Jun 2019 Carson and ClickPay Announce Integration, PRWeb Jun 2019 Emma, the London-based money management app, launches in the US and Canada, TechCrunch Jun 2019 Insurance start-up Sure nabs $12.5m Series B from WR Berkley, Intelligent Insurer Jun 2019 Insurtech startup SURE secures additional $12.5 million in Series B to make it possible for anyone to purchase on-demand insurance with a smartphone, TechStartups.com Jun 2019 Florida health insurer sued over skimpy plans, Healthcare Dive Jun 2019 Homebot Aims to Bolster Prequal-to-App Pull Through with Buyer Enhancements to Its Customer Engagement Platform, PR Newswire Jun 2019 GetInsured Powers National Academy of Sports Medicine's Health Insurance Enrollment Platform, PR Newswire Jun 2019 360 Finance Signs Agreement with Tianjin Rural Commercial Bank, Investing News Jun 2019 Marble Financial Becomes Proud Member of the Canadian Debtors Association, Investing News Jun 2019 Cashwerkz integrates with Agility Connect, Finextra Jun 2019 EarnUp Surpasses $10 Billion in Loans Managed on Platform, PR Newswire Key Recent News Key Recent News Jun 2019 Alibaba’s Ant Financial and Hellobike team up on $145M e-bike battery JV, TechCrunch Jun 2019 Hope Well announces settlement with Payfare and provides update, CNW Jun 2019 ETMoney rolls out a new feature for mutual fund SIPs, BestMediaInfo Jun 2019 Wave to be acquired by H&R Block for $537 million CAD, BetaKit Jun 2019 H&R Block Inc. Earnings Decline In Q4, RTTNews Jun 2019 NOVA® Home Loans Selects Homebot To Give Its Loan Officers An Edge By Empowering Borrowers To Build Wealth With Homeownership, PR Newswire Jun 2019 Nacha Announces BillGO as a Preferred Partner for ACH Solutions for Instant Credit, PRWeb Jun 2019 H&R Block Q4 2019 Earnings Preview, Seeking Alpha Jun 2019 Student loan refinancing startup Splash Financial raises $4.3 million, TechCrunch Jun 2019 China's Ant Financial, Vanguard form Shanghai-based venture: government records, Reuters Jun 2019 Yolt: Signs partners and prepares for wider roll-out, FinTechInShorts Jun 2019 Online broker gives advice to travelers affected by Cuba cruise ban, insurancebusinessmag.com Jun 2019 Sound Post Capital Partners with Harness Wealth: An Innovative WealthTech Business Transforming Access to the Best Financial, Tax, and Trust & Estate Planning, Business Wire
  24. 24. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 Contents Feed Summary Investment Trends Market Details Exit Outlook Investors News Appendix 25 Funding Trends Median Deal Size and Trend New Entrants in Funding Club Distribution of companies by Funding Range Funding Funnel of the Sector Top Investments and Investors Investors in Unicorn club
  25. 25. Some more Sector Reports you might want to check out Join 4000+ people taking sharper decisions with Tracxn Cross Border Commerce Apr 2019 Docker Ecosystem Apr 2019 eSports Apr 2019
  26. 26. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 Investments ($M) and number of rounds in Consumer Finance; 2012-2019 Global Funding Trends (1/2) 27 Note: Funding excludes Grant, Debt and Post IPO rounds. Excludes all details for Chinese companies Consumer Finance > Investment Trends > Global Funding Trends #Rounds $Funding 3 Year CAGR 6 Year CAGR 3% # of Rounds21% $ Funding 21% # of Rounds 14% $ Funding $1.1B $483M $277M $528M $1.B $777M $1.2B $1.5B $2.2B 0 50 100 150 200 250 $0k $500M $1.B $1.5B $2.B $2.5B 2012 2013 2014 2015 2016 2017 2018 2019* $ Funding Predicted $ Funding # Rounds Predicted # Rounds
  27. 27. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 $19M $25M $54M $62M $86M $112M $168M $41M $70M $148M $210M $353M $472M $698M $866M $390M $393M $104M $264M $624M $219M $412M $493M $673M 2012 2013 2014 2015 2016 2017 2018 2019 YTD Seed Early Stage Late Stage 38 55 72 107 128 120 84 23 18 27 35 49 57 80 83 22 4 7 6 13 11 17 17 8 2012 2013 2014 2015 2016 2017 2018 2019 YTD Seed Early Stage Late Stage 60 53 Total # of Rounds 28 Note: Mega Rounds = rounds with size > $20M. Funding excludes Grant, Debt and Post IPO rounds. Excludes all details for Chinese companies Stage-wise Number of RoundsStage-wise $ Invested New Entrants in Funded Club Global Funding Trends (2/2) Investments ($M) and number of rounds in Consumer Finance; 2012-2019 Consumer Finance > Investment Trends > Global Funding Trends 82 64 85 103 99 69 15 517 $0.8M $2.2M $0.0M $0.5M $1.0M $1.5M $2.0M $2.5M $3.0M $3.5M $4.0M $4.5M $5.0M 0 100 200 300 400 500 600 2013 2014 2015 2016 2017 2018 2019 YTD Total Entrants in Funding Club Avg. Ticket Size $0.8M $1.4M $1.8M $1.6M $1.8M $3.4M $4.7M $2.2M $483M $1.1B Total $ Invested $950M $399M $107M $283M $701M $392M $663M $1.0B $1.9B28 0 5 10 15 20 25 30 0 200000000 400000000 600000000 800000000 1E+09 1.2E+09 1.4E+09 1.6E+09 1.8E+09 2E+09 2012 2013 2014 2015 2016 2017 2018 2019 YTD $ Funding Predicted $ Funding # of Rounds Predicted # Rounds Mega Rounds 3 3 6 11 12 20 26 14
  28. 28. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 201929 Consumer Finance > Investment Trends > Funding Trends by Geography Investments ($M) and number of rounds in Consumer Finance Funding Trends by Geography Funding Trends by Geography Top Cities of Funding City $ Funding # Rounds Bay Area 1.8B 203 Berlin 641M 44 Mumbai 540M 62 New York City 534M 100 Delhi NCR 463M 50 Boston 427M 37 Kansas City 378M 2 Irvine 368M 16 London 339M 90 Monterrey 328M 3 Total Funding 609 313 170 49 19 58 17 9 # Rounds $4.6B $1.5B $1.3B $507M $103M $86.6M $62.3M $46.9M US Europe India Latam Canada SEA Japan Egypt Note: Excludes funding information of China companies
  29. 29. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 201930 Trend of Average Deal Size ($M) $0.7 $0.6 $1.1 $0.8 $0.9 $1.1 $2.6 2012 2013 2014 2015 2016 2017 2018 Consumer Finance > Investment Trends > Median Deal Size and Trend Median and Average Deal Size in $M (per Stage) in Consumer Finance; 2012-2018 Median Deal Size and Trend Note: Excludes funding information of Chinese companies. *Graph not to scale Median Deal Size and Range $3.3K* $30M $90.7K $70M $48.1K $125M $50K $328M $27.2M $13M $4.4M $638K Series C+ Series B Series A Seed Stage $17.8 $9.6 $9.8 $12.7 $18.3 $16.8 $23.4 $98.4 $17.3 $44.0 $62.4 $24.3 $29.5 $32.9 $3.1 $4.4 $4.5 $6.7 $7.6 $6.4 $7.5
  30. 30. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 Note: 387 companies with undisclosed funding amount are not included 31 <$1M $1-10M $10-50M $50-100M $100M+ Funding Range 181 211 109 23 19 No. of Companies Consumer Finance > Investment Trends > Distribution of companies by Funding Range No. of companies by funding range in Consumer Finance; as of Jun 2019 Distribution of companies by Funding Range $59M $728M $2.6B $1.5B $3.8B $ Investment
  31. 31. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 Stage No. of Companies Funding Funnel 100% 26% 8% 4% 2% 32 Note: Numbers in the brackets show the count of companies Time to raise next round 60 124 287 890 3486 Series C+ Series B Series A Funded Founded Next Round 100M+ Valuation Exits Acqui- Hired Dead Pooled Others 26% 2% (81) 2% (56) 0% (5) 16% (550) 59% (2041) 32% 8% (71) 5% (47) 0% (3) 9% (76) 59% (524) 43% 17% (48) 9% (26) - 3% (10) 53% (153) 48% 32% (40) 15% (19) - 1% (1) 51% (63) - 47% (28) 23% (14) - - 40% (24) Consumer Finance > Investment Trends > Funding Funnel Number of companies progressing to subsequent funding stages in Consumer Finance Funding Funnel 15 Months 16 Months 25 Months Investment backedBootstrapped 38 7 113 21 67 5 Soonicorns Unicorns Acquisitions IPOs
  32. 32. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 201933 Note: Seed Stage (Seed, Angel), Early Stage (Series A, Series B), Late Stage (Series C+, PE) Consumer Finance > Investment Trends > Notable Investments in last 24 months Major funding rounds by Stage in Consumer Finance; Jun 2017-Jun 2019 Notable Investments in last 24 months (1/14) LATE STAGE $180M - Series E Feb 2019 Acorns (2012, Irvine, $287M) Micro saving investment app Comcast Ventures, NBCUniversal, Bain Capital Ventures, BlackRock, MSD Capital, The Rise Fund, Bain Capital, TPG $152M - Series F May 2019 Policybazaar (2008, Gurgaon, $318M) Leading online insurance aggregator in India SoftBank Vision Fund, TrueNorth $125M - Series C Dec 2018 Earnin (2012, San Francisco, $190M) Real-time payroll disbursement DST Global, Andreessen Horowitz, Spark Capital, Matrix Partners India, Ribbit Capital, March Capital Partners, Coatue $114M - Series D Feb 2019 Raisin (2013, Berlin, $200M) Marketplace for term deposits PayPal, Index Ventures, Thrive Capital, Ribbit Capital, Orange LATE STAGE $100M - Series D Jul 2018 Flywire (2009, Boston, $137M) Global money transfer in local currency Temasek, Bain Capital Ventures, FPrime Capital Partners $84.8M - Series C Feb 2019 Billdesk (2000, Mumbai, $246M) Payment gateway Temasek, Visa $78.6M - Series E Oct 2017 Policybazaar (2008, Gurgaon, $318M) Leading online insurance aggregator in India True North Co, Temasek, Tiger Global Management, Premji Invest, Wellington Management, Chintan Arvind Thakkar, Renu Alka Sehgal, Arjun Sharma, Sanjay Kukreja, Mohit Burman, Anand Burman, Renu Munjal, Chiratae Ventures, Inventus Capital India LATE STAGE $65M - Series D Jan 2018 Smava (2006, Berlin, $135M) A comparison platform of consumer credit products Vitruvian Partners, Runa Capital $58M - Series D Feb 2019 CoverHound (2010, San Francisco, $112M) Insurance marketplace for comparing and purchasing insurance plans Hiscox, Chubb, Aflac, MS & AD $55M - Series D May 2019 Health I.Q. (2012, Mountain View, $140M) Life insurance comparison platform Greenspring Associates, Aquiline Technology Growth, Hanwha Asset Management, Andreessen Horowitz $39M - Series C Oct 2017 GuiaBolso (2012, Sao Paulo, $48.3M) Online personal finance management application Vostok Emerging Finance, Ribbit Capital, IFC, QED Investors, Endeavor, Omidyar Network
  33. 33. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 201934 Note: Seed Stage (Seed, Angel), Early Stage (Series A, Series B), Late Stage (Series C+, PE) Consumer Finance > Investment Trends > Notable Investments in last 24 months Major funding rounds by Stage in Consumer Finance; Jun 2017-Jun 2019 Notable Investments in last 24 months (2/14) LATE STAGE $36.5M - Series C Dec 2018 TotallyMoney.com (2006, London, $64.9M) Credit comparing website Scottish Equity Partners $35M - Series D Jul 2017 Acorns (2012, Irvine, $287M) Micro saving investment app PayPal, Greycroft Partners, E.ventures, Nyca, Sound Ventures, Bain Capital Ventures, Capital Group, Point72 Ventures, Rakuten Capital $34.6M - Series C Nov 2017 Health I.Q. (2012, Mountain View, $140M) Life insurance comparison platform Andreessen Horowitz, Charles River Ventures, First Round Capital, Foundation Capital $30M - Series D Oct 2017 BankBazaar (2008, Chennai, $110M) Online financial products distribution platform Experian, Amazon, Sequoia Capital, Eight Roads Ventures, Walden International LATE STAGE $30M - Series C Dec 2017 NextCapital (1997, Chicago, $52M) Platform for digital financial advise. Oak HC/FT, Manulife Financial, Transamerica Ventures, Vermont Center for Emerging Technologies, Route 66 Ventures $28M - Series C Jun 2018 SmartAsset (2011, New York City, $51.4M) Finance and insurance aggregator Focus Financial Partners, Javelin Venture Partners, TTV Capital, IA Capital Group, Contour Venture Partners, Fabrice Grinda, Citi Ventures $27M - Series C Nov 2018 Plastiq (2012, Boston, $75.2M) Enabling card payments to consumers to businesses not traditionally accepting card payments Kleiner Perkins, DST Global LATE STAGE $27M - Series C May 2018 Plastiq (2012, Boston, $75.2M) Enabling card payments to consumers to businesses not traditionally accepting card payments Atlas Venture, Khosla Ventures, Top Tier Capital Partners $26.6M - Series E Nov 2017 Credit Sesame (2010, Mountain View, $65.9M) Personal finance management and price comparison of financial products Menlo Ventures, Inventus Capital Partners, Globespan Capital Partners, IA Capital Group, SF Capital Group $24M - Series C May 2018 Simplesurance (2012, Berlin, $60M) Point of sale insurance solutions Allianz X, Rheingau Founders, Rakuten Capital
  34. 34. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 201935 Note: Seed Stage (Seed, Angel), Early Stage (Series A, Series B), Late Stage (Series C+, PE) Consumer Finance > Investment Trends > Notable Investments in last 24 months Major funding rounds by Stage in Consumer Finance; Jun 2017-Jun 2019 Notable Investments in last 24 months (3/14) LATE STAGE $22M - Series C Apr 2018 Coverfox (2011, Mumbai, $49.3M) Insurance aggregator and selling platform IFC, Transamerica Ventures, SAIF Partners, Accel, Catamaran $21.4M - Series C Apr 2019 Fintonic (2011, Madrid, $49.4M) Personal financial management tool ING $18.5M - Series C Jun 2017 OneAssist (2011, Mumbai, $32.5M) Platform for for assistance & protection services Sequoia Capital, Assurant, Arun Sarin, Lightspeed India Partners $18.4M - Series C Oct 2018 MoneyView (2014, Bangalore, $38.3M) Personal finance smartphone app Nippon Life Insurance, Dream Incubator, Accel, Ribbit Capital LATE STAGE $16.4M - Series C Oct 2017 Tink (2012, Stockholm, $31.2M) Personal finance management application SEB, Nordea, ABN AMRO Bank $15M - Series C Nov 2017 Goji (2007, Boston, $126M) Diversified P&C insurance marketplace Hudson Structured $14M - Series C Sep 2017 ComparaOnline Chile (2009, Providencia, $39M) Price comparison site for financial products Bamboo Capital Partners, IFC, Ribbit Capital, Kaszek Ventures, Rise Capital $11.5M - Series C Oct 2018 Simplesurance (2012, Berlin, $60M) Point of sale insurance solutions ODDO BHF, TMHD LATE STAGE $7.2M - Series C Jun 2019 Coverfox (2011, Mumbai, $49.3M) Insurance aggregator and selling platform IFC, Aegon $5M - Series E Jan 2018 Credit Sesame (2010, Mountain View, $65.9M) Personal finance management and price comparison of financial products $305k - Series C Dec 2018 OneAssist (2011, Mumbai, $32.5M) Platform for for assistance & protection services Trifecta Capital $87.5k - Series E Feb 2018 Credit Sesame (2010, Mountain View, $65.9M) Personal finance management and price comparison of financial products Series D Jan 2018 Acorns (2012, Irvine, $287M) Micro saving investment app The Rise Fund
  35. 35. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 201936 Note: Seed Stage (Seed, Angel), Early Stage (Series A, Series B), Late Stage (Series C+, PE) Consumer Finance > Investment Trends > Notable Investments in last 24 months Major funding rounds by Stage in Consumer Finance; Jun 2017-Jun 2019 Notable Investments in last 24 months (4/14) LATE STAGE Series C Dec 2017 Raisin (2013, Berlin, $200M) Marketplace for term deposits PayPal Series C Jul 2018 SmartAsset (2011, New York City, $51.4M) Finance and insurance aggregator FJ Labs EARLY STAGE $125M - Series B Mar 2019 wefox (2014, Berlin, $158M) Insurance policy management platform Mubadala, Horizons Ventures, Idinvest Partners, Mountain Partners, Seedcamp, Speedinvest, Target Global, Goldman Sachs, CreditEase $70M - Series A Jun 2018 Bind (2016, Minneapolis, $84.5M) On-Demand Health Insurance United Healthcare, Lemhi Ventures, Ascension Ventures $50M - Series B Oct 2018 Cleartax (2010, Bangalore, $65.4M) Platform for e-filing & CA assisted tax consulting services for businesses and individuals $42M - Series B Jan 2018 Moneylion (2013, New York City, $108M) Online unsecured personal loans and personal finance management Edison Partners, FinTech Collective, Grupo SURA, Greenspring Associates, Danhua Capital EARLY STAGE $40M - Series B Sep 2017 Insurance Zebra (2012, Austin, $61.5M) Real-time car insurance comparison platform Accel $40M - Series B Jul 2018 Even (2014, San Francisco, $50.5M) Pay me now and budget management app Khosla Ventures, Valar Ventures, Allen & Company, Harrison Metal, Silicon Valley Bank, Bull City Venture Partners, Ron Conway, SV Angel $39M - Series B Sep 2017 Earnin (2012, San Francisco, $190M) Real-time payroll disbursement Andreessen Horowitz, Matrix Partners, Ribbit Capital, March Capital Partners $35.9M - Series B Feb 2018 EverQuote (2011, Cambridge, $37.5M) Car Insurance comparison platform Stratim Capital, Oceanic Partners, T Capital Partners, Savano Capital Partners
  36. 36. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 201937 Note: Seed Stage (Seed, Angel), Early Stage (Series A, Series B), Late Stage (Series C+, PE) Consumer Finance > Investment Trends > Notable Investments in last 24 months Major funding rounds by Stage in Consumer Finance; Jun 2017-Jun 2019 Notable Investments in last 24 months (5/14) EARLY STAGE $35M - Series B Nov 2018 Compare (2013, Virginia, $185M) Auto insurance comparison online provider Henry Engelhardt, Admiral Group $31.2M - Series B May 2019 Koho (2014, Vancouver, $40.2M) Mobile linked prepaid visa card Portag3 Ventures, Greyhound Capital $30M - Series B Jul 2017 AutoGravity (2015, Irvine, $80M) Marketplace for auto loans. $30M - Series B Apr 2018 Qapital (2012, New York City, $47.3M) Mobile app for micro savings Ny Teknik, Northzone $30M - Series B Apr 2019 Taxfix (2016, Berlin, $45M) App to file taxes Valar Ventures, Redalpine, Creandum EARLY STAGE $30M - Series A May 2019 GoBear (2014, Singapore, $80M) Comparison portal for financial products $29M - Series B Apr 2018 Clark (2015, Berlin, $45M) Mobile insurance platform to manage insurance Portag3 Ventures, White Star Capital, Coparion, Kulczyk Investments $28.8M - Series B Aug 2018 Moneylion (2013, New York City, $108M) Online unsecured personal loans and personal finance management Grupo SURA $28M - Series A Dec 2018 Mylo (2015, Kansas City, $28M) Insurance comparison platform Guggenheim Partners $28M - Series B Jun 2017 Fintonic (2011, Madrid, $49.4M) Personal financial management tool ING EARLY STAGE $25M - Series B Jul 2018 Tally App (2015, San Francisco, $42M) Credit Card management app Kleiner Perkins, Shasta Ventures, Cowboy Ventures, Sway Ventures $24.9M - Series B Jan 2019 Turtlemint (2015, Mumbai, $34.3M) Aggregator of insurance products Sequoia Capital, Blume Ventures, Nexus Venture Partners $24M - Series B Sep 2017 Linxo (2010, Aix-en-provence, $27.6M) Personal financial management app Credit Agricole, Credit Mutuel Arkea, MAIF $23.9M - Series B Sep 2017 Habito (2015, London, $35M) Online mortgage broker. Atomico, Ribbit Capital, Mosaic Ventures
  37. 37. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 201938 Note: Seed Stage (Seed, Angel), Early Stage (Series A, Series B), Late Stage (Series C+, PE) Consumer Finance > Investment Trends > Notable Investments in last 24 months Major funding rounds by Stage in Consumer Finance; Jun 2017-Jun 2019 Notable Investments in last 24 months (6/14) EARLY STAGE $23.5M - Series B Aug 2017 Stride Health (2013, San Francisco, $38.9M) Health insurance advisor FPrime Capital Partners, New Enterprise Associates, Portag3 Ventures, Venrock $23M - Series B Apr 2018 True Balance (2015, Gurgaon, $42M) Mobile app for checking mobile prepaid balance Naver, Shinhan Bank, T S Investment, LINE Ventures $22.6M - Series B Apr 2019 Bankin (2011, Paris, $31.5M) Mobile Money Manager App with Account Aggregation $20M - Series B Nov 2017 Fawry (2008, Cairo, $46M) Bill payment platform $20M - Series B Oct 2018 PayActiv (2012, San Jose, $33.6M) Financial Wellness application for organizations Generation Partners, Ziegler, Softbank China and India Holdings EARLY STAGE $20M - Series A Sep 2018 Slice Labs (2015, New York City, $40.3M) On-demand insurance platform for sharing economy The Co-operators, XL Innovate, Horizons Ventures, Munich Re, Sompo Japan Nipponkoa Insurance, Veronorte, JetBlue Technology Ventures $20M - Series A Feb 2019 Bud (2015, London, $22.5M) Platform for personal finance management HSBC Group, ANZ, Investec, 9yards Capital, Innocells, Lord Fink, Goldman Sachs $19M - Series A Aug 2018 EVEN Financial (2014, New York City, $25.3M) Supply side platform for marketplace lending GreatPoint Ventures, Canaan Partners, FPrime Capital Partners, Lerer Hippeau Ventures, Jacob Gibson, Jason Owen, Plug and Play Tech Center, Arab Angel, ValueStream Ventures, American Express, Goldman Sachs EARLY STAGE $18.6M - Series B Jul 2018 Moneybox (2015, London, $28.3M) Micro investment app Eight Roads Ventures, Oxford Capital, Samos Investments $18.4M - Series B May 2018 Trussle (2015, London, $25.9M) Authorized online mortgage advisory firm Goldman Sachs, BBVA, Propel Venture Partners, Finch Capital, Seedcamp $17M - Series A Sep 2018 Scratch (2015, San Francisco, $17M) Online platform to manage and pay off debts Ribbit Capital, Founders Fund, Nyca, Center for Financial Services Innovation, JPMorgan Chase & Co., Index Ventures $16M - Series B Oct 2018 Cover (2016, San Francisco, $27.1M) Mobile first insurance advisor Tribe Capital, Y Combinator, Social Capital, EXOR, Samsung Venture Investment
  38. 38. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 201939 Note: Seed Stage (Seed, Angel), Early Stage (Series A, Series B), Late Stage (Series C+, PE) Consumer Finance > Investment Trends > Notable Investments in last 24 months Major funding rounds by Stage in Consumer Finance; Jun 2017-Jun 2019 Notable Investments in last 24 months (7/14) EARLY STAGE $16M - Series B Oct 2018 Cover (2015, San Francisco, $27.1M) Mobile-based aggregator for insurance products. Tribe Capital, Y Combinator, Social Capital, EXOR, Samsung $15.2M - Series A Oct 2018 Lively (2016, San Francisco, $19.4M) Health savings account provider Costanoa Venture, Transmedia Capital, PJC, Y Combinator $15M - Series A Mar 2019 ZayZoon (2015, Calgary, $15M) Real-time payment disbursement solution Bluesky Equities, Prairie Merchant $13.4M - Series B May 2018 Octane Lending (2013, New York City, $48.5M) Unified loan application platform for Powersports. $13M - Series A Aug 2018 Taxfix (2016, Berlin, $45M) App to file taxes N26, Valar Ventures, Creandum, Redalpine EARLY STAGE $13M - Series A Jul 2017 Joany (2014, Los Angeles, $13M) AI based health insurance comparison platform Foundry Group, Techstars $12.5M - Series B Jun 2019 Sure (2013, San Diego, $23.1M) App for On-demand travel insurance Berkley $12.3M - Series A Oct 2017 Ensurem (2015, Largo, $14M) Insurance marketplace for life and health products $12.1M - Series A Mar 2019 Albert (2015, Los Angeles, $23.9M) Automated savings platform $11.6M - Series A Oct 2017 Slice Labs (2015, New York City, $40.3M) On-demand insurance platform for sharing economy XL Innovate, Horizons Ventures, Munich Re, Sompo Japan Nipponkoa Insurance, Plug and Play Tech Center, Tusk Ventures EARLY STAGE $11.4M - Series A Apr 2018 Instant (2015, Vancouver, $14.5M) Payroll solution TTV Capital, ITC Capital Partners, Kinetic Ventures, Real Ventures $11M - Series B Apr 2019 FinanZero (2015, Sao Paulo, $15.9M) Online broker for vehicle financing Atlant Fonder, Dunross, Vostok Emerging Finance $10M - Series B Apr 2018 Affordplan (2016, Delhi, $13.5M) Saving plans for medical treatment Lok Capital, Omidyar Network, Kalaari Capital, Prime Venture Partners $10M - Series B Oct 2017 souqalmal.com (2012, Dubai, $14.5M) Platform to compare Financial products in the Middle East UAE Exchange, GoCompare, Riyad TAQNIA Fund
  39. 39. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 201940 Note: Seed Stage (Seed, Angel), Early Stage (Series A, Series B), Late Stage (Series C+, PE) Consumer Finance > Investment Trends > Notable Investments in last 24 months Major funding rounds by Stage in Consumer Finance; Jun 2017-Jun 2019 Notable Investments in last 24 months (8/14) EARLY STAGE $10M - Series A Sep 2018 Cleo AI (2015, London, $15M) Artificial intelligence meets personal finance. Balderton Capital, LocalGlobe, Niklas Zennström, Taavet Hinrikus $9.7M - Series A Jan 2019 Farewill (2015, London, $10.3M) End of life planning Augmentum, Saatchinvest, dmg ventures, Taavet Hinrikus, Kindred Capital, VentureFounders, Tiny, Tracy Terrill, JamJar Investments $9.3M - Series B Oct 2017 RenewBuy (2014, Gurgaon, $14.7M) Online motor insurance comparison provider Amicus Capital $9M - Series B Feb 2018 DailyPay (2015, New York City, $16M) Provides employees access to pay after every active work hour Intercept Ventures, RPM Ventures, Inspiration Ventures, Frontier Venture Capital EARLY STAGE $8M - Series B Sep 2017 Koho (2014, Vancouver, $40.2M) Mobile linked prepaid visa card Portag3 Ventures $8M - Series B Jan 2019 yallacompare (2011, Dubai, $18M) Comparison platform for financial products Wamda Capital, STC Ventures, Argo Group $8M - Series A Jul 2017 Cover (2016, San Francisco, $27.1M) Mobile first insurance advisor Social Capital $8M - Series A Jul 2017 Cover (2015, San Francisco, $27.1M) Mobile-based aggregator for insurance products. Social Capital $8M - Series B Nov 2018 goHenry (2011, Lymington, $14.3M) A PFM platform for allowance management for children and parents EARLY STAGE $7.4M - Series A May 2019 Roger.AI (2016, San Francisco, $7.4M) Accounts payable automation solutions QED Investors, 9yards Capital, Silicon Valley Bank, Financial Venture Studio, BootstrapLabs $7.2M - Series B Apr 2019 Octane Lending (2013, New York City, $48.5M) Unified loan application platform for Powersports. $7M - Series A Jun 2017 Coru (2014, Mexico City, $11M) Aggregator of financial products QED Investors, Peter Thiel, Struck Capital, Nova Founders Capital, Seaya Ventures $7M - Series A Nov 2017 Matic Insurance (2014, Sherman Oaks, $7M) Home insurance quote provider Mr. Cooper, Nationwide, National General Insurance, Anthemis Group, ManchesterStory Group
  40. 40. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 201941 Note: Seed Stage (Seed, Angel), Early Stage (Series A, Series B), Late Stage (Series C+, PE) Consumer Finance > Investment Trends > Notable Investments in last 24 months Major funding rounds by Stage in Consumer Finance; Jun 2017-Jun 2019 Notable Investments in last 24 months (9/14) EARLY STAGE $6M - Series A Nov 2018 Turtlemint (2015, Mumbai, $34.3M) Aggregator of insurance products Sequoia Capital $5.7M - Series A Jan 2019 Dreams (2013, Stockholm, $7.5M) Savings app to help save for dreams AXA Investment Managers $5.3M - Series A Sep 2017 Lenda (2012, San Francisco, $11.3M) An alternate lending platform for refinancing mortgages. SF Capital Group, Rubicon Venture Capital, CreditEase $5M - Series A May 2018 Albert (2015, Los Angeles, $23.9M) Automated savings platform Portag3 Ventures, American Express Ventures, QED Investors EARLY STAGE $5M - Series A Jan 2018 SuperEd (2012, Melbourne, $5.8M) Solutions for retirement planning Mark Johnson $4.8M - Series A Sep 2017 Slice Labs (2015, New York City, $40.3M) On-demand insurance platform for sharing economy XL Innovate, Munich Re $4.8M - Series A Sep 2018 Canopy (2015, Singapore, $8.2M) Wealth management and data analytics platform Enterprise Singapore, Dymon Asia Ventures $4.5M - Series A May 2019 Plum (2016, London, $6.9M) Personal Savings assistant Venture Friends, EBRD $4.3M - Series A Nov 2018 Taxfyle (2015, Miami, $7.8M) On demand CPAs for tax filling Rokk3r Fuel, Ocean Azul Partners EARLY STAGE $4.3M - Series A Jun 2019 Splash Financial (2013, Cleveland, $4.3M) Refinancing solutions for students loans and financial education CMFG Ventures, Northwestern Mutual $4.3M - Series A Sep 2018 Ourly (2015, York, $7.7M) Money transfer tool for kids and parents $4.3M - Series A Sep 2017 Albert (2015, Los Angeles, $23.9M) Automated savings platform $4.1M - Series A Oct 2017 Coverfy (2016, Barcelona, $5.5M) Insurance management app K Fund, Seaya Ventures, SeedRocket 4Founders Capital, Bstartup Banco Sabadell $4M - Series A Sep 2017 Homebot (2015, Denver, $4M) Chatbot based home investment planner.
  41. 41. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 201942 Note: Seed Stage (Seed, Angel), Early Stage (Series A, Series B), Late Stage (Series C+, PE) Consumer Finance > Investment Trends > Notable Investments in last 24 months Major funding rounds by Stage in Consumer Finance; Jun 2017-Jun 2019 Notable Investments in last 24 months (10/14) EARLY STAGE $3.6M - Series A Apr 2018 FinanZero (2015, Sao Paulo, $15.9M) Online broker for vehicle financing Vostok Emerging Finance, Webrock Ventures, Zentro $3.4M - Series A Jan 2018 Ourly (2015, York, $7.7M) Money transfer tool for kids and parents $3.4M - Series A Apr 2019 CRED (2018, Bangalore, $33.4M) Rewards-based platform for credit card bill payments Ganesh Ventures, Kunal Shah, Amrish Rau, Whiteboard Capital, Vazquez Heritage Capital, Rainmatter Technology, Mukesh Bansal, Alan Mamedi, Sriharsha Majety, Haresh Chawla, Akshay Kothari $3.4M - Series A Dec 2017 Canopy (2015, Singapore, $8.2M) Wealth management and data analytics platform Credits Suisses Associates, LionRock Capital EARLY STAGE $3.3M - Series B Jun 2017 Easypolicy (2011, Noida, $6.1M) Online selling and comparison platform for insurance Unilazer Ventures $3.2M - Series A Sep 2018 Grandhood (2016, Copenhagen) Employer-enabled retirement planning solution Speedinvest, Sunstone, Seed Capital $3M - Series A May 2018 Jassby (2017, Waltham, $3M) Budget management app for families $3M - Series A Sep 2017 Moneylion (2013, New York City, $108M) Online unsecured personal loans and personal finance management $2.9M - Series A Apr 2018 Rubique (2014, Mumbai, $9.5M) Online marketplace for financial products Emery Capital, Kalaari Capital, BlackSoil, Jasper Capital, Recruit Strategic Partners EARLY STAGE $2.4M - Series A Feb 2018 Masii (2015, Bangkok, $2.4M) Aggregator platform of financial product rates. B Grimm, European Union $2.2M - Series A May 2019 Money Dashboard (2008, Edinburgh, $12.1M) Personal finance management application $1.7M - Series A Aug 2017 Money Dashboard (2008, Edinburgh, $12.1M) Personal finance management application $969k - Series B Oct 2017 Octane Lending (2013, New York City, $48.5M) Unified loan application platform for Powersports. $628k - Series A Sep 2017 goHenry (2011, Lymington, $14.3M) A PFM platform for allowance management for children and parents $461k - Series A Apr 2018 Rubique (2014, Mumbai, $9.5M) Online marketplace for financial products Kalaari Capital
  42. 42. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 201943 Note: Seed Stage (Seed, Angel), Early Stage (Series A, Series B), Late Stage (Series C+, PE) Consumer Finance > Investment Trends > Notable Investments in last 24 months Major funding rounds by Stage in Consumer Finance; Jun 2017-Jun 2019 Notable Investments in last 24 months (11/14) EARLY STAGE $48.1k - Series B Dec 2017 Octane Lending (2013, New York City, $48.5M) Unified loan application platform for Powersports. Series B May 2018 Easypolicy (2011, Noida, $6.1M) Online selling and comparison platform for insurance Unilazer Ventures Series A Sep 2018 Joany (2014, Los Angeles, $13M) AI based health insurance comparison platform Wavemaker Three-Sixty Health, Wavemaker Partners, Techstars, Birchmere Ventures, Foundry Group Series A Oct 2018 Jassby (2017, Waltham, $3M) Budget management app for families Blumberg Capital, Correlation Ventures, Moneta EARLY STAGE Series A Jan 2019 TheBank (2012, Hanoi) Financial products aggregator NCORE VENTURES, CyberAgent Capital SEED STAGE $30M - Seed Nov 2018 CRED (2018, Bangalore, $33.4M) Rewards-based platform for credit card bill payments Sequoia Capital, RTP Ventures, Ribbit Capital, Gemini, MVision, Amrish Rau, Future Shape, Credence Partners, Venture Highway, Rainmatter Technology, ReDefine Capital Partners, Valiant Capital Partners, SciFi, Jitendra Gupta, Mission Holdings, Whiteboard Capital, Haresh Chawla, Gokul Rajaram, Ganesh Ventures, Ajit Mittal, Akshay Kothari, Mukesh Bansal, Alan Mamedi, Sriram Krishnan, Nami Zarringhalam $30M - Seed Oct 2018 INDWealth (2018, Gurgaon, $30M) AI-based wealth management platform Steadview Capital $27M - Angel May 2018 Numbrs (1999, Zurich, $152M) App for money transfer and managing multiple bank accounts Marius Nacht
  43. 43. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 201944 Note: Seed Stage (Seed, Angel), Early Stage (Series A, Series B), Late Stage (Series C+, PE) Consumer Finance > Investment Trends > Notable Investments in last 24 months Major funding rounds by Stage in Consumer Finance; Jun 2017-Jun 2019 Notable Investments in last 24 months (12/14) SEED STAGE $7M - Seed Jun 2018 Planswell (2015, Toronto, $17.8M) Online platform for financial planning $6.8M - Seed Jan 2018 Planswell (2015, Toronto, $17.8M) Online platform for financial planning $5.5M - Seed May 2019 Pillar (2018, New York City, $5.5M) Loan management app Kleiner Perkins, Great Oaks Venture Capital, Rainfall Ventures, Financial Venture Studio, Noah Weiss, Zach Weinberg, Patrick Kavanagh, Day One Ventures, Adam Nash, Nat Turner, Misha Esipov, Nadia Asoyan, Kairos, Red Dog Capital $4.2M - Seed Sep 2017 Lively (2016, San Francisco, $19.4M) Health savings account provider Transmedia Capital, Streamlined Ventures, Y Combinator, SV Angel, PJC, Liquid 2 Ventures, Haystack Partners, Frederic Kerrest, Isaac Oates, Jeff Epstein, Paul Buchheit SEED STAGE $4M - Seed Jan 2019 Planswell (2015, Toronto, $17.8M) Online platform for financial planning $3.5M - Seed May 2018 Vault (2013, Austin, $5M) Student loan benefits platform Vestigo Ventures, CMFG Ventures, Prudential, Rubicon Venture Capital $3.3M - Angel May 2019 Urban Jungle (2016, London, $4.8M) Home contents insurance for renting and sharing economy Rob Devey, Simon Rogerson $3M - Seed May 2018 Flock (2015, London, $3.5M) Pay-as-you-fly insurance for drones Anthemis Group, Plug and Play Tech Center, Seed + Speed, Downing Ventures SEED STAGE $2.8M - Seed Mar 2019 AltoIRA (2016, Nashville, $4.4M) Wealth management platform Foundation Capital, Sequoia Capital, Amplify, Green D Ventures, Jake Gibson, First Check $2.6M - Seed Jul 2017 Cleo AI (2015, London, $15M) Artificial intelligence meets personal finance. Robin Klein, Jason Goodman, LocalGlobe $2.5M - Seed Jul 2017 Bind (2016, Minneapolis, $84.5M) On-Demand Health Insurance Lemhi Ventures
  44. 44. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 201945 Note: Seed Stage (Seed, Angel), Early Stage (Series A, Series B), Late Stage (Series C+, PE) Consumer Finance > Investment Trends > Notable Investments in last 24 months Major funding rounds by Stage in Consumer Finance; Jun 2017-Jun 2019 Notable Investments in last 24 months (13/14) SEED STAGE $2.1M - Seed Oct 2017 Bud (2015, London, $22.5M) Platform for personal finance management Investec, Innocells, Force Over Mass Capital, FP Investments, Banco Sabadell, Tao Tao, Nick Hedley, Alan Morgan, Sabrina Del Petre, Denis Reichman, Sue Colvin, Anthony DeNunzio, Catherine Cork, Campbell L Anthony, Lewis Tuff, Henry Johnson, Barry Walsh, Stuart Frith, Caroline Campbell, Edward Cooper $2M - Seed Sep 2017 Taxfix (2016, Berlin, $45M) App to file taxes Creandum, Redalpine $1.8M - Seed Sep 2018 Bloom Credit (2016, New York City, $3.9M) Offline credit score building assistance provider. Resolute Ventures, Kindred Ventures, Slow Ventures $1.8M - Seed Oct 2017 Bloom Credit (2016, New York City, $3.9M) Offline credit score building assistance provider. SEED STAGE $1.6M - Seed Jan 2019 TaxScouts (2017, London, $2M) Digital tax advisor for tax planning Speedinvest, Seedcamp, Finch Capital $1.6M - Seed Oct 2017 AltoIRA (2016, Nashville, $4.4M) Wealth management platform $1.3M - Seed Jan 2018 Urban Jungle (2016, London, $4.8M) Home contents insurance for renting and sharing economy Rob Devey, Bought By Many $1.2M - Seed Sep 2017 Plum (2016, London, $6.9M) Personal Savings assistant $788k - Angel Jun 2017 RenewBuy (2014, Gurgaon, $14.7M) Online motor insurance comparison provider Shailendra Ghorpade SEED STAGE $700k - Seed Jul 2017 Plum (2016, London, $6.9M) Personal Savings assistant $500k - Seed Jun 2017 Taxfyle (2015, Miami, $7.8M) On demand CPAs for tax filling $399k - Seed Jul 2018 TaxScouts (2017, London, $2M) Digital tax advisor for tax planning Angel Feb 2018 wefox (2014, Berlin, $158M) Insurance policy management platform Ashton Kutcher Angel Jan 2019 Even (2014, San Francisco, $50.5M) Pay me now and budget management app Aaron Levie
  45. 45. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 201946 Note: Seed Stage (Seed, Angel), Early Stage (Series A, Series B), Late Stage (Series C+, PE) Consumer Finance > Investment Trends > Notable Investments in last 24 months Major funding rounds by Stage in Consumer Finance; Jun 2017-Jun 2019 Notable Investments in last 24 months (14/14) SEED STAGE Angel May 2018 Cleo AI (2015, London, $15M) Artificial intelligence meets personal finance. Taavet Hinrikus Angel Dec 2017 Roger.AI (2016, San Francisco, $7.4M) Accounts payable automation solutions Morten Strunge Seed Dec 2017 Grandhood (2016, Copenhagen) Employer-enabled retirement planning solution Morten Nilsson, PreSeed Ventures
  46. 46. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 201947 Note: Seed Stage (Seed, Angel), Early Stage (Series A, Series B), Late Stage (Series C+, PE) Consumer Finance > Investment Trends > Notable Investments in last 24 months in China Major funding rounds by Stage in Consumer Finance; Jun 2017-Jun 2019 Notable Investments in last 24 months in China LATE STAGE $14B - Series C Jun 2018 Ant Financial (2004, Hangzhou, $30.5B) Internet finance company Khazanah Nasional Berhad, Warburg Pincus, Temasek, General Atlantic, T. Rowe Price, The Carlyle Group, Discovery Capital, Baillie Gifford, Silver Lake, Sequoia Capital, CPP Investment Board, BlackRock, GIC $1.3B - Series C Dec 2018 Lufax (2011, Shanghai, $3B) Online platform providing wealth management, credit-rating services and other institutional businesses UBS, Goldman Sachs Investment Partners, Qatar Investment Authority, All stars investment, JPMorgan Chase, UOB Bank, SBI Holdings, Hedosophia, Macquarie, LionRock Capital, Primavera Capital Group LATE STAGE $200M - Series C Sep 2017 Feidee (2010, Shenzhen, $215M) Consumer finance management solutions provider KKR $200M - Series C Oct 2017 Shenzhen Handy Technology (1998, Nanshan, $210M) Expense management tool Sequoia Capital, Source Code Capital, KKR, Finup Group $14M - Series C Mar 2019 17doubao (2015, Beijing, $25.7M) Healthcare insurance distributor and support services for corporates and individuals Bojang Capital Management, The wing capital $11.7M - Series C Jun 2018 17doubao (2015, Beijing, $25.7M) Healthcare insurance distributor and support services for corporates and individuals Future Capital EARLY STAGE $50M - Series B Jul 2017 CompareAsiaGroup (2013, Hong Kong, $96M) Leading Financial Comparison Group Alibaba Entrepreneurs Fund, SBI Holdings, Nova Founders Capital, Route 66 Ventures, ACE and Company, IFC, Goldman Sachs Investment Partners $50M - Series B Dec 2017 MoneyHero (2012, Hong Kong, $50M) Financial comparison site IFC, Alibaba Entrepreneurs Fund, Goldman Sachs $30.2M - Series B Nov 2017 Cheche365 (2014, Beijing, $46.5M) Car insurance distribution platform Shunwei Capital, CBC Capital $14.9M - Series B Mar 2019 EasyTransfer (2013, Beijing, $14.9M) Third party payment platform to pay college fees China Equity Group
  47. 47. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 Most Active Investors (VC, PE) by Stage in Consumer Finance; Last 5 years (Jun 2014-Jun 2019) Most Active VC & PE Investors 48 Note: Seed Stage (Seed, Angel), Early Stage (Series A, Series B), Late Stage (Series C+, PE) Consumer Finance > Investment Trends > Most Active VC & PE Investors SEED STAGE Sequoia Capital (6 Investments) Cleartax, CRED, Walnut 1 Seedcamp(5 Investments) Trussle, Cuvva, TaxScouts 2 LocalGlobe(4 Investments) Trussle, Cleo AI, Zego 3 Kapor Capital (4 Investments) HealthSherpa, Vault, EarnUp 4 Liquid 2 Ventures(4 Investments) Lively, Harness Wealth, Shopinbox 5 SV Angel (3 Investments) Lively, Gabi, Grove 6 First Round Capital (3 Investments) Health I.Q., Grove, Airbanq 7 East Ventures(3 Investments) Cermati, Eatsy, Seedly 8 LaunchCapital (3 Investments) Airfox, RateGravity, Inbox Health 9 Social Capital (3 Investments) Visor, Truebill, Penny 10 EARLY STAGE Portag3 Ventures(6 Investments) Clark, Koho, Stride Health 1 QED Investors (5 Investments) GuiaBolso, Albert, Knip 2 Ribbit Capital(5 Investments) Raisin, Digit, Habito 3 Anthemis Group (4 Investments) Qapital, Qover, Matic Insurance 4 Nova Founders Capital (4 Investments) Samlino.dk, TopCompare.be, CompareEurope 5 Index Ventures(3 Investments) Raisin, Scratch, Bonify 6 SAIF Partners(3 Investments) Cleartax, Coverfox, Walnut 7 Omidyar Network(3 Investments) GuiaBolso, Kin, Affordplan 8 DN Capital(3 Investments) Raisin, VouchedFor, Bonify 9 Social Capital (3 Investments) Cover, Cover, Jiko 10 LATE STAGE Temasek(3 Investments) Policybazaar, Billdesk, Flywire 1 Bain Capital Ventures(2 Investments) Acorns, Flywire 2 FJ Labs (2 Investments) Raisin, SmartAsset 3 DST Global (2 Investments) Earnin, Plastiq 4 Rakuten Capital (2 Investments) Acorns, Simplesurance 5 Transamerica Ventures(2 Investments) NextCapital, Coverfox 6 Kleiner Perkins Plastiq 7 Norwest Venture Partners PolicyGenius 8 Andreessen Horowitz Health I.Q. 9 Foundation Capital Health I.Q. 10
  48. 48. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 201949 Consumer Finance > Investment Trends > Most Active Ecosystem Investors Top Ecosystem Investors in Consumer Finance; Last 5 years (Jun 2014-Jun 2019) Most Active Ecosystem Investors INCUBATOR/ACCELERATOR Plug and Play Tech Center(36 Investments) Credit Sesame, Slice Labs, PayActiv 1 500 Startups(27 Investments) Credit Karma, Flywire, Kin 2 Startupbootcamp(27 Investments) Tikkr, MoneyFellows, CreditSeva 3 Techstars(18 Investments) Airfox, Self Lender, Joany 4 Y Combinator(16 Investments) Cleartax, Cover, Cover 5 MassChallenge(13 Investments) Flywire, Splitwise, RateGravity 6 Wayra(6 Investments) Squirrel, BenchBanking, Zave App 7 NXTP Labs(5 Investments) Moni, 123Seguro, Tutanda 8 Entrepreneur First(5 Investments) Trussle, Cleo AI, Multiply 9 H2 Ventures(5 Investments) LoanDolphin, Birch Finance, HashChing 10 OTHER NOTABLE INVESTORS Goldman Sachs(6 Investments) wefox, Trussle, EVEN Financial 1 IFC(5 Investments) Coverfox, GuiaBolso, ComparaOnline Chile 2 Kima Ventures(5 Investments) Squirrel, Assur Up, TacoTax 3 SBI Holdings(4 Investments) Money Forward, Samlino.dk, TopCompare.be 4 MetLife(3 Investments) EarnUp, Tekkredi, Frollo 5 Angel Investment Network(3 Investments) LoanGarage, Kiseguro, Where To Bank 6 PayPal(3 Investments) Acorns, Raisin, Cleartax 7 Stratim Capital(3 Investments) eHealth, EverQuote, ShareBuilder 8 Northwestern Mutual Future Ventures(3 Investments) Learnvest, Gabi, Rize 9 Salesforce(2 Investments) wefox, Moneytree 10 DEBT INVESTORS Silicon Valley Bank(7 Investments) NerdWallet, Even, Tally App 1 Kreos Capital(3 Investments) Smava, Savedo, Profile Pensions 2 TPG(2 Investments) Acorns, PolicyBoss 3 InnoVen Capital(2 Investments) FreeCharge, Coverfox 4 Trifecta Capital(2 Investments) OneAssist, Rubique 5 BlackRock Acorns 6 Idinvest Partners wefox 7 Ardian JeChange.fr 8 Macquarie Group Moneylion 9 Tikehau Capital Meilleurtaux 10
  49. 49. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 201950 Consumer Finance > Investment Trends > Investors in Unicorn club Investors in Unicorn Club (1/6)
  50. 50. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 201951 Consumer Finance > Investment Trends > Investors in Unicorn club Investors in Unicorn Club (2/6)
  51. 51. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 201952 Consumer Finance > Investment Trends > Investors in Unicorn club Investors in Unicorn Club (3/6)
  52. 52. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 201953 Consumer Finance > Investment Trends > Investors in Unicorn club Investors in Unicorn Club (4/6)
  53. 53. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 201954 Consumer Finance > Investment Trends > Investors in Unicorn club Investors in Unicorn Club (5/6)
  54. 54. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 201955 Consumer Finance > Investment Trends > Investors in Unicorn club Investors in Unicorn Club (6/6)
  55. 55. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 201956 Consumer Finance > Investment Trends > Unicorn Investors in the Sector Unicorn Investors in the Sector
  56. 56. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 Contents Feed Summary Investment Trend Market Details Exit Outlook Investors News Appendix 57 BlueBox Key Sub Sectors Detailed Sector Taxonomy Top Markets of Investment Activity Top Markets of Early Stage Investors Other Notable Markets Market Deep Dive
  57. 57. Some more Sector Reports you might want to check out Join 4000+ people taking sharper decisions with Tracxn InsurTech Apr 2019 Remittance Apr 2019
  58. 58. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 Marketmap: Consumer Finance 59 Consumer Finance > Market Details > BlueBox
  59. 59. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 Key Sub Sectors (1/2) 60 Key Sub Sectors in Consumer Finance Market Top Companies # Cos Tracked # Funded Total Funding Financial Product Aggregators Companies which offer comparative quotes on various consumer financial products LendingTree (1996, Charlotte, Public) Policybazaar (2008, Gurgaon, $318M) 1191 334 $3.7B Bill Management Online bill payment platforms FreeCharge (2010, Mumbai, Acquired) Flywire (2009, Boston, $137M) 383 69 $1.1B Savings Management Online savings tracker, consolidation platforms, advisory services provider Acorns (2012, Irvine, $287M) Affordplan (2016, Delhi, $13.5M) 266 101 $892M Expense Tracking Online platforms which help in personal and group expense monitoring, budgeting, and settlement Venmo (2009, New York City, Acquired) Yolt (2016, Amsterdam) 828 151 $867M Debt Management Online platforms which offer debt repayment and refinancing, debt settlement and negotiation, credit reporting and improvement services Credit Karma (2007, San Francisco, $370M) Clear Score (2014, London, Acquired) 150 57 $669M Tax Management Online tax management services provider Intuit (1983, Mountain View, Acquired) H&R Block (1955, Kansas City, Acquired) 152 34 $590M Wealth Management Companies which offer investment tools, automated advisory services and assist in financial planning Financial Engines (1996, Sunnyvale, Acquired) Emma (2017, London, $556k) 298 78 $420M Pay-Me-Now Companies offering consumers to collect their salary as per their convenience PayActiv (2012, San Jose, $33.6M) ZayZoon (2015, Calgary, $15M) 19 11 $332M Financial Literacy Companies which educate users on various financial management practices Investopedia (1999, Edmonton, Acquired) The Motley Fool (1993, Alexandria, $25M) 152 38 $79.1M Consumer Finance > Market Details > Key Sub Sectors
  60. 60. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 Key Sub Sectors (2/2) 61 Key Sub Sectors in Consumer Finance Market Top Companies # Cos Tracked # Funded Total Funding Fraud Protection Consumer fraud protection against unwanted charges and other financial exploitation BillGuard (2010, Tel Aviv, Acquired) OneAssist (2011, Mumbai, $32.5M) 10 7 $51.1M Consumer Finance > Market Details > Key Sub Sectors
  61. 61. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 Detailed Sector Taxonomy (1/10) 62 Consumer Finance > Market Details > Detailed Sector Taxonomy
  62. 62. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 Detailed Sector Taxonomy (2/10) 63 Consumer Finance > Market Details > Detailed Sector Taxonomy
  63. 63. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 Detailed Sector Taxonomy (3/10) 64 Consumer Finance > Market Details > Detailed Sector Taxonomy
  64. 64. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 Detailed Sector Taxonomy (4/10) 65 Consumer Finance > Market Details > Detailed Sector Taxonomy
  65. 65. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 Detailed Sector Taxonomy (5/10) 66 Consumer Finance > Market Details > Detailed Sector Taxonomy
  66. 66. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 Detailed Sector Taxonomy (6/10) 67 Consumer Finance > Market Details > Detailed Sector Taxonomy
  67. 67. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 Detailed Sector Taxonomy (7/10) 68 Consumer Finance > Market Details > Detailed Sector Taxonomy
  68. 68. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 Detailed Sector Taxonomy (8/10) 69 Consumer Finance > Market Details > Detailed Sector Taxonomy
  69. 69. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 Detailed Sector Taxonomy (9/10) 70 Consumer Finance > Market Details > Detailed Sector Taxonomy
  70. 70. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 Detailed Sector Taxonomy (10/10) 71 Consumer Finance > Market Details > Detailed Sector Taxonomy
  71. 71. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 Rank Market Last 2 Years $ Invested # Round Top Funded Company 1 (-) Financial Product Aggregators > Insurance > Horizontal Companies which offer comparative quotes on consumer products from multiple insurance domains (Companies covered 291 | Funded 75 | Total Funding $1.2B) $676M (+$486M) 33 (-7) Policybazaar (2008, Gurgaon, $318M) 2 (-) Expense Tracking > Personal > Automated > Account-Linked Automatic Expense Management platforms which connect with a user's bank account, credit cards etc. to collect expense reports (Companies covered 209 | Funded 75 | Total Funding $699M) $345M (+$178M) 31 (+5) Moneylion (2013, New York City, $108M) 3 (+12) Pay-Me-Now Companies offering consumers to collect their salary as per their convenience (Companies covered 19 | Funded 11 | Total Funding $332M) $262M (+$214M) 10 (+5) Earnin (2012, San Francisco, $190M) 4 (-1) Financial Product Aggregators > Horizontal Companies which offer comparative quotes on products from multiple financial domains (Companies covered 254 | Funded 76 | Total Funding $523M) $110M (-$34.4M) 22 (-11) GoBear (2014, Singapore, $80M) 5 (+8) Financial Product Aggregators > Insurance > Life & Health Companies which offer comparative quotes on consumer products from Life & Health insurers (Companies covered 88 | Funded 30 | Total Funding $355M) $146M (+$127M) 10 (+2) Health I.Q. (2012, Mountain View, $140M) 6 (+2) Tax Management > E-Filing Online tax return filing platforms (Companies covered 96 | Funded 23 | Total Funding $586M) $121M (+$94.8M) 10 (-1) Cleartax (2010, Bangalore, $65.4M) 7 (+2) Savings Management > Savings Platforms > Personal > Automated > Micro- Savings > Micro-Investments Micro-savings platforms which help in investing the amount saved (Companies covered 32 | Funded 9 | Total Funding $323M) $239M (+$201M) 7 (-1) Acorns (2012, Irvine, $287M) 72 Note: The numbers in the bracket represent the change in a 2 year period. Top Markets of Investment Activity (1/2) Top Markets by Funding in Consumer Finance in last 2 years (June 2017 - May 2019) Consumer Finance > Market Details > Top Markets of Investment Activity
  72. 72. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 201973 Top Markets of Investment Activity (2/2) Consumer Finance > Market Details > Top Markets of Investment Activity
  73. 73. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 Rank Market # Investments Key Investments 1 Pay-Me-Now Companies offering consumers to collect their salary as per their convenience (Companies created 19 | Funded 11 | Total Funding $332M ) 2 Even (2014, San Francisco, $50.5M) Earnin (2012, San Francisco, $190M) 2 Financial Product Aggregators > Insurance > Non Life & Health > Property & Casualty > Auto Companies which offer comparative quotes on consumer products from Auto insurers (Companies created 65 | Funded 15 | Total Funding $136M ) 1 Insurance Zebra (2012, Austin, $61.5M) 3 Debt Management > Debt Repayment > Automated Automated Debt Repayment platforms (Companies created 9 | Funded 5 | Total Funding $26.4M ) 1 Scratch (2015, San Francisco, $17M) 4 Financial Product Aggregators > Insurance > Horizontal Companies which offer comparative quotes on consumer products from multiple insurance domains (Companies created 291 | Funded 75 | Total Funding $1.2B ) 1 Turtlemint (2015, Mumbai, $34.3M) 5 Expense Tracking > Personal > Automated > Account-Linked Automatic Expense Management platforms which connect with a user's bank account, credit cards etc. to collect expense reports (Companies created 209 | Funded 75 | Total Funding $699M ) 1 Empower (2016, San Francisco, $4.5M) Note: Investors considered - Sequoia Capital, Accel Partners, Andreessen Horowitz, NEA, Greylock Partners, General Catalyst Partners, Benchmark Capital, KPCB, Khosla Ventures, Redpoint Ventures, Founders Fund, SV Angel, Index Ventures, Bessemer Venture Partners, Lightspeed Venture Partners, Venrock, Draper Fisher Jurvetson, Institutional Venture Partners, Intel Capital, Battery Ventures 74 Top Markets of Early Stage Investors Top Markets where Early Stage Investors are investing in last 2 years (June 2017 - May 2019) Consumer Finance > Market Details > Top Markets of Early Stage Investors
  74. 74. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 Rank Market Last 2 Years # of Comp Founded $ Invested # Round Top Funded Company 1 Savings Management > Savings Platforms > Personal > Manual > Goal-based Manual savings platforms for specific financial goals (Companies covered 43 | Funded 9 | Total Funding $337M) 14 $5.8M (+$5.8M) 3 (+3) Dreams (2013, Stockholm, $7.5M) 75 Other Notable Markets Other Notable Markets with high Entrepreneurial Activity in Consumer Finance in last 2 years (June 2017 - May 2019) Consumer Finance > Market Details > Other Notable Markets
  75. 75. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 Incubators 500 Startups (#3), Nordea Accelerator (#1) Seed Blumberg Capital (#1), Kima Ventures (#1) Series A/B Route 66 Ventures (#2), Mountain Partners (#2) Series C+ Transamerica Ventures (#1), Ribbit Capital (#1) Coverfox Jun - 2019 Acq by Paytm QuoteWizard Oct - 2018 Acq by LendingTree for $300M Kanetix.ca Aug - 2018 Acq by Ontario Teachers' Pension Plan Quilt Aug - 2018 Acq by Haven Life Facile May - 2018 Acq by EQT Ventures for $12.6B EasyInsure Jan - 2018 Acq by Totten Insurance Group Bimadirect Sep - 2017 Acq by Essel Finance $12.5M - Series B Sure (2013, San Diego, $23.1M) $7.2M - Series C Coverfox (2011, Mumbai, $49.3M) $152M - Series F Policybazaar (2008, Gurgaon, $318M) $125M - Series B wefox (2014, Berlin, $158M) $58M - Series D CoverHound (2010, San Francisco, $112M) $24.9M - Series B Turtlemint (2015, Mumbai, $34.3M) Jun 2019 Insurance start-up Sure nabs $12.5m Series B from WR Berkley, Intelligent Insurer Jun 2019 Insurtech startup SURE secures additional $12.5 million in Series B to make it possible for anyone to purchase on- demand insurance with a smartphone, TechStartups.com Jun 2019 Yolt: Signs partners and prepares for wider roll-out, FinTechInShorts Jun 2019 International Finance Corporation bets on insurance market, backs this startup, Financial Express Jun 2019 Delhi HC imposes Rs 10 lakh cost on Policybazaar for concealing facts to obtain interim order, Indiatimes May 2019 Yolt Partners with Simplesurance Insurance Platform, Financial IT May 2019 Overstappen.nl signs Contexta360 to provide advanced A.I and speech analytics, RealWire May 2019 Indonesia insurtech PasarPolis expansion to aim for Thailand and Vietnam, Verdict May 2019 GoCompare becomes first comparison website to join the Insurance Fraud Bureau, Fintech Finance May 2019 Head Of Commercial Appointed At Comparison Creator, Insider Media May 2019 Confused.com to provide car and home insurance to six million uSwitch and Money.co.uk customers, Finextra May 2019 India: PolicyBazaar bags $152m funding, led by SoftBank, Deal Street Asia Apr 2019 Policybazaar unveils cashless claim settlement of motor cover, The Hindu News 23 9 33 75 291 M&A/IPO Series C+ Series A+ Funded Companies Covered Funding Funnel Financial Product Aggregators > Insurance > Horizontal: Market Factsheet 76 Exits Most Active Investors Recent InvestmentsCompanies which offer comparative quotes on consumer products from multiple insurance domains Policybazaar (2008, Gurgaon, $318M) GoCompare (2006, Newport) Coverfox (2011, Mumbai, $49.3M) Slice Labs (2015, New York City, $40.3M) CoverHound (2010, San Francisco, $112M) Top Companies #1 Top Markets of Investment Activity Consumer Finance > Market Details > Market: Horizontal Companies Created 291 | Funded 75 | Total Funding $1.2B 0 20 40 $0k $200M $400M 2014 2015 2016 2017 2018 Predicted Funding YoY Funding Rounds Predicted Rounds YoY Funding and Rounds Market: Horizontal
  76. 76. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 201977 Financial Product Aggregators > Insurance > Horizontal: Top Companies Consumer Finance > Market Details > Market: Horizontal #1 Top Markets of Investment Activity Market: Horizontal (1/3) Analyst’s Pick Policybazaar (2008, Gurgaon, $318M) Leading online insurance aggregator in India Unicorn. Stage: Series F SoftBank Vision Fund, TrueNorth, True North Co and 19 Other Investors Compare (2013, Virginia, $185M) Auto insurance comparison online provider Minicorn. Stage: Series B Henry Engelhardt, Admiral Group wefox (2014, Berlin, $158M) Insurance policy management platform Soonicorn. Stage: Series B Mubadala, Horizons Ventures, Idinvest Partners and 11 Other Investors CoverHound (2010, San Francisco, $112M) Insurance marketplace for comparing and purchasing insurance plans Soonicorn. Stage: Series D Hiscox, Chubb, Aflac and 12 Other Investors Analyst’s Pick Simplesurance (2012, Berlin, $60M) Point of sale insurance solutions Minicorn. Stage: Series C ODDO BHF, TMHD, Allianz X and 16 Other Investors PolicyGenius (2014, New York City, $52M) Online insurance shopping Minicorn. Stage: Series C Norwest Venture Partners, Revolution, Karlin Ventures and 12 Other Investors Coverfox (2011, Mumbai, $49.3M) Insurance aggregator and selling platform Soonicorn. Stage: Acquired IFC, Aegon, Transamerica Ventures and 25 Other Investors Clark (2015, Berlin, $45M) Mobile insurance platform to manage insurance Minicorn. Stage: Series B Portag3 Ventures, White Star Capital, Coparion and 13 Other Investors Analyst’s Pick Slice Labs (2015, New York City, $40.3M) On-demand insurance platform for sharing economy Minicorn. Stage: Series A The Co-operators, XL Innovate, Horizons Ventures and 6 Other Investors Turtlemint (2015, Mumbai, $34.3M) Aggregator of insurance products Soonicorn. Stage: Series B Sequoia Capital, Blume Ventures, Nexus Venture Partners Mylo (2015, Kansas City, $28M) Insurance comparison platform Minicorn. Stage: Series A Guggenheim Partners Sure (2013, San Diego, $23.1M) App for On-demand travel insurance Minicorn. Stage: Series B Berkley, IA Capital Group, Menlo Ventures and 7 Other Investors
  77. 77. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 201978 Financial Product Aggregators > Insurance > Horizontal: Top Companies Consumer Finance > Market Details > Market: Horizontal #1 Top Markets of Investment Activity Market: Horizontal (2/3) Analyst’s Pick Knip (2013, Zurich, $18.3M) Insurance management and comparison platform Minicorn. Stage: Series B Route 66 Ventures, QED Investors, Redalpine and 3 Other Investors Gabi (2016, San Francisco, $12.1M) Continuous comparison platform for personal insurance products Editor's Pick. Stage: Series A Canvas Ventures, Correlation Ventures, A Capital Venture and 4 Other Investors Easypolicy (2011, Noida, $6.1M) Online selling and comparison platform for insurance Minicorn. Stage: Series B Unilazer Ventures, Gaurav Burman, Anil Jain and 2 Other Investors Coverfy (2016, Barcelona, $5.5M) Insurance management app Minicorn. Stage: Series A K Fund, Seaya Ventures, SeedRocket 4Founders Capital and 9 Other Investors Analyst’s Pick Quilt (2016, New York City, $3.3M) Insurance platform for life, personal stuff, pets. Minicorn. Stage: Acquired NextView Ventures, Eniac Ventures, Founder Collective and 7 Other Investors Cuvva (2014, London, $2.6M) Pay-as-you-go car insurance provider Minicorn. Stage: Seed LocalGlobe, Tekton Ventures, Techstars and 3 Other Investors Gramcover (2015, Noida, $1.2M) Insurance marketplace focused on rural areas Editor's Pick. Stage: Seed Omnivore Partners, Yogesh Ashok Patil Ask Arvi (2017, Mumbai, $296k) Personal insurance assistant platform Editor's Pick. Stage: Seed Policen Direkt Group, Sudhir Chiluveru, Mayank Chamadia and 4 Other Investors Analyst’s Pick GoCompare (2006, Newport) Price comparison website. Soonicorn. Stage: Acquired JPMorgan Facile (2009, Milano) Multi faceted comparison platform Minicorn. Stage: Acquired Hublio (2016, Dublin) Mobile based insurance platform Minicorn. Stage: Unfunded QuoteWizard (2006, Seattle) Insurance comparison marketplace for consumers Minicorn. Stage: Acquired SafeShare Global (2015, London) Insurance solution for sharing economy Minicorn. Stage: Unfunded CompareTheMarket (2006, Peterborough) Insurance comparison site Editor's Pick. Stage: Unfunded
  78. 78. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 201979 Financial Product Aggregators > Insurance > Horizontal: Top Companies Consumer Finance > Market Details > Market: Horizontal #1 Top Markets of Investment Activity Market: Horizontal (3/3) Analyst’s Pick Confused.com (2002, Cardiff) Comparison site for financial, utility, and insurance products Editor's Pick. Stage: Unfunded EasyInsure (2007, Windsor) Online insurance broker platform Editor's Pick. Stage: Acquired InsuredMine (2017, Plano) A cloud-based digital Insurance manager Editor's Pick. Stage: Unfunded InsurEye (2011, Toronto) Insurance Comparison and Reviews Editor's Pick. Stage: Unfunded PasarPolis (2015, Jakarta) Insurance comparison portal in Indonesia Editor's Pick. Stage: Series A Go-Jek, Traveloka, Tokopedia, East Ventures PolicyPal (2016, Singapore) Mobile first insurance distribution platform Editor's Pick. Stage: Seed 500 Startups, Startupbootcamp, Plug and Play Tech Center, Silicon Straits
  79. 79. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 Note: Overall Rating is a combination of Funding and Team rating, along with Execution, Size and Growth metrics 80 Financial Product Aggregators > Insurance > Horizontal: Leaderboard Consumer Finance > Market Details > Market: Horizontal #1 Top Markets of Investment Activity Better than Market Average Market: Horizontal Overall Rating Company Name Year Location Stage Funding ($M) Funding Rounds Team Rating Execution Quality Size Metrics 6M Growth Metrics App Rating App UI Web UI Social Followers Mobile Downloads Mobile Reviews News Mentions Mobile Reviews Social Followers Δ % Δ % 5.0 Coverfox 2011 Mumbai Acquired $49.3M 7 - 4 - - 2.1k 75k 637 22 191 43% 223 12% 4.7 Slice Labs 2015 New York City Series A $40.3M 5 - - - - 3.1k - - 21 - - 754 32% 4.7 Clark 2015 Berlin Series B $45M 4 - 3 - - 1.9k 750k 2.7k 4 331 15% 107 6% 4.7 PolicyGenius 2014 New York City Series C $52M 4 - - - - 3.2k - - 12 - - 508 20% 4.6 Policybazaar 2008 Gurgaon Series F $318M 7 5 - 4 5 117 - - 52 - - 31 36% 4.6 Turtlemint 2015 Mumbai Series B $34.3M 3 5 - - - 588 - - 4 - - 109 23% 4.3 Simplesuran ce 2012 Berlin Series C $60M 3 - - - 4 905 - - 5 - - 41 5% 4.2 Coverfy 2016 Barcelona Series A $5.5M 3 - 4 - - 869 300k 1.1k 1 179 21% - - 4.2 Cuvva 2014 London Seed $2.6M 3 3 3 - 4 2.7k 300k 573 4 159 38% 175 7% 4.1 wefox 2014 Berlin Series B $158M 4 - 4 - 4 - 300k 615 1 - - - - 4.1 Sure 2013 San Diego Series B $23.1M 3 - 4 3 4 491 75k 219 8 13 6% 18 4% 4.0 CoverHound 2010 San Francisco Series D $112M 8 - - - - 3.2k - - 13 - - -11 - 3.9 PolicyPal 2016 Singapore Seed - 2 - 4 - 4 740 30k 305 4 52 21% 39 6% 3.7 Knip 2013 Zurich Series B $18.3M 3 - 3 - - 2.8k 300k 1.9k 3 5 - -16 -1% 3.7 Brolly 2015 London Seed $1.4M 2 - - - - 2.8k - - 5 - - 36 1%
  80. 80. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Consumer Finance - Jun 2019 Incubators Techstars (#2), 500 Startups (#2) Seed RRE Ventures (#2), Bessemer Venture Partners (#1) Series A/B Sequoia Capital (#1), Kleiner Perkins (#1) Series C+ Ribbit Capital (#1), IFC (#1) Birch Finance Oct - 2018 Acq by EVEN Financial Seedly May - 2018 Acq by ShopBack Clarity Money Mar - 2018 Acq by Marcus for $100M Outbank Nov - 2017 Acq by Verivox Money Forward Sep - 2017 IPO'd on TYO Pocketbook Jun - 2016 Acq by zipMoney for $6M Sweep Apr - 2016 Acq by Affirm $3.5M - Seed Pixpay (2019, Paris, $3.5M) $2.2M - Series A Money Dashboard (2008, Edinburgh, $12.1M) $31.2M - Series B Koho (2014, Vancouver, $40.2M) $22.6M - Series B Bankin (2011, Paris, $31.5M) $21.4M - Series C Fintonic (2011, Madrid, $49.4M) $20M - Series A Bud (2015, London, $22.5M) Jun 2019 ETMoney rolls out a new feature for mutual fund SIPs, BestMediaInfo Jun 2019 Yolt: Signs partners and prepares for wider roll-out, FinTechInShorts Jun 2019 Prague-based fintech app Wallet has been licensed by the Czech National Bank, opening doors to other EU bank APIs under PSD2, EU-Startups Jun 2019 On The Heels Of $42 Million Raise, Koho Launches Premium Cashback Account, BetaKit Jun 2019 Raisin and Yolt announce partnership, FStech Jun 2019 Yolt users get access to Raisin deposit marketplace, Finextra Jun 2019 Yolt for Business API to support ING, Payvision & Funding Options, Fintech Finance May 2019 Revolut, Chip and Marcus by GS integrate with Money Dashboard, Banking Technology May 2019 Money Dashboard Announces New Partnership With AI- Powered Savings App Chip, Crowdfund Insider May 2019 Yolt Partners with Simplesurance Insurance Platform, Financial IT May 2019 Fintech crowdfund raises £2 million in 24 hours, Insider May 2019 Swiss financial app Numbrs forms strategic partnership with Allianz, Verdict May 2019 Deliveroo teams up with UK fintech Portify to launch new app for riders, iTWire Apr 2019 Bankin’ raises $22.6 million for its financial coach, TechCrunch Apr 2019 ET Money app gets UPI integration, Gadgets Now News 16 8 28 75 209 M&A/IPO Series C+ Series A+ Funded Companies Covered Funding Funnel Expense Tracking > Personal > Automated > Account-Linked: Market Factsheet 81 Exits Most Active Investors Recent InvestmentsAutomatic Expense Management platforms which connect with a user's bank account, credit cards etc. to collect expense reports Yolt (2016, Amsterdam) Bud (2015, London, $22.5M) Moneylion (2013, New York City, $108M) Money Dashboard (2008, Edinburgh, $12.1M) ETMoney (2006, Gurgaon) Top Companies #2 Top Markets of Investment Activity Consumer Finance > Market Details > Market: Account-Linked Companies Created 209 | Funded 75 | Total Funding $699M 0 10 20 30 $0k $100M $200M $300M 2014 2015 2016 2017 2018 Predicted Funding YoY Funding Rounds Predicted Rounds YoY Funding and Rounds Market: Account-Linked

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