InbestMe
Equity Crowdfunding in 2023
InbestMe is an independent automated portfolio manager, offering personalized investment plans tailored to users' financial situations. It employs robo-advisory technology to create diversified ETF portfolios, aiming to maximize real profitability.
Etcho
Equity Crowdfunding in 2023
Etcho is a company that develops an application designed to help users discover businesses that align with their values and assess the impact of their investment portfolios. The app enables individuals to evaluate the effects of their stock investments and identify opportunities that correspond with their sustainability objectives. In addition to catering to individual investors, Etcho also creates products aimed at platforms, advisors, and professional investors, assisting them in aligning their clients' investments with specific impact goals. By facilitating investments that prioritize environmental, social, and corporate governance factors, Etcho promotes a more sustainable approach to investing.
Prosper
Equity Crowdfunding in 2023
Prosper specializes in wealth management for high-net-worth individuals. It offers a platform providing access to publicly traded investment funds, high-yield cash savings products, financial guidance, and private market funds, all designed to help clients maximize their wealth.
Semper
Acquisition in 2023
Semper is a financial services provider that specializes in venture liquidity finance, facilitating recurring and end-to-end secondary transactions for fast-growing startups. The company aims to enhance financial liquidity for stakeholders within the startup ecosystem, enabling them to de-risk their investments and capitalize on their hard work. By focusing on governance and regulation, Semper strives to create value for all parties involved, including entrepreneurs and investors, by providing structured opportunities for equity liquidation.
Dot Investing
Equity Crowdfunding in 2023
Dot Investing is a technology-driven investment management firm that simplifies and democratizes access to private markets. It offers a digital platform enabling individuals to research, invest, and monitor performance of private funds online, with a minimum investment of £100,000. The company curates and selects funds based on rigorous criteria, rejecting most and listing only those with exceptional characteristics. Dot Investing aims to increase transparency and knowledge sharing in the industry, transforming investment culture to create a more level playing field.
Lumio
Equity Crowdfunding in 2023
Lumio is a fintech company that develops a personal finance management platform. The product enables users to connect current, savings, and investment accounts in one place, provides tailored guidance and recommendations, and delivers interactive market updates alongside a personalized news feed. It targets millennials seeking clarity in money management and supports shared finances for couples by tracking expenses and balances while preserving individual financial independence. The platform aims to simplify financial tasks, declutter the user's financial marketplace, and help users grow their money through centralized insights and coordinated budgeting.
Ismo
Equity Crowdfunding in 2023
Ismo is a financial services company that provides everyday investment solutions through its innovative application. The application is designed to assist users in saving and investing for the future by rounding up their bank card transactions to the nearest euro and setting aside small amounts daily. This approach enables users to invest dynamically in the stock market across various funds that are exposed to equity and bond markets. Ismo's platform prioritizes security and protection, making it accessible for users to manage their investments and savings effectively.
Octopus Apollo VCT
Equity Crowdfunding in 2023
Octopus Titan VCT focuses on investing in technology-driven businesses that exhibit strong growth potential. The firm seeks to support established small companies that require capital for expansion, emphasizing sectors where innovation and technological advancement can drive significant returns. By targeting businesses with proven models and the capacity for scalability, Octopus Titan VCT aims to foster growth while providing investors with opportunities to benefit from the performance of these emerging companies.
Stratiphy
Equity Crowdfunding in 2023
Stratiphy is a Robo-advisory investment platform designed for the next generation of investors. It provides personalized investment strategies aligned with users' values and sustainability goals, using powerful analytics and environmental, social, and governance data.
Stellar Fusion
Equity Crowdfunding in 2023
Stellar Fusion is a company dedicated to transforming the equities market by enhancing investor relations and equity analysis through its innovative financial data platform. The platform offers advanced tools and real-time insights that facilitate effective interactions among investor relations teams, analysts, and financial data. It features comprehensive financial models that allow users to simulate stock price scenarios and valuations while setting their own forecasts and saving various valuation scenarios. This functionality enables users to identify key bottom-up drivers influencing a company's share price, thereby providing them with greater control over essential financial metrics.
InvestEngine
Equity Crowdfunding in 2023
InvestEngine facilitates wealth growth for investors by democratizing best-practice investing. It combines exchange-traded funds (ETFs) with proprietary technology to offer high-value, diversified portfolios with automated management for long-term investment ease.
Plum Fintech
Equity Crowdfunding in 2022
Plum Fintech Limited, established in 2016 and headquartered in London with additional offices in Athens and Nicosia, develops Plum, an AI-driven money management application operating on Facebook Messenger. The company's software employs algorithms to analyze users' spending habits, enabling automated tracking and management of finances. As of now, Plum has assisted over 2 million individuals across Europe, offering services such as effortless saving, empowered spending, and accessible investing, including pension and tax-wrapper products.
New Blood Art
Equity Crowdfunding in 2022
Founded in London in 2004, New Blood Art is a pioneering online gallery dedicated to showcasing and supporting emerging artists. It operates as a curated platform, with the founder personally selecting works from graduating artists across the UK. The gallery has a proven track record of identifying talented artists whose work appreciates significantly over time.
WiseAlpha
Convertible Note in 2022
WiseAlpha Technologies Limited operates an online investment platform that facilitates individual investors' participation in the corporate bond market by enabling them to invest in corporate loans and bonds through fractionalization. Founded in 2014 and based in London, the company focuses on senior secured loan investments, breaking down traditionally high minimum investment thresholds into more accessible amounts. This approach allows investors to contribute with minimum investments as low as £100, thereby democratizing access to the previously exclusive corporate bond markets. WiseAlpha aims to increase investor education and participation, providing a means for retail investors to diversify their portfolios and earn attractive returns.
NuWealth
Equity Crowdfunding in 2022
NuWealth is a fintech company focused on simplifying the investment process and empowering individuals to build their investment portfolios. The platform allows users to invest in familiar brands and companies that resonate with their personal interests and values. With a mission to eliminate the barriers associated with investing, NuWealth enables individuals to start with a minimal initial deposit or to set up monthly contributions through an automated investment feature. By offering a range of carefully curated investment options, the company aims to provide users with full control over their investments or the ability to automate their investment decisions, making it accessible for a broader audience to grow and secure their financial futures.
Lumio
Equity Crowdfunding in 2022
Lumio is a fintech company that develops a personal finance management platform. The product enables users to connect current, savings, and investment accounts in one place, provides tailored guidance and recommendations, and delivers interactive market updates alongside a personalized news feed. It targets millennials seeking clarity in money management and supports shared finances for couples by tracking expenses and balances while preserving individual financial independence. The platform aims to simplify financial tasks, declutter the user's financial marketplace, and help users grow their money through centralized insights and coordinated budgeting.
InvestEngine
Equity Crowdfunding in 2022
InvestEngine facilitates wealth growth for investors by democratizing best-practice investing. It combines exchange-traded funds (ETFs) with proprietary technology to offer high-value, diversified portfolios with automated management for long-term investment ease.
InbestMe
Equity Crowdfunding in 2022
InbestMe is an independent automated portfolio manager, offering personalized investment plans tailored to users' financial situations. It employs robo-advisory technology to create diversified ETF portfolios, aiming to maximize real profitability.
Moneybox
Equity Crowdfunding in 2022
Moneybox is a mobile app facilitating saving, investing, and managing pensions. It encourages users to save spare change from daily spending for future investments.
Danelfin
Equity Crowdfunding in 2022
Danelfin operates an AI-enhanced stock analytics platform designed to optimize portfolio performance through artificial intelligence technology. It enables investors to make data-driven investment decisions by providing insights for selecting stocks.
Crowdcube
Secondary Market in 2022
Crowdcube Limited is an equity crowdfunding platform based in Exeter, United Kingdom, with an additional office in London. Founded in 2009, the company allows entrepreneurs of start-ups and growing businesses to raise funds from a diverse network of investors, including friends, family, and the general public. Through Crowdcube, individuals can invest in small companies in exchange for equity or an annual return, thereby democratizing access to investment opportunities that were once primarily available to corporate investors. Since pioneering equity crowdfunding in 2011, Crowdcube has facilitated over £300 million in investments from more than 390,000 investors, supporting over 520 successful fundraising campaigns. Notable businesses that have utilized the platform include Monzo, River Cottage, and the Eden Project, among others.
Boring Money
Equity Crowdfunding in 2021
Boring Money Ltd is an independent investment advisory firm based in London, UK, founded in 2015. The company aims to assist everyday individuals in making informed investment decisions regarding individual savings accounts and pensions without requiring extensive financial knowledge. The founder and managing director, Holly Mackay, has two decades of experience in the investment industry and has observed a persistent trend of overly complex financial education that often alienates average investors. To address this issue, Boring Money provides a user-friendly platform that combines quantitative data, tailored focus groups, and customer feedback. This approach enables consumers to access clear comparisons, information, and guidance, ultimately empowering them to make better financial choices.
MyWallSt
Equity Crowdfunding in 2021
MyWallSt is a mobile-focused company empowering individuals to become successful long-term investors. They offer handpicked stocks, selected by their analyst team, with an average return of 54% since December 2016 versus the S&P 500's 28%. Their platform provides expert insights, news, and educational resources to help users make informed investment decisions.
Stratiphy
Equity Crowdfunding in 2021
Stratiphy is a Robo-advisory investment platform designed for the next generation of investors. It provides personalized investment strategies aligned with users' values and sustainability goals, using powerful analytics and environmental, social, and governance data.
The Big Exchange
Equity Crowdfunding in 2021
The Big Exchange Limited is an online investment platform based in London, United Kingdom, that offers access to actively managed funds with a focus on social and environmental impact. Established in 2014 and renamed in April 2018 from its former title, BIG SOCIAL PROSPERITY LTD, the company aims to create a financial system that benefits both individuals and the planet. The Big Exchange provides a blockchain-powered platform enabling retail investors to choose from a variety of impact funds or curated bundles, allowing them to make informed decisions that align with their values. By tracking both financial performance and social impact, the company empowers clients to invest in a way that contributes positively to society and the environment.
Sugi
Equity Crowdfunding in 2021
Sugi is a company that specializes in providing tools for non-professional investors to understand and manage the climate impact of their investment portfolios. It has developed an investment application that allows users to curate their portfolios while remaining on their existing investment platforms. The application offers factual information regarding the carbon impact of current investments, enabling investors to make informed decisions aimed at building sustainable portfolios. Sugi emphasizes that the information provided should not be considered financial or investment advice, but rather a resource for those looking to align their investments with environmental sustainability while also seeking favorable returns.
Lumio
Equity Crowdfunding in 2021
Lumio is a fintech company that develops a personal finance management platform. The product enables users to connect current, savings, and investment accounts in one place, provides tailored guidance and recommendations, and delivers interactive market updates alongside a personalized news feed. It targets millennials seeking clarity in money management and supports shared finances for couples by tracking expenses and balances while preserving individual financial independence. The platform aims to simplify financial tasks, declutter the user's financial marketplace, and help users grow their money through centralized insights and coordinated budgeting.
Genuine Impact
Convertible Note in 2020
Genuine Impact is a technology company specializing in investment research tools for long-term investors. They collect and analyze vast amounts of data from over 5,000 stocks and 4,000 funds daily, assessing fundamentals, market sentiment, and risk-adjusted returns. Their proprietary algorithms condense this information into an easy-to-understand ranking system, enabling users to compare investments against peers and identify alternatives. Additionally, Genuine Impact provides curated research from leading investment managers and offers tools such as portfolios, collections, insights, and securities comparison to facilitate informed decision-making.
Boring Money
Equity Crowdfunding in 2020
Boring Money Ltd is an independent investment advisory firm based in London, UK, founded in 2015. The company aims to assist everyday individuals in making informed investment decisions regarding individual savings accounts and pensions without requiring extensive financial knowledge. The founder and managing director, Holly Mackay, has two decades of experience in the investment industry and has observed a persistent trend of overly complex financial education that often alienates average investors. To address this issue, Boring Money provides a user-friendly platform that combines quantitative data, tailored focus groups, and customer feedback. This approach enables consumers to access clear comparisons, information, and guidance, ultimately empowering them to make better financial choices.
WiseAlpha
Equity Crowdfunding in 2020
WiseAlpha Technologies Limited operates an online investment platform that facilitates individual investors' participation in the corporate bond market by enabling them to invest in corporate loans and bonds through fractionalization. Founded in 2014 and based in London, the company focuses on senior secured loan investments, breaking down traditionally high minimum investment thresholds into more accessible amounts. This approach allows investors to contribute with minimum investments as low as £100, thereby democratizing access to the previously exclusive corporate bond markets. WiseAlpha aims to increase investor education and participation, providing a means for retail investors to diversify their portfolios and earn attractive returns.
Moneybox
Equity Crowdfunding in 2020
Moneybox is a mobile app facilitating saving, investing, and managing pensions. It encourages users to save spare change from daily spending for future investments.
Nutmeg
Equity Crowdfunding in 2019
Nutmeg is a UK-based online wealth management company offering a digital discretionary investment service for individuals. Founded in 2011 and headquartered in London, it provides a platform to build and manage diversified investment portfolios, including ISAs and pensions, with a focus on easy access to investing and transparent, cost-conscious charges. The platform enables clients to choose global portfolios and have investments managed online, aiming to simplify investing and help users meet their financial goals.
Genuine Impact
Equity Crowdfunding in 2019
Genuine Impact is a technology company specializing in investment research tools for long-term investors. They collect and analyze vast amounts of data from over 5,000 stocks and 4,000 funds daily, assessing fundamentals, market sentiment, and risk-adjusted returns. Their proprietary algorithms condense this information into an easy-to-understand ranking system, enabling users to compare investments against peers and identify alternatives. Additionally, Genuine Impact provides curated research from leading investment managers and offers tools such as portfolios, collections, insights, and securities comparison to facilitate informed decision-making.
Propio Language Services
Equity Crowdfunding in 2019
Propio Language Services is a translation company that provides interpretation services, including over-the-phone interpretation, video remote interpretation, document translation and localization, headquartered in Overland Park, Kansas, and aims to leverage technology to close the language gap anywhere in the world.
Aviation and Tech Capital
Equity Crowdfunding in 2019
Aviation and Tech Capital Ltd has developed Ablrate.com which launched on July 9th 2014.
This innovative new investment tool is aimed at the financing of aircraft and other income generating assets by allowing investors to invest directly through the Ablrate platform. Ablrate.com will also offer direct investment opportunities in capital equipment transactions.
With interest rates remaining low, investors are on the hunt for investments which generate better returns. Aircraft are an ideal opportunity, as underlying demand for passenger travel drives growth across the globe. In 2013 over three billion passengers took to the skies and this is expected to double by 2030. The Ablrate.com platform will feature aircraft deals for ATR aircraft in particular, one of the best performing turboprop aircraft on the market.
Since launch the company has completed £2 million of loans (as at January 2015)
WiseAlpha
Equity Crowdfunding in 2018
WiseAlpha Technologies Limited operates an online investment platform that facilitates individual investors' participation in the corporate bond market by enabling them to invest in corporate loans and bonds through fractionalization. Founded in 2014 and based in London, the company focuses on senior secured loan investments, breaking down traditionally high minimum investment thresholds into more accessible amounts. This approach allows investors to contribute with minimum investments as low as £100, thereby democratizing access to the previously exclusive corporate bond markets. WiseAlpha aims to increase investor education and participation, providing a means for retail investors to diversify their portfolios and earn attractive returns.
Butterwire
Equity Crowdfunding in 2018
Butterwire Limited is a London-based company that specializes in developing a software application tailored for equity investors. Launched in 2018, the application employs machine learning to provide professional research and portfolio analysis services. It features an advanced stock discovery engine that covers over 4,500 stocks across 45 countries, including emerging markets. The platform offers functionalities such as stock recommendations, risk management, portfolio alerts, and market insights, aimed at assisting investors in making informed decisions. By facilitating faster stock selection and reducing portfolio risk, Butterwire enables users to pursue higher returns with longer investment horizons and less frequent trading. Founded in 2017, the company targets active equity investors seeking to enhance their investment strategies.
Propifi
Equity Crowdfunding in 2018
Propifi, established in 2018 and headquartered in Coventry, UK, operates an online property crowdfunding platform. It connects property developers seeking finance with investors, offering high returns by facilitating short-term loans secured against properties. The platform aims to address the gap in credit availability for property development projects.
NuWealth
Equity Crowdfunding in 2018
NuWealth is a fintech company focused on simplifying the investment process and empowering individuals to build their investment portfolios. The platform allows users to invest in familiar brands and companies that resonate with their personal interests and values. With a mission to eliminate the barriers associated with investing, NuWealth enables individuals to start with a minimal initial deposit or to set up monthly contributions through an automated investment feature. By offering a range of carefully curated investment options, the company aims to provide users with full control over their investments or the ability to automate their investment decisions, making it accessible for a broader audience to grow and secure their financial futures.
WiseAlpha
Equity Crowdfunding in 2017
WiseAlpha Technologies Limited operates an online investment platform that facilitates individual investors' participation in the corporate bond market by enabling them to invest in corporate loans and bonds through fractionalization. Founded in 2014 and based in London, the company focuses on senior secured loan investments, breaking down traditionally high minimum investment thresholds into more accessible amounts. This approach allows investors to contribute with minimum investments as low as £100, thereby democratizing access to the previously exclusive corporate bond markets. WiseAlpha aims to increase investor education and participation, providing a means for retail investors to diversify their portfolios and earn attractive returns.
Risksave Technologies
Equity Crowdfunding in 2016
RiskSave Technologies operates as a FinTech incubator, delivering tailored regulatory solutions to businesses across various sectors, including advisory firms, wealth managers, crowdfunding platforms, and robo-advisers. By leveraging decades of expertise in banking, investment management, compliance, and technology, RiskSave offers a streamlined process that enables clients to focus on their core competencies, such as customer acquisition and asset management. The company's services include corporate incubation, research laboratories, venture acceleration, and access to analytical tools, all designed to provide an accelerated path to market while ensuring regulatory compliance. With a founding team recognized as thought leaders in FinTech and RegTech, RiskSave supports its clients in navigating the complex regulatory landscape, thus facilitating their growth and operational efficiency.
WiseAlpha
Seed Round in 2016
WiseAlpha Technologies Limited operates an online investment platform that facilitates individual investors' participation in the corporate bond market by enabling them to invest in corporate loans and bonds through fractionalization. Founded in 2014 and based in London, the company focuses on senior secured loan investments, breaking down traditionally high minimum investment thresholds into more accessible amounts. This approach allows investors to contribute with minimum investments as low as £100, thereby democratizing access to the previously exclusive corporate bond markets. WiseAlpha aims to increase investor education and participation, providing a means for retail investors to diversify their portfolios and earn attractive returns.
Stockflare
Equity Crowdfunding in 2015
Stockflare Limited is an online research tool designed for self-directed investors, offering essential metrics on a variety of stocks. The platform aggregates Wall Street consensus forecasts and recommendations, including buy, sell, hold ratings, and price targets. Founded in 2013 and headquartered in London, the company was previously known as Instense Limited before rebranding in 2014. In 2018, Stockflare was acquired by the CPAY Group, a prominent digital payments company. Following this acquisition, the company continued to enhance its services under the name Stockflare Analytics, focusing on providing accessible and insightful financial data on global stocks. Additionally, Stockflare launched Stockflare Securities, an execution-only brokerage firm regulated by the Financial Conduct Authority, further simplifying the investment process for users.
Property Moose
Equity Crowdfunding in 2014
Property Moose operates a UK-based crowdfunding platform for property investment. The platform connects investors with buy-to-let and other property opportunities, allowing individuals to self-select investments from a low minimum and participate in rental yields and share in profits. Properties are chosen by an in-house team based on potential as market-leading assets, with an initial focus on UK residential properties and plans to expand to commercial and international property. The service aggregates opportunities, forms investment syndicates, and coordinates acquisition, funding, and ongoing property management on behalf of investors, enabling a diversified property portfolio with a modest initial commitment.