SlideShare une entreprise Scribd logo
1  sur  148
Télécharger pour lire hors ligne
APRIL 2019
ROBO ADVISORS
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 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
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 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
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Note: Mega Companies includes IPO’d companies, Mega Acquisitions and Unicorn. Data is taken from Tracxn Platform as on April 22, 2019.
Robo Advisors Feed Summary
4
Robo Advisors > Feed Summary
Companies that provide automated, low-cost investment services to retail investors. Also includes companies that
provide technological solutions for automated investments to financial advisors.
• Inclusions: All companies that use automated
investment technology to provide full stack investment
automation or advisor assisted investments to retail
investors. Also includes companies providing software
solutions to financial advisors for automated
investments.
• Exclusions: All investment software that are not
automated are excluded from Robo Advisors.
• Excludes funding information of Chinese companies
Feed in Numbers
Overview
$2.8B
Funding
5
Mega
Companies
161397
FundedCovered on
Tracxn
1
Unicorns
14
Soonicorns
29
Minicorns
4
IPO’d Cos
62
Late Stage Cos
14
25
Acquisitions
43
DeadPooled
-
Acquihired
Series A+ Cos
Wealthfront
(2008, Palo Alto, $205M)
Acorns
(2012, Irvine, $287M)
Envestnet
(1999, Chicago)
Top Companies
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Investment Trend Summary
Summary of Funding Activity in Robo Advisors
5
$180M - Series E
Acorns (2012, Irvine, $287M)
$53.3M - Series B
MoneyFarm (2011, Milan, $81.7M)
$75M - Series E
Wealthfront (2008, Palo Alto, $205M)
$51.6M - Series C
WealthSimple (2014, Toronto, $131M)
$70M - Series E
Betterment(2008, New York City, $275M)
$50M - Series F
Personal Capital (2009, Redwood City, $264M)
$65M - Series E
Stash (2015, New York City, $180M)
$50M - Series E
SigFig (2011, San Francisco, $106M)
$57.9M - Series E
Nutmeg (2010, London, $159M)
$42M - Series C
Stash (2015, New York City, $180M)
Top Geos of InvestmentEntrepreneurial Activity Global Funding Trend
*YTD *YTD
Robo Advisors > Feed Summary > Investment Trend Summary
Seed Seedcamp (#2), Route 66 Ventures (#2), SV Angel (#2)
Series A/B Commerce Ventures (#2), QED Investors (#2), DCM Ventures (#1)
Series C+
Bain Capital Ventures (#1), Union Square Ventures (#1), Ribbit
Capital (#1)
Incubators Plug and Play Tech Center (#8), Y Combinator (#5), 500 Startups
(#5)
Other Notable
Investors
PayPal (#3), Schroders (#2), JPMorgan Chase & Co. (#2)
Debt Investors BlackRock (#2), Silicon Valley Bank (#1), TPG (#1)
Most Active InvestorsRecent Investments
65
123
82
22
4
2014 2015 2016 2017 2018 2019*
Y-o-Y # of Companies Founded 25 47 76 58 48 10
$2B
$430M
$147M
$103M
$88.4M
US
Europe
Canada
India
Japan
$ Funding
$414M
$294M $284M
$548M $495M
$514M
$1.2B
30
2014 2015 2016 2017 2018 2019*
$ Funding # Rounds
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Summary of exit outlook in Robo Advisors
Exit Outlook Summary
66
Most Active AcquirersTop Investors in Exits
Great Oaks Venture
Capital
1 FutureAdvisor (2010, San Francisco, $21.5M)
Kapor Capital 1 FutureAdvisor (2010, San Francisco, $21.5M)
Upfront Ventures 1 Envestnet (1999, Chicago)
Y Combinator 1 FutureAdvisor (2010, San Francisco, $21.5M)
Y Ventures 1 FutureAdvisor (2010, San Francisco, $21.5M)
Feb 2019 Bibit Acq by Stockbit
Sep 2018 Decimal Software Acq for $5M
Sep 2018 Moneyfront Acq by Niyogin Fintech for $1.7M
May 2018 Evervest Acq by Taaleri
Aug 2015 FutureAdvisor Acq by BlackRock for $150M
Dec 2012 AssetPlus Acq by Nautilus for $86.5M
Feb 2012 Tamarac Acq by Envestnet for $54M
Robo Advisors > Feed Summary > Exit Outlook Summary
Envestnet 2 Tamarac (Feb 2012, $54M), Upside (Feb 2015)
Goldman Sachs 1 Honest Dollar (May 2016)
BlackRock 1 FutureAdvisor (Aug 2015, $150M)
Invesco 1 Jemstep (Jan 2016)
Legg Mason 1 Financial Guard (Jul 2016)
Recent IPOs Top Acquisitions
Raiz Jun 2018
Online micro-investment platform
IPO MCap: -
Envestnet Jul 2010
Technology-enabled wealth management solu…
IPO MCap: $277M
Decimal Software Apr 1994
Robo advisory service for institutions
IPO MCap: -
EF Hutton
Flat Fee Stock trading platform
IPO MCap: -
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Marketmap: Robo Advisors
THEMATIC INVESTING
RETIREMENT PLANNING
RETIREMENT*
FULL SERVICE PLATFORMS
FULL STACK*
ADVISOR ASSISTED
WHITE LABEL PLATFORM PORTFOLIO MANAGEMENT
ENABLERS
THEMATIC INVESTING
MICRO INVESTING
MICRO-INVESTING
Overview
Companies 397
Funded 161 Series A+ 62
Funding $2.8B Last 2 yrs $1.7B
Most Active Investors
Seed Seedcamp (2)
Series A/B Commerce Ventures (2)
Series C+ Bain Capital Ventures (1)
Others PayPal (3)
Incubators Plug and Play Tech Center (8)
Top Cities
Bay Area 36 Cos $882M
New York City 30 Cos $644M
Feed in Numbers
Unicorns 1 Soonicorns 14
Minicorns 29 Editor Picks 77
Acquihired - Deadpooled 43
Top Companies
Envestnet (1999, Chicago)
Acorns (2012, Irvine, $287M)
Wealthfront (2008, Palo Alto, $205M)
Exits
IPOs 4 Envestnet, Raiz
Acquisitions 25 FutureAdvisor, AssetPlus
Top Acquirers Envestnet, Goldman Sachs
Robo Advisors > Feed Summary > BlueBox
* Upcoming Business Model
FACTSHEET
Funding data excludes Debt, Grants & Post-IPO rounds.
Excludes all details for Chinese companies.
7
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Key Sub Sectors in Robo Advisors Sector
Summary of Key Markets
8
Top Markets of Investment Activity
# Cos on
Platform
Last 2 Years
$ Invested # Round
Investment Platforms >
Full Stack Investment Platform 197 $471M 44
Investment Platforms >
Advisor Assisted Platforms 67 $300M 14
Investment Platforms > Full Stack
Investment Platform >
Micro-Investing
21 $366M 12
Enablers >
White Label Platform 56 $144M 18
Investment Platforms > Full Stack
Investment Platform > Retirement Planning
>
B2B
10 $71.7M 3
Sub Sectors
# Cos
Tracked
#
Funded
Total
Funding
Investment Platforms
Automated wealth management platforms for
investments in ETFs, mutual funds etc.
329 127 $2.6B
Enablers
Companies providing technologies to build robo-
advisory platforms or augment traditional...
68 34 $227M
Robo Advisors > Feed Summary > Summary of Key Markets
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
List of Notable Companies in Robo Advisors
Notable Companies in the Sector
9
Note: *(Founded Year, Location, Total Funding)
Robo Advisors > Feed Summary > Notable Companies in the Sector
Public
Envestnet
(1999, Chicago)*
Decimal Software
(2006, Sydney)
Raiz
(2015, Sydney)
EF Hutton
(1904, Dayton)
Acquired
FutureAdvisor
(2010, San Francisco, $21.5M)
Tracxn - Robo Advisors Startup Landscape
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
List of Notable Companies by Market in Robo Advisors
Notable Companies by Market (1/2)
11
Robo Advisors > Feed Summary > Notable Companies by Market
Investment Platforms
Full Stack Investment Platform
Acorns (2012, Irvine, $287M)
Micro saving investment app
Soonicorn. Stage: Series E
Comcast Ventures, NBCUniversal, Bain Capital
Ventures and 21 Other Investors
Betterment (2008, New York City, $275M)
Automated investment service
Soonicorn. Stage: Series E
Kinnevik, Menlo Ventures, Francisco Partners and
18 Other Investors
Wealthfront (2008, Palo Alto, $205M)
Automated investment service
Soonicorn. Stage: Series E
Tiger Global Management, Benchmark, DAG
Ventures and 10 Other Investors
Stash (2015, New York City, $180M)
Micro investment app.
Soonicorn. Stage: Series E
Breyer Capital, Union Square Ventures, Coatue and
4 Other Investors
Full Stack Investment Platform
Nutmeg (2010, London, $159M)
Automated investment management service
Soonicorn. Stage: Series E
Convoy, Goldman Sachs, Fubon Financial Holdings
and 12 Other Investors
Motif Investing (2010, San Mateo, $126M)
Thematic investment platform.
Soonicorn. Stage: Series E
Renren, Foundation Capital, Norwest Venture
Partners and 5 Other Investors
Ellevest (2014, New York City, $88.6M)
Women focused automated investment platform.
Soonicorn. Stage: Series B
Rethink Impact, Pivotal Ventures, PSP Partners and
19 Other Investors
Guideline (2015, San Francisco, $59M)
Automated 401K platform.
Soonicorn. Stage: Acquired
Tiger Global Management, Felicis Ventures, Propel
Venture Partners and 11 Other Investors
Full Stack Investment Platform
Scalable (2014, Munich, $46M)
Online automated wealth management.
Soonicorn. Stage: Series B
BlackRock, Tengelmann Ventures, HV Holtzbrinck
Ventures and 2 Other Investors
FutureAdvisor (2010, San Francisco, $21.5M)
Investment management for middle- and working-
class families
Stage: Acquired
Sequoia Capital, Y Combinator, Canvas Ventures
and 5 Other Investors
Raiz (2015, Sydney)
Online micro-investment platform
Minicorn. Stage: Public
EF Hutton (1904, Dayton)
Flat Fee Stock trading platform
Stage: Public
JPMorgan Chase & Co.
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
List of Notable Companies by Market in Robo Advisors
Notable Companies by Market (2/2)
12
Robo Advisors > Feed Summary > Notable Companies by Market
Investment Platforms
Advisor Assisted Platforms
Personal Capital (2009, Redwood City, $264M)
Technology-augmented human advice platform
Soonicorn. Stage: Series F
IGM Financial, Silicon Valley Bank, Crosslink Capital
and 10 Other Investors
WealthSimple (2014, Toronto, $131M)
Online investment manager.
Soonicorn. Stage: Series C
Power financial, David Ossip, Daniel Debow and 3
Other Investors
SigFig (2011, San Francisco, $106M)
Online investment advice
Soonicorn. Stage: Series E
General Atlantic, Bain Capital Ventures, DCM
Ventures and 8 Other Investors
MoneyFarm (2011, Milan, $81.7M)
Online investment platform
Soonicorn. Stage: Series B
Endeavor, Fondazione di Sardegna, United Ventures
and 5 Other Investors
Enablers
White Label Platform
Envestnet (1999, Chicago)
Technology-enabled wealth management solutions
provider.
Unicorn. Stage: Public
Upfront Ventures, LMS Capital, WP Global Partners
and 4 Other Investors
Decimal Software (2006, Sydney)
Robo advisory service for institutions
Editor's Pick. Stage: Acquired
IFM Investors, Albion Capital Partners
Portfolio Management
Vestmark (2001, Boston, $64.2M)
Wealth management technology platform for
broker-dealers and financial institutions
Soonicorn. Stage: Series C
Summit Partners, Hub Angels, Savano Capital
Partners and 5 Other Investors
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Recent News in Robo Advisors Sector
Recent News
13
Robo Advisors > Feed Summary > Recent News
Apr 2019
John Powers Appointed To Personal Capital's Team of Experts, PR
Newswire
Apr 2019
Eight Roads arm invests $4.5 million in wealth management startup
Kuvera, livemint.com
Apr 2019 Additiv Loses Digital Expert, finews.com
Apr 2019
Global X Announces Availability of Model Portfolios through
Envestnet, PR Newswire
Apr 2019
Marketing & Product Veteran Kira Wampler Joins Personal Capital
Board of Directors, PR Newswire
Apr 2019 Betterment for Advisors to Offer Dimensional Funds, PR Newswire
Apr 2019
New Envestnet Credit Exchange integrates lending solutions into
advisers' wealth management practices, Wealth Adviser
Apr 2019 Robocash enters the Islamic finance market, p2pfinancenews.co.uk
Apr 2019
Dubai-based robo-advisory platform turns to ‘halal’ investing
advice, Gulf News
Apr 2019
Envestnet | Tamarac® Provides Ongoing Platform Support and
Upgrade Options for PortfolioCenter® Users as Part of Acquisition,
PR Newswire
Mar 2019
Ellevest Raises $33 Million to Help Women Unleash Their Financial
Power, Business Wire
Mar 2019
Evati Rapidly Innovates as Customers Save and Invest Millions on
Its Platform, ePRNews
Key Recent News Key Recent News
Mar 2019
Acorn establishes KOL division to strengthen Chinese influencer
offerings, Marketing Interactive
Mar 2019 SigFig launches digital advice platform for banks, Finextra
Mar 2019
Nutmeg’s Martin Stead reveals international expansion to Asia is
“imminent” as crowdfunding looks to raise up to £10m, AltFi
Mar 2019
Philippines becomes biggest P2P lending market for Robo.cash,
p2pfinancenews.co.uk
Mar 2019
NiYO, Upwardly Launch Investment Solution for Financially
Underserved Segment, Dataquest
Mar 2019 Morrissey named CFO of SigFig, PE Hub
Mar 2019 Stash: Launches Stock-Back, FinTechInShorts
Mar 2019
FMH Collaborates With FindBob to Offer New Service for Agency
Partners, Newswire
Mar 2019
Wealthsimple And H&r Block Partner, Launching Tax Refund
Solution, BetaKit
Mar 2019
Envestnet to Acquire PIEtech®, Creator of MoneyGuide Financial
Planning Applications, Business Wire
Mar 2019
Techrules Develops New Microturbine that can Transform EV
Technology, tiresandparts.net
Mar 2019
Wealthsimple launches zero-commission trading app, Investment
Executive
Mar 2019
Investing app Stash raises $65M, launches banking and ‘stock-back’
rewards with Green Dot, TechCrunch
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Contents
Feed Summary
Investment Trends
Market Details
Exit Outlook
Investors
News
Appendix
14
Funding Trends
Median Deal Size and Trend
New Entrants in Funding Club
Distribution of companies by Funding Range
Funding Funnel of the Sector
Top Investments and Investors
Investors in Unicorn club
Some more Sector Reports you might want to check out
Join 4000+ people taking sharper decisions with Tracxn
InsurTech
Mar 2019
Smart Cars
Mar 2019
Electric Vehicles
Mar 2019
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Investments ($M) and number of rounds in Robo Advisors; 2012-2019
Global Funding Trends (1/2)
16
Note: Funding excludes Grant, Debt and Post IPO rounds. Excludes all details for Chinese companies
Robo Advisors > Investment Trends > Global Funding Trends
#Rounds
$Funding
3 Year CAGR
6 Year CAGR 1% # of Rounds57% $ Funding
28% # of Rounds
22% $ Funding
$414M
$35M
$102M
$294M $284M
$548M
$495M $514M
$1.2B
0
10
20
30
40
50
60
70
80
$0k
$200M
$400M
$600M
$800M
$1.B
$1.2B
$1.4B
2012 2013 2014 2015 2016 2017 2018 2019*
$ Funding Predicted $ Funding # Rounds Predicted # Rounds
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
4 8 16 28 46 28 18 3
7
4 4
15 19
24
24
2
2 5 4
11
6 6 5
2012 2013 2014 2015 2016 2017 2018 2019 YTD
Seed Early Stage Late Stage
11 10
Total # of Rounds
$1M $4M $14M $36M $44M $56M $15M $3M
$33M
$48M
$64M
$114M
$166M
$230M
$246M
$38M
$50M $216M $134M
$338M
$209M
$253M $374M
2012 2013 2014 2015 2016 2017 2018 2019 YTD
Seed Early Stage Late Stage
17
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 Robo Advisors; 2012-2019
Robo Advisors > Investment Trends > Global Funding Trends
10
11
28
30
24
14 117
$1.9M
$1.4M
$0.0M
$0.5M
$1.0M
$1.5M
$2.0M
$2.5M
0
20
40
60
80
100
120
140
2013 2014 2015 2016 2017 2018 2019 YTD Total
Entrants in Funding Club Avg. Ticket Size
$1.9M $1.1M $2.1M $1.8M $2.2M $0.8M - $1.4M
$407M
$70M
$248M
$147M
$378M $310M $393M
$1.2B
18
0
2
4
6
8
10
12
14
16
18
20
0
200000000
400000000
600000000
800000000
1E+09
1.2E+09
1.4E+09
2012 2013 2014 2015 2016 2017 2018 2019 YTD
$ Funding Predicted $ Funding # of Rounds Predicted # Rounds
Mega Rounds
- 3 6 4 10 8 9 6
$35M
$414M
Total $ Invested
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201918
Robo Advisors > Investment Trends > Funding Trends by Geography
Investments ($M) and number of rounds in Robo Advisors
Funding Trends by Geography
Funding Trends by Geography Top Cities of Funding
City $ Funding # Rounds
Bay Area 882M 62
New York City 644M 39
Irvine 287M 8
London 205M 21
Toronto 137M 8
Milan 81.7M 5
Boston 64.2M 13
Berlin 50M 9
Bangalore 48.7M 18
Munich 46M 3
Total Funding
158
67
13
45
10
12
2
8
# Rounds
$2B
$430M
$147M
$103M
$88.4M
$29.1M
$20.1M
$10.4M
US
Europe
Canada
India
Japan
SEA
Israel
Australia
Note: Excludes funding information of China companies
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201919
Trend of Average Deal Size ($M)
$0.4 $0.6
$1.0
$1.6 $1.2
$2.5
$0.9
2012 2013 2014 2015 2016 2017 2018
Robo Advisors > Investment Trends > Median Deal Size and Trend
Median and Average Deal Size in $M (per Stage) in Robo Advisors; 2012-2018
Median Deal Size and Trend
Note: Excludes funding information of Chinese companies. *Graph not to scale
Median Deal Size and Range
$7.1K* $19.3M
$100K $23.9M
$268K $53.3M
$2M $180M
$37.5M
$15M
$5M
$607K
Series C+
Series B
Series A
Seed
Stage
$6.8
$17.5 $16.0
$8.9 $10.4
$17.8
$28.3
$25.0
$43.2
$33.5 $33.8 $34.8
$50.6
$5.0
$6.6 $6.7
$8.2
$4.7 $5.4
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Note: 53 companies with undisclosed funding amount are not included
20
<$1M
$1-10M
$10-50M
$50-100M
$100M+
Funding Range
29
47
23
5
9
No. of Companies
Robo Advisors > Investment Trends > Distribution of companies by Funding Range
No. of companies by funding range in Robo Advisors; as of Apr 2019
Distribution of companies by Funding Range
$11M
$159M
$543M
$353M
$1.7B
$ Investment
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Stage No. of Companies
Funding
Funnel
100%
41%
16%
7%
4%
21
Note: Numbers in the brackets show the count of companies
Time to raise
next round
14
29
62
161
397
Series C+
Series B
Series A
Funded
Founded
Next
Round
100M+
Valuation
Exits
Acqui-
Hired
Dead
Pooled
Others
41% 5%
(19)
1%
(5)
- 11%
(43)
49%
(193)
39% 11%
(18)
2%
(4)
- 5%
(8)
57%
(91)
47% 24%
(15)
2%
(1)
- 2%
(1)
52%
(32)
48% 52%
(15)
3%
(1)
- - 52%
(15)
- 71%
(10)
- - - 43%
(6)
Robo Advisors > Investment Trends > Funding Funnel
Number of companies progressing to subsequent funding stages in Robo Advisors
Funding Funnel
14 Months
17 Months
16 Months
Investment backedBootstrapped
14
1
16
3
9
1
Soonicorns
Unicorns
Acquisitions
IPOs
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201922
Note: Seed Stage (Seed, Angel), Early Stage (Series A, Series B), Late Stage (Series C+, PE)
Robo Advisors > Investment Trends > Notable Investments in last 24 months
Major funding rounds by Stage in Robo Advisors; Apr 2017-Apr 2019
Notable Investments in last 24 months (1/4)
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
$75M - Series E Jan 2018
Wealthfront (2008, Palo Alto, $205M)
Automated investment service
Tiger Global Management, Benchmark, DAG
Ventures, Greylock Partners, Index Ventures, Ribbit
Capital, Social Capital, Spark Capital
$70M - Series E Sep 2017
Betterment (2008, New York City, $275M)
Automated investment service
Kinnevik, Menlo Ventures, Francisco Partners,
Bessemer Venture Partners
LATE STAGE
$65M - Series E Feb 2019
Stash (2015, New York City, $180M)
Micro investment app.
Breyer Capital, Union Square Ventures, Coatue,
Entree Capital, Goodwater Capital, Valar Ventures
$57.9M - Series E Jan 2019
Nutmeg (2010, London, $159M)
Automated investment management service
Convoy, Goldman Sachs
$51.6M - Series C Feb 2018
WealthSimple (2014, Toronto, $131M)
Online investment manager.
Power financial
$50M - Series F Feb 2019
Personal Capital (2009, Redwood City, $264M)
Technology-augmented human advice platform
IGM Financial
LATE STAGE
$50M - Series E Jun 2018
SigFig (2011, San Francisco, $106M)
Online investment advice
General Atlantic, Bain Capital Ventures, DCM
Ventures, Eaton Vance Management, Nyca, UBS,
Union Square Ventures, New York Life Ventures
$42M - Series C Jul 2017
Stash (2015, New York City, $180M)
Micro investment app.
Coatue, Breyer Capital, Goodwater Capital, Valar
Ventures
$38.8M - Series C Sep 2018
Liqid (2015, Berlin, $43.5M)
Digital wealth management platform.
Toscafund Asset Management, Project A, DvH
Ventures, HQ Trust
$37.5M - Series D Feb 2018
Stash (2015, New York City, $180M)
Micro investment app.
Union Square Ventures, Breyer Capital, Coatue,
Entree Capital, Goodwater Capital, Valar Ventures
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201923
Note: Seed Stage (Seed, Angel), Early Stage (Series A, Series B), Late Stage (Series C+, PE)
Robo Advisors > Investment Trends > Notable Investments in last 24 months
Major funding rounds by Stage in Robo Advisors; Apr 2017-Apr 2019
Notable Investments in last 24 months (2/4)
LATE STAGE
$37.1M - Series E Aug 2017
Personal Capital (2009, Redwood City, $264M)
Technology-augmented human advice platform
IGM Financial
$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
$21.4M - Series C Jan 2019
Scripbox (2012, Bangalore, $36M)
Web-based platform enabling investing in mutual
funds
Accel, Omidyar Network, Nippon Life Insurance,
BalaKrishna Adiga, H S Nagaraja
$11.7M - Series C Oct 2017
Vestmark (2001, Boston, $64.2M)
Wealth management technology platform for
broker-dealers and financial institutions
LATE STAGE
Series D Jan 2018
Acorns (2012, Irvine, $287M)
Micro saving investment app
The Rise Fund
EARLY STAGE
$53.3M - Series B May 2018
MoneyFarm (2011, Milan, $81.7M)
Online investment platform
Endeavor, Fondazione di Sardegna, United Ventures,
Cabot Square Capital, Allianz X
$37M - Series B May 2017
WealthSimple (2014, Toronto, $131M)
Online investment manager.
Power financial
$35M - Series B Dec 2018
Guideline (2015, San Francisco, $59M)
Automated 401K platform.
Tiger Global Management, Felicis Ventures, Propel
Venture Partners
$34.6M - Series B Aug 2017
Ellevest (2014, New York City, $88.6M)
Women focused automated investment platform.
Rethink Impact, Contour Venture Partners, Ulu
Ventures, Khosla Ventures, Morningstar, Salesforce,
CreditEase, Astia, PSP Partners
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201924
Note: Seed Stage (Seed, Angel), Early Stage (Series A, Series B), Late Stage (Series C+, PE)
Robo Advisors > Investment Trends > Notable Investments in last 24 months
Major funding rounds by Stage in Robo Advisors; Apr 2017-Apr 2019
Notable Investments in last 24 months (3/4)
EARLY STAGE
$33.6M - Series B Jun 2017
Scalable (2014, Munich, $46M)
Online automated wealth management.
BlackRock, Tengelmann Ventures, HV Holtzbrinck
Ventures
$33M - Series B Mar 2019
Ellevest (2014, New York City, $88.6M)
Women focused automated investment platform.
Rethink Impact, Pivotal Ventures, PSP Partners,
PayPal, Mastercard, Aspect Ventures, Astia, Eric
Schmidt, Ulu Ventures, Elaine Wynn, GingerBread
Capital, Valerie Jarrett, Khosla Ventures,
Morningstar, CreditEase
$30M - Series B Jan 2018
AdvisorEngine (Vanare) (2014, New York City,
$59.3M)
Wealth management platform for financial advisors
WisdomTree
EARLY STAGE
$21.7M - Series B Jan 2018
ForUsAll (2013, San Francisco, $35.2M)
Platform for managing 401(K) accounts
Ribbit Capital, Foundation Capital
$21.2M - Series B May 2017
Additiv (1998, Zurich, $21.2M)
Digital solution provider for FIs and banks
BZ Bank Aktiengesellschaft
$16.2M - Series B Jul 2018
M1 Finance (2015, Chicago, $25.2M)
Investment platform with algorithm-based
rebalancing
$15M - Series B Aug 2017
Guideline (2015, San Francisco, $59M)
Automated 401K platform.
Felicis Ventures, Aydin Senkut
$13.5M - Series B Feb 2018
WealthNavi (2015, Shibuya, $33.5M)
Mobile first, automated investment platform
Mizuho Bank, SMBC Venture Capital, DBJ Capital,
Sony Innovation Fund, Global Brain
EARLY STAGE
$12.3M - Series A May 2018
WeInvest (2015, Singapore, $12.3M)
Wealth management solution for financial
institutions
Schroders
$10.1M - Series A Aug 2018
United Income (2016, Washington D.C., $15.9M)
Investment Management platform for retirement
$10M - Series A Mar 2018
Trizic (2014, San Francisco, $19.1M)
Robo-Advisory solutions for investment advisors.
Sorenson Capital, FIS, Betsy Cohen, Freestyle Capital,
Broadhaven Capital Partners, PEAK6 Investments,
Commerce Ventures
$6.6M - Series A Mar 2018
WiseBanyan (2013, New York City, $6.9M)
Online financial adviser
$5.3M - Series A Mar 2018
StashAway (2016, Singapore, $8M)
Automated investment platform for goal savings
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201925
Note: Seed Stage (Seed, Angel), Early Stage (Series A, Series B), Late Stage (Series C+, PE)
Robo Advisors > Investment Trends > Notable Investments in last 24 months
Major funding rounds by Stage in Robo Advisors; Apr 2017-Apr 2019
Notable Investments in last 24 months (4/4)
EARLY STAGE
$5M - Series A Apr 2017
AdvisorEngine (Vanare) (2014, New York City,
$59.3M)
Wealth management platform for financial advisors
WisdomTree
$4.5M - Series A Apr 2019
Kuvera (2016, Bangalore, $5M)
Platform to invest in direct mutual funds
Eight Roads Ventures
$3M - Series A Jul 2018
Bambu (2016, Singapore, $3.4M)
B2B Robo advisors for financial firms and digital
brands
Franklin Templeton Investments, Octava, Mamoru
Taniya
$2.5M - Series A Jun 2017
Trizic (2014, San Francisco, $19.1M)
Robo-Advisory solutions for investment advisors.
PEAK6 Investments, Freestyle Capital, Broadhaven
Capital Partners, Commerce Ventures
EARLY STAGE
$2.2M - Series B May 2017
Stockspot (2013, Sydney, $5M)
Automated investment adviser and fund manager.
Alium Capital Management, H2 Ventures, Graham
Tuckwell
$2.2M - Series A May 2017
StashAway (2016, Singapore, $8M)
Automated investment platform for goal savings
Series A Aug 2017
Bambu (2016, Singapore, $3.4M)
B2B Robo advisors for financial firms and digital
brands
Franklin Templeton Investments, Wavemaker
Partners, Draper Venture Network
SEED STAGE
$250k - Angel Mar 2018
Kuvera (2016, Bangalore, $5M)
Platform to invest in direct mutual funds
Baskar Subramanian, Saket Kumar, Gaurav Suri,
Ankit Kesarwani
Angel Jun 2017
WeInvest (2015, Singapore, $12.3M)
Wealth management solution for financial
institutions
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201926
Note: Seed Stage (Seed, Angel), Early Stage (Series A, Series B), Late Stage (Series C+, PE)
Robo Advisors > Investment Trends > Notable Investments in last 24 months in China
Major funding rounds by Stage in Robo Advisors; Apr 2017-Apr 2019
Notable Investments in last 24 months in China
LATE STAGE
$25M - Series C Mar 2018
8 Securities (2011, Hong Kong, $46.5M)
Mobile first zero fee trading platform.
Nomura
EARLY STAGE
$6.2M - Series A Jan 2018
Licaimofang (2014, Beijing, $10.6M)
Mobile based robo advisory platform
Kaitai Capital, Guofa Venture Capital, Unity Ventures
Series A Feb 2019
Licaimofang (2014, Beijing, $10.6M)
Mobile based robo advisory platform
Unity Ventures, Jiuchuang Capital
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Most Active Investors (VC, PE) by Stage in Robo Advisors; Last 5 years (Apr 2014-Apr 2019)
Most Active VC & PE Investors
27
Note: Seed Stage (Seed, Angel), Early Stage (Series A, Series B), Late Stage (Series C+, PE)
Robo Advisors > Investment Trends > Most Active VC & PE Investors
SEED STAGE
Route 66 Ventures (2 Investments)
Vaamo, Hedgeable
1
SV Angel (2 Investments)
Captain401, Guideline
2
Seedcamp(2 Investments)
Vantik, WealthKernel
3
SixThirty
Investment POD
4
Operative Capital
Trizic
5
Venture Highway
Wealthy
6
Ferst Capital Partners
Mylo
7
Viriditas Ventures
Indexa Capital
8
Foundation Capital
ForUsAll
9
Valar Ventures
Stash
10
EARLY STAGE
Commerce Ventures(2 Investments)
Blooom, Trizic
1
QED Investors (2 Investments)
OpenInvest, Blooom
2
DCM Ventures
Folio
3
Khosla Ventures
Ellevest
4
SMBC Venture Capital
WealthNavi
5
Ulu Ventures
Ellevest
6
DBJ Capital
WealthNavi
7
Social Capital
ORO Wealth
8
Omidyar Network
Scripbox
9
Felicis Ventures
Guideline
10
LATE STAGE
Bain Capital Ventures
Acorns
1
Union Square Ventures
Stash
2
Ribbit Capital
Wealthfront
3
Nyca
Acorns
4
Greycroft Partners
Acorns
5
Francisco Partners
Betterment
6
Balderton Capital
Motif Investing
7
Rakuten Capital
Acorns
8
Spark Capital
Wealthfront
9
E.ventures
Acorns
10
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201928
Robo Advisors > Investment Trends > Most Active Ecosystem Investors
Top Ecosystem Investors in Robo Advisors; Last 5 years (Apr 2014-Apr 2019)
Most Active Ecosystem Investors
INCUBATOR/ACCELERATOR
Plug and Play Tech Center(8 Investments)
SmartFi, Vault, Responsive
1
Y Combinator(5 Investments)
Ajaib, Fintual, Piggy
2
500 Startups(5 Investments)
Sarwa, Finnomena, Cashboard
3
Startupbootcamp(4 Investments)
AIM, Zenith One, HiHedge
4
Fusion(3 Investments)
Bambu, Acebanker, Investivity
5
H2 Ventures(2 Investments)
SuperAlbert, Stockspot
6
Techstars(2 Investments)
Robin Hood, KapitalWise
7
Village Capital(2 Investments)
Fintual, WiseBanyan
8
GSF
ORO Wealth
9
ProSiebenSat.1 Accelerator
Cashboard
10
OTHER NOTABLE INVESTORS
PayPal(3 Investments)
Responsive, Ellevest, Acorns
1
Schroders(2 Investments)
WeInvest, Nutmeg
2
JPMorgan Chase & Co.(2 Investments)
EF Hutton, Motif Investing
3
Collector Bank(2 Investments)
Betterwealth, Fundment
4
Fintech Fusion(2 Investments)
Acebanker, Investivity
5
Morningstar
Ellevest
6
Power financial
WealthSimple
7
IGM Financial
Personal Capital
8
Goldman Sachs
Nutmeg
9
Coatue
Stash
10
DEBT INVESTORS
BlackRock(2 Investments)
Scalable, Acorns
1
Silicon Valley Bank
Personal Capital
2
TPG
Acorns
3
PMV
InvestSuite
4
SYSTEMIQ
OpenInvest
5
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201929
Robo Advisors > Investment Trends > Investors in Unicorn club
Investors in Unicorn Club (1/2)
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201930
Robo Advisors > Investment Trends > Investors in Unicorn club
Investors in Unicorn Club (2/2)
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201931
Robo Advisors > Investment Trends > Unicorn Investors in the Sector
Unicorn Investors in the Sector
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Contents
Feed Summary
Investment Trend
Market Details
Exit Outlook
Investors
News
Appendix
32
BlueBox
Key Sub Sectors
Detailed Sector Taxonomy
Top Markets of Investment Activity
Top Markets of Early Stage Investors
Other Notable Markets
Market Deep Dive
Some more Sector Reports you might want to check out
Join 4000+ people taking sharper decisions with Tracxn
InsurTech
Mar 2019
Consumer Finance
Mar 2019
Cryptocurrencies
Mar 2019
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Marketmap: Robo Advisors
34
Robo Advisors > Market Details > BlueBox
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Key Sub Sectors
35
Key Sub Sectors in Robo Advisors
Market Top Companies
# Cos
Tracked
#
Funded
Total
Funding
Investment Platforms
Automated wealth management platforms for investments in ETFs, mutual funds etc.
Guideline (2015, San Francisco, Acquired)
Acorns (2012, Irvine, $287M)
329 127 $2.6B
Enablers
Companies providing technologies to build robo-advisory platforms or augment traditional
advsiors.
Jemstep (2008, Los Altos, Acquired)
Vestmark (2001, Boston, $64.2M)
68 34 $227M
Robo Advisors > Market Details > Key Sub Sectors
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Detailed Sector Taxonomy (1/2)
36
Robo Advisors > Market Details > Detailed Sector Taxonomy
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Detailed Sector Taxonomy (2/2)
37
Robo Advisors > Market Details > Detailed Sector Taxonomy
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Rank Market
Last 2 Years
$ Invested # Round Top Funded Company
1
(-)
Investment Platforms > Full Stack Investment Platform
Fully automated investment platforms that function without human intervention
(Companies covered 197 | Funded 72 | Total Funding $1.1B)
$471M
(+$143M)
44
(-11)
Wealthfront
(2008, Palo Alto, $205M)
2
(-)
Investment Platforms > Advisor Assisted Platforms
Investment platform with optional or compulsory advisor assistance.
(Companies covered 67 | Funded 26 | Total Funding $684M)
$300M
(+$73.9M)
14
(-11)
MoneyFarm
(2011, Milan, $81.7M)
3
(-)
Investment Platforms > Full Stack Investment Platform > Micro-Investing
Platforms which invest spare change from daily expenses in diversified portfolio
(Companies covered 21 | Funded 8 | Total Funding $475M)
$366M
(+$294M)
12
(+4)
Acorns
(2012, Irvine, $287M)
4
(-)
Enablers > White Label Platform
Companies customizable robo-advisory platforms.
(Companies covered 56 | Funded 28 | Total Funding $162M)
$94.1M
(+$57.9M)
17
(+2)
AdvisorEngine (Vanare)
(2014, New York City, $59.3M)
5
(-)
Investment Platforms > Full Stack Investment Platform > Retirement Planning >
B2B
Investment platforms for retirement planning for businesses
(Companies covered 10 | Funded 7 | Total Funding $99.3M)
$71.7M
(+$47.9M)
3
(-6)
Guideline
(2015, San Francisco, Acquired)
38
Note: The numbers in the bracket represent the change in a 2 year period.
Top Markets of Investment Activity
Top Markets by Funding in Robo Advisors in last 2 years (April 2017 - March 2019)
Robo Advisors > Market Details > Top Markets of Investment Activity
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Incubators Y Combinator (#3), Startupbootcamp (#2)
Seed Route 66 Ventures (#2), PayPal (#1)
Series A/B Social Capital (#2), Bessemer Venture Partners (#1)
Series C+ Ribbit Capital (#1), Goldman Sachs (#1)
Bibit Feb - 2019
Acq by Stockbit
Vaamo Nov - 2018
Acq by MoneyFarm
Moneyfront Sep - 2018
Acq by Niyogin Fintech for $1.7M
Moola Jul - 2018
Acq by JLT
Evervest May - 2018
Acq by Taaleri
Wealthify Oct - 2017
Acq by Aviva
Pritle Mar - 2017
Acq by Binck
$4.5M - Series A
Kuvera (2016, Bangalore, $5M)
$33M - Series B
Ellevest (2014, New York City, $88.6M)
$57.9M - Series E
Nutmeg (2010, London, $159M)
$21.4M - Series C
Scripbox (2012, Bangalore, $36M)
$1M - Angel
CashRich (2016, Mumbai, $1.2M)
$7.8M - Series A
Wahed Invest (2015, New York City,
$19.8M)
Apr 2019
Betterment for Advisors to Offer Dimensional Funds, PR
Newswire
Mar 2019
Ellevest Raises $33 Million to Help Women Unleash Their
Financial Power, Business Wire
Mar 2019
Nutmeg’s Martin Stead reveals international expansion to
Asia is “imminent” as crowdfunding looks to raise up to
£10m, AltFi
Mar 2019
Piggy's smart switch product lets investors move from
regular to direct MFs seamlessly, Indiatimes
Mar 2019
Wealthify Reveals The £70k Reason Parents Should Start
Investing For Their Kids In A Junior Isa Today, Financial IT
Mar 2019 Robo-adviser Swanest unveils investment hub, Verdict
Mar 2019
In A Month, I've Invested RM5,500 In P2P Funding. Let's Just
Say, I'm Convinced., Vulcan Post
Mar 2019
Swanest Helps Investors Paint a Holistic Picture of their
Finances, Fintech Finance
Feb 2019
Indonesia’s trader platform Stockbit acquires mutual fund
app Bibit, Deal Street Asia
Feb 2019
Fount in S. Korea launches AI-based personal pension
products, Pulse
Jan 2019 Robo resistance: how IFAs can fight back, Financial Reporter
Jan 2019
Goldman Sachs backs UK-based robo adviser Nutmeg in
latest funding round, Reuters
Jan 2019
Orowealth acquires Wealth Trust; deal hints at further
consolidation, Business Standard
Jan 2019
Swanest Personalizes Robot Advisor By Using Algorithms
Rather Than Models, Forbes
News
10
8
28
72
197
M&A/IPO
Series C+
Series A+
Funded
Companies
Covered
Funding Funnel
Investment Platforms > Full Stack Investment Platform: Market Factsheet
39
Exits
Most Active Investors
Recent InvestmentsFully automated investment
platforms that function without
human intervention
Betterment
(2008, New York City, $275M)
Wealthfront
(2008, Palo Alto, $205M)
Nutmeg
(2010, London, $159M)
Ellevest
(2014, New York City, $88.6M)
Scalable
(2014, Munich, $46M)
Top Companies
#1 Top Markets of Investment Activity
Robo Advisors > Market Details > Market: Full Stack Investment Platform
Companies Created 197 | Funded 72 | Total Funding $1.1B
0
50
100
$0k
$200M
$400M
$600M
2014 2015 2016 2017 2018
Predicted Funding YoY Funding
Rounds Predicted Rounds
YoY Funding and Rounds
Market: Full Stack Investment Platform
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201940
Investment Platforms > Full Stack Investment Platform: Top Companies
Robo Advisors > Market Details > Market: Full Stack Investment Platform
#1 Top Markets of Investment Activity
Market: Full Stack Investment Platform (1/3)
Analyst’s Pick
Betterment (2008, New York City, $275M)
Automated investment service
Soonicorn. Stage: Series E
Kinnevik, Menlo Ventures, Francisco Partners and
18 Other Investors
Wealthfront (2008, Palo Alto, $205M)
Automated investment service
Soonicorn. Stage: Series E
Tiger Global Management, Benchmark, DAG
Ventures and 10 Other Investors
Nutmeg (2010, London, $159M)
Automated investment management service
Soonicorn. Stage: Series E
Convoy, Goldman Sachs, Fubon Financial Holdings
and 12 Other Investors
Ellevest (2014, New York City, $88.6M)
Women focused automated investment platform.
Soonicorn. Stage: Series B
Rethink Impact, Pivotal Ventures, PSP Partners and
19 Other Investors
Analyst’s Pick
Scalable (2014, Munich, $46M)
Online automated wealth management.
Soonicorn. Stage: Series B
BlackRock, Tengelmann Ventures, HV Holtzbrinck
Ventures and 2 Other Investors
Liqid (2015, Berlin, $43.5M)
Digital wealth management platform.
Minicorn. Stage: Series C
Toscafund Asset Management, Project A, DvH
Ventures and 3 Other Investors
Money Design (2013, Minato, $36.2M)
Automated investment platform.
Minicorn. Stage: Series C
Fenox Venture Capital, Recruit Group, Globis
Capital Partners and 10 Other Investors
Scripbox (2012, Bangalore, $36M)
Web-based platform enabling investing in mutual
funds
Minicorn. Stage: Series C
Accel, Omidyar Network, Nippon Life Insurance and
14 Other Investors
Analyst’s Pick
WealthNavi (2015, Shibuya, $33.5M)
Mobile first, automated investment platform
Minicorn. Stage: Series B
Mizuho Bank, SMBC Venture Capital, DBJ Capital
and 10 Other Investors
M1 Finance (2015, Chicago, $25.2M)
Investment platform with algorithm-based
rebalancing
Minicorn. Stage: Series B
Chicago Ventures
Wahed Invest (2015, New York City, $19.8M)
SHARI’AH compliant automated investment
advisor.
Editor's Pick. Stage: Series A
Cue Ball, BECO Capital, Khalid Al Jassim and 3 Other
Investors
Alkanza (2014, Redwood City, $9M)
Goal based automated financial advisor for
indiviual investors as well as for institutions
Minicorn. Stage: Series A
ALLVP, Veronorte, GSV Labs
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201941
Investment Platforms > Full Stack Investment Platform: Top Companies
Robo Advisors > Market Details > Market: Full Stack Investment Platform
#1 Top Markets of Investment Activity
Market: Full Stack Investment Platform (2/3)
Analyst’s Pick
StashAway (2016, Singapore, $8M)
Automated investment platform for goal savings
Minicorn. Stage: Series A
WiseBanyan (2013, New York City, $6.9M)
Online financial adviser
Minicorn. Stage: Series A
CFSI, InnoSpring Seed Fund, Upslope Ventures and
5 Other Investors
Nest Wealth (2014, Toronto, $6M)
Fully managed investment account.
Editor's Pick. Stage: Series A
National Bank of Canada, Metroland Media
Fisdom (2015, Bangalore, $5.5M)
Mobile first robo advisor
Editor's Pick. Stage: Series B
Saama Capital, Quona Capital, Robin Chandra and
12 Other Investors
Kuvera (2016, Bangalore, $5M)
Platform to invest in direct mutual funds
Minicorn. Stage: Series A
Eight Roads Ventures, Baskar Subramanian, Saket
Kumar and 2 Other Investors
Analyst’s Pick
Stockspot (2013, Sydney, $5M)
Automated investment adviser and fund manager.
Minicorn. Stage: Series B
Alium Capital Management, H2 Ventures, Graham
Tuckwell, Global Founders Capital
ORO Wealth (2015, Mumbai, $2.4M)
Platform to invest in direct mutual fund schemes
Editor's Pick. Stage: Series A
Powerhouse Ventures, B Dash Ventures, Money
Forward and 31 Other Investors
ModernAdvisor (2013, Vancouver, $2.2M)
Automated investment advisor.
Editor's Pick. Stage: Seed
Polly Port (2014, New York City, $2.1M)
Auto-managed investment account service.
Editor's Pick. Stage: Seed
WI Harper Group
Analyst’s Pick
Hedgeable (2009, New York City, $1.9M)
Online asset manager with focus on risk
managemnt
Editor's Pick. Stage: Seed
Route 66 Ventures, SixThirty, Plug and Play Tech
Center
Tavaga (2015, Mumbai, $154k)
Mobile and web based investment management
platform
Editor's Pick. Stage: Seed
Ashish Goenka, TracxnLabs, Abhishek Modi and 6
Other Investors
AssetBuilder (2006, Plano)
A financial advisory platform with ready portfolio
templates
Minicorn. Stage: Unfunded
Bharosa Club (2015, Delhi)
Robo Advisor for direct plans
Editor's Pick. Stage: Seed
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201942
Investment Platforms > Full Stack Investment Platform: Top Companies
Robo Advisors > Market Details > Market: Full Stack Investment Platform
#1 Top Markets of Investment Activity
Market: Full Stack Investment Platform (3/3)
Analyst’s Pick
Evervest (2015, Helsinki)
Online investment platform.
Editor's Pick. Stage: Acquired
VisionPlus Fund
eVestor (2015, Manchester)
Automated investment advice for personal savings.
Editor's Pick. Stage: Unfunded
Huygens (2011, New York City)
Risk focused robo advisor.
Editor's Pick. Stage: Unfunded
IndoInvesting (2017, Mumbai)
Roboadvisor platform
Editor's Pick. Stage: Funded
Kiraan Mehta
Miss Kaya (2016, Singapore)
Financial education and Robo-Advisor platform
focused on women.
Editor's Pick. Stage: Unfunded
Analyst’s Pick
Polaris Portfolios (2015, Wellesley)
Automated investment platform replicating
investment approach and styles long term
investors.
Editor's Pick. Stage: Unfunded
Quarterback Technologies (2015,
Yeongdeungpo)
Robo advisor for portfolio management
Editor's Pick. Stage: Unfunded
Robobanking (2016, Mumbai)
Robo-advisory platform allowing access to direct
mutual funds
Editor's Pick. Stage: Unfunded
Upraise Labs (2015, Delhi)
Robo-advisory to invest in direct plans
Editor's Pick. Stage: Unfunded
Werthstein (2016, Zurich)
Theme-based robo advisor
Editor's Pick. Stage: Unfunded
WorthFM (2015, Philadelphia)
Investment platform for women.
Editor's Pick. Stage: Unfunded
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Note: Overall Rating is a combination of Funding and Team rating, along with Execution, Size and Growth metrics
43
Investment Platforms > Full Stack Investment Platform: Leaderboard
Robo Advisors > Market Details > Market: Full Stack Investment Platform
#1 Top Markets of Investment Activity
Better than Market Average
Market: Full Stack Investment Platform
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 Wealthfront 2008 Palo Alto Series E $205M 6 - 5 - - 34.3k 75k 868 32 681 364% 943 3%
4.7 Nutmeg 2010 London Series E $159M 9 - 4 - - 20.8k 30k 287 18 176 159% 265 1%
4.6 Betterment 2008
New York
City
Series E $275M 8 - 4 - - 34k 300k 4k 33 125 3% 1.7k 5%
4.5 Ellevest 2014
New York
City
Series B $88.6M 5 - - - - 16.9k - - 6 - - 2.6k 18%
4.5 ORO Wealth 2015 Mumbai Series A $2.4M 5 5 4 - - 996 75k 201 3 167 491% 482 94%
4.4 Scripbox 2012 Bangalore Series C $36M 7 - 4 - 3 2.8k 750k 2.2k 8 776 57% 120 5%
4.4 Fisdom 2015 Bangalore Series B $5.5M 3 - 4 - - 802 750k 3.3k 9 394 14% 25 3%
4.3 WealthNavi 2015 Shibuya Series B $33.5M 5 - 4 - 3 4.6k 75k 276 2 152 123% 1.3k 38%
4.2 M1 Finance 2015 Chicago Series B $25.2M 2 - 5 3 3 1.8k 300k 2.3k 5 1.2k 109% 487 39%
4.1 Wealthify 2014 Cardiff Acquired $870k 2 - 4 - 3 16.7k 75k 365 7 197 117% 2.3k 16%
4.1 StashAway 2016 Singapore Series A $8M 3 5 5 - - 86 30k 158 8 85 116% - -
4.0 Liqid 2015 Berlin Series C $43.5M 4 5 - - 4 864 - - 4 - - 46 6%
3.9 Scalable 2014 Munich Series B $46M 3 - 4 - - - 30k 387 12 49 14% 93
-
100%
3.9 Kuvera 2016 Bangalore Series A $5M 2 - 4 - - - 75k 646 4 245 61% - -
3.7 Stockspot 2013 Sydney Series B $5M 2 - - - - 2.5k - - 1 - - 117 5%
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Incubators 500 Startups (#2), Y Combinator (#1)
Seed Sequoia Capital (#1), Credit Mutuel Arkea (#1)
Series A/B Foundation Capital (#1), DCM Ventures (#1)
Series C+ IGM Financial (#1), BlackRock (#1)
WealthBar Dec - 2018
Acq by CI Financial
Financial Guard Jul - 2016
Acq by Legg Mason
RhineVest May - 2016
Acquired
Wealth Wizards Aug - 2015
Acq by Liverpool Victoria
AssetPlus Dec - 2012
Acq by Nautilus for $86.5M
$50M - Series F
Personal Capital (2009, Redwood
City, $264M)
$2.1M - Seed
Ajaib (2018, Jakarta, $2.3M)
$150k - Seed
Ajaib (2018, Jakarta, $2.3M)
$1.3M - Seed
Sarwa (2016, Dubai, $1.5M)
$50M - Series E
SigFig (2011, San Francisco, $106M)
$53.3M - Series B
MoneyFarm (2011, Milan, $81.7M)
$658k - Seed
Upwardly (2016, Bangalore, $1.1M)
Angel
Clover (2014, Melbourne, $2M)
Apr 2019
John Powers Appointed To Personal Capital's Team of
Experts, PR Newswire
Apr 2019
Dubai-based robo-advisory platform turns to ‘halal’
investing advice, Gulf News
Mar 2019 SigFig launches digital advice platform for banks, Finextra
Mar 2019
NiYO, Upwardly Launch Investment Solution for Financially
Underserved Segment, Dataquest
Mar 2019 Morrissey named CFO of SigFig, PE Hub
Mar 2019
Wealthsimple And H&r Block Partner, Launching Tax Refund
Solution, BetaKit
Mar 2019
Wealthsimple launches zero-commission trading app,
Investment Executive
Feb 2019
Global Personal Finance Apps Market 2019 – Mint, Personal
Capital, GoodBudget, Spendee, Venmo, Wally, You Need a
Budget, Acorns, OfficeTime, Lincoln Trail Publishing
Feb 2019
Franklin Templeton, Actera eyeing Dubai-based Abraaj’s
Turkey funds, Gulf Business
Jan 2019
Indonesian startup Ajaib opens up investment opportunities
for millennials, KrASIA
Jan 2019 RBC InvestEase Opens the Market, CNW
Jan 2019
SigFig Robo Advisor Works With Individuals, Banks And
Advisors, Forbes
Jan 2019
Indonesia’s New Stock-trading App Gets Softbank Backing,
Tech in Asia
Dec 2018
Global Personal Finance App Market : Status and Forecast
2018-2025 ( Intuit, Personal Capital, Lampo Licensing ),
Digital Journal
News
5
5
10
26
67
M&A/IPO
Series C+
Series A+
Funded
Companies
Covered
Funding Funnel
Investment Platforms > Advisor Assisted Platforms: Market Factsheet
44
Exits
Most Active Investors
Recent InvestmentsInvestment platform with optional
or compulsory advisor assistance.
Personal Capital
(2009, Redwood City, $264M)
WealthSimple
(2014, Toronto, $131M)
SigFig
(2011, San Francisco, $106M)
MoneyFarm
(2011, Milan, $81.7M)
Top Companies
#2 Top Markets of Investment Activity
Robo Advisors > Market Details > Market: Advisor Assisted Platforms
Companies Created 67 | Funded 26 | Total Funding $684M
0
10
20
30
$0k
$200M
$400M
$600M
2014 2015 2016 2017 2018
Predicted Funding YoY Funding
Rounds Predicted Rounds
YoY Funding and Rounds
Market: Advisor Assisted Platforms
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201945
Investment Platforms > Advisor Assisted Platforms: Top Companies
Robo Advisors > Market Details > Market: Advisor Assisted Platforms
#2 Top Markets of Investment Activity
Market: Advisor Assisted Platforms
Analyst’s Pick
Personal Capital (2009, Redwood City, $264M)
Technology-augmented human advice platform
Soonicorn. Stage: Series F
IGM Financial, Silicon Valley Bank, Crosslink Capital
and 10 Other Investors
WealthSimple (2014, Toronto, $131M)
Online investment manager.
Soonicorn. Stage: Series C
Power financial, David Ossip, Daniel Debow and 3
Other Investors
SigFig (2011, San Francisco, $106M)
Online investment advice
Soonicorn. Stage: Series E
General Atlantic, Bain Capital Ventures, DCM
Ventures and 8 Other Investors
MoneyFarm (2011, Milan, $81.7M)
Online investment platform
Soonicorn. Stage: Series B
Endeavor, Fondazione di Sardegna, United Ventures
and 5 Other Investors
Analyst’s Pick
MyUniverse (2012, Mumbai, $27.5M)
Web & mobile based personal finance management
platform
Minicorn. Stage: Series B
IFC, Aditya Birla Nuvo
FundsIndia (2008, Chennai, $15.2M)
Online investment platform for mutual funds &
other financial products
Minicorn. Stage: Series C
Faering Capital, Foundation Capital, Inventus
Capital India
Yomoni (2014, Paris, $9.3M)
Online wealth management platform
Minicorn. Stage: Series A
Credit Mutuel Arkea, Financière de l'Echiquier
WealthBar (2012, Vancouver, $4.3M)
Online financial advisor
Minicorn. Stage: Acquired
Nicola Wealth, Full Stack
Analyst’s Pick
Indexa Capital (2015, Madrid, $2.2M)
Automated investment manager.
Minicorn. Stage: Seed
Viriditas Ventures, Perennius, Luis M. Viceira,
FIDES Capital Partners
Sarwa (2016, Dubai, $1.5M)
Automated investment platform
Editor's Pick. Stage: Seed
Shorooq Investments, Middle East Venture
Partners, 500 Startups and 3 Other Investors
ArthaYantra (2007, Hyderabad, $884k)
Web-based platform for personal finance planning
Editor's Pick. Stage: Seed
WFA Global, Kiran Kumar Vakkalanka
WealthApp (2016, Bangalore, $440k)
Investment advisory platform
Editor's Pick. Stage: Seed
Venk Krishnan, MJ Aravind, Jayant Davar,
NuVentures
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Note: Overall Rating is a combination of Funding and Team rating, along with Execution, Size and Growth metrics
46
Investment Platforms > Advisor Assisted Platforms: Leaderboard
Robo Advisors > Market Details > Market: Advisor Assisted Platforms
#2 Top Markets of Investment Activity
Better than Market Average
Market: Advisor Assisted Platforms
Overall
Rating
Company
Name
Year Location Stage
Funding
($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
Personal
Capital
2009
Redwood
City
Series F $264M 10 - 5 - - 18.2k 300k 8.6k 29 3.7k 74% 334 2%
4.8
WealthSimpl
e
2014 Toronto Series C $131M 5 - 4 - - 44.8k 308k 801 30 311 63% 1.5k 3%
4.3 FundsIndia 2008 Chennai Series C $15.2M 3 - 4 - - 21.5k 300k 7.1k 5 424 6% 371 2%
4.1 MoneyFarm 2011 Milan Series B $81.7M 5 - 4 - - - 30k 537 18 322 150% - -
3.9 SigFig 2011
San
Francisco
Series E $106M 4 - 4 - - - 300k 4.7k 11 75 2% - -
3.9 Yomoni 2014 Paris Series A $9.3M 2 - - - - 4k - - 2 - - 182 5%
3.9 Goalwise 2015 Delhi Seed $1M 1 - 5 - - 360 30k 257 2 78 44% 68 23%
3.8 5nance 2010 Mumbai Seed $5.2M 4 - 4 - - 2.9k 8k 54 2 - - 726 35%
3.7 Netwealth 2015 London Seed $22.4M 2 - - - 4 1.3k - - 6 - - 59 5%
3.7 WealthBar 2012 Vancouver Acquired $4.3M 1 - 4 - - 4.7k 3k 55 7 12 28% 60 1%
3.6
Indexa
Capital
2015 Madrid Seed $2.2M 2 - 3 - - 5.1k 3k 27 1 16 145% 729 17%
3.4 WealthApp 2016 Bangalore Seed $440k 1 5 4 - - 510 30k 98 1 10 11% 127 33%
3.3 Finnomena 2015 Bangkok Series A $3.2M 2 - 5 - 3 - 30k 137 4 50 57% - -
3.1 ArthaYantra 2007 Hyderabad Seed $884k 2 - - - - 1.3k - - - - - 346 39%
3.0 AssetPlus 2016 Chennai Acquired - - 4 5 4 4 - 301k 4.7k - 1.4k 41% - -
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Incubators
Seed Valar Ventures (#1), Goodwater Capital (#1)
Series A/B Breyer Capital (#1), DILA Capital (#1)
Series C+ Bain Capital Ventures (#1), Union Square Ventures (#1)
Raiz Jun - 2018
IPO'd on ASX
$65M - Series E
Stash (2015, New York City, $180M)
$180M - Series E
Acorns (2012, Irvine, $287M)
$550k - Seed
Evati (2017, Evanston, $1.3M)
$3.3M - Series A
Dvdendo (2015, Miami, $5M)
$37.5M - Series D
Stash (2015, New York City, $180M)
Series D
Acorns (2012, Irvine, $287M)
$1.6M - Seed
Mylo (2015, Montreal, $2.1M)
Seed
Dvdendo (2015, Miami, $5M)
$35M - Series D
Acorns (2012, Irvine, $287M)
$42M - Series C
Stash (2015, New York City, $180M)
$735k - Seed
Evati (2017, Evanston, $1.3M)
Mar 2019
Evati Rapidly Innovates as Customers Save and Invest
Millions on Its Platform, ePRNews
Mar 2019
Acorn establishes KOL division to strengthen Chinese
influencer offerings, Marketing Interactive
Mar 2019 Stash: Launches Stock-Back, FinTechInShorts
Mar 2019
Investing app Stash raises $65M, launches banking and
‘stock-back’ rewards with Green Dot, TechCrunch
Mar 2019
Australia-grown micro investment app Raiz Invest enters
Indonesia, E27
Jan 2019 STASH Rolls Out Suite Of New Features, PR Newswire
Jan 2019
Investing app Acorns nabbed $105 million in funding and
now has a higher valuation than robo giant Betterment,
Business Insider
Dec 2018 Acorn and Galliard buy South Bank sites, Property Week
Dec 2018 Everplus Invests in Gloe Brands & Bitmo, BevNET
Nov 2018
Global Drinking Fountains Market 2018-2025 Major Growth
By Key Players: Murdock, Maestro, Acorn, Elkay, Haws,
Moerdeng, Filtrine, Oasis, Jingchuhongyuan, Talk Daily News
Oct 2018
Raiz Invest partners Swiss Re to develop personalised
insurance products, Verdict
Oct 2018
Canadian Fintech Mylo Set to Launch Registered Accounts &
Socially Responsible Investing Through Premium Service
Mylo Advantage, Crowdfund Insider
Sep 2018 Raiz Invest launches facebook chatbot, Finextra
May 2018
BRIEF-Blackrock Inc - Announced A Partnership With
Acorns, Reuters
News
1
2
3
8
21
M&A/IPO
Series C+
Series A+
Funded
Companies
Covered
Funding Funnel
Investment Platforms > Full Stack Investment Platform > Micro-Investing: Market Factsheet
47
Exits
Most Active Investors
Recent InvestmentsPlatforms which invest spare
change from daily expenses in
diversified portfolio
Raiz
(2015, Sydney)
Acorns
(2012, Irvine, $287M)
Stash
(2015, New York City, $180M)
Dvdendo
(2015, Miami, $5M)
Mylo
(2015, Montreal, $2.1M)
Top Companies
#3 Top Markets of Investment Activity
Robo Advisors > Market Details > Market: Micro-Investing
Companies Created 21 | Funded 8 | Total Funding $475M
0
5
10
15
$0k
$50M
$100M
$150M
2014 2015 2016 2017 2018
Predicted Funding YoY Funding
Rounds Predicted Rounds
YoY Funding and Rounds
Market: Micro-Investing
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201948
Investment Platforms > Full Stack Investment Platform > Micro-Investing: Top Companies
Robo Advisors > Market Details > Market: Micro-Investing
#3 Top Markets of Investment Activity
Market: Micro-Investing
Analyst’s Pick
Acorns (2012, Irvine, $287M)
Micro saving investment app
Soonicorn. Stage: Series E
Comcast Ventures, NBCUniversal, Bain Capital
Ventures and 21 Other Investors
Stash (2015, New York City, $180M)
Micro investment app.
Soonicorn. Stage: Series E
Breyer Capital, Union Square Ventures, Coatue and
4 Other Investors
Evati (2017, Evanston, $1.3M)
Mobile app for micro investment
Editor's Pick. Stage: Seed
Raiz (2015, Sydney)
Online micro-investment platform
Minicorn. Stage: Public
SaveAbhi (2015, Gurgaon)
Micro savings app
Editor's Pick. Stage: Unfunded
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Note: Overall Rating is a combination of Funding and Team rating, along with Execution, Size and Growth metrics
49
Investment Platforms > Full Stack Investment Platform > Micro-Investing: Leaderboard
Robo Advisors > Market Details > Market: Micro-Investing
#3 Top Markets of Investment Activity
Better than Market Average
Market: Micro-Investing
Overall
Rating
Company
Name
Year Location Stage
Funding
($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 Stash 2015
New York
City
Series E $180M 7 - 4 - - 31.3k 3M 19.2k 17 8.1k 72% 4.8k 18%
5.0 Acorns 2012 Irvine Series E $287M 8 - 4 - - 58.6k 3M 60.2k 38 16.9k 39% 3.5k 6%
4.3 Mylo 2015 Montreal Seed $2.1M 2 - 4 - - 1.4k 300k 2.2k 7 880 69% 87 7%
3.4 Dvdendo 2015 Miami Series A $5M 4 - 4 - - - 300k 471 3 90 24% - -
3.2 Peaks 2016 Amsterdam Funded - - - 4 - - 382 75k 558 1 261 88% 95 33%
2.7 Raiz 2015 Sydney Public - - - 4 - 3 - 300k 4.4k 5 534 14% - -
2.4 Evati 2017 Evanston Seed $1.3M 2 5 - - 3 14 - - 2 - - - -
2.2 Sharesies 2016 Wellington Funded - - - - - 3 1.6k - - 2 - - 173 13%
1.5 SaveAbhi 2015 Gurgaon Unfunded - - - 5 - - 17 30k 106 2 - - - -
1.1 Clink 2015 Wilmington Unfunded - - - 4 - - - 300k 451 - - - - -
1.1 OwlHub 2014 Hamburg Unfunded - - - - - - 148 - - - - - 3 2%
1.1 Bibitnomic 2016 Jakarta Unfunded - - - - - 3 12 - - - - - 4 50%
1.1 Automata 2017 London Unfunded - - 5 - - 3 876 - - - - - - -
0.5 Rumman 2013 Beirut Unfunded - - 4 - - 3 14 - - - - - - -
0.5 FirstStep 2015 Melbourne Unfunded - - - - - - 422 - - - - - - -
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201950
#4 Top Markets of Investment Activity
Robo Advisors > Market Details > Market: White Label Platform
Companies Created 56 | Funded 28 | Total Funding $162M
Market: White Label Platform
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201951
Robo Advisors > Market Details > Market: White Label Platform
#4 Top Markets of Investment Activity
Market: White Label Platform
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201952
Robo Advisors > Market Details > Market: White Label Platform
#4 Top Markets of Investment Activity
Better than Market Average
Market: White Label Platform
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201953
#5 Top Markets of Investment Activity
Robo Advisors > Market Details > Market: B2B
Companies Created 10 | Funded 7 | Total Funding $99.3M
Market: B2B
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201954
Robo Advisors > Market Details > Market: B2B
#5 Top Markets of Investment Activity
Market: B2B
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201955
Robo Advisors > Market Details > Market: B2B
#5 Top Markets of Investment Activity
Better than Market Average
Market: B2B
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Public Companies
Contents
Feed Summary
Investment Trend
Market Details
Exit Outlook
Investors
News
Appendix
56
Notable Acquisitions
Top Acquirers
Some more Sector Reports you might want to check out
Join 4000+ people taking sharper decisions with Tracxn
InsurTech
Mar 2019
Smart Cars
Mar 2019
Electric Vehicles
Mar 2019
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Public companies
58
Performance indicators of public companies in Robo Advisors
IPO Date Company
IPO
Mcap
Exchange
Ticker
Jun 2018
Raiz (2015, Sydney)
Online micro-investment platform
ASX:RZI
Jul 2010
Envestnet (1999, Chicago)
Technology-enabled wealth management solutions provider.
$277M NYSE:ENV
Apr 1994
Decimal Software (2006, Sydney)
Robo advisory service for institutions
ASX:DSX
EF Hutton (1904, Dayton)
Flat Fee Stock trading platform
Robo Advisors > Exit Outlook > Public Companies
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Notable Acquisitions
59
Notable Acquisitions in Robo Advisors
Robo Advisors > Exit Outlook > Notable Acquisitions
2015
Acquirer: BlackRock Deal: $150M
FutureAdvisor (2010, San Francisco, $21.5M)
Investment management for middle- and working-
class families
Before 2008
Acquirer: InfoUSA
Guideline (2015, San Francisco, $59M)
Automated 401K platform.
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Most Active Acquirers
60
Robo Advisors > Exit Outlook > Most Active Acquirers
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Contents
Feed Summary
Investment Trend
Market Details
Exit Outlook
Investors
News
Appendix
61
Details on VC & PE Investors
Seed Stage
Early Stage
Late Stage
Details on Top Ecosystem Players
Some more Sector Reports you might want to check out
Join 4000+ people taking sharper decisions with Tracxn
InsurTech
Mar 2019
Consumer Finance
Mar 2019
Cryptocurrencies
Mar 2019
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201963
Note: Seed Stage (Seed, Angel), Early Stage (Series A, Series B), Late Stage (Series C+, PE)
Robo Advisors > Investors > Index of Most Active VC & PE Investors
Index of Top Investors (VC, PE) by Stage in Robo Advisors; Last 5 years (Apr 2014 - Mar 2019)
Index of Most Active VC & PE Investors
SEED STAGE
Route 66 Ventures (2 Investments)
SV Angel (2 Investments)
Seedcamp (2 Investments)
Foundation Capital
Valar Ventures
Goodwater Capital
Entree Capital
Sequoia Capital
Omidyar Network
SixThirty
HV Holtzbrinck Ventures
DvH Ventures
Operative Capital
New Enterprise Associates
Andreessen Horowitz
EARLY STAGE
Commerce Ventures (2 Investments)
QED Investors (2 Investments)
DCM Ventures
Social Capital
Omidyar Network
Ribbit Capital
Nyca
Breyer Capital
Khosla Ventures
Balderton Capital
SMBC Venture Capital
Rakuten Capital
Ulu Ventures
DBJ Capital
Alumni Ventures Group
LATE STAGE
Bain Capital Ventures
Union Square Ventures
Ribbit Capital
Nyca
Greycroft Partners
Balderton Capital
Rakuten Capital
Francisco Partners
New York Life Ventures
Spark Capital
Tiger Global Management
E.ventures
Globespan Capital Partners
Kinnevik
Sound Ventures
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Route 66 Ventures
64
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Route 66 Ventures
People
Investments
[Editor's Pick] Hedgeable (2009, New York City, $1.9M, Seed)
Online asset manager with focus on risk managemnt
Robo Advisors Notable Portfolio
[Soonicorn] CoverHound (2010, San Francisco, $112M, Series D)
Insurance marketplace for comparing and purchasing insurance plans
[Soonicorn] Tandem (2013, London, $75.7M, Series C)
Digital-only Bank
[Minicorn] Simplesurance (2012, Berlin, $60M, Series C)
Point of sale insurance solutions
[Minicorn] Moven (2011, New York City, $44.4M, Series B)
Neo Banking Service for United States
[Minicorn] DriveWealth (2012, Chatham, $30.8M, Series B)
Investment platform and brokerage API provider
[Minicorn] Payzer (2014, Charlotte, $19.9M, Series C)
Payment solution provider for businesses
[Minicorn] Knip (2013, Zurich, $15.7M, Series B)
Mobile insurance manager
[Minicorn] QuanTemplate (2011, Gibraltar, $13.4M, Series A)
Offers data driven decision making and compliance solution to
reinsurance market
[Minicorn] Clearmatics (2015, London, $12M, Series A)
Clearing and settlement technology for financial OTC markets
[Editor's Pick] Ripple (2012, San Francisco, $90.5M, Series B)
Open source payment protocol for cross border money transfer.
[Editor's Pick] Zebit (2011, San Diego, $22M, Series B)
Employer-enabled purchase financing provider
Other Notable Portfolio
Top Exits
Recent News on Fund & Portfolio
Ryan Katz
Founder & Founding
Partner
Geographical Spread Stage of Entry
Dec 2018
SEC slaps startups Wealthfront and Hedgeable with fines
for making false disclosures, TechCrunch
Nov 2018
Moneyfarm expands into Germany with acquisition of
digital wealth manager Vaamo, City A.M.
Apr 2018
Hong Kong fintech firm 8 Securities targets Japan’s
millennials with mobile investing apps, South China
Morning Post
Apr 2018
Stock trading startup 8 Securities goes bullish with $25m
funding, Tech in Asia
Apr 2018
Nomura’s investment banking unit acquires 8 Securities
Inc, PageOne.ng
Feb 2017
Asia-based 8 Securities launches robo-advisor app Chloe
in Japan, LeapRate
Jul 2016
N26 launches its investment product in Germany,
TechCrunch
Nov 2014
8 Securities Closes $8.7 million USD for Mobile Expansion
In Asia, Velocity Capital Private Equity
Dec 2012
TechCrunch Disrupt Beijing Finalist 8 Securities Raises
$3M, Set To Launch In Japan – TechCrunch, TechCrunch
Vaamo
(2013, Frankfurt Am Main,
$3.8M)
Acq by MoneyFarm - Nov 2018
3
2014 2015 2016 2017 2018 2019
Follow On New Investments
-
-
1
-
2
Undisclosed
Series C+
Series B
Series A
Seed1
1
1
-
-
Europe
US
China
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
SV Angel
65
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > SV Angel
People
Investments
[Minicorn] Captain401 (2015, San Francisco, $3.6M, Seed)
401K provider with automation tools.
Robo Advisors Notable Portfolio
[Unicorn] Instacart (2012, San Francisco, $2.8B, Series G)
Marketplace for same-day grocery delivery
[Unicorn] Snapchat (2011, Los Angeles, $2.6B, Public)
Multimedia messaging application
[Unicorn] Pinterest (2010, San Francisco, $1.5B, Series G)
Visual social bookmarking service
[Unicorn] Opendoor (2014, San Francisco, $1.3B, Series F)
Residential re-selling solution provider.
[Unicorn] Flexport (2013, San Francisco, $1.3B, Series E)
Online freight forwarder
[Unicorn] Zenefits (2013, San Francisco, $584M, Series C)
SaaS HR Platform for SMBs
[Unicorn] Coinbase (2012, San Francisco, $547M, Series E)
Digital currency exchange & wallet provider
[Unicorn] BuzzFeed (2008, New York City, $497M, Series F)
US-based social news provider
[Unicorn] Kabbage (2009, Atlanta, $491M, Series F)
Working capital financing for small businesses.
[Unicorn] TransferWise (2010, London, $397M, Series E)
International money transmitter based on currency swaps
[Unicorn] Credit Karma (2007, San Francisco, $370M, Series D)
Aggregator of various consumer financial products.
[Unicorn] Casper (2014, New York City, $340M, Series D)
Online direct-to-consumer mattress brand
Other Notable Portfolio
Top Exits
Recent News on Fund & Portfolio
Ron Conway
Founder & Co-
Managing Partner
Geographical Spread Stage of Entry
Dec 2018
U.S. Guideline raises $35 mln in venture capital funding
led by Tiger Global, investsize.com
Aug 2017
Guideline raises $15 million led by Felicis to make
401(k)s more widely available, mmotimes.com
Jul 2016
Retirement Industry Startup Guideline Raises $7M in
Series A Round |FinSMEs, FinSMEs
Feb 2016
Captain401, A Service For Spinning Up And Managing
401(k) Plans, Raises $3.5M, TechCrunch
Aug 2015 StrictlyVC: August 25, 2015, StrictlyVC
Aug 2015
TaskRabbit Co-Founder Launches A Slick New 401(k)
Platform – TechCrunch, TechCrunch
Aug 2015
Congratulations To The YC Summer 2015 Class, Y
Combinator
Jul 2015
YC-Backed Captain401 Wants To Make Creating A 401k
Easier For Businesses – TechCrunch, TechCrunch
Guideline
(2015, San Francisco, $59M)
Acq by InfoUSA - Jun 2007
1 1
2014 2015 2016 2017 2018 2019
Follow On New Investments
-
-
-
-
2
Undisclosed
Series C+
Series B
Series A
Seed2
-
-
-
-
US
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Foundation Capital
66
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Foundation Capital
People
Investments
[Soonicorn] Motif Investing (2010, San Mateo, $126M, Series E)
Thematic investment platform.
[Minicorn] ForUsAll (2013, San Francisco, $35.2M, Series B)
Platform for managing 401(K) accounts
[Minicorn] FundsIndia (2008, Chennai, $15.2M, Series C)
Online investment platform for mutual funds & other financial
products
Robo Advisors Notable Portfolio
[Unicorn] Fair (2016, Santa Monica, $500M, Series B)
Mobile app to lease cars
[Unicorn] Rappi (2015, Bogota, $464M, Series C)
On-demand delivery services for multi-vertical products
[Unicorn] Chegg (2005, Santa Clara, $208M, Public)
Provider of tutoring, internship, book rental and related services for
university students
[Unicorn] OnDeck (2007, New York City, $177M, Public)
Online platform for business loans.
[Unicorn] LendingHome (2013, San Francisco, $166M, Series C)
Alternative lending and investment platform for mortgages.
[Unicorn] Lending Club (2006, San Francisco, $162M, Public)
P2P online lending marketplace
[Soonicorn] Cohesity (2013, Santa Clara, $410M, Series D)
Hybrid secondary storage with insights and analytics
[Soonicorn] Graphcore (2016, Bristol, $312M, Series D)
Machine learning processor for accelerating AI processing
[Soonicorn] Rover (2011, Seattle, $310M, Series G)
Online Pet Sitting Marketplace
Other Notable Portfolio
Top Exits
Recent News on Fund & Portfolio
Bill Elmore
Co-Founder & General
Partner
Geographical Spread Stage of Entry
Apr 2019
Global X Announces Availability of Model Portfolios
through Envestnet, PR Newswire
Apr 2019
New Envestnet Credit Exchange integrates lending
solutions into advisers' wealth management practices,
Wealth Adviser
Mar 2019
Envestnet to Acquire PIEtech®, Creator of MoneyGuide
Financial Planning Applications, Business Wire
Feb 2019
Nationwide joins the Envestnet Insurance Exchange to
create more opportunities for RIAs, fee-based advisors
and the clients they serve, PR Newswire
Feb 2019
Envestnet Insurance Exchange Launches Platform With
Six Carriers, PR Newswire
Feb 2019
Envestnet | Tamarac Announces Agreement to Acquire
PortfolioCenter® from Schwab Performance
Technologies®, PR Newswire
Feb 2019
Envestnet Reports Fourth Quarter 2018 Financial Results,
Business Wire
Jan 2019
Envestnet and PIEtech Announce Partnership with
Apprise Labs, PR Newswire
Envestnet
(1999, Chicago)
IPO - Jul 2010
1 1 1 1
1
2014 2015 2016 2017 2018 2019
Follow On New Investments
1
-
1
1
1
Undisclosed
Series C+
Series B
Series A
Seed3
1
-
-
-
US
India
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Valar Ventures
67
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Valar Ventures
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Goodwater Capital
68
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Goodwater Capital
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Entree Capital
69
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Entree Capital
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Sequoia Capital
70
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Sequoia Capital
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Omidyar Network
71
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Omidyar Network
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
SixThirty
72
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > SixThirty
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
HV Holtzbrinck Ventures
73
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > HV Holtzbrinck Ventures
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Operative Capital
74
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Operative Capital
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
New Enterprise Associates
75
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > New Enterprise Associates
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Contents
Feed Summary
Investment Trend
Market Details
Exit Outlook
Investors
News
Appendix
76
Details on VC & PE Investors
Seed Stage
Early Stage
Late Stage
Details on Top Ecosystem Players
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Commerce Ventures
77
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Commerce Ventures
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
QED Investors
78
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > QED Investors
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
DCM Ventures
79
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > DCM Ventures
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Social Capital
80
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Social Capital
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Omidyar Network
81
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Omidyar Network
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Ribbit Capital
82
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Ribbit Capital
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Nyca
83
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Nyca
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Breyer Capital
84
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Breyer Capital
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Khosla Ventures
85
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Khosla Ventures
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Balderton Capital
86
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Balderton Capital
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Rakuten Capital
87
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Rakuten Capital
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Ulu Ventures
88
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Ulu Ventures
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Alumni Ventures Group
89
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Alumni Ventures Group
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Contents
Feed Summary
Investment Trend
Market Details
Exit Outlook
Investors
News
Appendix
90
Details on VC & PE Investors
Seed Stage
Early Stage
Late Stage
Details on Top Ecosystem Players
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Bain Capital Ventures
91
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Bain Capital Ventures
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Union Square Ventures
92
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Union Square Ventures
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Ribbit Capital
93
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Ribbit Capital
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Nyca
94
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Nyca
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Greycroft Partners
95
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Greycroft Partners
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Balderton Capital
96
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Balderton Capital
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Rakuten Capital
97
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Rakuten Capital
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Francisco Partners
98
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Francisco Partners
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
New York Life Ventures
99
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > New York Life Ventures
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Spark Capital
100
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Spark Capital
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Tiger Global Management
101
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Tiger Global Management
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
E.ventures
102
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > E.ventures
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Globespan Capital Partners
103
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Globespan Capital Partners
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Kinnevik
104
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Kinnevik
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Sound Ventures
105
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Sound Ventures
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Contents
Feed Summary
Investment Trend
Market Details
Exit Outlook
Investors
News
Appendix
106
Details on VC & PE Investors
Details on Top Ecosystem Players
Incubators
Other Notable Investors
Debt Investors
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019107
Robo Advisors > Investors > Index of Ecosystem Investors
Index of Top Ecosystem Investors in Robo Advisors; Q2 2014 - Q1 2019
Index of Ecosystem Investors
INCUBATOR
Plug and Play Tech Center (8 Investments)
Y Combinator (5 Investments)
500 Startups (5 Investments)
Startupbootcamp (4 Investments)
Fusion (3 Investments)
H2 Ventures (2 Investments)
Techstars (2 Investments)
Village Capital (2 Investments)
GSF
ProSiebenSat.1 Accelerator
Axilor Ventures
Incubate Fund
Global Insurance Accelerator
GingerBread Capital
Queen City FinTech
OTHER NOTABLE INVESTORS
PayPal (3 Investments)
Schroders (2 Investments)
JPMorgan Chase & Co. (2 Investments)
Collector Bank (2 Investments)
Fintech Fusion (2 Investments)
Morningstar
Power financial
IGM Financial
Goldman Sachs
Coatue
Astia
Broadhaven Capital Partners
WisdomTree
UBS
DNX Ventures
DEBT INVESTORS
BlackRock (2 Investments)
Silicon Valley Bank
TPG
PMV
SYSTEMIQ
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Plug and Play Tech Center
108
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Plug and Play Tech Center
People
Investments
[Minicorn] Bambu (2016, Singapore, $3.4M, Series A)
B2B Robo advisors for financial firms and digital brands
[Editor's Pick] Hedgeable (2009, New York City, $1.9M, Seed)
Online asset manager with focus on risk managemnt
Robo Advisors Notable Portfolio
[Unicorn] Dropbox (2007, San Francisco, $607M, Public)
Cloud-based file sharing and synchronization software
[Unicorn] Guardant Health (2012, Redwood City, $550M, Series
E)
Cancer detection, care and treatment through Digital Sequencing
Technology
[Unicorn] N26 (2013, Berlin, $515M, Series D)
Mobile-first bank for retail customers.
[Unicorn] UiPath (2005, Bucharest, $448M, Series C)
Robotic process automation software
[Unicorn] Sprinklr (2008, New York City, $239M, Series F)
Social Media Presence Management Platform
[Unicorn] PayPal (1998, San Jose, $225M, Public)
Internet payment services provider
[Unicorn] Lending Club (2006, San Francisco, $162M, Public)
P2P online lending marketplace
[Soonicorn] Planet Labs (2010, San Francisco, $351M, Series D)
Microsatellites to maps the earth to provide universal access to
information
[Soonicorn] Pony.ai (2016, San Francisco, $264M, Series A)
Developing autonomous driving technology platform
[Soonicorn] DataRobot (2012, Boston, $225M, Series D)
Automated machine learning platform for data science applications
Other Notable Portfolio
Top Exits
Recent News on Fund & Portfolio
Saeed Amidi
Founder & CEO
Jojo Flores
Co-Founder & VP
Geographical Spread Stage of Entry
Jan 2019
Cinedigm Announces Content Licensing Deal for OTT
Streaming Channel BAMBU With Key Partner China Lion
for Over 40 Popular Films, GlobeNewswire
Dec 2018
Global Employee Advocacy Software Market Emerging
Evolution, Advancement, Industry Trends and Forecast
2016- 2023 : DrumUp, Hootsuite, Bambu, GaggleAMP,
Influitive, Every, Digital Journal
Dec 2018
SEC slaps startups Wealthfront and Hedgeable with fines
for making false disclosures, TechCrunch
Nov 2018
Bambu and OUTvest win FinovateAfrica’s Best of Show
awards, Banking Technology
Sep 2018
Responsive raises $1.1 million to help wealth managers
predict client behaviour, BetaKit
Jul 2018
Singapore-based robo-advisor, Bambu, secures $3m
‘Series A’ funding to accelerate expansion, Businessamlive
Jun 2018
Financial digital advisory startup nets $10m to set up
office in Singapore, Tech in Asia
May 2018
Wealth management firm takes the mobile revolution to
the next step, The Globe and Mail
Vault
(2015, Portland)
Acq by Acorns - Nov 2017
1 1
2014 2015 2016 2017 2018 2019
Follow On New Investments
6
-
-
-
2
Undisclosed
Series C+
Series B
Series A
Seed5
2
1
-
-
US
Canada
SEA
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Y Combinator
109
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Y Combinator
People
Investments
[Minicorn] Captain401 (2015, San Francisco, $3.6M, Seed)
401K provider with automation tools.
Robo Advisors Notable Portfolio
[Unicorn] Airbnb (2008, San Francisco, $3.4B, Series F)
Marketplace for vacation rental accommodations
[Unicorn] Instacart (2012, San Francisco, $2.8B, Series G)
Marketplace for same-day grocery delivery
[Unicorn] DoorDash (2013, Palo Alto, $1.4B, Series F)
On-demand food delivery marketplace
[Unicorn] Flexport (2013, San Francisco, $1.3B, Series E)
Online freight forwarder
[Unicorn] Dropbox (2007, San Francisco, $607M, Public)
Cloud-based file sharing and synchronization software
[Unicorn] Zenefits (2013, San Francisco, $584M, Series C)
SaaS HR Platform for SMBs
[Unicorn] Coinbase (2012, San Francisco, $547M, Series E)
Digital currency exchange & wallet provider
[Unicorn] Rappi (2015, Bogota, $464M, Series C)
On-demand delivery services for multi-vertical products
[Unicorn] Ginkgo Bioworks (2008, Boston, $429M, Series D)
Designs microbes to produce cultured ingredients
[Unicorn] Gusto (2011, San Francisco, $316M, Series C)
Cloud-based HRMS and payroll management solution
[Unicorn] Docker (2008, San Francisco, $273M, Series E)
LXC based OS-level virtualization technology and PaaS
[Unicorn] MZ (Machine Zone) (2008, Palo Alto, $263M, Series B)
Mobile game developer
Other Notable Portfolio
Top Exits
Recent News on Fund & Portfolio
Trevor
Blackwell
Co-Founder
Paul Graham
Co-Founder
Robert Morris
Co-Founder
Jessica
Livingston
Co-Founder & Partner
Geographical Spread Stage of Entry
Mar 2019
Piggy's smart switch product lets investors move from
regular to direct MFs seamlessly, Indiatimes
Jan 2019
Indonesian startup Ajaib opens up investment
opportunities for millennials, KrASIA
Jan 2019
Indonesia’s New Stock-trading App Gets Softbank
Backing, Tech in Asia
Oct 2018
OpenInvest Launches "Divest From Dark Money"
Investing Category, PR Newswire
Oct 2018
OpenInvest Bolsters Executive Leadership With New Key
Hires, My Social Good News
Aug 2018
Tech in Asia - Connecting Asia's startup ecosystem, Tech
in Asia
Jul 2018
OpenInvest Secures $10.4M In Series A Round, Led By
QED Investors, PR Newswire
Dec 2017
In Latin America, VilCap backs fintech startups Mutuo
Financiera and Fintual, impactalpha.com
Oct 2017
OpenInvest Launches Personalized Investment App With
First-Ever Mobile Proxy Voting, PR Newswire
Aug 2017
Piggy looks to build a simple app for first-time investors
in India – TechCrunch, TechCrunch
FutureAdvisor
(2010, San Francisco, $21.5M)
Acq by BlackRock - Aug 2015
1 1 1
2
1
2
2014 2015 2016 2017 2018 2019
Follow On New Investments
-
-
-
-
7
Undisclosed
Series C+
Series B
Series A
Seed4
1
1
1
-
US
SEA
Latam
India
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
500 Startups
110
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > 500 Startups
People
Investments
[Minicorn] Cashboard (2014, Berlin, $5.4M, Deadpooled)
Automated investment platform
[Editor's Pick] Sarwa (2016, Dubai, $1.5M, Seed)
Automated investment platform
Robo Advisors Notable Portfolio
[Unicorn] Credit Karma (2007, San Francisco, $370M, Series D)
Aggregator of various consumer financial products.
[Unicorn] Intercom (2011, San Francisco, $241M, Series D)
Customer communication and Retention Platform
[Unicorn] Twilio (2007, San Francisco, $240M, Public)
Cloud Communications API provider
[Unicorn] Gitlab (2014, San Francisco, $166M, Series D)
Code collaboration tool
[Unicorn] Talkdesk (2011, San Francisco, $128M, Series B)
Browser based call center
[Soonicorn] Smule (2008, San Francisco, $188M, Series F)
Developer of social music creation and sharing apps
[Soonicorn] Carousell (2012, Singapore, $183M, Series C)
Online listing platform for multi-category pre-owned products
[Soonicorn] Udemy (2010, San Francisco, $173M, Series D)
Marketplace for online courses
[Soonicorn] Knotel (2015, New York City, $160M, Series B)
Managed co-working space for startups.
[Soonicorn] Akulaku (2016, Pasig, $145M, Series C)
Mobile app which gives cardless installment payment
[Soonicorn] Flywire (2009, Boston, $137M, Series D)
Global money transfer in local currency
Other Notable Portfolio
Top Exits
Recent News on Fund & Portfolio
Christine Tsai
CEO
Geographical Spread Stage of Entry
Apr 2019
Dubai-based robo-advisory platform turns to ‘halal’
investing advice, Gulf News
Dec 2018
U.S. Guideline raises $35 mln in venture capital funding
led by Tiger Global, investsize.com
Dec 2018
Robo-advisory firm first to graduate from Dubai’s
regulatory sandbox, tahawultech.com
Nov 2018
Dubai-based investment advisory platform Sarwa
graduates from DFSA's regulatory sandbox, first to get full
license, MENAbytes
Sep 2018
Robo-Advisor Sarwa Raises +$1.3M in Latest Round of
Funding, ArabNet
Nov 2017 Finnomena wants AUA of B8bn, Bangkok Post
Oct 2017
Sawra, MENA’s First Investment Management Platform,
ArabNet
Sep 2017
Tech in Asia - Connecting Asia's startup ecosystem, Tech
in Asia
Sep 2017
Thailand Fintech Startup Finnomena Bagged Us$3.2m
Series A Funding, Oddup
Aug 2017
Guideline raises $15 million led by Felicis to make
401(k)s more widely available, mmotimes.com
Guideline
(2015, San Francisco, $59M)
Acq by InfoUSA - Jun 2007
1 1
3 1
1
2014 2015 2016 2017 2018 2019
Follow On New Investments
-
-
-
-
5
Undisclosed
Series C+
Series B
Series A
Seed1
1
1
1
1
United Arab
Emirates
SEA
Europe
Latam
US
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Fusion
111
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Fusion
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
GingerBread Capital
112
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > GingerBread Capital
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Contents
Feed Summary
Investment Trend
Market Details
Exit Outlook
Investors
News
Appendix
113
Details on VC & PE Investors
Details on Top Ecosystem Players
Incubators
Other Notable Investors
Debt Investors
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
PayPal
114
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > PayPal
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Schroders
115
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Schroders
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
JPMorgan Chase & Co.
116
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > JPMorgan Chase & Co.
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Morningstar
117
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Morningstar
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Power financial
118
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Power financial
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
IGM Financial
119
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > IGM Financial
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Goldman Sachs
120
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Goldman Sachs
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Coatue
121
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Coatue
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Astia
122
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Astia
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Broadhaven Capital Partners
123
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > Broadhaven Capital Partners
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
WisdomTree
124
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > WisdomTree
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
UBS
125
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > UBS
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
Contents
Feed Summary
Investment Trend
Market Details
Exit Outlook
Investors
News
Appendix
126
Details on VC & PE Investors
Details on Top Ecosystem Players
Incubators
Other Notable Investors
Debt Investors
Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019
BlackRock
127
Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter
Robo Advisors > Investors > BlackRock
Tracxn - Robo Advisors Startup Landscape
Tracxn - Robo Advisors Startup Landscape
Tracxn - Robo Advisors Startup Landscape
Tracxn - Robo Advisors Startup Landscape
Tracxn - Robo Advisors Startup Landscape
Tracxn - Robo Advisors Startup Landscape
Tracxn - Robo Advisors Startup Landscape
Tracxn - Robo Advisors Startup Landscape
Tracxn - Robo Advisors Startup Landscape
Tracxn - Robo Advisors Startup Landscape
Tracxn - Robo Advisors Startup Landscape
Tracxn - Robo Advisors Startup Landscape
Tracxn - Robo Advisors Startup Landscape
Tracxn - Robo Advisors Startup Landscape
Tracxn - Robo Advisors Startup Landscape
Tracxn - Robo Advisors Startup Landscape
Tracxn - Robo Advisors Startup Landscape
Tracxn - Robo Advisors Startup Landscape
Tracxn - Robo Advisors Startup Landscape
Tracxn - Robo Advisors Startup Landscape
Tracxn - Robo Advisors Startup Landscape

Contenu connexe

Tendances

Open banking [Evolution, Risks & Opportunities]
Open banking [Evolution, Risks & Opportunities]Open banking [Evolution, Risks & Opportunities]
Open banking [Evolution, Risks & Opportunities]Kannan Srinivasan
 
FinTech Overview
FinTech OverviewFinTech Overview
FinTech OverviewAlbert Wang
 
Introduction to Indian FinTech
Introduction to Indian FinTechIntroduction to Indian FinTech
Introduction to Indian FinTechPankaj Jain
 
Power plays for Monetizing Open Banking APIs
Power plays for Monetizing Open Banking APIsPower plays for Monetizing Open Banking APIs
Power plays for Monetizing Open Banking APIsaccenture
 
FSI - Digital Transformation.pdf
FSI - Digital Transformation.pdfFSI - Digital Transformation.pdf
FSI - Digital Transformation.pdfYasmineBoudhina
 
The Inevitable Future of Banking
The Inevitable Future of BankingThe Inevitable Future of Banking
The Inevitable Future of Bankingaccenture
 
Open banking-Future of Banking
Open banking-Future of BankingOpen banking-Future of Banking
Open banking-Future of Bankingfarhan ali
 
Open Banking - The Digital Transformation Opportunity in Disguise
Open Banking - The Digital Transformation Opportunity in Disguise Open Banking - The Digital Transformation Opportunity in Disguise
Open Banking - The Digital Transformation Opportunity in Disguise WSO2
 
Digital Lending in India
Digital Lending in IndiaDigital Lending in India
Digital Lending in IndiaSam Ghosh
 
Bank: Trends, Tech and Future
Bank: Trends, Tech and FutureBank: Trends, Tech and Future
Bank: Trends, Tech and FutureIvano Digital
 
Dissertation presentation on Digital Wallet
Dissertation presentation on Digital WalletDissertation presentation on Digital Wallet
Dissertation presentation on Digital WalletHardikBhandari7
 
Mobile banking project
Mobile banking projectMobile banking project
Mobile banking projectArfan Afzal
 
Fintech Overview and Growth Drivers
Fintech Overview and Growth DriversFintech Overview and Growth Drivers
Fintech Overview and Growth DriversRatnakar Pandey
 

Tendances (20)

Open banking [Evolution, Risks & Opportunities]
Open banking [Evolution, Risks & Opportunities]Open banking [Evolution, Risks & Opportunities]
Open banking [Evolution, Risks & Opportunities]
 
Fintech in india
Fintech in indiaFintech in india
Fintech in india
 
Fintech.
Fintech.Fintech.
Fintech.
 
Fintech introduction
Fintech introductionFintech introduction
Fintech introduction
 
FinTech Overview
FinTech OverviewFinTech Overview
FinTech Overview
 
Introduction to Indian FinTech
Introduction to Indian FinTechIntroduction to Indian FinTech
Introduction to Indian FinTech
 
Future of Banking
Future of BankingFuture of Banking
Future of Banking
 
Power plays for Monetizing Open Banking APIs
Power plays for Monetizing Open Banking APIsPower plays for Monetizing Open Banking APIs
Power plays for Monetizing Open Banking APIs
 
FSI - Digital Transformation.pdf
FSI - Digital Transformation.pdfFSI - Digital Transformation.pdf
FSI - Digital Transformation.pdf
 
The Inevitable Future of Banking
The Inevitable Future of BankingThe Inevitable Future of Banking
The Inevitable Future of Banking
 
Mobile Wallet Features
Mobile Wallet FeaturesMobile Wallet Features
Mobile Wallet Features
 
Open banking-Future of Banking
Open banking-Future of BankingOpen banking-Future of Banking
Open banking-Future of Banking
 
Open Banking - The Digital Transformation Opportunity in Disguise
Open Banking - The Digital Transformation Opportunity in Disguise Open Banking - The Digital Transformation Opportunity in Disguise
Open Banking - The Digital Transformation Opportunity in Disguise
 
Digital Lending in India
Digital Lending in IndiaDigital Lending in India
Digital Lending in India
 
Bank: Trends, Tech and Future
Bank: Trends, Tech and FutureBank: Trends, Tech and Future
Bank: Trends, Tech and Future
 
Dissertation presentation on Digital Wallet
Dissertation presentation on Digital WalletDissertation presentation on Digital Wallet
Dissertation presentation on Digital Wallet
 
Future of banking
Future of bankingFuture of banking
Future of banking
 
Mobile banking project
Mobile banking projectMobile banking project
Mobile banking project
 
Starling Bank - A Cloud Bank
Starling Bank - A Cloud BankStarling Bank - A Cloud Bank
Starling Bank - A Cloud Bank
 
Fintech Overview and Growth Drivers
Fintech Overview and Growth DriversFintech Overview and Growth Drivers
Fintech Overview and Growth Drivers
 

Similaire à Tracxn - Robo Advisors Startup Landscape

Tracxn - Investment Tech Startup Landscape
Tracxn - Investment Tech Startup LandscapeTracxn - Investment Tech Startup Landscape
Tracxn - Investment Tech Startup LandscapeAmar Christy
 
Tracxn - Chatbots Startup Landscape
Tracxn - Chatbots Startup LandscapeTracxn - Chatbots Startup Landscape
Tracxn - Chatbots Startup LandscapeTracxn
 
Tracxn - Consumer Finance Startup Landscape
Tracxn - Consumer Finance Startup LandscapeTracxn - Consumer Finance Startup Landscape
Tracxn - Consumer Finance Startup LandscapeTracxn
 
Tracxn - Crowdfunding Startup Landscape
Tracxn - Crowdfunding Startup LandscapeTracxn - Crowdfunding Startup Landscape
Tracxn - Crowdfunding Startup LandscapeTracxn
 
Tracxn - Product Discovery Sector Landscape Report
Tracxn - Product Discovery Sector Landscape ReportTracxn - Product Discovery Sector Landscape Report
Tracxn - Product Discovery Sector Landscape ReportTracxn
 
Tracxn - Consumer Finance Startup Landscape
Tracxn -  Consumer Finance Startup LandscapeTracxn -  Consumer Finance Startup Landscape
Tracxn - Consumer Finance Startup LandscapeTracxn
 
Tracxn - Chatbots Startup Landscape
Tracxn - Chatbots Startup LandscapeTracxn - Chatbots Startup Landscape
Tracxn - Chatbots Startup LandscapeAmar Christy
 
Tracxn - Real Estate Tech Startup Landscape
Tracxn - Real Estate Tech Startup LandscapeTracxn - Real Estate Tech Startup Landscape
Tracxn - Real Estate Tech Startup LandscapeAmar Christy
 
Tracxn - Banking Tech Startup Landscape
Tracxn - Banking Tech Startup LandscapeTracxn - Banking Tech Startup Landscape
Tracxn - Banking Tech Startup LandscapeAmar Christy
 
Tracxn - Real Estate Tech Startup Landscape
Tracxn -  Real Estate Tech Startup LandscapeTracxn -  Real Estate Tech Startup Landscape
Tracxn - Real Estate Tech Startup LandscapeTracxn
 
Tracxn - PR Tech Startup Landscape"
Tracxn - PR Tech Startup Landscape"Tracxn - PR Tech Startup Landscape"
Tracxn - PR Tech Startup Landscape"Tracxn
 
Tracxn - Consumer Finance Startup Landscape
Tracxn - Consumer Finance Startup LandscapeTracxn - Consumer Finance Startup Landscape
Tracxn - Consumer Finance Startup LandscapeTracxn
 
Tracxn - Coding Tools Startup Landscape
Tracxn - Coding Tools Startup LandscapeTracxn - Coding Tools Startup Landscape
Tracxn - Coding Tools Startup LandscapeTracxn
 
Tracxn - Geo - LATAM Tech - Feb 2021
Tracxn - Geo - LATAM Tech - Feb 2021Tracxn - Geo - LATAM Tech - Feb 2021
Tracxn - Geo - LATAM Tech - Feb 2021Tracxn
 
Tracxn - PR Tech Startup Landscape
Tracxn - PR Tech Startup LandscapeTracxn - PR Tech Startup Landscape
Tracxn - PR Tech Startup LandscapeTracxn
 
Tracxn - Monthly Report - Japan Tech - Sep 2021
Tracxn -  Monthly Report - Japan Tech - Sep 2021Tracxn -  Monthly Report - Japan Tech - Sep 2021
Tracxn - Monthly Report - Japan Tech - Sep 2021Tracxn
 
Tracxn - Nonprofit Tech Startup Landscape"
Tracxn - Nonprofit Tech Startup Landscape"Tracxn - Nonprofit Tech Startup Landscape"
Tracxn - Nonprofit Tech Startup Landscape"Tracxn
 
Tracxn - Loyalty Software Startup Landscape
Tracxn - Loyalty Software Startup LandscapeTracxn - Loyalty Software Startup Landscape
Tracxn - Loyalty Software Startup LandscapeTracxn
 
Tracxn - Legal Tech Startup Landscape
Tracxn - Legal Tech  Startup LandscapeTracxn - Legal Tech  Startup Landscape
Tracxn - Legal Tech Startup LandscapeTracxn
 
Tracxn - Blockchain Startup Landscape
Tracxn - Blockchain Startup LandscapeTracxn - Blockchain Startup Landscape
Tracxn - Blockchain Startup LandscapeTracxn
 

Similaire à Tracxn - Robo Advisors Startup Landscape (20)

Tracxn - Investment Tech Startup Landscape
Tracxn - Investment Tech Startup LandscapeTracxn - Investment Tech Startup Landscape
Tracxn - Investment Tech Startup Landscape
 
Tracxn - Chatbots Startup Landscape
Tracxn - Chatbots Startup LandscapeTracxn - Chatbots Startup Landscape
Tracxn - Chatbots Startup Landscape
 
Tracxn - Consumer Finance Startup Landscape
Tracxn - Consumer Finance Startup LandscapeTracxn - Consumer Finance Startup Landscape
Tracxn - Consumer Finance Startup Landscape
 
Tracxn - Crowdfunding Startup Landscape
Tracxn - Crowdfunding Startup LandscapeTracxn - Crowdfunding Startup Landscape
Tracxn - Crowdfunding Startup Landscape
 
Tracxn - Product Discovery Sector Landscape Report
Tracxn - Product Discovery Sector Landscape ReportTracxn - Product Discovery Sector Landscape Report
Tracxn - Product Discovery Sector Landscape Report
 
Tracxn - Consumer Finance Startup Landscape
Tracxn -  Consumer Finance Startup LandscapeTracxn -  Consumer Finance Startup Landscape
Tracxn - Consumer Finance Startup Landscape
 
Tracxn - Chatbots Startup Landscape
Tracxn - Chatbots Startup LandscapeTracxn - Chatbots Startup Landscape
Tracxn - Chatbots Startup Landscape
 
Tracxn - Real Estate Tech Startup Landscape
Tracxn - Real Estate Tech Startup LandscapeTracxn - Real Estate Tech Startup Landscape
Tracxn - Real Estate Tech Startup Landscape
 
Tracxn - Banking Tech Startup Landscape
Tracxn - Banking Tech Startup LandscapeTracxn - Banking Tech Startup Landscape
Tracxn - Banking Tech Startup Landscape
 
Tracxn - Real Estate Tech Startup Landscape
Tracxn -  Real Estate Tech Startup LandscapeTracxn -  Real Estate Tech Startup Landscape
Tracxn - Real Estate Tech Startup Landscape
 
Tracxn - PR Tech Startup Landscape"
Tracxn - PR Tech Startup Landscape"Tracxn - PR Tech Startup Landscape"
Tracxn - PR Tech Startup Landscape"
 
Tracxn - Consumer Finance Startup Landscape
Tracxn - Consumer Finance Startup LandscapeTracxn - Consumer Finance Startup Landscape
Tracxn - Consumer Finance Startup Landscape
 
Tracxn - Coding Tools Startup Landscape
Tracxn - Coding Tools Startup LandscapeTracxn - Coding Tools Startup Landscape
Tracxn - Coding Tools Startup Landscape
 
Tracxn - Geo - LATAM Tech - Feb 2021
Tracxn - Geo - LATAM Tech - Feb 2021Tracxn - Geo - LATAM Tech - Feb 2021
Tracxn - Geo - LATAM Tech - Feb 2021
 
Tracxn - PR Tech Startup Landscape
Tracxn - PR Tech Startup LandscapeTracxn - PR Tech Startup Landscape
Tracxn - PR Tech Startup Landscape
 
Tracxn - Monthly Report - Japan Tech - Sep 2021
Tracxn -  Monthly Report - Japan Tech - Sep 2021Tracxn -  Monthly Report - Japan Tech - Sep 2021
Tracxn - Monthly Report - Japan Tech - Sep 2021
 
Tracxn - Nonprofit Tech Startup Landscape"
Tracxn - Nonprofit Tech Startup Landscape"Tracxn - Nonprofit Tech Startup Landscape"
Tracxn - Nonprofit Tech Startup Landscape"
 
Tracxn - Loyalty Software Startup Landscape
Tracxn - Loyalty Software Startup LandscapeTracxn - Loyalty Software Startup Landscape
Tracxn - Loyalty Software Startup Landscape
 
Tracxn - Legal Tech Startup Landscape
Tracxn - Legal Tech  Startup LandscapeTracxn - Legal Tech  Startup Landscape
Tracxn - Legal Tech Startup Landscape
 
Tracxn - Blockchain Startup Landscape
Tracxn - Blockchain Startup LandscapeTracxn - Blockchain Startup Landscape
Tracxn - Blockchain Startup Landscape
 

Plus de Tracxn

Tracxn - FinTech_-_India_Monthly_Funding_Report
Tracxn - FinTech_-_India_Monthly_Funding_ReportTracxn - FinTech_-_India_Monthly_Funding_Report
Tracxn - FinTech_-_India_Monthly_Funding_ReportTracxn
 
India_Tech_Monthly_Funding_Report.pptx
India_Tech_Monthly_Funding_Report.pptxIndia_Tech_Monthly_Funding_Report.pptx
India_Tech_Monthly_Funding_Report.pptxTracxn
 
India_Tech_Monthly_Funding_Report.pptx
India_Tech_Monthly_Funding_Report.pptxIndia_Tech_Monthly_Funding_Report.pptx
India_Tech_Monthly_Funding_Report.pptxTracxn
 
Tracxn - Top_Business_Models_in_Sustainability_Tech_-_26_Oct_2023
Tracxn - Top_Business_Models_in_Sustainability_Tech_-_26_Oct_2023Tracxn - Top_Business_Models_in_Sustainability_Tech_-_26_Oct_2023
Tracxn - Top_Business_Models_in_Sustainability_Tech_-_26_Oct_2023Tracxn
 
Tracxn - Top Business Models in Sustainability Tech - 26 Oct 2023
Tracxn - Top Business Models in Sustainability Tech - 26 Oct 2023Tracxn - Top Business Models in Sustainability Tech - 26 Oct 2023
Tracxn - Top Business Models in Sustainability Tech - 26 Oct 2023Tracxn
 
Tracxn - United States Tech Monthly Funding Report
Tracxn - United States Tech Monthly Funding ReportTracxn - United States Tech Monthly Funding Report
Tracxn - United States Tech Monthly Funding ReportTracxn
 
Tracxn - Top Business Models in High Tech - 27 Oct 2023
Tracxn - Top Business Models in High Tech - 27 Oct 2023Tracxn - Top Business Models in High Tech - 27 Oct 2023
Tracxn - Top Business Models in High Tech - 27 Oct 2023Tracxn
 
Tracxn - Top Business Models in Singapore Tech - 19 Oct 2023
Tracxn - Top Business Models in Singapore Tech  - 19 Oct 2023Tracxn - Top Business Models in Singapore Tech  - 19 Oct 2023
Tracxn - Top Business Models in Singapore Tech - 19 Oct 2023Tracxn
 
Tracxn -Top Business Models in Transportation and Logistics Tech - 17 Oct 2023
Tracxn -Top Business Models in Transportation and Logistics Tech - 17 Oct 2023Tracxn -Top Business Models in Transportation and Logistics Tech - 17 Oct 2023
Tracxn -Top Business Models in Transportation and Logistics Tech - 17 Oct 2023Tracxn
 
Tracxn - Top Business Models in Sustainability Tech - 26 Oct 2023
Tracxn - Top Business Models in Sustainability Tech - 26 Oct 2023Tracxn - Top Business Models in Sustainability Tech - 26 Oct 2023
Tracxn - Top Business Models in Sustainability Tech - 26 Oct 2023Tracxn
 
Tracxn - United States Tech Monthly Funding Report
Tracxn - United States Tech Monthly Funding ReportTracxn - United States Tech Monthly Funding Report
Tracxn - United States Tech Monthly Funding ReportTracxn
 
Tracxn - Top Business Models in Sustainability Tech - 26 Sep 2023
Tracxn - Top Business Models in Sustainability Tech - 26 Sep 2023Tracxn - Top Business Models in Sustainability Tech - 26 Sep 2023
Tracxn - Top Business Models in Sustainability Tech - 26 Sep 2023Tracxn
 
Tracxn - Top Business Models in Transportation and Logistics Tech - 15 Sep 2023
Tracxn - Top Business Models in Transportation and Logistics Tech - 15 Sep 2023Tracxn - Top Business Models in Transportation and Logistics Tech - 15 Sep 2023
Tracxn - Top Business Models in Transportation and Logistics Tech - 15 Sep 2023Tracxn
 
Tracxn - Top Business Models in Transportation and Logistics Tech - 15 Sep 2023
Tracxn - Top Business Models in Transportation and Logistics Tech - 15 Sep 2023Tracxn - Top Business Models in Transportation and Logistics Tech - 15 Sep 2023
Tracxn - Top Business Models in Transportation and Logistics Tech - 15 Sep 2023Tracxn
 
Tracxn - United States Tech Monthly Funding Report
Tracxn - United States Tech Monthly Funding ReportTracxn - United States Tech Monthly Funding Report
Tracxn - United States Tech Monthly Funding ReportTracxn
 
Tracxn - United States Tech Monthly Funding Report
Tracxn - United States Tech Monthly Funding ReportTracxn - United States Tech Monthly Funding Report
Tracxn - United States Tech Monthly Funding ReportTracxn
 
Tracxn - Top Business Models in Sustainability Tech - 29 Aug 2023
Tracxn - Top Business Models in Sustainability Tech - 29 Aug 2023Tracxn - Top Business Models in Sustainability Tech - 29 Aug 2023
Tracxn - Top Business Models in Sustainability Tech - 29 Aug 2023Tracxn
 
Tracxn - Top Business Models in Sustainability Tech - 24 Aug 2023
Tracxn - Top Business Models in Sustainability Tech - 24 Aug 2023Tracxn - Top Business Models in Sustainability Tech - 24 Aug 2023
Tracxn - Top Business Models in Sustainability Tech - 24 Aug 2023Tracxn
 
Tracxn - Top Business Models in United Kingdom Tech - 17 Aug 2023
Tracxn - Top Business Models in United Kingdom Tech  - 17 Aug 2023Tracxn - Top Business Models in United Kingdom Tech  - 17 Aug 2023
Tracxn - Top Business Models in United Kingdom Tech - 17 Aug 2023Tracxn
 
Tracxn - Top Business Models in Transportation and Logistics Tech - 17 Aug 2023
Tracxn - Top Business Models in Transportation and Logistics Tech - 17 Aug 2023Tracxn - Top Business Models in Transportation and Logistics Tech - 17 Aug 2023
Tracxn - Top Business Models in Transportation and Logistics Tech - 17 Aug 2023Tracxn
 

Plus de Tracxn (20)

Tracxn - FinTech_-_India_Monthly_Funding_Report
Tracxn - FinTech_-_India_Monthly_Funding_ReportTracxn - FinTech_-_India_Monthly_Funding_Report
Tracxn - FinTech_-_India_Monthly_Funding_Report
 
India_Tech_Monthly_Funding_Report.pptx
India_Tech_Monthly_Funding_Report.pptxIndia_Tech_Monthly_Funding_Report.pptx
India_Tech_Monthly_Funding_Report.pptx
 
India_Tech_Monthly_Funding_Report.pptx
India_Tech_Monthly_Funding_Report.pptxIndia_Tech_Monthly_Funding_Report.pptx
India_Tech_Monthly_Funding_Report.pptx
 
Tracxn - Top_Business_Models_in_Sustainability_Tech_-_26_Oct_2023
Tracxn - Top_Business_Models_in_Sustainability_Tech_-_26_Oct_2023Tracxn - Top_Business_Models_in_Sustainability_Tech_-_26_Oct_2023
Tracxn - Top_Business_Models_in_Sustainability_Tech_-_26_Oct_2023
 
Tracxn - Top Business Models in Sustainability Tech - 26 Oct 2023
Tracxn - Top Business Models in Sustainability Tech - 26 Oct 2023Tracxn - Top Business Models in Sustainability Tech - 26 Oct 2023
Tracxn - Top Business Models in Sustainability Tech - 26 Oct 2023
 
Tracxn - United States Tech Monthly Funding Report
Tracxn - United States Tech Monthly Funding ReportTracxn - United States Tech Monthly Funding Report
Tracxn - United States Tech Monthly Funding Report
 
Tracxn - Top Business Models in High Tech - 27 Oct 2023
Tracxn - Top Business Models in High Tech - 27 Oct 2023Tracxn - Top Business Models in High Tech - 27 Oct 2023
Tracxn - Top Business Models in High Tech - 27 Oct 2023
 
Tracxn - Top Business Models in Singapore Tech - 19 Oct 2023
Tracxn - Top Business Models in Singapore Tech  - 19 Oct 2023Tracxn - Top Business Models in Singapore Tech  - 19 Oct 2023
Tracxn - Top Business Models in Singapore Tech - 19 Oct 2023
 
Tracxn -Top Business Models in Transportation and Logistics Tech - 17 Oct 2023
Tracxn -Top Business Models in Transportation and Logistics Tech - 17 Oct 2023Tracxn -Top Business Models in Transportation and Logistics Tech - 17 Oct 2023
Tracxn -Top Business Models in Transportation and Logistics Tech - 17 Oct 2023
 
Tracxn - Top Business Models in Sustainability Tech - 26 Oct 2023
Tracxn - Top Business Models in Sustainability Tech - 26 Oct 2023Tracxn - Top Business Models in Sustainability Tech - 26 Oct 2023
Tracxn - Top Business Models in Sustainability Tech - 26 Oct 2023
 
Tracxn - United States Tech Monthly Funding Report
Tracxn - United States Tech Monthly Funding ReportTracxn - United States Tech Monthly Funding Report
Tracxn - United States Tech Monthly Funding Report
 
Tracxn - Top Business Models in Sustainability Tech - 26 Sep 2023
Tracxn - Top Business Models in Sustainability Tech - 26 Sep 2023Tracxn - Top Business Models in Sustainability Tech - 26 Sep 2023
Tracxn - Top Business Models in Sustainability Tech - 26 Sep 2023
 
Tracxn - Top Business Models in Transportation and Logistics Tech - 15 Sep 2023
Tracxn - Top Business Models in Transportation and Logistics Tech - 15 Sep 2023Tracxn - Top Business Models in Transportation and Logistics Tech - 15 Sep 2023
Tracxn - Top Business Models in Transportation and Logistics Tech - 15 Sep 2023
 
Tracxn - Top Business Models in Transportation and Logistics Tech - 15 Sep 2023
Tracxn - Top Business Models in Transportation and Logistics Tech - 15 Sep 2023Tracxn - Top Business Models in Transportation and Logistics Tech - 15 Sep 2023
Tracxn - Top Business Models in Transportation and Logistics Tech - 15 Sep 2023
 
Tracxn - United States Tech Monthly Funding Report
Tracxn - United States Tech Monthly Funding ReportTracxn - United States Tech Monthly Funding Report
Tracxn - United States Tech Monthly Funding Report
 
Tracxn - United States Tech Monthly Funding Report
Tracxn - United States Tech Monthly Funding ReportTracxn - United States Tech Monthly Funding Report
Tracxn - United States Tech Monthly Funding Report
 
Tracxn - Top Business Models in Sustainability Tech - 29 Aug 2023
Tracxn - Top Business Models in Sustainability Tech - 29 Aug 2023Tracxn - Top Business Models in Sustainability Tech - 29 Aug 2023
Tracxn - Top Business Models in Sustainability Tech - 29 Aug 2023
 
Tracxn - Top Business Models in Sustainability Tech - 24 Aug 2023
Tracxn - Top Business Models in Sustainability Tech - 24 Aug 2023Tracxn - Top Business Models in Sustainability Tech - 24 Aug 2023
Tracxn - Top Business Models in Sustainability Tech - 24 Aug 2023
 
Tracxn - Top Business Models in United Kingdom Tech - 17 Aug 2023
Tracxn - Top Business Models in United Kingdom Tech  - 17 Aug 2023Tracxn - Top Business Models in United Kingdom Tech  - 17 Aug 2023
Tracxn - Top Business Models in United Kingdom Tech - 17 Aug 2023
 
Tracxn - Top Business Models in Transportation and Logistics Tech - 17 Aug 2023
Tracxn - Top Business Models in Transportation and Logistics Tech - 17 Aug 2023Tracxn - Top Business Models in Transportation and Logistics Tech - 17 Aug 2023
Tracxn - Top Business Models in Transportation and Logistics Tech - 17 Aug 2023
 

Dernier

Stochastic Dynamic Programming and You.pptx
Stochastic Dynamic Programming and You.pptxStochastic Dynamic Programming and You.pptx
Stochastic Dynamic Programming and You.pptxjkmrshll88
 
The market for cross-border mortgages in Europe
The market for cross-border mortgages in EuropeThe market for cross-border mortgages in Europe
The market for cross-border mortgages in Europe321k
 
PPT for Presiding Officer.pptxvvdffdfgggg
PPT for Presiding Officer.pptxvvdffdfggggPPT for Presiding Officer.pptxvvdffdfgggg
PPT for Presiding Officer.pptxvvdffdfggggbhadratanusenapati1
 
Elements of language learning - an analysis of how different elements of lang...
Elements of language learning - an analysis of how different elements of lang...Elements of language learning - an analysis of how different elements of lang...
Elements of language learning - an analysis of how different elements of lang...PrithaVashisht1
 
2024 Build Generative AI for Non-Profits
2024 Build Generative AI for Non-Profits2024 Build Generative AI for Non-Profits
2024 Build Generative AI for Non-ProfitsTimothy Spann
 
Deloitte+RedCross_Talk to your data with Knowledge-enriched Generative AI.ppt...
Deloitte+RedCross_Talk to your data with Knowledge-enriched Generative AI.ppt...Deloitte+RedCross_Talk to your data with Knowledge-enriched Generative AI.ppt...
Deloitte+RedCross_Talk to your data with Knowledge-enriched Generative AI.ppt...Neo4j
 
Bengaluru Tableau UG event- 2nd March 2024 Q1
Bengaluru Tableau UG event- 2nd March 2024 Q1Bengaluru Tableau UG event- 2nd March 2024 Q1
Bengaluru Tableau UG event- 2nd March 2024 Q1bengalurutug
 
Paul Martin (Gartner) - Show Me the AI Money.pdf
Paul Martin (Gartner) - Show Me the AI Money.pdfPaul Martin (Gartner) - Show Me the AI Money.pdf
Paul Martin (Gartner) - Show Me the AI Money.pdfdcphostmaster
 
STOCK PRICE ANALYSIS Furkan Ali TASCI --.pptx
STOCK PRICE ANALYSIS  Furkan Ali TASCI --.pptxSTOCK PRICE ANALYSIS  Furkan Ali TASCI --.pptx
STOCK PRICE ANALYSIS Furkan Ali TASCI --.pptxFurkanTasci3
 
Data Collection from Social Media Platforms
Data Collection from Social Media PlatformsData Collection from Social Media Platforms
Data Collection from Social Media PlatformsMahmoud Yasser
 
Unleashing Datas Potential - Mastering Precision with FCO-IM
Unleashing Datas Potential - Mastering Precision with FCO-IMUnleashing Datas Potential - Mastering Precision with FCO-IM
Unleashing Datas Potential - Mastering Precision with FCO-IMMarco Wobben
 
How to Build an Experimentation Culture for Data-Driven Product Development
How to Build an Experimentation Culture for Data-Driven Product DevelopmentHow to Build an Experimentation Culture for Data-Driven Product Development
How to Build an Experimentation Culture for Data-Driven Product DevelopmentAggregage
 
Báo cáo Social Media Benchmark 2024 cho dân Marketing
Báo cáo Social Media Benchmark 2024 cho dân MarketingBáo cáo Social Media Benchmark 2024 cho dân Marketing
Báo cáo Social Media Benchmark 2024 cho dân MarketingMarketingTrips
 
Air Con Energy Rating Info411 Presentation.pdf
Air Con Energy Rating Info411 Presentation.pdfAir Con Energy Rating Info411 Presentation.pdf
Air Con Energy Rating Info411 Presentation.pdfJasonBoboKyaw
 
Data Analytics Fundamentals: data analytics types.potx
Data Analytics Fundamentals: data analytics types.potxData Analytics Fundamentals: data analytics types.potx
Data Analytics Fundamentals: data analytics types.potxEmmanuel Dauda
 
Brain Tumor Detection with Machine Learning.pptx
Brain Tumor Detection with Machine Learning.pptxBrain Tumor Detection with Machine Learning.pptx
Brain Tumor Detection with Machine Learning.pptxShammiRai3
 
TCFPro24 Building Real-Time Generative AI Pipelines
TCFPro24 Building Real-Time Generative AI PipelinesTCFPro24 Building Real-Time Generative AI Pipelines
TCFPro24 Building Real-Time Generative AI PipelinesTimothy Spann
 
Understanding the Impact of video length on student performance
Understanding the Impact of video length on student performanceUnderstanding the Impact of video length on student performance
Understanding the Impact of video length on student performancePrithaVashisht1
 
Prediction Of Cryptocurrency Prices Using Lstm, Svm And Polynomial Regression...
Prediction Of Cryptocurrency Prices Using Lstm, Svm And Polynomial Regression...Prediction Of Cryptocurrency Prices Using Lstm, Svm And Polynomial Regression...
Prediction Of Cryptocurrency Prices Using Lstm, Svm And Polynomial Regression...ferisulianta.com
 

Dernier (20)

Target_Company_Data_breach_2013_110million
Target_Company_Data_breach_2013_110millionTarget_Company_Data_breach_2013_110million
Target_Company_Data_breach_2013_110million
 
Stochastic Dynamic Programming and You.pptx
Stochastic Dynamic Programming and You.pptxStochastic Dynamic Programming and You.pptx
Stochastic Dynamic Programming and You.pptx
 
The market for cross-border mortgages in Europe
The market for cross-border mortgages in EuropeThe market for cross-border mortgages in Europe
The market for cross-border mortgages in Europe
 
PPT for Presiding Officer.pptxvvdffdfgggg
PPT for Presiding Officer.pptxvvdffdfggggPPT for Presiding Officer.pptxvvdffdfgggg
PPT for Presiding Officer.pptxvvdffdfgggg
 
Elements of language learning - an analysis of how different elements of lang...
Elements of language learning - an analysis of how different elements of lang...Elements of language learning - an analysis of how different elements of lang...
Elements of language learning - an analysis of how different elements of lang...
 
2024 Build Generative AI for Non-Profits
2024 Build Generative AI for Non-Profits2024 Build Generative AI for Non-Profits
2024 Build Generative AI for Non-Profits
 
Deloitte+RedCross_Talk to your data with Knowledge-enriched Generative AI.ppt...
Deloitte+RedCross_Talk to your data with Knowledge-enriched Generative AI.ppt...Deloitte+RedCross_Talk to your data with Knowledge-enriched Generative AI.ppt...
Deloitte+RedCross_Talk to your data with Knowledge-enriched Generative AI.ppt...
 
Bengaluru Tableau UG event- 2nd March 2024 Q1
Bengaluru Tableau UG event- 2nd March 2024 Q1Bengaluru Tableau UG event- 2nd March 2024 Q1
Bengaluru Tableau UG event- 2nd March 2024 Q1
 
Paul Martin (Gartner) - Show Me the AI Money.pdf
Paul Martin (Gartner) - Show Me the AI Money.pdfPaul Martin (Gartner) - Show Me the AI Money.pdf
Paul Martin (Gartner) - Show Me the AI Money.pdf
 
STOCK PRICE ANALYSIS Furkan Ali TASCI --.pptx
STOCK PRICE ANALYSIS  Furkan Ali TASCI --.pptxSTOCK PRICE ANALYSIS  Furkan Ali TASCI --.pptx
STOCK PRICE ANALYSIS Furkan Ali TASCI --.pptx
 
Data Collection from Social Media Platforms
Data Collection from Social Media PlatformsData Collection from Social Media Platforms
Data Collection from Social Media Platforms
 
Unleashing Datas Potential - Mastering Precision with FCO-IM
Unleashing Datas Potential - Mastering Precision with FCO-IMUnleashing Datas Potential - Mastering Precision with FCO-IM
Unleashing Datas Potential - Mastering Precision with FCO-IM
 
How to Build an Experimentation Culture for Data-Driven Product Development
How to Build an Experimentation Culture for Data-Driven Product DevelopmentHow to Build an Experimentation Culture for Data-Driven Product Development
How to Build an Experimentation Culture for Data-Driven Product Development
 
Báo cáo Social Media Benchmark 2024 cho dân Marketing
Báo cáo Social Media Benchmark 2024 cho dân MarketingBáo cáo Social Media Benchmark 2024 cho dân Marketing
Báo cáo Social Media Benchmark 2024 cho dân Marketing
 
Air Con Energy Rating Info411 Presentation.pdf
Air Con Energy Rating Info411 Presentation.pdfAir Con Energy Rating Info411 Presentation.pdf
Air Con Energy Rating Info411 Presentation.pdf
 
Data Analytics Fundamentals: data analytics types.potx
Data Analytics Fundamentals: data analytics types.potxData Analytics Fundamentals: data analytics types.potx
Data Analytics Fundamentals: data analytics types.potx
 
Brain Tumor Detection with Machine Learning.pptx
Brain Tumor Detection with Machine Learning.pptxBrain Tumor Detection with Machine Learning.pptx
Brain Tumor Detection with Machine Learning.pptx
 
TCFPro24 Building Real-Time Generative AI Pipelines
TCFPro24 Building Real-Time Generative AI PipelinesTCFPro24 Building Real-Time Generative AI Pipelines
TCFPro24 Building Real-Time Generative AI Pipelines
 
Understanding the Impact of video length on student performance
Understanding the Impact of video length on student performanceUnderstanding the Impact of video length on student performance
Understanding the Impact of video length on student performance
 
Prediction Of Cryptocurrency Prices Using Lstm, Svm And Polynomial Regression...
Prediction Of Cryptocurrency Prices Using Lstm, Svm And Polynomial Regression...Prediction Of Cryptocurrency Prices Using Lstm, Svm And Polynomial Regression...
Prediction Of Cryptocurrency Prices Using Lstm, Svm And Polynomial Regression...
 

Tracxn - Robo Advisors Startup Landscape

  • 2. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 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. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 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. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Note: Mega Companies includes IPO’d companies, Mega Acquisitions and Unicorn. Data is taken from Tracxn Platform as on April 22, 2019. Robo Advisors Feed Summary 4 Robo Advisors > Feed Summary Companies that provide automated, low-cost investment services to retail investors. Also includes companies that provide technological solutions for automated investments to financial advisors. • Inclusions: All companies that use automated investment technology to provide full stack investment automation or advisor assisted investments to retail investors. Also includes companies providing software solutions to financial advisors for automated investments. • Exclusions: All investment software that are not automated are excluded from Robo Advisors. • Excludes funding information of Chinese companies Feed in Numbers Overview $2.8B Funding 5 Mega Companies 161397 FundedCovered on Tracxn 1 Unicorns 14 Soonicorns 29 Minicorns 4 IPO’d Cos 62 Late Stage Cos 14 25 Acquisitions 43 DeadPooled - Acquihired Series A+ Cos Wealthfront (2008, Palo Alto, $205M) Acorns (2012, Irvine, $287M) Envestnet (1999, Chicago) Top Companies
  • 5. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Investment Trend Summary Summary of Funding Activity in Robo Advisors 5 $180M - Series E Acorns (2012, Irvine, $287M) $53.3M - Series B MoneyFarm (2011, Milan, $81.7M) $75M - Series E Wealthfront (2008, Palo Alto, $205M) $51.6M - Series C WealthSimple (2014, Toronto, $131M) $70M - Series E Betterment(2008, New York City, $275M) $50M - Series F Personal Capital (2009, Redwood City, $264M) $65M - Series E Stash (2015, New York City, $180M) $50M - Series E SigFig (2011, San Francisco, $106M) $57.9M - Series E Nutmeg (2010, London, $159M) $42M - Series C Stash (2015, New York City, $180M) Top Geos of InvestmentEntrepreneurial Activity Global Funding Trend *YTD *YTD Robo Advisors > Feed Summary > Investment Trend Summary Seed Seedcamp (#2), Route 66 Ventures (#2), SV Angel (#2) Series A/B Commerce Ventures (#2), QED Investors (#2), DCM Ventures (#1) Series C+ Bain Capital Ventures (#1), Union Square Ventures (#1), Ribbit Capital (#1) Incubators Plug and Play Tech Center (#8), Y Combinator (#5), 500 Startups (#5) Other Notable Investors PayPal (#3), Schroders (#2), JPMorgan Chase & Co. (#2) Debt Investors BlackRock (#2), Silicon Valley Bank (#1), TPG (#1) Most Active InvestorsRecent Investments 65 123 82 22 4 2014 2015 2016 2017 2018 2019* Y-o-Y # of Companies Founded 25 47 76 58 48 10 $2B $430M $147M $103M $88.4M US Europe Canada India Japan $ Funding $414M $294M $284M $548M $495M $514M $1.2B 30 2014 2015 2016 2017 2018 2019* $ Funding # Rounds
  • 6. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Summary of exit outlook in Robo Advisors Exit Outlook Summary 66 Most Active AcquirersTop Investors in Exits Great Oaks Venture Capital 1 FutureAdvisor (2010, San Francisco, $21.5M) Kapor Capital 1 FutureAdvisor (2010, San Francisco, $21.5M) Upfront Ventures 1 Envestnet (1999, Chicago) Y Combinator 1 FutureAdvisor (2010, San Francisco, $21.5M) Y Ventures 1 FutureAdvisor (2010, San Francisco, $21.5M) Feb 2019 Bibit Acq by Stockbit Sep 2018 Decimal Software Acq for $5M Sep 2018 Moneyfront Acq by Niyogin Fintech for $1.7M May 2018 Evervest Acq by Taaleri Aug 2015 FutureAdvisor Acq by BlackRock for $150M Dec 2012 AssetPlus Acq by Nautilus for $86.5M Feb 2012 Tamarac Acq by Envestnet for $54M Robo Advisors > Feed Summary > Exit Outlook Summary Envestnet 2 Tamarac (Feb 2012, $54M), Upside (Feb 2015) Goldman Sachs 1 Honest Dollar (May 2016) BlackRock 1 FutureAdvisor (Aug 2015, $150M) Invesco 1 Jemstep (Jan 2016) Legg Mason 1 Financial Guard (Jul 2016) Recent IPOs Top Acquisitions Raiz Jun 2018 Online micro-investment platform IPO MCap: - Envestnet Jul 2010 Technology-enabled wealth management solu… IPO MCap: $277M Decimal Software Apr 1994 Robo advisory service for institutions IPO MCap: - EF Hutton Flat Fee Stock trading platform IPO MCap: -
  • 7. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Marketmap: Robo Advisors THEMATIC INVESTING RETIREMENT PLANNING RETIREMENT* FULL SERVICE PLATFORMS FULL STACK* ADVISOR ASSISTED WHITE LABEL PLATFORM PORTFOLIO MANAGEMENT ENABLERS THEMATIC INVESTING MICRO INVESTING MICRO-INVESTING Overview Companies 397 Funded 161 Series A+ 62 Funding $2.8B Last 2 yrs $1.7B Most Active Investors Seed Seedcamp (2) Series A/B Commerce Ventures (2) Series C+ Bain Capital Ventures (1) Others PayPal (3) Incubators Plug and Play Tech Center (8) Top Cities Bay Area 36 Cos $882M New York City 30 Cos $644M Feed in Numbers Unicorns 1 Soonicorns 14 Minicorns 29 Editor Picks 77 Acquihired - Deadpooled 43 Top Companies Envestnet (1999, Chicago) Acorns (2012, Irvine, $287M) Wealthfront (2008, Palo Alto, $205M) Exits IPOs 4 Envestnet, Raiz Acquisitions 25 FutureAdvisor, AssetPlus Top Acquirers Envestnet, Goldman Sachs Robo Advisors > Feed Summary > BlueBox * Upcoming Business Model FACTSHEET Funding data excludes Debt, Grants & Post-IPO rounds. Excludes all details for Chinese companies. 7
  • 8. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Key Sub Sectors in Robo Advisors Sector Summary of Key Markets 8 Top Markets of Investment Activity # Cos on Platform Last 2 Years $ Invested # Round Investment Platforms > Full Stack Investment Platform 197 $471M 44 Investment Platforms > Advisor Assisted Platforms 67 $300M 14 Investment Platforms > Full Stack Investment Platform > Micro-Investing 21 $366M 12 Enablers > White Label Platform 56 $144M 18 Investment Platforms > Full Stack Investment Platform > Retirement Planning > B2B 10 $71.7M 3 Sub Sectors # Cos Tracked # Funded Total Funding Investment Platforms Automated wealth management platforms for investments in ETFs, mutual funds etc. 329 127 $2.6B Enablers Companies providing technologies to build robo- advisory platforms or augment traditional... 68 34 $227M Robo Advisors > Feed Summary > Summary of Key Markets
  • 9. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 List of Notable Companies in Robo Advisors Notable Companies in the Sector 9 Note: *(Founded Year, Location, Total Funding) Robo Advisors > Feed Summary > Notable Companies in the Sector Public Envestnet (1999, Chicago)* Decimal Software (2006, Sydney) Raiz (2015, Sydney) EF Hutton (1904, Dayton) Acquired FutureAdvisor (2010, San Francisco, $21.5M)
  • 11. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 List of Notable Companies by Market in Robo Advisors Notable Companies by Market (1/2) 11 Robo Advisors > Feed Summary > Notable Companies by Market Investment Platforms Full Stack Investment Platform Acorns (2012, Irvine, $287M) Micro saving investment app Soonicorn. Stage: Series E Comcast Ventures, NBCUniversal, Bain Capital Ventures and 21 Other Investors Betterment (2008, New York City, $275M) Automated investment service Soonicorn. Stage: Series E Kinnevik, Menlo Ventures, Francisco Partners and 18 Other Investors Wealthfront (2008, Palo Alto, $205M) Automated investment service Soonicorn. Stage: Series E Tiger Global Management, Benchmark, DAG Ventures and 10 Other Investors Stash (2015, New York City, $180M) Micro investment app. Soonicorn. Stage: Series E Breyer Capital, Union Square Ventures, Coatue and 4 Other Investors Full Stack Investment Platform Nutmeg (2010, London, $159M) Automated investment management service Soonicorn. Stage: Series E Convoy, Goldman Sachs, Fubon Financial Holdings and 12 Other Investors Motif Investing (2010, San Mateo, $126M) Thematic investment platform. Soonicorn. Stage: Series E Renren, Foundation Capital, Norwest Venture Partners and 5 Other Investors Ellevest (2014, New York City, $88.6M) Women focused automated investment platform. Soonicorn. Stage: Series B Rethink Impact, Pivotal Ventures, PSP Partners and 19 Other Investors Guideline (2015, San Francisco, $59M) Automated 401K platform. Soonicorn. Stage: Acquired Tiger Global Management, Felicis Ventures, Propel Venture Partners and 11 Other Investors Full Stack Investment Platform Scalable (2014, Munich, $46M) Online automated wealth management. Soonicorn. Stage: Series B BlackRock, Tengelmann Ventures, HV Holtzbrinck Ventures and 2 Other Investors FutureAdvisor (2010, San Francisco, $21.5M) Investment management for middle- and working- class families Stage: Acquired Sequoia Capital, Y Combinator, Canvas Ventures and 5 Other Investors Raiz (2015, Sydney) Online micro-investment platform Minicorn. Stage: Public EF Hutton (1904, Dayton) Flat Fee Stock trading platform Stage: Public JPMorgan Chase & Co.
  • 12. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 List of Notable Companies by Market in Robo Advisors Notable Companies by Market (2/2) 12 Robo Advisors > Feed Summary > Notable Companies by Market Investment Platforms Advisor Assisted Platforms Personal Capital (2009, Redwood City, $264M) Technology-augmented human advice platform Soonicorn. Stage: Series F IGM Financial, Silicon Valley Bank, Crosslink Capital and 10 Other Investors WealthSimple (2014, Toronto, $131M) Online investment manager. Soonicorn. Stage: Series C Power financial, David Ossip, Daniel Debow and 3 Other Investors SigFig (2011, San Francisco, $106M) Online investment advice Soonicorn. Stage: Series E General Atlantic, Bain Capital Ventures, DCM Ventures and 8 Other Investors MoneyFarm (2011, Milan, $81.7M) Online investment platform Soonicorn. Stage: Series B Endeavor, Fondazione di Sardegna, United Ventures and 5 Other Investors Enablers White Label Platform Envestnet (1999, Chicago) Technology-enabled wealth management solutions provider. Unicorn. Stage: Public Upfront Ventures, LMS Capital, WP Global Partners and 4 Other Investors Decimal Software (2006, Sydney) Robo advisory service for institutions Editor's Pick. Stage: Acquired IFM Investors, Albion Capital Partners Portfolio Management Vestmark (2001, Boston, $64.2M) Wealth management technology platform for broker-dealers and financial institutions Soonicorn. Stage: Series C Summit Partners, Hub Angels, Savano Capital Partners and 5 Other Investors
  • 13. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Recent News in Robo Advisors Sector Recent News 13 Robo Advisors > Feed Summary > Recent News Apr 2019 John Powers Appointed To Personal Capital's Team of Experts, PR Newswire Apr 2019 Eight Roads arm invests $4.5 million in wealth management startup Kuvera, livemint.com Apr 2019 Additiv Loses Digital Expert, finews.com Apr 2019 Global X Announces Availability of Model Portfolios through Envestnet, PR Newswire Apr 2019 Marketing & Product Veteran Kira Wampler Joins Personal Capital Board of Directors, PR Newswire Apr 2019 Betterment for Advisors to Offer Dimensional Funds, PR Newswire Apr 2019 New Envestnet Credit Exchange integrates lending solutions into advisers' wealth management practices, Wealth Adviser Apr 2019 Robocash enters the Islamic finance market, p2pfinancenews.co.uk Apr 2019 Dubai-based robo-advisory platform turns to ‘halal’ investing advice, Gulf News Apr 2019 Envestnet | Tamarac® Provides Ongoing Platform Support and Upgrade Options for PortfolioCenter® Users as Part of Acquisition, PR Newswire Mar 2019 Ellevest Raises $33 Million to Help Women Unleash Their Financial Power, Business Wire Mar 2019 Evati Rapidly Innovates as Customers Save and Invest Millions on Its Platform, ePRNews Key Recent News Key Recent News Mar 2019 Acorn establishes KOL division to strengthen Chinese influencer offerings, Marketing Interactive Mar 2019 SigFig launches digital advice platform for banks, Finextra Mar 2019 Nutmeg’s Martin Stead reveals international expansion to Asia is “imminent” as crowdfunding looks to raise up to £10m, AltFi Mar 2019 Philippines becomes biggest P2P lending market for Robo.cash, p2pfinancenews.co.uk Mar 2019 NiYO, Upwardly Launch Investment Solution for Financially Underserved Segment, Dataquest Mar 2019 Morrissey named CFO of SigFig, PE Hub Mar 2019 Stash: Launches Stock-Back, FinTechInShorts Mar 2019 FMH Collaborates With FindBob to Offer New Service for Agency Partners, Newswire Mar 2019 Wealthsimple And H&r Block Partner, Launching Tax Refund Solution, BetaKit Mar 2019 Envestnet to Acquire PIEtech®, Creator of MoneyGuide Financial Planning Applications, Business Wire Mar 2019 Techrules Develops New Microturbine that can Transform EV Technology, tiresandparts.net Mar 2019 Wealthsimple launches zero-commission trading app, Investment Executive Mar 2019 Investing app Stash raises $65M, launches banking and ‘stock-back’ rewards with Green Dot, TechCrunch
  • 14. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Contents Feed Summary Investment Trends Market Details Exit Outlook Investors News Appendix 14 Funding Trends Median Deal Size and Trend New Entrants in Funding Club Distribution of companies by Funding Range Funding Funnel of the Sector Top Investments and Investors Investors in Unicorn club
  • 15. Some more Sector Reports you might want to check out Join 4000+ people taking sharper decisions with Tracxn InsurTech Mar 2019 Smart Cars Mar 2019 Electric Vehicles Mar 2019
  • 16. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Investments ($M) and number of rounds in Robo Advisors; 2012-2019 Global Funding Trends (1/2) 16 Note: Funding excludes Grant, Debt and Post IPO rounds. Excludes all details for Chinese companies Robo Advisors > Investment Trends > Global Funding Trends #Rounds $Funding 3 Year CAGR 6 Year CAGR 1% # of Rounds57% $ Funding 28% # of Rounds 22% $ Funding $414M $35M $102M $294M $284M $548M $495M $514M $1.2B 0 10 20 30 40 50 60 70 80 $0k $200M $400M $600M $800M $1.B $1.2B $1.4B 2012 2013 2014 2015 2016 2017 2018 2019* $ Funding Predicted $ Funding # Rounds Predicted # Rounds
  • 17. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 4 8 16 28 46 28 18 3 7 4 4 15 19 24 24 2 2 5 4 11 6 6 5 2012 2013 2014 2015 2016 2017 2018 2019 YTD Seed Early Stage Late Stage 11 10 Total # of Rounds $1M $4M $14M $36M $44M $56M $15M $3M $33M $48M $64M $114M $166M $230M $246M $38M $50M $216M $134M $338M $209M $253M $374M 2012 2013 2014 2015 2016 2017 2018 2019 YTD Seed Early Stage Late Stage 17 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 Robo Advisors; 2012-2019 Robo Advisors > Investment Trends > Global Funding Trends 10 11 28 30 24 14 117 $1.9M $1.4M $0.0M $0.5M $1.0M $1.5M $2.0M $2.5M 0 20 40 60 80 100 120 140 2013 2014 2015 2016 2017 2018 2019 YTD Total Entrants in Funding Club Avg. Ticket Size $1.9M $1.1M $2.1M $1.8M $2.2M $0.8M - $1.4M $407M $70M $248M $147M $378M $310M $393M $1.2B 18 0 2 4 6 8 10 12 14 16 18 20 0 200000000 400000000 600000000 800000000 1E+09 1.2E+09 1.4E+09 2012 2013 2014 2015 2016 2017 2018 2019 YTD $ Funding Predicted $ Funding # of Rounds Predicted # Rounds Mega Rounds - 3 6 4 10 8 9 6 $35M $414M Total $ Invested
  • 18. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201918 Robo Advisors > Investment Trends > Funding Trends by Geography Investments ($M) and number of rounds in Robo Advisors Funding Trends by Geography Funding Trends by Geography Top Cities of Funding City $ Funding # Rounds Bay Area 882M 62 New York City 644M 39 Irvine 287M 8 London 205M 21 Toronto 137M 8 Milan 81.7M 5 Boston 64.2M 13 Berlin 50M 9 Bangalore 48.7M 18 Munich 46M 3 Total Funding 158 67 13 45 10 12 2 8 # Rounds $2B $430M $147M $103M $88.4M $29.1M $20.1M $10.4M US Europe Canada India Japan SEA Israel Australia Note: Excludes funding information of China companies
  • 19. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201919 Trend of Average Deal Size ($M) $0.4 $0.6 $1.0 $1.6 $1.2 $2.5 $0.9 2012 2013 2014 2015 2016 2017 2018 Robo Advisors > Investment Trends > Median Deal Size and Trend Median and Average Deal Size in $M (per Stage) in Robo Advisors; 2012-2018 Median Deal Size and Trend Note: Excludes funding information of Chinese companies. *Graph not to scale Median Deal Size and Range $7.1K* $19.3M $100K $23.9M $268K $53.3M $2M $180M $37.5M $15M $5M $607K Series C+ Series B Series A Seed Stage $6.8 $17.5 $16.0 $8.9 $10.4 $17.8 $28.3 $25.0 $43.2 $33.5 $33.8 $34.8 $50.6 $5.0 $6.6 $6.7 $8.2 $4.7 $5.4
  • 20. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Note: 53 companies with undisclosed funding amount are not included 20 <$1M $1-10M $10-50M $50-100M $100M+ Funding Range 29 47 23 5 9 No. of Companies Robo Advisors > Investment Trends > Distribution of companies by Funding Range No. of companies by funding range in Robo Advisors; as of Apr 2019 Distribution of companies by Funding Range $11M $159M $543M $353M $1.7B $ Investment
  • 21. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Stage No. of Companies Funding Funnel 100% 41% 16% 7% 4% 21 Note: Numbers in the brackets show the count of companies Time to raise next round 14 29 62 161 397 Series C+ Series B Series A Funded Founded Next Round 100M+ Valuation Exits Acqui- Hired Dead Pooled Others 41% 5% (19) 1% (5) - 11% (43) 49% (193) 39% 11% (18) 2% (4) - 5% (8) 57% (91) 47% 24% (15) 2% (1) - 2% (1) 52% (32) 48% 52% (15) 3% (1) - - 52% (15) - 71% (10) - - - 43% (6) Robo Advisors > Investment Trends > Funding Funnel Number of companies progressing to subsequent funding stages in Robo Advisors Funding Funnel 14 Months 17 Months 16 Months Investment backedBootstrapped 14 1 16 3 9 1 Soonicorns Unicorns Acquisitions IPOs
  • 22. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201922 Note: Seed Stage (Seed, Angel), Early Stage (Series A, Series B), Late Stage (Series C+, PE) Robo Advisors > Investment Trends > Notable Investments in last 24 months Major funding rounds by Stage in Robo Advisors; Apr 2017-Apr 2019 Notable Investments in last 24 months (1/4) 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 $75M - Series E Jan 2018 Wealthfront (2008, Palo Alto, $205M) Automated investment service Tiger Global Management, Benchmark, DAG Ventures, Greylock Partners, Index Ventures, Ribbit Capital, Social Capital, Spark Capital $70M - Series E Sep 2017 Betterment (2008, New York City, $275M) Automated investment service Kinnevik, Menlo Ventures, Francisco Partners, Bessemer Venture Partners LATE STAGE $65M - Series E Feb 2019 Stash (2015, New York City, $180M) Micro investment app. Breyer Capital, Union Square Ventures, Coatue, Entree Capital, Goodwater Capital, Valar Ventures $57.9M - Series E Jan 2019 Nutmeg (2010, London, $159M) Automated investment management service Convoy, Goldman Sachs $51.6M - Series C Feb 2018 WealthSimple (2014, Toronto, $131M) Online investment manager. Power financial $50M - Series F Feb 2019 Personal Capital (2009, Redwood City, $264M) Technology-augmented human advice platform IGM Financial LATE STAGE $50M - Series E Jun 2018 SigFig (2011, San Francisco, $106M) Online investment advice General Atlantic, Bain Capital Ventures, DCM Ventures, Eaton Vance Management, Nyca, UBS, Union Square Ventures, New York Life Ventures $42M - Series C Jul 2017 Stash (2015, New York City, $180M) Micro investment app. Coatue, Breyer Capital, Goodwater Capital, Valar Ventures $38.8M - Series C Sep 2018 Liqid (2015, Berlin, $43.5M) Digital wealth management platform. Toscafund Asset Management, Project A, DvH Ventures, HQ Trust $37.5M - Series D Feb 2018 Stash (2015, New York City, $180M) Micro investment app. Union Square Ventures, Breyer Capital, Coatue, Entree Capital, Goodwater Capital, Valar Ventures
  • 23. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201923 Note: Seed Stage (Seed, Angel), Early Stage (Series A, Series B), Late Stage (Series C+, PE) Robo Advisors > Investment Trends > Notable Investments in last 24 months Major funding rounds by Stage in Robo Advisors; Apr 2017-Apr 2019 Notable Investments in last 24 months (2/4) LATE STAGE $37.1M - Series E Aug 2017 Personal Capital (2009, Redwood City, $264M) Technology-augmented human advice platform IGM Financial $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 $21.4M - Series C Jan 2019 Scripbox (2012, Bangalore, $36M) Web-based platform enabling investing in mutual funds Accel, Omidyar Network, Nippon Life Insurance, BalaKrishna Adiga, H S Nagaraja $11.7M - Series C Oct 2017 Vestmark (2001, Boston, $64.2M) Wealth management technology platform for broker-dealers and financial institutions LATE STAGE Series D Jan 2018 Acorns (2012, Irvine, $287M) Micro saving investment app The Rise Fund EARLY STAGE $53.3M - Series B May 2018 MoneyFarm (2011, Milan, $81.7M) Online investment platform Endeavor, Fondazione di Sardegna, United Ventures, Cabot Square Capital, Allianz X $37M - Series B May 2017 WealthSimple (2014, Toronto, $131M) Online investment manager. Power financial $35M - Series B Dec 2018 Guideline (2015, San Francisco, $59M) Automated 401K platform. Tiger Global Management, Felicis Ventures, Propel Venture Partners $34.6M - Series B Aug 2017 Ellevest (2014, New York City, $88.6M) Women focused automated investment platform. Rethink Impact, Contour Venture Partners, Ulu Ventures, Khosla Ventures, Morningstar, Salesforce, CreditEase, Astia, PSP Partners
  • 24. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201924 Note: Seed Stage (Seed, Angel), Early Stage (Series A, Series B), Late Stage (Series C+, PE) Robo Advisors > Investment Trends > Notable Investments in last 24 months Major funding rounds by Stage in Robo Advisors; Apr 2017-Apr 2019 Notable Investments in last 24 months (3/4) EARLY STAGE $33.6M - Series B Jun 2017 Scalable (2014, Munich, $46M) Online automated wealth management. BlackRock, Tengelmann Ventures, HV Holtzbrinck Ventures $33M - Series B Mar 2019 Ellevest (2014, New York City, $88.6M) Women focused automated investment platform. Rethink Impact, Pivotal Ventures, PSP Partners, PayPal, Mastercard, Aspect Ventures, Astia, Eric Schmidt, Ulu Ventures, Elaine Wynn, GingerBread Capital, Valerie Jarrett, Khosla Ventures, Morningstar, CreditEase $30M - Series B Jan 2018 AdvisorEngine (Vanare) (2014, New York City, $59.3M) Wealth management platform for financial advisors WisdomTree EARLY STAGE $21.7M - Series B Jan 2018 ForUsAll (2013, San Francisco, $35.2M) Platform for managing 401(K) accounts Ribbit Capital, Foundation Capital $21.2M - Series B May 2017 Additiv (1998, Zurich, $21.2M) Digital solution provider for FIs and banks BZ Bank Aktiengesellschaft $16.2M - Series B Jul 2018 M1 Finance (2015, Chicago, $25.2M) Investment platform with algorithm-based rebalancing $15M - Series B Aug 2017 Guideline (2015, San Francisco, $59M) Automated 401K platform. Felicis Ventures, Aydin Senkut $13.5M - Series B Feb 2018 WealthNavi (2015, Shibuya, $33.5M) Mobile first, automated investment platform Mizuho Bank, SMBC Venture Capital, DBJ Capital, Sony Innovation Fund, Global Brain EARLY STAGE $12.3M - Series A May 2018 WeInvest (2015, Singapore, $12.3M) Wealth management solution for financial institutions Schroders $10.1M - Series A Aug 2018 United Income (2016, Washington D.C., $15.9M) Investment Management platform for retirement $10M - Series A Mar 2018 Trizic (2014, San Francisco, $19.1M) Robo-Advisory solutions for investment advisors. Sorenson Capital, FIS, Betsy Cohen, Freestyle Capital, Broadhaven Capital Partners, PEAK6 Investments, Commerce Ventures $6.6M - Series A Mar 2018 WiseBanyan (2013, New York City, $6.9M) Online financial adviser $5.3M - Series A Mar 2018 StashAway (2016, Singapore, $8M) Automated investment platform for goal savings
  • 25. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201925 Note: Seed Stage (Seed, Angel), Early Stage (Series A, Series B), Late Stage (Series C+, PE) Robo Advisors > Investment Trends > Notable Investments in last 24 months Major funding rounds by Stage in Robo Advisors; Apr 2017-Apr 2019 Notable Investments in last 24 months (4/4) EARLY STAGE $5M - Series A Apr 2017 AdvisorEngine (Vanare) (2014, New York City, $59.3M) Wealth management platform for financial advisors WisdomTree $4.5M - Series A Apr 2019 Kuvera (2016, Bangalore, $5M) Platform to invest in direct mutual funds Eight Roads Ventures $3M - Series A Jul 2018 Bambu (2016, Singapore, $3.4M) B2B Robo advisors for financial firms and digital brands Franklin Templeton Investments, Octava, Mamoru Taniya $2.5M - Series A Jun 2017 Trizic (2014, San Francisco, $19.1M) Robo-Advisory solutions for investment advisors. PEAK6 Investments, Freestyle Capital, Broadhaven Capital Partners, Commerce Ventures EARLY STAGE $2.2M - Series B May 2017 Stockspot (2013, Sydney, $5M) Automated investment adviser and fund manager. Alium Capital Management, H2 Ventures, Graham Tuckwell $2.2M - Series A May 2017 StashAway (2016, Singapore, $8M) Automated investment platform for goal savings Series A Aug 2017 Bambu (2016, Singapore, $3.4M) B2B Robo advisors for financial firms and digital brands Franklin Templeton Investments, Wavemaker Partners, Draper Venture Network SEED STAGE $250k - Angel Mar 2018 Kuvera (2016, Bangalore, $5M) Platform to invest in direct mutual funds Baskar Subramanian, Saket Kumar, Gaurav Suri, Ankit Kesarwani Angel Jun 2017 WeInvest (2015, Singapore, $12.3M) Wealth management solution for financial institutions
  • 26. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201926 Note: Seed Stage (Seed, Angel), Early Stage (Series A, Series B), Late Stage (Series C+, PE) Robo Advisors > Investment Trends > Notable Investments in last 24 months in China Major funding rounds by Stage in Robo Advisors; Apr 2017-Apr 2019 Notable Investments in last 24 months in China LATE STAGE $25M - Series C Mar 2018 8 Securities (2011, Hong Kong, $46.5M) Mobile first zero fee trading platform. Nomura EARLY STAGE $6.2M - Series A Jan 2018 Licaimofang (2014, Beijing, $10.6M) Mobile based robo advisory platform Kaitai Capital, Guofa Venture Capital, Unity Ventures Series A Feb 2019 Licaimofang (2014, Beijing, $10.6M) Mobile based robo advisory platform Unity Ventures, Jiuchuang Capital
  • 27. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Most Active Investors (VC, PE) by Stage in Robo Advisors; Last 5 years (Apr 2014-Apr 2019) Most Active VC & PE Investors 27 Note: Seed Stage (Seed, Angel), Early Stage (Series A, Series B), Late Stage (Series C+, PE) Robo Advisors > Investment Trends > Most Active VC & PE Investors SEED STAGE Route 66 Ventures (2 Investments) Vaamo, Hedgeable 1 SV Angel (2 Investments) Captain401, Guideline 2 Seedcamp(2 Investments) Vantik, WealthKernel 3 SixThirty Investment POD 4 Operative Capital Trizic 5 Venture Highway Wealthy 6 Ferst Capital Partners Mylo 7 Viriditas Ventures Indexa Capital 8 Foundation Capital ForUsAll 9 Valar Ventures Stash 10 EARLY STAGE Commerce Ventures(2 Investments) Blooom, Trizic 1 QED Investors (2 Investments) OpenInvest, Blooom 2 DCM Ventures Folio 3 Khosla Ventures Ellevest 4 SMBC Venture Capital WealthNavi 5 Ulu Ventures Ellevest 6 DBJ Capital WealthNavi 7 Social Capital ORO Wealth 8 Omidyar Network Scripbox 9 Felicis Ventures Guideline 10 LATE STAGE Bain Capital Ventures Acorns 1 Union Square Ventures Stash 2 Ribbit Capital Wealthfront 3 Nyca Acorns 4 Greycroft Partners Acorns 5 Francisco Partners Betterment 6 Balderton Capital Motif Investing 7 Rakuten Capital Acorns 8 Spark Capital Wealthfront 9 E.ventures Acorns 10
  • 28. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201928 Robo Advisors > Investment Trends > Most Active Ecosystem Investors Top Ecosystem Investors in Robo Advisors; Last 5 years (Apr 2014-Apr 2019) Most Active Ecosystem Investors INCUBATOR/ACCELERATOR Plug and Play Tech Center(8 Investments) SmartFi, Vault, Responsive 1 Y Combinator(5 Investments) Ajaib, Fintual, Piggy 2 500 Startups(5 Investments) Sarwa, Finnomena, Cashboard 3 Startupbootcamp(4 Investments) AIM, Zenith One, HiHedge 4 Fusion(3 Investments) Bambu, Acebanker, Investivity 5 H2 Ventures(2 Investments) SuperAlbert, Stockspot 6 Techstars(2 Investments) Robin Hood, KapitalWise 7 Village Capital(2 Investments) Fintual, WiseBanyan 8 GSF ORO Wealth 9 ProSiebenSat.1 Accelerator Cashboard 10 OTHER NOTABLE INVESTORS PayPal(3 Investments) Responsive, Ellevest, Acorns 1 Schroders(2 Investments) WeInvest, Nutmeg 2 JPMorgan Chase & Co.(2 Investments) EF Hutton, Motif Investing 3 Collector Bank(2 Investments) Betterwealth, Fundment 4 Fintech Fusion(2 Investments) Acebanker, Investivity 5 Morningstar Ellevest 6 Power financial WealthSimple 7 IGM Financial Personal Capital 8 Goldman Sachs Nutmeg 9 Coatue Stash 10 DEBT INVESTORS BlackRock(2 Investments) Scalable, Acorns 1 Silicon Valley Bank Personal Capital 2 TPG Acorns 3 PMV InvestSuite 4 SYSTEMIQ OpenInvest 5
  • 29. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201929 Robo Advisors > Investment Trends > Investors in Unicorn club Investors in Unicorn Club (1/2)
  • 30. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201930 Robo Advisors > Investment Trends > Investors in Unicorn club Investors in Unicorn Club (2/2)
  • 31. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201931 Robo Advisors > Investment Trends > Unicorn Investors in the Sector Unicorn Investors in the Sector
  • 32. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Contents Feed Summary Investment Trend Market Details Exit Outlook Investors News Appendix 32 BlueBox Key Sub Sectors Detailed Sector Taxonomy Top Markets of Investment Activity Top Markets of Early Stage Investors Other Notable Markets Market Deep Dive
  • 33. Some more Sector Reports you might want to check out Join 4000+ people taking sharper decisions with Tracxn InsurTech Mar 2019 Consumer Finance Mar 2019 Cryptocurrencies Mar 2019
  • 34. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Marketmap: Robo Advisors 34 Robo Advisors > Market Details > BlueBox
  • 35. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Key Sub Sectors 35 Key Sub Sectors in Robo Advisors Market Top Companies # Cos Tracked # Funded Total Funding Investment Platforms Automated wealth management platforms for investments in ETFs, mutual funds etc. Guideline (2015, San Francisco, Acquired) Acorns (2012, Irvine, $287M) 329 127 $2.6B Enablers Companies providing technologies to build robo-advisory platforms or augment traditional advsiors. Jemstep (2008, Los Altos, Acquired) Vestmark (2001, Boston, $64.2M) 68 34 $227M Robo Advisors > Market Details > Key Sub Sectors
  • 36. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Detailed Sector Taxonomy (1/2) 36 Robo Advisors > Market Details > Detailed Sector Taxonomy
  • 37. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Detailed Sector Taxonomy (2/2) 37 Robo Advisors > Market Details > Detailed Sector Taxonomy
  • 38. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Rank Market Last 2 Years $ Invested # Round Top Funded Company 1 (-) Investment Platforms > Full Stack Investment Platform Fully automated investment platforms that function without human intervention (Companies covered 197 | Funded 72 | Total Funding $1.1B) $471M (+$143M) 44 (-11) Wealthfront (2008, Palo Alto, $205M) 2 (-) Investment Platforms > Advisor Assisted Platforms Investment platform with optional or compulsory advisor assistance. (Companies covered 67 | Funded 26 | Total Funding $684M) $300M (+$73.9M) 14 (-11) MoneyFarm (2011, Milan, $81.7M) 3 (-) Investment Platforms > Full Stack Investment Platform > Micro-Investing Platforms which invest spare change from daily expenses in diversified portfolio (Companies covered 21 | Funded 8 | Total Funding $475M) $366M (+$294M) 12 (+4) Acorns (2012, Irvine, $287M) 4 (-) Enablers > White Label Platform Companies customizable robo-advisory platforms. (Companies covered 56 | Funded 28 | Total Funding $162M) $94.1M (+$57.9M) 17 (+2) AdvisorEngine (Vanare) (2014, New York City, $59.3M) 5 (-) Investment Platforms > Full Stack Investment Platform > Retirement Planning > B2B Investment platforms for retirement planning for businesses (Companies covered 10 | Funded 7 | Total Funding $99.3M) $71.7M (+$47.9M) 3 (-6) Guideline (2015, San Francisco, Acquired) 38 Note: The numbers in the bracket represent the change in a 2 year period. Top Markets of Investment Activity Top Markets by Funding in Robo Advisors in last 2 years (April 2017 - March 2019) Robo Advisors > Market Details > Top Markets of Investment Activity
  • 39. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Incubators Y Combinator (#3), Startupbootcamp (#2) Seed Route 66 Ventures (#2), PayPal (#1) Series A/B Social Capital (#2), Bessemer Venture Partners (#1) Series C+ Ribbit Capital (#1), Goldman Sachs (#1) Bibit Feb - 2019 Acq by Stockbit Vaamo Nov - 2018 Acq by MoneyFarm Moneyfront Sep - 2018 Acq by Niyogin Fintech for $1.7M Moola Jul - 2018 Acq by JLT Evervest May - 2018 Acq by Taaleri Wealthify Oct - 2017 Acq by Aviva Pritle Mar - 2017 Acq by Binck $4.5M - Series A Kuvera (2016, Bangalore, $5M) $33M - Series B Ellevest (2014, New York City, $88.6M) $57.9M - Series E Nutmeg (2010, London, $159M) $21.4M - Series C Scripbox (2012, Bangalore, $36M) $1M - Angel CashRich (2016, Mumbai, $1.2M) $7.8M - Series A Wahed Invest (2015, New York City, $19.8M) Apr 2019 Betterment for Advisors to Offer Dimensional Funds, PR Newswire Mar 2019 Ellevest Raises $33 Million to Help Women Unleash Their Financial Power, Business Wire Mar 2019 Nutmeg’s Martin Stead reveals international expansion to Asia is “imminent” as crowdfunding looks to raise up to £10m, AltFi Mar 2019 Piggy's smart switch product lets investors move from regular to direct MFs seamlessly, Indiatimes Mar 2019 Wealthify Reveals The £70k Reason Parents Should Start Investing For Their Kids In A Junior Isa Today, Financial IT Mar 2019 Robo-adviser Swanest unveils investment hub, Verdict Mar 2019 In A Month, I've Invested RM5,500 In P2P Funding. Let's Just Say, I'm Convinced., Vulcan Post Mar 2019 Swanest Helps Investors Paint a Holistic Picture of their Finances, Fintech Finance Feb 2019 Indonesia’s trader platform Stockbit acquires mutual fund app Bibit, Deal Street Asia Feb 2019 Fount in S. Korea launches AI-based personal pension products, Pulse Jan 2019 Robo resistance: how IFAs can fight back, Financial Reporter Jan 2019 Goldman Sachs backs UK-based robo adviser Nutmeg in latest funding round, Reuters Jan 2019 Orowealth acquires Wealth Trust; deal hints at further consolidation, Business Standard Jan 2019 Swanest Personalizes Robot Advisor By Using Algorithms Rather Than Models, Forbes News 10 8 28 72 197 M&A/IPO Series C+ Series A+ Funded Companies Covered Funding Funnel Investment Platforms > Full Stack Investment Platform: Market Factsheet 39 Exits Most Active Investors Recent InvestmentsFully automated investment platforms that function without human intervention Betterment (2008, New York City, $275M) Wealthfront (2008, Palo Alto, $205M) Nutmeg (2010, London, $159M) Ellevest (2014, New York City, $88.6M) Scalable (2014, Munich, $46M) Top Companies #1 Top Markets of Investment Activity Robo Advisors > Market Details > Market: Full Stack Investment Platform Companies Created 197 | Funded 72 | Total Funding $1.1B 0 50 100 $0k $200M $400M $600M 2014 2015 2016 2017 2018 Predicted Funding YoY Funding Rounds Predicted Rounds YoY Funding and Rounds Market: Full Stack Investment Platform
  • 40. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201940 Investment Platforms > Full Stack Investment Platform: Top Companies Robo Advisors > Market Details > Market: Full Stack Investment Platform #1 Top Markets of Investment Activity Market: Full Stack Investment Platform (1/3) Analyst’s Pick Betterment (2008, New York City, $275M) Automated investment service Soonicorn. Stage: Series E Kinnevik, Menlo Ventures, Francisco Partners and 18 Other Investors Wealthfront (2008, Palo Alto, $205M) Automated investment service Soonicorn. Stage: Series E Tiger Global Management, Benchmark, DAG Ventures and 10 Other Investors Nutmeg (2010, London, $159M) Automated investment management service Soonicorn. Stage: Series E Convoy, Goldman Sachs, Fubon Financial Holdings and 12 Other Investors Ellevest (2014, New York City, $88.6M) Women focused automated investment platform. Soonicorn. Stage: Series B Rethink Impact, Pivotal Ventures, PSP Partners and 19 Other Investors Analyst’s Pick Scalable (2014, Munich, $46M) Online automated wealth management. Soonicorn. Stage: Series B BlackRock, Tengelmann Ventures, HV Holtzbrinck Ventures and 2 Other Investors Liqid (2015, Berlin, $43.5M) Digital wealth management platform. Minicorn. Stage: Series C Toscafund Asset Management, Project A, DvH Ventures and 3 Other Investors Money Design (2013, Minato, $36.2M) Automated investment platform. Minicorn. Stage: Series C Fenox Venture Capital, Recruit Group, Globis Capital Partners and 10 Other Investors Scripbox (2012, Bangalore, $36M) Web-based platform enabling investing in mutual funds Minicorn. Stage: Series C Accel, Omidyar Network, Nippon Life Insurance and 14 Other Investors Analyst’s Pick WealthNavi (2015, Shibuya, $33.5M) Mobile first, automated investment platform Minicorn. Stage: Series B Mizuho Bank, SMBC Venture Capital, DBJ Capital and 10 Other Investors M1 Finance (2015, Chicago, $25.2M) Investment platform with algorithm-based rebalancing Minicorn. Stage: Series B Chicago Ventures Wahed Invest (2015, New York City, $19.8M) SHARI’AH compliant automated investment advisor. Editor's Pick. Stage: Series A Cue Ball, BECO Capital, Khalid Al Jassim and 3 Other Investors Alkanza (2014, Redwood City, $9M) Goal based automated financial advisor for indiviual investors as well as for institutions Minicorn. Stage: Series A ALLVP, Veronorte, GSV Labs
  • 41. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201941 Investment Platforms > Full Stack Investment Platform: Top Companies Robo Advisors > Market Details > Market: Full Stack Investment Platform #1 Top Markets of Investment Activity Market: Full Stack Investment Platform (2/3) Analyst’s Pick StashAway (2016, Singapore, $8M) Automated investment platform for goal savings Minicorn. Stage: Series A WiseBanyan (2013, New York City, $6.9M) Online financial adviser Minicorn. Stage: Series A CFSI, InnoSpring Seed Fund, Upslope Ventures and 5 Other Investors Nest Wealth (2014, Toronto, $6M) Fully managed investment account. Editor's Pick. Stage: Series A National Bank of Canada, Metroland Media Fisdom (2015, Bangalore, $5.5M) Mobile first robo advisor Editor's Pick. Stage: Series B Saama Capital, Quona Capital, Robin Chandra and 12 Other Investors Kuvera (2016, Bangalore, $5M) Platform to invest in direct mutual funds Minicorn. Stage: Series A Eight Roads Ventures, Baskar Subramanian, Saket Kumar and 2 Other Investors Analyst’s Pick Stockspot (2013, Sydney, $5M) Automated investment adviser and fund manager. Minicorn. Stage: Series B Alium Capital Management, H2 Ventures, Graham Tuckwell, Global Founders Capital ORO Wealth (2015, Mumbai, $2.4M) Platform to invest in direct mutual fund schemes Editor's Pick. Stage: Series A Powerhouse Ventures, B Dash Ventures, Money Forward and 31 Other Investors ModernAdvisor (2013, Vancouver, $2.2M) Automated investment advisor. Editor's Pick. Stage: Seed Polly Port (2014, New York City, $2.1M) Auto-managed investment account service. Editor's Pick. Stage: Seed WI Harper Group Analyst’s Pick Hedgeable (2009, New York City, $1.9M) Online asset manager with focus on risk managemnt Editor's Pick. Stage: Seed Route 66 Ventures, SixThirty, Plug and Play Tech Center Tavaga (2015, Mumbai, $154k) Mobile and web based investment management platform Editor's Pick. Stage: Seed Ashish Goenka, TracxnLabs, Abhishek Modi and 6 Other Investors AssetBuilder (2006, Plano) A financial advisory platform with ready portfolio templates Minicorn. Stage: Unfunded Bharosa Club (2015, Delhi) Robo Advisor for direct plans Editor's Pick. Stage: Seed
  • 42. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201942 Investment Platforms > Full Stack Investment Platform: Top Companies Robo Advisors > Market Details > Market: Full Stack Investment Platform #1 Top Markets of Investment Activity Market: Full Stack Investment Platform (3/3) Analyst’s Pick Evervest (2015, Helsinki) Online investment platform. Editor's Pick. Stage: Acquired VisionPlus Fund eVestor (2015, Manchester) Automated investment advice for personal savings. Editor's Pick. Stage: Unfunded Huygens (2011, New York City) Risk focused robo advisor. Editor's Pick. Stage: Unfunded IndoInvesting (2017, Mumbai) Roboadvisor platform Editor's Pick. Stage: Funded Kiraan Mehta Miss Kaya (2016, Singapore) Financial education and Robo-Advisor platform focused on women. Editor's Pick. Stage: Unfunded Analyst’s Pick Polaris Portfolios (2015, Wellesley) Automated investment platform replicating investment approach and styles long term investors. Editor's Pick. Stage: Unfunded Quarterback Technologies (2015, Yeongdeungpo) Robo advisor for portfolio management Editor's Pick. Stage: Unfunded Robobanking (2016, Mumbai) Robo-advisory platform allowing access to direct mutual funds Editor's Pick. Stage: Unfunded Upraise Labs (2015, Delhi) Robo-advisory to invest in direct plans Editor's Pick. Stage: Unfunded Werthstein (2016, Zurich) Theme-based robo advisor Editor's Pick. Stage: Unfunded WorthFM (2015, Philadelphia) Investment platform for women. Editor's Pick. Stage: Unfunded
  • 43. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Note: Overall Rating is a combination of Funding and Team rating, along with Execution, Size and Growth metrics 43 Investment Platforms > Full Stack Investment Platform: Leaderboard Robo Advisors > Market Details > Market: Full Stack Investment Platform #1 Top Markets of Investment Activity Better than Market Average Market: Full Stack Investment Platform 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 Wealthfront 2008 Palo Alto Series E $205M 6 - 5 - - 34.3k 75k 868 32 681 364% 943 3% 4.7 Nutmeg 2010 London Series E $159M 9 - 4 - - 20.8k 30k 287 18 176 159% 265 1% 4.6 Betterment 2008 New York City Series E $275M 8 - 4 - - 34k 300k 4k 33 125 3% 1.7k 5% 4.5 Ellevest 2014 New York City Series B $88.6M 5 - - - - 16.9k - - 6 - - 2.6k 18% 4.5 ORO Wealth 2015 Mumbai Series A $2.4M 5 5 4 - - 996 75k 201 3 167 491% 482 94% 4.4 Scripbox 2012 Bangalore Series C $36M 7 - 4 - 3 2.8k 750k 2.2k 8 776 57% 120 5% 4.4 Fisdom 2015 Bangalore Series B $5.5M 3 - 4 - - 802 750k 3.3k 9 394 14% 25 3% 4.3 WealthNavi 2015 Shibuya Series B $33.5M 5 - 4 - 3 4.6k 75k 276 2 152 123% 1.3k 38% 4.2 M1 Finance 2015 Chicago Series B $25.2M 2 - 5 3 3 1.8k 300k 2.3k 5 1.2k 109% 487 39% 4.1 Wealthify 2014 Cardiff Acquired $870k 2 - 4 - 3 16.7k 75k 365 7 197 117% 2.3k 16% 4.1 StashAway 2016 Singapore Series A $8M 3 5 5 - - 86 30k 158 8 85 116% - - 4.0 Liqid 2015 Berlin Series C $43.5M 4 5 - - 4 864 - - 4 - - 46 6% 3.9 Scalable 2014 Munich Series B $46M 3 - 4 - - - 30k 387 12 49 14% 93 - 100% 3.9 Kuvera 2016 Bangalore Series A $5M 2 - 4 - - - 75k 646 4 245 61% - - 3.7 Stockspot 2013 Sydney Series B $5M 2 - - - - 2.5k - - 1 - - 117 5%
  • 44. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Incubators 500 Startups (#2), Y Combinator (#1) Seed Sequoia Capital (#1), Credit Mutuel Arkea (#1) Series A/B Foundation Capital (#1), DCM Ventures (#1) Series C+ IGM Financial (#1), BlackRock (#1) WealthBar Dec - 2018 Acq by CI Financial Financial Guard Jul - 2016 Acq by Legg Mason RhineVest May - 2016 Acquired Wealth Wizards Aug - 2015 Acq by Liverpool Victoria AssetPlus Dec - 2012 Acq by Nautilus for $86.5M $50M - Series F Personal Capital (2009, Redwood City, $264M) $2.1M - Seed Ajaib (2018, Jakarta, $2.3M) $150k - Seed Ajaib (2018, Jakarta, $2.3M) $1.3M - Seed Sarwa (2016, Dubai, $1.5M) $50M - Series E SigFig (2011, San Francisco, $106M) $53.3M - Series B MoneyFarm (2011, Milan, $81.7M) $658k - Seed Upwardly (2016, Bangalore, $1.1M) Angel Clover (2014, Melbourne, $2M) Apr 2019 John Powers Appointed To Personal Capital's Team of Experts, PR Newswire Apr 2019 Dubai-based robo-advisory platform turns to ‘halal’ investing advice, Gulf News Mar 2019 SigFig launches digital advice platform for banks, Finextra Mar 2019 NiYO, Upwardly Launch Investment Solution for Financially Underserved Segment, Dataquest Mar 2019 Morrissey named CFO of SigFig, PE Hub Mar 2019 Wealthsimple And H&r Block Partner, Launching Tax Refund Solution, BetaKit Mar 2019 Wealthsimple launches zero-commission trading app, Investment Executive Feb 2019 Global Personal Finance Apps Market 2019 – Mint, Personal Capital, GoodBudget, Spendee, Venmo, Wally, You Need a Budget, Acorns, OfficeTime, Lincoln Trail Publishing Feb 2019 Franklin Templeton, Actera eyeing Dubai-based Abraaj’s Turkey funds, Gulf Business Jan 2019 Indonesian startup Ajaib opens up investment opportunities for millennials, KrASIA Jan 2019 RBC InvestEase Opens the Market, CNW Jan 2019 SigFig Robo Advisor Works With Individuals, Banks And Advisors, Forbes Jan 2019 Indonesia’s New Stock-trading App Gets Softbank Backing, Tech in Asia Dec 2018 Global Personal Finance App Market : Status and Forecast 2018-2025 ( Intuit, Personal Capital, Lampo Licensing ), Digital Journal News 5 5 10 26 67 M&A/IPO Series C+ Series A+ Funded Companies Covered Funding Funnel Investment Platforms > Advisor Assisted Platforms: Market Factsheet 44 Exits Most Active Investors Recent InvestmentsInvestment platform with optional or compulsory advisor assistance. Personal Capital (2009, Redwood City, $264M) WealthSimple (2014, Toronto, $131M) SigFig (2011, San Francisco, $106M) MoneyFarm (2011, Milan, $81.7M) Top Companies #2 Top Markets of Investment Activity Robo Advisors > Market Details > Market: Advisor Assisted Platforms Companies Created 67 | Funded 26 | Total Funding $684M 0 10 20 30 $0k $200M $400M $600M 2014 2015 2016 2017 2018 Predicted Funding YoY Funding Rounds Predicted Rounds YoY Funding and Rounds Market: Advisor Assisted Platforms
  • 45. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201945 Investment Platforms > Advisor Assisted Platforms: Top Companies Robo Advisors > Market Details > Market: Advisor Assisted Platforms #2 Top Markets of Investment Activity Market: Advisor Assisted Platforms Analyst’s Pick Personal Capital (2009, Redwood City, $264M) Technology-augmented human advice platform Soonicorn. Stage: Series F IGM Financial, Silicon Valley Bank, Crosslink Capital and 10 Other Investors WealthSimple (2014, Toronto, $131M) Online investment manager. Soonicorn. Stage: Series C Power financial, David Ossip, Daniel Debow and 3 Other Investors SigFig (2011, San Francisco, $106M) Online investment advice Soonicorn. Stage: Series E General Atlantic, Bain Capital Ventures, DCM Ventures and 8 Other Investors MoneyFarm (2011, Milan, $81.7M) Online investment platform Soonicorn. Stage: Series B Endeavor, Fondazione di Sardegna, United Ventures and 5 Other Investors Analyst’s Pick MyUniverse (2012, Mumbai, $27.5M) Web & mobile based personal finance management platform Minicorn. Stage: Series B IFC, Aditya Birla Nuvo FundsIndia (2008, Chennai, $15.2M) Online investment platform for mutual funds & other financial products Minicorn. Stage: Series C Faering Capital, Foundation Capital, Inventus Capital India Yomoni (2014, Paris, $9.3M) Online wealth management platform Minicorn. Stage: Series A Credit Mutuel Arkea, Financière de l'Echiquier WealthBar (2012, Vancouver, $4.3M) Online financial advisor Minicorn. Stage: Acquired Nicola Wealth, Full Stack Analyst’s Pick Indexa Capital (2015, Madrid, $2.2M) Automated investment manager. Minicorn. Stage: Seed Viriditas Ventures, Perennius, Luis M. Viceira, FIDES Capital Partners Sarwa (2016, Dubai, $1.5M) Automated investment platform Editor's Pick. Stage: Seed Shorooq Investments, Middle East Venture Partners, 500 Startups and 3 Other Investors ArthaYantra (2007, Hyderabad, $884k) Web-based platform for personal finance planning Editor's Pick. Stage: Seed WFA Global, Kiran Kumar Vakkalanka WealthApp (2016, Bangalore, $440k) Investment advisory platform Editor's Pick. Stage: Seed Venk Krishnan, MJ Aravind, Jayant Davar, NuVentures
  • 46. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Note: Overall Rating is a combination of Funding and Team rating, along with Execution, Size and Growth metrics 46 Investment Platforms > Advisor Assisted Platforms: Leaderboard Robo Advisors > Market Details > Market: Advisor Assisted Platforms #2 Top Markets of Investment Activity Better than Market Average Market: Advisor Assisted Platforms Overall Rating Company Name Year Location Stage Funding ($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 Personal Capital 2009 Redwood City Series F $264M 10 - 5 - - 18.2k 300k 8.6k 29 3.7k 74% 334 2% 4.8 WealthSimpl e 2014 Toronto Series C $131M 5 - 4 - - 44.8k 308k 801 30 311 63% 1.5k 3% 4.3 FundsIndia 2008 Chennai Series C $15.2M 3 - 4 - - 21.5k 300k 7.1k 5 424 6% 371 2% 4.1 MoneyFarm 2011 Milan Series B $81.7M 5 - 4 - - - 30k 537 18 322 150% - - 3.9 SigFig 2011 San Francisco Series E $106M 4 - 4 - - - 300k 4.7k 11 75 2% - - 3.9 Yomoni 2014 Paris Series A $9.3M 2 - - - - 4k - - 2 - - 182 5% 3.9 Goalwise 2015 Delhi Seed $1M 1 - 5 - - 360 30k 257 2 78 44% 68 23% 3.8 5nance 2010 Mumbai Seed $5.2M 4 - 4 - - 2.9k 8k 54 2 - - 726 35% 3.7 Netwealth 2015 London Seed $22.4M 2 - - - 4 1.3k - - 6 - - 59 5% 3.7 WealthBar 2012 Vancouver Acquired $4.3M 1 - 4 - - 4.7k 3k 55 7 12 28% 60 1% 3.6 Indexa Capital 2015 Madrid Seed $2.2M 2 - 3 - - 5.1k 3k 27 1 16 145% 729 17% 3.4 WealthApp 2016 Bangalore Seed $440k 1 5 4 - - 510 30k 98 1 10 11% 127 33% 3.3 Finnomena 2015 Bangkok Series A $3.2M 2 - 5 - 3 - 30k 137 4 50 57% - - 3.1 ArthaYantra 2007 Hyderabad Seed $884k 2 - - - - 1.3k - - - - - 346 39% 3.0 AssetPlus 2016 Chennai Acquired - - 4 5 4 4 - 301k 4.7k - 1.4k 41% - -
  • 47. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Incubators Seed Valar Ventures (#1), Goodwater Capital (#1) Series A/B Breyer Capital (#1), DILA Capital (#1) Series C+ Bain Capital Ventures (#1), Union Square Ventures (#1) Raiz Jun - 2018 IPO'd on ASX $65M - Series E Stash (2015, New York City, $180M) $180M - Series E Acorns (2012, Irvine, $287M) $550k - Seed Evati (2017, Evanston, $1.3M) $3.3M - Series A Dvdendo (2015, Miami, $5M) $37.5M - Series D Stash (2015, New York City, $180M) Series D Acorns (2012, Irvine, $287M) $1.6M - Seed Mylo (2015, Montreal, $2.1M) Seed Dvdendo (2015, Miami, $5M) $35M - Series D Acorns (2012, Irvine, $287M) $42M - Series C Stash (2015, New York City, $180M) $735k - Seed Evati (2017, Evanston, $1.3M) Mar 2019 Evati Rapidly Innovates as Customers Save and Invest Millions on Its Platform, ePRNews Mar 2019 Acorn establishes KOL division to strengthen Chinese influencer offerings, Marketing Interactive Mar 2019 Stash: Launches Stock-Back, FinTechInShorts Mar 2019 Investing app Stash raises $65M, launches banking and ‘stock-back’ rewards with Green Dot, TechCrunch Mar 2019 Australia-grown micro investment app Raiz Invest enters Indonesia, E27 Jan 2019 STASH Rolls Out Suite Of New Features, PR Newswire Jan 2019 Investing app Acorns nabbed $105 million in funding and now has a higher valuation than robo giant Betterment, Business Insider Dec 2018 Acorn and Galliard buy South Bank sites, Property Week Dec 2018 Everplus Invests in Gloe Brands & Bitmo, BevNET Nov 2018 Global Drinking Fountains Market 2018-2025 Major Growth By Key Players: Murdock, Maestro, Acorn, Elkay, Haws, Moerdeng, Filtrine, Oasis, Jingchuhongyuan, Talk Daily News Oct 2018 Raiz Invest partners Swiss Re to develop personalised insurance products, Verdict Oct 2018 Canadian Fintech Mylo Set to Launch Registered Accounts & Socially Responsible Investing Through Premium Service Mylo Advantage, Crowdfund Insider Sep 2018 Raiz Invest launches facebook chatbot, Finextra May 2018 BRIEF-Blackrock Inc - Announced A Partnership With Acorns, Reuters News 1 2 3 8 21 M&A/IPO Series C+ Series A+ Funded Companies Covered Funding Funnel Investment Platforms > Full Stack Investment Platform > Micro-Investing: Market Factsheet 47 Exits Most Active Investors Recent InvestmentsPlatforms which invest spare change from daily expenses in diversified portfolio Raiz (2015, Sydney) Acorns (2012, Irvine, $287M) Stash (2015, New York City, $180M) Dvdendo (2015, Miami, $5M) Mylo (2015, Montreal, $2.1M) Top Companies #3 Top Markets of Investment Activity Robo Advisors > Market Details > Market: Micro-Investing Companies Created 21 | Funded 8 | Total Funding $475M 0 5 10 15 $0k $50M $100M $150M 2014 2015 2016 2017 2018 Predicted Funding YoY Funding Rounds Predicted Rounds YoY Funding and Rounds Market: Micro-Investing
  • 48. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201948 Investment Platforms > Full Stack Investment Platform > Micro-Investing: Top Companies Robo Advisors > Market Details > Market: Micro-Investing #3 Top Markets of Investment Activity Market: Micro-Investing Analyst’s Pick Acorns (2012, Irvine, $287M) Micro saving investment app Soonicorn. Stage: Series E Comcast Ventures, NBCUniversal, Bain Capital Ventures and 21 Other Investors Stash (2015, New York City, $180M) Micro investment app. Soonicorn. Stage: Series E Breyer Capital, Union Square Ventures, Coatue and 4 Other Investors Evati (2017, Evanston, $1.3M) Mobile app for micro investment Editor's Pick. Stage: Seed Raiz (2015, Sydney) Online micro-investment platform Minicorn. Stage: Public SaveAbhi (2015, Gurgaon) Micro savings app Editor's Pick. Stage: Unfunded
  • 49. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Note: Overall Rating is a combination of Funding and Team rating, along with Execution, Size and Growth metrics 49 Investment Platforms > Full Stack Investment Platform > Micro-Investing: Leaderboard Robo Advisors > Market Details > Market: Micro-Investing #3 Top Markets of Investment Activity Better than Market Average Market: Micro-Investing Overall Rating Company Name Year Location Stage Funding ($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 Stash 2015 New York City Series E $180M 7 - 4 - - 31.3k 3M 19.2k 17 8.1k 72% 4.8k 18% 5.0 Acorns 2012 Irvine Series E $287M 8 - 4 - - 58.6k 3M 60.2k 38 16.9k 39% 3.5k 6% 4.3 Mylo 2015 Montreal Seed $2.1M 2 - 4 - - 1.4k 300k 2.2k 7 880 69% 87 7% 3.4 Dvdendo 2015 Miami Series A $5M 4 - 4 - - - 300k 471 3 90 24% - - 3.2 Peaks 2016 Amsterdam Funded - - - 4 - - 382 75k 558 1 261 88% 95 33% 2.7 Raiz 2015 Sydney Public - - - 4 - 3 - 300k 4.4k 5 534 14% - - 2.4 Evati 2017 Evanston Seed $1.3M 2 5 - - 3 14 - - 2 - - - - 2.2 Sharesies 2016 Wellington Funded - - - - - 3 1.6k - - 2 - - 173 13% 1.5 SaveAbhi 2015 Gurgaon Unfunded - - - 5 - - 17 30k 106 2 - - - - 1.1 Clink 2015 Wilmington Unfunded - - - 4 - - - 300k 451 - - - - - 1.1 OwlHub 2014 Hamburg Unfunded - - - - - - 148 - - - - - 3 2% 1.1 Bibitnomic 2016 Jakarta Unfunded - - - - - 3 12 - - - - - 4 50% 1.1 Automata 2017 London Unfunded - - 5 - - 3 876 - - - - - - - 0.5 Rumman 2013 Beirut Unfunded - - 4 - - 3 14 - - - - - - - 0.5 FirstStep 2015 Melbourne Unfunded - - - - - - 422 - - - - - - -
  • 50. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201950 #4 Top Markets of Investment Activity Robo Advisors > Market Details > Market: White Label Platform Companies Created 56 | Funded 28 | Total Funding $162M Market: White Label Platform
  • 51. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201951 Robo Advisors > Market Details > Market: White Label Platform #4 Top Markets of Investment Activity Market: White Label Platform
  • 52. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201952 Robo Advisors > Market Details > Market: White Label Platform #4 Top Markets of Investment Activity Better than Market Average Market: White Label Platform
  • 53. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201953 #5 Top Markets of Investment Activity Robo Advisors > Market Details > Market: B2B Companies Created 10 | Funded 7 | Total Funding $99.3M Market: B2B
  • 54. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201954 Robo Advisors > Market Details > Market: B2B #5 Top Markets of Investment Activity Market: B2B
  • 55. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201955 Robo Advisors > Market Details > Market: B2B #5 Top Markets of Investment Activity Better than Market Average Market: B2B
  • 56. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Public Companies Contents Feed Summary Investment Trend Market Details Exit Outlook Investors News Appendix 56 Notable Acquisitions Top Acquirers
  • 57. Some more Sector Reports you might want to check out Join 4000+ people taking sharper decisions with Tracxn InsurTech Mar 2019 Smart Cars Mar 2019 Electric Vehicles Mar 2019
  • 58. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Public companies 58 Performance indicators of public companies in Robo Advisors IPO Date Company IPO Mcap Exchange Ticker Jun 2018 Raiz (2015, Sydney) Online micro-investment platform ASX:RZI Jul 2010 Envestnet (1999, Chicago) Technology-enabled wealth management solutions provider. $277M NYSE:ENV Apr 1994 Decimal Software (2006, Sydney) Robo advisory service for institutions ASX:DSX EF Hutton (1904, Dayton) Flat Fee Stock trading platform Robo Advisors > Exit Outlook > Public Companies
  • 59. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Notable Acquisitions 59 Notable Acquisitions in Robo Advisors Robo Advisors > Exit Outlook > Notable Acquisitions 2015 Acquirer: BlackRock Deal: $150M FutureAdvisor (2010, San Francisco, $21.5M) Investment management for middle- and working- class families Before 2008 Acquirer: InfoUSA Guideline (2015, San Francisco, $59M) Automated 401K platform.
  • 60. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Most Active Acquirers 60 Robo Advisors > Exit Outlook > Most Active Acquirers
  • 61. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Contents Feed Summary Investment Trend Market Details Exit Outlook Investors News Appendix 61 Details on VC & PE Investors Seed Stage Early Stage Late Stage Details on Top Ecosystem Players
  • 62. Some more Sector Reports you might want to check out Join 4000+ people taking sharper decisions with Tracxn InsurTech Mar 2019 Consumer Finance Mar 2019 Cryptocurrencies Mar 2019
  • 63. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 201963 Note: Seed Stage (Seed, Angel), Early Stage (Series A, Series B), Late Stage (Series C+, PE) Robo Advisors > Investors > Index of Most Active VC & PE Investors Index of Top Investors (VC, PE) by Stage in Robo Advisors; Last 5 years (Apr 2014 - Mar 2019) Index of Most Active VC & PE Investors SEED STAGE Route 66 Ventures (2 Investments) SV Angel (2 Investments) Seedcamp (2 Investments) Foundation Capital Valar Ventures Goodwater Capital Entree Capital Sequoia Capital Omidyar Network SixThirty HV Holtzbrinck Ventures DvH Ventures Operative Capital New Enterprise Associates Andreessen Horowitz EARLY STAGE Commerce Ventures (2 Investments) QED Investors (2 Investments) DCM Ventures Social Capital Omidyar Network Ribbit Capital Nyca Breyer Capital Khosla Ventures Balderton Capital SMBC Venture Capital Rakuten Capital Ulu Ventures DBJ Capital Alumni Ventures Group LATE STAGE Bain Capital Ventures Union Square Ventures Ribbit Capital Nyca Greycroft Partners Balderton Capital Rakuten Capital Francisco Partners New York Life Ventures Spark Capital Tiger Global Management E.ventures Globespan Capital Partners Kinnevik Sound Ventures
  • 64. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Route 66 Ventures 64 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Route 66 Ventures People Investments [Editor's Pick] Hedgeable (2009, New York City, $1.9M, Seed) Online asset manager with focus on risk managemnt Robo Advisors Notable Portfolio [Soonicorn] CoverHound (2010, San Francisco, $112M, Series D) Insurance marketplace for comparing and purchasing insurance plans [Soonicorn] Tandem (2013, London, $75.7M, Series C) Digital-only Bank [Minicorn] Simplesurance (2012, Berlin, $60M, Series C) Point of sale insurance solutions [Minicorn] Moven (2011, New York City, $44.4M, Series B) Neo Banking Service for United States [Minicorn] DriveWealth (2012, Chatham, $30.8M, Series B) Investment platform and brokerage API provider [Minicorn] Payzer (2014, Charlotte, $19.9M, Series C) Payment solution provider for businesses [Minicorn] Knip (2013, Zurich, $15.7M, Series B) Mobile insurance manager [Minicorn] QuanTemplate (2011, Gibraltar, $13.4M, Series A) Offers data driven decision making and compliance solution to reinsurance market [Minicorn] Clearmatics (2015, London, $12M, Series A) Clearing and settlement technology for financial OTC markets [Editor's Pick] Ripple (2012, San Francisco, $90.5M, Series B) Open source payment protocol for cross border money transfer. [Editor's Pick] Zebit (2011, San Diego, $22M, Series B) Employer-enabled purchase financing provider Other Notable Portfolio Top Exits Recent News on Fund & Portfolio Ryan Katz Founder & Founding Partner Geographical Spread Stage of Entry Dec 2018 SEC slaps startups Wealthfront and Hedgeable with fines for making false disclosures, TechCrunch Nov 2018 Moneyfarm expands into Germany with acquisition of digital wealth manager Vaamo, City A.M. Apr 2018 Hong Kong fintech firm 8 Securities targets Japan’s millennials with mobile investing apps, South China Morning Post Apr 2018 Stock trading startup 8 Securities goes bullish with $25m funding, Tech in Asia Apr 2018 Nomura’s investment banking unit acquires 8 Securities Inc, PageOne.ng Feb 2017 Asia-based 8 Securities launches robo-advisor app Chloe in Japan, LeapRate Jul 2016 N26 launches its investment product in Germany, TechCrunch Nov 2014 8 Securities Closes $8.7 million USD for Mobile Expansion In Asia, Velocity Capital Private Equity Dec 2012 TechCrunch Disrupt Beijing Finalist 8 Securities Raises $3M, Set To Launch In Japan – TechCrunch, TechCrunch Vaamo (2013, Frankfurt Am Main, $3.8M) Acq by MoneyFarm - Nov 2018 3 2014 2015 2016 2017 2018 2019 Follow On New Investments - - 1 - 2 Undisclosed Series C+ Series B Series A Seed1 1 1 - - Europe US China
  • 65. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 SV Angel 65 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > SV Angel People Investments [Minicorn] Captain401 (2015, San Francisco, $3.6M, Seed) 401K provider with automation tools. Robo Advisors Notable Portfolio [Unicorn] Instacart (2012, San Francisco, $2.8B, Series G) Marketplace for same-day grocery delivery [Unicorn] Snapchat (2011, Los Angeles, $2.6B, Public) Multimedia messaging application [Unicorn] Pinterest (2010, San Francisco, $1.5B, Series G) Visual social bookmarking service [Unicorn] Opendoor (2014, San Francisco, $1.3B, Series F) Residential re-selling solution provider. [Unicorn] Flexport (2013, San Francisco, $1.3B, Series E) Online freight forwarder [Unicorn] Zenefits (2013, San Francisco, $584M, Series C) SaaS HR Platform for SMBs [Unicorn] Coinbase (2012, San Francisco, $547M, Series E) Digital currency exchange & wallet provider [Unicorn] BuzzFeed (2008, New York City, $497M, Series F) US-based social news provider [Unicorn] Kabbage (2009, Atlanta, $491M, Series F) Working capital financing for small businesses. [Unicorn] TransferWise (2010, London, $397M, Series E) International money transmitter based on currency swaps [Unicorn] Credit Karma (2007, San Francisco, $370M, Series D) Aggregator of various consumer financial products. [Unicorn] Casper (2014, New York City, $340M, Series D) Online direct-to-consumer mattress brand Other Notable Portfolio Top Exits Recent News on Fund & Portfolio Ron Conway Founder & Co- Managing Partner Geographical Spread Stage of Entry Dec 2018 U.S. Guideline raises $35 mln in venture capital funding led by Tiger Global, investsize.com Aug 2017 Guideline raises $15 million led by Felicis to make 401(k)s more widely available, mmotimes.com Jul 2016 Retirement Industry Startup Guideline Raises $7M in Series A Round |FinSMEs, FinSMEs Feb 2016 Captain401, A Service For Spinning Up And Managing 401(k) Plans, Raises $3.5M, TechCrunch Aug 2015 StrictlyVC: August 25, 2015, StrictlyVC Aug 2015 TaskRabbit Co-Founder Launches A Slick New 401(k) Platform – TechCrunch, TechCrunch Aug 2015 Congratulations To The YC Summer 2015 Class, Y Combinator Jul 2015 YC-Backed Captain401 Wants To Make Creating A 401k Easier For Businesses – TechCrunch, TechCrunch Guideline (2015, San Francisco, $59M) Acq by InfoUSA - Jun 2007 1 1 2014 2015 2016 2017 2018 2019 Follow On New Investments - - - - 2 Undisclosed Series C+ Series B Series A Seed2 - - - - US
  • 66. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Foundation Capital 66 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Foundation Capital People Investments [Soonicorn] Motif Investing (2010, San Mateo, $126M, Series E) Thematic investment platform. [Minicorn] ForUsAll (2013, San Francisco, $35.2M, Series B) Platform for managing 401(K) accounts [Minicorn] FundsIndia (2008, Chennai, $15.2M, Series C) Online investment platform for mutual funds & other financial products Robo Advisors Notable Portfolio [Unicorn] Fair (2016, Santa Monica, $500M, Series B) Mobile app to lease cars [Unicorn] Rappi (2015, Bogota, $464M, Series C) On-demand delivery services for multi-vertical products [Unicorn] Chegg (2005, Santa Clara, $208M, Public) Provider of tutoring, internship, book rental and related services for university students [Unicorn] OnDeck (2007, New York City, $177M, Public) Online platform for business loans. [Unicorn] LendingHome (2013, San Francisco, $166M, Series C) Alternative lending and investment platform for mortgages. [Unicorn] Lending Club (2006, San Francisco, $162M, Public) P2P online lending marketplace [Soonicorn] Cohesity (2013, Santa Clara, $410M, Series D) Hybrid secondary storage with insights and analytics [Soonicorn] Graphcore (2016, Bristol, $312M, Series D) Machine learning processor for accelerating AI processing [Soonicorn] Rover (2011, Seattle, $310M, Series G) Online Pet Sitting Marketplace Other Notable Portfolio Top Exits Recent News on Fund & Portfolio Bill Elmore Co-Founder & General Partner Geographical Spread Stage of Entry Apr 2019 Global X Announces Availability of Model Portfolios through Envestnet, PR Newswire Apr 2019 New Envestnet Credit Exchange integrates lending solutions into advisers' wealth management practices, Wealth Adviser Mar 2019 Envestnet to Acquire PIEtech®, Creator of MoneyGuide Financial Planning Applications, Business Wire Feb 2019 Nationwide joins the Envestnet Insurance Exchange to create more opportunities for RIAs, fee-based advisors and the clients they serve, PR Newswire Feb 2019 Envestnet Insurance Exchange Launches Platform With Six Carriers, PR Newswire Feb 2019 Envestnet | Tamarac Announces Agreement to Acquire PortfolioCenter® from Schwab Performance Technologies®, PR Newswire Feb 2019 Envestnet Reports Fourth Quarter 2018 Financial Results, Business Wire Jan 2019 Envestnet and PIEtech Announce Partnership with Apprise Labs, PR Newswire Envestnet (1999, Chicago) IPO - Jul 2010 1 1 1 1 1 2014 2015 2016 2017 2018 2019 Follow On New Investments 1 - 1 1 1 Undisclosed Series C+ Series B Series A Seed3 1 - - - US India
  • 67. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Valar Ventures 67 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Valar Ventures
  • 68. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Goodwater Capital 68 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Goodwater Capital
  • 69. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Entree Capital 69 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Entree Capital
  • 70. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Sequoia Capital 70 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Sequoia Capital
  • 71. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Omidyar Network 71 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Omidyar Network
  • 72. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 SixThirty 72 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > SixThirty
  • 73. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 HV Holtzbrinck Ventures 73 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > HV Holtzbrinck Ventures
  • 74. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Operative Capital 74 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Operative Capital
  • 75. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 New Enterprise Associates 75 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > New Enterprise Associates
  • 76. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Contents Feed Summary Investment Trend Market Details Exit Outlook Investors News Appendix 76 Details on VC & PE Investors Seed Stage Early Stage Late Stage Details on Top Ecosystem Players
  • 77. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Commerce Ventures 77 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Commerce Ventures
  • 78. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 QED Investors 78 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > QED Investors
  • 79. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 DCM Ventures 79 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > DCM Ventures
  • 80. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Social Capital 80 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Social Capital
  • 81. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Omidyar Network 81 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Omidyar Network
  • 82. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Ribbit Capital 82 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Ribbit Capital
  • 83. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Nyca 83 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Nyca
  • 84. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Breyer Capital 84 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Breyer Capital
  • 85. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Khosla Ventures 85 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Khosla Ventures
  • 86. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Balderton Capital 86 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Balderton Capital
  • 87. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Rakuten Capital 87 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Rakuten Capital
  • 88. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Ulu Ventures 88 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Ulu Ventures
  • 89. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Alumni Ventures Group 89 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Alumni Ventures Group
  • 90. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Contents Feed Summary Investment Trend Market Details Exit Outlook Investors News Appendix 90 Details on VC & PE Investors Seed Stage Early Stage Late Stage Details on Top Ecosystem Players
  • 91. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Bain Capital Ventures 91 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Bain Capital Ventures
  • 92. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Union Square Ventures 92 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Union Square Ventures
  • 93. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Ribbit Capital 93 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Ribbit Capital
  • 94. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Nyca 94 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Nyca
  • 95. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Greycroft Partners 95 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Greycroft Partners
  • 96. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Balderton Capital 96 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Balderton Capital
  • 97. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Rakuten Capital 97 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Rakuten Capital
  • 98. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Francisco Partners 98 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Francisco Partners
  • 99. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 New York Life Ventures 99 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > New York Life Ventures
  • 100. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Spark Capital 100 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Spark Capital
  • 101. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Tiger Global Management 101 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Tiger Global Management
  • 102. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 E.ventures 102 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > E.ventures
  • 103. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Globespan Capital Partners 103 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Globespan Capital Partners
  • 104. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Kinnevik 104 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Kinnevik
  • 105. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Sound Ventures 105 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Sound Ventures
  • 106. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Contents Feed Summary Investment Trend Market Details Exit Outlook Investors News Appendix 106 Details on VC & PE Investors Details on Top Ecosystem Players Incubators Other Notable Investors Debt Investors
  • 107. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019107 Robo Advisors > Investors > Index of Ecosystem Investors Index of Top Ecosystem Investors in Robo Advisors; Q2 2014 - Q1 2019 Index of Ecosystem Investors INCUBATOR Plug and Play Tech Center (8 Investments) Y Combinator (5 Investments) 500 Startups (5 Investments) Startupbootcamp (4 Investments) Fusion (3 Investments) H2 Ventures (2 Investments) Techstars (2 Investments) Village Capital (2 Investments) GSF ProSiebenSat.1 Accelerator Axilor Ventures Incubate Fund Global Insurance Accelerator GingerBread Capital Queen City FinTech OTHER NOTABLE INVESTORS PayPal (3 Investments) Schroders (2 Investments) JPMorgan Chase & Co. (2 Investments) Collector Bank (2 Investments) Fintech Fusion (2 Investments) Morningstar Power financial IGM Financial Goldman Sachs Coatue Astia Broadhaven Capital Partners WisdomTree UBS DNX Ventures DEBT INVESTORS BlackRock (2 Investments) Silicon Valley Bank TPG PMV SYSTEMIQ
  • 108. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Plug and Play Tech Center 108 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Plug and Play Tech Center People Investments [Minicorn] Bambu (2016, Singapore, $3.4M, Series A) B2B Robo advisors for financial firms and digital brands [Editor's Pick] Hedgeable (2009, New York City, $1.9M, Seed) Online asset manager with focus on risk managemnt Robo Advisors Notable Portfolio [Unicorn] Dropbox (2007, San Francisco, $607M, Public) Cloud-based file sharing and synchronization software [Unicorn] Guardant Health (2012, Redwood City, $550M, Series E) Cancer detection, care and treatment through Digital Sequencing Technology [Unicorn] N26 (2013, Berlin, $515M, Series D) Mobile-first bank for retail customers. [Unicorn] UiPath (2005, Bucharest, $448M, Series C) Robotic process automation software [Unicorn] Sprinklr (2008, New York City, $239M, Series F) Social Media Presence Management Platform [Unicorn] PayPal (1998, San Jose, $225M, Public) Internet payment services provider [Unicorn] Lending Club (2006, San Francisco, $162M, Public) P2P online lending marketplace [Soonicorn] Planet Labs (2010, San Francisco, $351M, Series D) Microsatellites to maps the earth to provide universal access to information [Soonicorn] Pony.ai (2016, San Francisco, $264M, Series A) Developing autonomous driving technology platform [Soonicorn] DataRobot (2012, Boston, $225M, Series D) Automated machine learning platform for data science applications Other Notable Portfolio Top Exits Recent News on Fund & Portfolio Saeed Amidi Founder & CEO Jojo Flores Co-Founder & VP Geographical Spread Stage of Entry Jan 2019 Cinedigm Announces Content Licensing Deal for OTT Streaming Channel BAMBU With Key Partner China Lion for Over 40 Popular Films, GlobeNewswire Dec 2018 Global Employee Advocacy Software Market Emerging Evolution, Advancement, Industry Trends and Forecast 2016- 2023 : DrumUp, Hootsuite, Bambu, GaggleAMP, Influitive, Every, Digital Journal Dec 2018 SEC slaps startups Wealthfront and Hedgeable with fines for making false disclosures, TechCrunch Nov 2018 Bambu and OUTvest win FinovateAfrica’s Best of Show awards, Banking Technology Sep 2018 Responsive raises $1.1 million to help wealth managers predict client behaviour, BetaKit Jul 2018 Singapore-based robo-advisor, Bambu, secures $3m ‘Series A’ funding to accelerate expansion, Businessamlive Jun 2018 Financial digital advisory startup nets $10m to set up office in Singapore, Tech in Asia May 2018 Wealth management firm takes the mobile revolution to the next step, The Globe and Mail Vault (2015, Portland) Acq by Acorns - Nov 2017 1 1 2014 2015 2016 2017 2018 2019 Follow On New Investments 6 - - - 2 Undisclosed Series C+ Series B Series A Seed5 2 1 - - US Canada SEA
  • 109. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Y Combinator 109 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Y Combinator People Investments [Minicorn] Captain401 (2015, San Francisco, $3.6M, Seed) 401K provider with automation tools. Robo Advisors Notable Portfolio [Unicorn] Airbnb (2008, San Francisco, $3.4B, Series F) Marketplace for vacation rental accommodations [Unicorn] Instacart (2012, San Francisco, $2.8B, Series G) Marketplace for same-day grocery delivery [Unicorn] DoorDash (2013, Palo Alto, $1.4B, Series F) On-demand food delivery marketplace [Unicorn] Flexport (2013, San Francisco, $1.3B, Series E) Online freight forwarder [Unicorn] Dropbox (2007, San Francisco, $607M, Public) Cloud-based file sharing and synchronization software [Unicorn] Zenefits (2013, San Francisco, $584M, Series C) SaaS HR Platform for SMBs [Unicorn] Coinbase (2012, San Francisco, $547M, Series E) Digital currency exchange & wallet provider [Unicorn] Rappi (2015, Bogota, $464M, Series C) On-demand delivery services for multi-vertical products [Unicorn] Ginkgo Bioworks (2008, Boston, $429M, Series D) Designs microbes to produce cultured ingredients [Unicorn] Gusto (2011, San Francisco, $316M, Series C) Cloud-based HRMS and payroll management solution [Unicorn] Docker (2008, San Francisco, $273M, Series E) LXC based OS-level virtualization technology and PaaS [Unicorn] MZ (Machine Zone) (2008, Palo Alto, $263M, Series B) Mobile game developer Other Notable Portfolio Top Exits Recent News on Fund & Portfolio Trevor Blackwell Co-Founder Paul Graham Co-Founder Robert Morris Co-Founder Jessica Livingston Co-Founder & Partner Geographical Spread Stage of Entry Mar 2019 Piggy's smart switch product lets investors move from regular to direct MFs seamlessly, Indiatimes Jan 2019 Indonesian startup Ajaib opens up investment opportunities for millennials, KrASIA Jan 2019 Indonesia’s New Stock-trading App Gets Softbank Backing, Tech in Asia Oct 2018 OpenInvest Launches "Divest From Dark Money" Investing Category, PR Newswire Oct 2018 OpenInvest Bolsters Executive Leadership With New Key Hires, My Social Good News Aug 2018 Tech in Asia - Connecting Asia's startup ecosystem, Tech in Asia Jul 2018 OpenInvest Secures $10.4M In Series A Round, Led By QED Investors, PR Newswire Dec 2017 In Latin America, VilCap backs fintech startups Mutuo Financiera and Fintual, impactalpha.com Oct 2017 OpenInvest Launches Personalized Investment App With First-Ever Mobile Proxy Voting, PR Newswire Aug 2017 Piggy looks to build a simple app for first-time investors in India – TechCrunch, TechCrunch FutureAdvisor (2010, San Francisco, $21.5M) Acq by BlackRock - Aug 2015 1 1 1 2 1 2 2014 2015 2016 2017 2018 2019 Follow On New Investments - - - - 7 Undisclosed Series C+ Series B Series A Seed4 1 1 1 - US SEA Latam India
  • 110. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 500 Startups 110 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > 500 Startups People Investments [Minicorn] Cashboard (2014, Berlin, $5.4M, Deadpooled) Automated investment platform [Editor's Pick] Sarwa (2016, Dubai, $1.5M, Seed) Automated investment platform Robo Advisors Notable Portfolio [Unicorn] Credit Karma (2007, San Francisco, $370M, Series D) Aggregator of various consumer financial products. [Unicorn] Intercom (2011, San Francisco, $241M, Series D) Customer communication and Retention Platform [Unicorn] Twilio (2007, San Francisco, $240M, Public) Cloud Communications API provider [Unicorn] Gitlab (2014, San Francisco, $166M, Series D) Code collaboration tool [Unicorn] Talkdesk (2011, San Francisco, $128M, Series B) Browser based call center [Soonicorn] Smule (2008, San Francisco, $188M, Series F) Developer of social music creation and sharing apps [Soonicorn] Carousell (2012, Singapore, $183M, Series C) Online listing platform for multi-category pre-owned products [Soonicorn] Udemy (2010, San Francisco, $173M, Series D) Marketplace for online courses [Soonicorn] Knotel (2015, New York City, $160M, Series B) Managed co-working space for startups. [Soonicorn] Akulaku (2016, Pasig, $145M, Series C) Mobile app which gives cardless installment payment [Soonicorn] Flywire (2009, Boston, $137M, Series D) Global money transfer in local currency Other Notable Portfolio Top Exits Recent News on Fund & Portfolio Christine Tsai CEO Geographical Spread Stage of Entry Apr 2019 Dubai-based robo-advisory platform turns to ‘halal’ investing advice, Gulf News Dec 2018 U.S. Guideline raises $35 mln in venture capital funding led by Tiger Global, investsize.com Dec 2018 Robo-advisory firm first to graduate from Dubai’s regulatory sandbox, tahawultech.com Nov 2018 Dubai-based investment advisory platform Sarwa graduates from DFSA's regulatory sandbox, first to get full license, MENAbytes Sep 2018 Robo-Advisor Sarwa Raises +$1.3M in Latest Round of Funding, ArabNet Nov 2017 Finnomena wants AUA of B8bn, Bangkok Post Oct 2017 Sawra, MENA’s First Investment Management Platform, ArabNet Sep 2017 Tech in Asia - Connecting Asia's startup ecosystem, Tech in Asia Sep 2017 Thailand Fintech Startup Finnomena Bagged Us$3.2m Series A Funding, Oddup Aug 2017 Guideline raises $15 million led by Felicis to make 401(k)s more widely available, mmotimes.com Guideline (2015, San Francisco, $59M) Acq by InfoUSA - Jun 2007 1 1 3 1 1 2014 2015 2016 2017 2018 2019 Follow On New Investments - - - - 5 Undisclosed Series C+ Series B Series A Seed1 1 1 1 1 United Arab Emirates SEA Europe Latam US
  • 111. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Fusion 111 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Fusion
  • 112. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 GingerBread Capital 112 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > GingerBread Capital
  • 113. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Contents Feed Summary Investment Trend Market Details Exit Outlook Investors News Appendix 113 Details on VC & PE Investors Details on Top Ecosystem Players Incubators Other Notable Investors Debt Investors
  • 114. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 PayPal 114 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > PayPal
  • 115. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Schroders 115 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Schroders
  • 116. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 JPMorgan Chase & Co. 116 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > JPMorgan Chase & Co.
  • 117. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Morningstar 117 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Morningstar
  • 118. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Power financial 118 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Power financial
  • 119. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 IGM Financial 119 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > IGM Financial
  • 120. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Goldman Sachs 120 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Goldman Sachs
  • 121. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Coatue 121 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Coatue
  • 122. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Astia 122 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Astia
  • 123. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Broadhaven Capital Partners 123 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > Broadhaven Capital Partners
  • 124. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 WisdomTree 124 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > WisdomTree
  • 125. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 UBS 125 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > UBS
  • 126. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 Contents Feed Summary Investment Trend Market Details Exit Outlook Investors News Appendix 126 Details on VC & PE Investors Details on Top Ecosystem Players Incubators Other Notable Investors Debt Investors
  • 127. Copyright © 2019, Tracxn Technologies Private Limited. All rights reserved.Feed Report - Robo Advisors - Apr 2019 BlackRock 127 Portfolio in Robo Advisors | Exits | Funds Link | Website | LinkedIn | Twitter Robo Advisors > Investors > BlackRock