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谁才是顶尖风投看好的财富科技“潜力股”?

如今,财富科技俨然成为了诸多顶尖风投公司的热点关注方向,其中不乏高盛(Goldman Sachs)、摩根大通(JP Morgan Chase)和黑石公司(Blackrock)这样的国际投资巨头。

2017年第一季度,在全球新兴的早期创业公司中,针对财富科技创业公司的投资达到了创纪录的30项。 特别是智能投顾,这一领域在世界各地近二十个国家都战绩突出,吸引了大量现有公司投资。

许多银行业巨头已经认识到财富科技公司是一个潜在的威胁,开始与这类公司合作,并对它们进行投资。

我们将财富科技定义为包括作为传统财富管理公司替代方案的金融科技公司以及提升投资和财富管理行业专业度的技术支持工具。 这包括全方位服务经纪人替代方案、自动化和半自动化智能投顾、自助投资平台、资产类别特定市场以及适用于个人投资者和投资顾问的工具,这些工具的作用在于帮助使用者跟上财富管理变化的动态。

要点汇总:

1. 2012年以来,几家银行和财富管理公司共同投资了财富技术。 例如,高盛(Goldman Sachs)和摩根大通(JP Morgan Chase)联合投资了Motif,西北互惠和花旗投资公司共同投资了Betterment,瑞银和桑坦德InnoVentures共同投资了SigFig。

2. 大多数现有公司选择投资智能投顾类别的公司,比如Betterment,Motif,Personal Capital,Wealth Navi,Folio,Forward Lane和SigFig。

3. 黑石(Blackrock)投资了Personal Capital,这家科技公司拥有第二多的投资,投资金额约为2.07亿美元。

4. 美国以外的投资主要集中于日本的智能投顾公司WealthNavi和Folio。

5. 现有公司参与的最大投资是对Betterment的价值100美元的E系列投资,参与方包括花旗风险投资公司等投资者。

6. Northwestern Mutual先前投资了Learn Vest,并于15年第一季度收购了该公司,估值2.5亿美元。

7. LearnVest是本次统计中唯一一家成功实现股权退出的公司。

Top firms are making bets in wealth tech including Goldman Sachs, JP Morgan Chase, Blackrock, and others.

Deals to wealth tech startups hit a record of 30 investments in Q1’17 amid a number of new early-stage entrants globally. In particular, robo-advisors have been gaining prominence and taking on incumbents in nearly 20 countries around the world.

Recognizing wealth tech companies as a viable threat, many incumbents in the banking industry have begun to partner with wealth tech companies and make investments in these startups.

We used CB Insights’ Business Social Graph (BSG) to visualize the incumbent international banking firms that are making investments in wealth tech.

We define wealth tech to include fintech companies that offer an alternative to traditional wealth management firms and technology-enabled tools that are advancing the investment and wealth management profession. This includes full-service brokerage alternatives, automated and semi-automated robo-advisors, self-service investment platforms, asset class specific marketplaces, and tools for both individual investors and advisors to keep up with the changing dynamics in wealth management.

Key takeaways:

1. Since 2012, several banks and wealth management firms have made co-invests in wealth tech. For instance, Goldman Sachs and JP Morgan Chase are co-investors in Motif, Northwestern Mutual and Citi Ventures are co-invested in Betterment, and UBS and Santander InnoVentures are co-investors in SigFig.

2. Incumbents have made the most investments to companies that fall into our robo-advisors category, including Betterment,Motif,Personal Capital, WealthNavi, Folio, Forward Lane, and SigFig

3. Blackrock invested in Personal Capital, the second most well-funded wealth tech company with approximately $207M in funding.

4. Deals outside the US, went to Japan-based robo-advisors WealthNavi and?Folio.

5. The largest investment that included incumbent participation was a $100 Series E investment to Betterment that included Citi Ventures among other investors.

6. Northwestern Mutual, which previously invested in LearnVest, acquired the company in Q1’15 in a deal that valued the company at $250M.

7. LearnVest is the only featured company on our map to have exited.


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cynthia-lian | 未央团队未央编辑团队

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