MoneyFarm Overview
- Year Founded
-
2011
- Status
-
Private
- Employees
-
244
- Latest Deal Type
-
2ndary - Private
- Investors
-
13
MoneyFarm General Information
Description
Operator of an online wealth management platform intended to grow and protect wealth inexpensively with transparency. The company's platform is used for creating investment portfolios based on investment targets and measure risk taking capacities, managed portfolios, enabling customers to monitor and recommend balancing of investments.
Contact Information
Website
www.moneyfarm.comCorporate Office
- 90-92 Pentonville Road
- London N1 9HS
- England, United Kingdom
Corporate Office
- 90-92 Pentonville Road
- London N1 9HS
- England, United Kingdom
MoneyFarm Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 10. Secondary Transaction - Private | 01-Aug-2023 | Completed | Profitable | |||
| 9. Later Stage VC | 26-Jan-2022 | Completed | Profitable | |||
| 8. Later Stage VC | 13-May-2020 | Completed | Profitable | |||
| 7. Later Stage VC (Series C) | 09-Aug-2019 | Completed | Profitable | |||
| 6. Later Stage VC (Series B) | 16-Aug-2018 | Completed | Profitable | |||
| 5. Early Stage VC (Series A3) | 26-Sep-2016 | Completed | Profitable | |||
| 4. Early Stage VC (Series A) | 09-Nov-2015 | Completed | Profitable | |||
| 3. Seed Round | 01-Dec-2013 | Completed | Startup | |||
| 2. Accelerator/Incubator | 30-Aug-2012 | $956K | Completed | Startup | ||
| 1. Seed Round | 01-Mar-2011 | $956K | $956K | Completed | Startup |
MoneyFarm Cap Table
| Stock | # of Shares Authorized |
Par Value | Dividend Rate (%) | Original Issue Price |
Liquidation | Liquidation Pref. Multiple |
Conversion Price | % Owned |
|---|---|---|---|---|---|---|---|---|
| D Convertible Preference | ||||||||
| C Convertible Preference | ||||||||
| C Convertible Preference | ||||||||
| Ordinary | ||||||||
| B-1 Convertible Preference | ||||||||
| B-1 Convertible Preference | ||||||||
| B-1 Convertible Preference | ||||||||
| B-1 Convertible Preference | ||||||||
| A-3 Preferred | 2,211,752 | $0.000136 | $2.58 | $2.58 | 1x | $2.58 | 2.9% | |
| A-2 Preferred | 7,065,217 | $0.000136 | $1.76 | $1.76 | 1x | $1.76 | 9.26% |
VC Exit Predictor
See how our proprietary methodology utilizes historical data sets to synthesize the likelihood of an acquisition, IPO, or no exit event. Get a detailed look at the calculations behind our predictions.
MoneyFarm Comparisons
Industry
Financing
Details
MoneyFarm Competitors (37)
One of MoneyFarm’s 37 competitors is Wealthfront, a Formerly VC-backed company based in Palo Alto, CA.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Wealthfront | Formerly VC-backed | Palo Alto, CA | ||||
| Acorns Grow | Venture Capital-Backed | Irvine, CA | ||||
| Nutmeg (Financial Software) | Formerly VC-backed | London, United Kingdom | ||||
| Ginmon | Venture Capital-Backed | Frankfurt, Germany | ||||
| Wealthsimple | Venture Capital-Backed | Toronto, Canada |
MoneyFarm Signals
MoneyFarm Investors (13)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds |
|---|---|---|---|---|
| M&G | Asset Manager | Minority | ||
| Smedvig Ventures | Venture Capital | Minority | ||
| Venrex Investment Management | Venture Capital | Minority | ||
| Poste Italiane | Corporation | Minority | ||
| Allianz Global Investors | Asset Manager | Minority |
MoneyFarm Investments & Acquisitions (8)
MoneyFarm’s most recent deal was a Buyout/LBO with Willis Owen. The deal was made on 05-Dec-2024.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Willis Owen | 05-Dec-2024 | Buyout/LBO | Other Financial Services | ||
| Profile Pensions | 24-Nov-2022 | Merger/Acquisition | Other Financial Services | ||
| Wealthsimple (UK Division) | 06-Dec-2021 | Merger/Acquisition | Other Financial Services | ||
| Nutrable | 16-Feb-2021 | Seed Round | Education and Training Services (B2B) | ||
| Mirata Pharmaceuticals | 14-Jan-2019 | Early Stage VC | Drug Discovery |
MoneyFarm Affiliates
Subsidiaries (3)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| Financial Lifetime | London, United Kingdom | 2013 | |
| Profile Pensions | Preston, United Kingdom | 2011 | |
| Willis Owen | Borehamwood, United Kingdom | 1982 |
MoneyFarm FAQs
-
When was MoneyFarm founded?
MoneyFarm was founded in 2011.
-
Where is MoneyFarm headquartered?
MoneyFarm is headquartered in London, United Kingdom.
-
What is the size of MoneyFarm?
MoneyFarm has 244 total employees.
-
What industry is MoneyFarm in?
MoneyFarm’s primary industry is Asset Management.
-
Is MoneyFarm a private or public company?
MoneyFarm is a Private company.
-
What is MoneyFarm’s current revenue?
The current revenue for MoneyFarm is .
-
How much funding has MoneyFarm raised over time?
MoneyFarm has raised $208M.
-
Who are MoneyFarm’s investors?
M&G, Smedvig Ventures, Venrex Investment Management, Poste Italiane, and Allianz Global Investors are 5 of 13 investors who have invested in MoneyFarm.
-
Who are MoneyFarm’s competitors?
Wealthfront, Acorns Grow, Nutmeg (Financial Software), Ginmon, and Wealthsimple are some of the 37 competitors of MoneyFarm.
Data Transparency
-
Meet our data hygiene team
Discover how our experts ensure you’re getting the most accurate financial data in the industry.
Read more -
How PitchBook sources data
Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.
Discover our process