WeInvest Overview
- Year Founded
-
2014
- Status
-
Private
- Employees
-
53
- Latest Deal Type
-
Series A
- Latest Deal Amount
-
$12.5M
- Investors
-
8
WeInvest General Information
Description
Operator of a digital wealth management platform intended to make investing accessible, transparent, and hassle-free for all. The company's platform offers an aggregation as a service, a business-to-customer, robo-advisory, and a goal-based and thematic investing platform, enabling banks, wealth and asset managers, insurance companies, enabling independent financial advisors to engage their clients, plan and monitor investment, and analyze portfolio performance.
Contact Information
Website
www.weinvest.netCorporate Office
- 11 Collyer quay
- 09-02
- Singapore, 049317
- Singapore
Corporate Office
- 11 Collyer quay
- 09-02
- Singapore, 049317
- Singapore
WeInvest Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 4. Early Stage VC (Series A) | 24-May-2018 | $12.5M | Completed | Generating Revenue | ||
| 3. Accelerator/Incubator | 21-Aug-2017 | Completed | Generating Revenue | |||
| 2. Seed Round | 01-Feb-2016 | $721K | $961K | Completed | Generating Revenue | |
| 1. Seed Round | 01-Jul-2014 | $240K | $240K | Completed | Startup |
WeInvest Cap Table
| Stock | # of Shares Authorized |
Par Value | Dividend Rate (%) | Original Issue Price |
Liquidation | Liquidation Pref. Multiple |
Conversion Price | % Owned |
|---|---|---|---|---|---|---|---|---|
| Series A | ||||||||
| Seed |
WeInvest Comparisons
Industry
Financing
Details
WeInvest Competitors (64)
One of WeInvest’s 64 competitors is Nest Wealth, a Formerly VC-backed company based in Toronto, Canada.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Nest Wealth | Formerly VC-backed | Toronto, Canada | ||||
| Envestnet | Private Equity-Backed | Berwyn, PA | ||||
| Sarwa | Venture Capital-Backed | Abu Dhabi, United Arab Emirates | ||||
| Wealthfront | Formerly VC-backed | Palo Alto, CA | ||||
| Freetrade | Formerly VC-backed | London, United Kingdom |
WeInvest Signals
WeInvest Investors (8)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds |
|---|---|---|---|---|
| Acero International | Real Estate | Minority | ||
| Integrated Asset Management (UK) | Corporation | Minority | ||
| Plug and Play | Accelerator/Incubator | Minority | ||
| Schroders | Asset Manager | Minority | ||
| Angel (individual) | Minority |
WeInvest FAQs
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When was WeInvest founded?
WeInvest was founded in 2014.
-
Where is WeInvest headquartered?
WeInvest is headquartered in Singapore, Singapore.
-
What is the size of WeInvest?
WeInvest has 53 total employees.
-
What industry is WeInvest in?
WeInvest’s primary industry is Asset Management.
-
Is WeInvest a private or public company?
WeInvest is a Private company.
-
What is the current valuation of WeInvest?
The current valuation of WeInvest is .
-
What is WeInvest’s current revenue?
The current revenue for WeInvest is .
-
How much funding has WeInvest raised over time?
WeInvest has raised $13.5M.
-
Who are WeInvest’s investors?
Acero International, Integrated Asset Management (UK), Plug and Play, Schroders, and are 5 of 8 investors who have invested in WeInvest.
-
Who are WeInvest’s competitors?
Nest Wealth, Envestnet, Sarwa, Wealthfront, and Freetrade are some of the 64 competitors of WeInvest.
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