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2018年第一季度财务管理创企融资再创新高

来自研究机构Fintech Global的数据显示,创新性财富管理公司在2018年前3个月的融资总量已经达到20亿美元,相当于2017年该产业年度融资总额的79.3%。

在这其中,有60%的融资都来自融资额高于1亿美元的6个后期融资项目。同类规模的融资在2017年全年也只有8个。

荣登本季度融资冠军的时信用和财富管理平台Credit Karma。该平台共获得了来自Silver Lake Partners的5亿美元融资。

去年开始,市场对财富科技公司的投资兴趣陡然上升,大量资本先后进入智能投顾和策略投资等创新性企业。

据统计,从2014到2017年,财富科技公司所获投资额已经从9.286亿美元增加到了25亿美元,复合增长率高达28.5%。

尽管投资总额相对较高,但2018年交易活动数量与去年相比略有落后。第一季度的51宗交易占2017年完成交易总数的21.2%。

 

 

Capital invested in the first three months of 2018 into disruptive wealth management firms has reached $2bn, according to research agency Fintech Global, which it says represents 79.3 per cent of last year’s total.

Almost 60 per cent of this funding came from six later-stage deals valued $100m and above. There were eight such deals closed during the whole of 2017.

Last year interest in wealthtech firms soared following a spate of launches into robo advice and strategi investments from incumbents into disruptive players such as Scalable Capital.

Investments in wealthtech firms has increased from $928.6m in 2014 to $2.5bn in 2017 at a CAGR of 28.5 per cent.

Despite the comparatively high investment total, deal activity is slightly behind pace compared to last year. The 51 deals in Q1 represent 21.2 per cent of the total number of deals completed in 2017.

The first three months of 2018 represent the strongest funding quarter to date for disruptive personal finance and wealth management firms.

The largest wealthtech deal in Q1 2018 was a $500m secondary investment in Credit Karma, a credit and financial management platform, from Silver Lake Partners.


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