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国际资讯投融资

数字财富管理平台Moneyfarm获4000万英镑融资

近日,数字财富管理公司Moneyfarm宣布获得4000万英镑B轮融资。本次投资采取风投与私募股权投资相结合的方式,投资方包括平台现有投资者安联资产管理公司(该公司曾于2016年9月首次投资Moneyfarm),VC Ventures Endeavour、意大利金融公司Fondazione di Sardegna、现有支持者United Ventures和Cabot Square Capital跟投。

Moneyfarm融合了由咨询团队支持的基于算法的投资建议,确保其27,000名活跃散户投资者及其投资组合的业绩。

该公司表示,将利用本次融资将基于目标的储蓄与智能预算结合起来,依据用户需求增加更多数据点。

去年10月,Moneyfarm收购了个人财务管理公司chatbot创业公司Ernest。过去9个月,Moneyfarm业绩规模累计增长超过50%,资产管理规模达到4亿英镑,而且全部来自零售市场。

而对于安联而言,针对Moneyfarm的投资将为其进军快速增长的数字咨询市场提供了桥梁。

Digital wealth manager Moneyfarm has tapped existing investor Allianz Asset Management and a combination of VC and private equity funding to raise £40 million in a Series B financing round, advancing its ambitions to enter the personal financial management arena.

Allianz, which first invested in Moneyfarm in September 2016, was joined by new investors VC firm Endeavor Catalyst and Italian finance firm Fondazione di Sardegna, with further funding from existing backers United Ventures and Cabot Square Capital.

Moneyfarm uses a blend of algorithmic-based investment advice backed by a team of consultants to reassure its customer base of 27,000 active retail investors and discuss portfolio performance.

The firm - which in October acquired personal financial management chatbot startup Ernest - plans to use the funding to incorporate goal-based savings and smart budgeting, adding more data points ll as individuals’ needs.

The company’s assets under management has grown by over 50% to £400 million over the last nine months, he adds, all of which has been accumulated by going directly to the retail market.

For Allianz, the investment in Moneyfarm provides a bridge to the rapidly growing digital advisory market.


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