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融资不断,美国智能投顾市场2018年强势开局

2018年伊始,智能投顾平台Wealthfront和MoneyLion就取得了不错的开端。

不久前,Wealthfront刚刚获得了由Tiger Global Management领投的7500万美元E轮投资。而创业公司MoneyLion也在B轮融资中成功斩获4200万美元。

Wealthfront是一家基于软件分析的财富管理公司,总部位于美国加利福尼亚州,主要为首次投资者提供“低成本和免费增值模式”,并在最近将业务扩展到了财务规划和信贷服务等其他领域。

2017年,Wealthfront资产管理规模(AUM)翻倍,总额突破90亿美元,这样良好的表现甚至引发了市场对Wealthfront上市的猜测。

而在本次融资后,MoneyLion的融资总额也达到了6700万美元。

MoneyLion的主要服务目标是经济水平较低(年收入低于10万美元)的中产阶级消费者,并通过其app为用户提供个人贷款、智能投顾等多种财富管理服务。机制目前,该公司已经发起了超过25万笔贷款,总计150万用户。

 

 

 

Wealthfront and MoneyLion are starting off 2018 with a bang.

Robo advice giant Wealthfront has raised $75m in a Series E fundraising round led by Tiger Global Management as it targets the millennial generation, whilst startup MoneyLion has brought home $42m in Series B funding.

Wealthfront is a software-based wealth management firm from California, offering a “low-cost and freemium model” for first time investors and recent expansion into other areas, such as financial planning and credit services.

The robo advisor doubled its assets under management (AUM) to over $9bn in 2017. This latest raise lends even more weight to the idea that Wealthfront will be heading towards an IPO in the near future.

Additionally, MoneyLion has now brought its total fundraising amount to $67m after its recent raise, led by growth equity investment firm Edison Partners.

MoneyLion aims its services at financially underserved middle class consumers, offering a variety of products from personal loans to robo advisory wealth management from inside its mobile app. The company has now originated over 250,000 loans to a total of 1.5m users.

"By delivering both a liability and wealth management digital solution on the same platform, MoneyLion brings a complete financial toolkit for consumers who earn less than $100,000.”


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