WealthNavi Overview

  • Year Founded
  • 2015

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 326

Employees

  • Latest Deal Type
  • M&A

  • Latest Deal Amount
  • $628M

WealthNavi General Information

Description

WealthNavi Inc provides asset management services. The company provides long-term, funded, diversified asset management services like automatic construction of an optimal portfolio, automatic ordering, automatic reserve, automatic rebalancing, and automatic tax optimization. The activities of the group are carried out through WealthNavi platform.

Contact Information

Website
www.wealthnavi.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly VC-backed
Corporate Office
  • 9F Gotanda JP Building
  • 8-4-13 Nishigotanda, Shinagawa-ku
  • Tokyo, 141-0031
  • Japan
+81
Primary Industry
Financial Software
Other Industries
Other Financial Services
Asset Management
Parent Company
Mitsubishi UFJ Financial Group
Vertical(s)
SaaS, TMT, FinTech, Mobile
Corporate Office
  • 9F Gotanda JP Building
  • 8-4-13 Nishigotanda, Shinagawa-ku
  • Tokyo, 141-0031
  • Japan
+81

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WealthNavi Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
9. Merger/Acquisition 20-Jan-2025 $628M Completed Generating Revenue
8. PIPE 13-Feb-2024 Completed Generating Revenue
7. PIPE Completed Generating Revenue
6. IPO 22-Dec-2020 Completed Generating Revenue
5. Later Stage VC (Series D) 11-Nov-2019 Completed Generating Revenue
4. Later Stage VC (Series C) 09-Feb-2018 Completed Generating Revenue
3. Early Stage VC (Series B) 16-Oct-2016 Completed Startup
2. Early Stage VC (Series A) 27-Oct-2015 $5M $6.78M Completed Startup
1. Seed Round 01-Jul-2015 $1.78M $1.78M Completed Startup
To view WealthNavi’s complete valuation and funding history, request access »

WealthNavi Cap Table

Stock # of Shares
Authorized		 Par Value Dividend Rate (%) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
Class E preferred
Class D preferred
Class C preferred
Class B preferred
A2 Class Preferred 1,147,200 $1.12 $1.12 1x $1.12 8.1%
A1 Class Preferred 1,599,200 $0.46 $0.46 1x $0.46 11.3%
To view WealthNavi’s complete cap table history, request access »

WealthNavi Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
WealthNavi Inc provides asset management services. The company provides long-term, funded, diversified asset management
Financial Software
Tokyo, Japan
326 As of 2026

Singapore, Singapore
 

Hong Kong, Hong Kong
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WealthNavi Competitors (2)

One of WealthNavi’s 2 competitors is Asia Wealth Platform, a Venture Capital-Backed company based in Singapore, Singapore.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Asia Wealth Platform Venture Capital-Backed Singapore, Singapore
SoFi Hong Kong Formerly VC-backed Hong Kong, Hong Kong
You’re viewing 2 of 2 competitors. Get the full list »

WealthNavi Patents

  • 10

    Total Documents Applications and Grants

  • Total Patents Families

  • 8

    Granted

  • Pending

  • Expiring in next 12 mo

WealthNavi Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
JP-2018037058-A Device used for trading securities Active 30-Jan-2017
JP-6105828-B1 Equipment used for trading securities Active 30-Jan-2017
JP-2018101251-A Device for executing dealing of negotiable instrument Active 20-Dec-2016
JP-6174779-B1 Equipment that executes trading of securities Active 20-Dec-2016
JP-2018036928-A Device used for trading securities Active 01-Sep-2016 G06Q40/04
To view WealthNavi’s complete patent history, request access »

WealthNavi Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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WealthNavi Former Investors (28)

Investor Name Investor Type Holding Investor Since Participating Rounds
Bonds Investment Group Venture Capital Minority
Chiba Dojo Venture Capital Minority
DBJ Capital Corporate Venture Capital Minority
Angel (individual) Minority
Global Brain Venture Capital Minority
You’re viewing 5 of 28 investors. Get the full list »

WealthNavi Acquisitions (1)

WealthNavi’s most recent deal was a Merger/Acquisition with Moneytree. The deal was made on 28-May-2025.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Moneytree 28-May-2025 Merger/Acquisition Financial Software
To view WealthNavi’s complete acquisitions history, request access »

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WealthNavi ESG

Risk Overview

Risk Rating

Updated January, 31, 2025

27.94 | Med Risk

Risk Scale

A lower score indicates better sustainability

Negl

0-10

Low

10-20

Med

20-30

High

30-40

Severe

40+

Exposure

Exposure refers to the extent to which a company is exposed to different material ESG issues

Management

Management is related to actions taken to manage ESG issues

Peers Analysis

Peer performance insights compare the company’s ESG performance to the performance of selected peers to help inform future ESG decisions and drive internal performance improvements.

Global

Covered Companies

of 14,271

Rank

Percentile

Diversified Financials

Industry

of 727

Rank

Percentile

Asset Management and Custody Services

Subindustry

of 313

Rank

Percentile

To view WealthNavi’s complete esg history, request access »

WealthNavi FAQs

  • When was WealthNavi founded?

    WealthNavi was founded in 2015.

  • Where is WealthNavi headquartered?

    WealthNavi is headquartered in Tokyo, Japan.

  • What is the size of WealthNavi?

    WealthNavi has 326 total employees.

  • What industry is WealthNavi in?

    WealthNavi’s primary industry is Financial Software.

  • Is WealthNavi a private or public company?

    WealthNavi is a Private company.

  • What is the current valuation of WealthNavi?

    The current valuation of WealthNavi is .

  • What is WealthNavi’s current revenue?

    The current revenue for WealthNavi is .

  • How much funding has WealthNavi raised over time?

    WealthNavi has raised $229M.

  • Who are WealthNavi’s investors?

    Bonds Investment Group, Chiba Dojo, DBJ Capital, , and Global Brain are 5 of 28 investors who have invested in WealthNavi.

  • Who are WealthNavi’s competitors?

    Asia Wealth Platform and SoFi Hong Kong are competitors of WealthNavi.

  • When was WealthNavi acquired?

    WealthNavi was acquired on 20-Jan-2025.

  • Who acquired WealthNavi?

    WealthNavi was acquired by Mitsubishi UFJ Financial Group.

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