Crowdcube

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.

Luke Lang

CMO and Co-Founder

Past deals in Wealth Management

InbestMe

Equity Crowdfunding in 2023
InbestMe is an independent automated portfolio manager, also referred to as a robo-advisor, focused on helping individuals improve their investment strategies through advanced technology. Users can quickly register on their website, where the platform recommends suitable investment plans based on personal financial situations. Clients have the flexibility to customize their accounts by selecting from various portfolio options, risk profiles, and financial objectives. InbestMe specializes in creating highly diversified ETF portfolios designed to maximize net profitability for its users. The platform simplifies the investment process by monitoring plans, processing contributions, and ensuring effective portfolio management, all while providing a hassle-free experience that aims to enhance the user's financial growth.

Etcho

Equity Crowdfunding in 2023
Etcho is an investment platform focused on promoting environmental, social, and corporate governance through sustainable investment opportunities. The company has developed a user-friendly app that enables individuals to assess the impact of their stock investment portfolios and discover businesses that align with their values. By facilitating access to information about the effects of investments, Etcho empowers users to make informed decisions that resonate with their impact objectives. Additionally, the company creates products designed to assist financial advisors and professional investors in aligning their clients' investments with these objectives, ultimately fostering a more sustainable approach to investing.

Lumio

Equity Crowdfunding in 2023
Lumio is a financial management platform aimed at addressing the challenges millennials face regarding money management. It provides users with a comprehensive solution for tracking shared expenses and balances, facilitating financial independence for couples. The platform allows users to connect various accounts, offering tailored guidance and recommendations for managing current, savings, and investment accounts. Additionally, Lumio delivers interactive market updates and a personalized news feed, helping users stay informed about relevant business and market developments. By organizing financial information and simplifying the management process, Lumio empowers users to take control of their finances and grow their money effectively.

InvestEngine

Equity Crowdfunding in 2023
InvestEngine is a platform that facilitates wealth growth for investors by providing accessible and cost-effective investment solutions. By combining exchange-traded funds (ETFs) with proprietary technology, InvestEngine offers a platform that allows individuals to build customized portfolios tailored to their investment strategies. The service enables users to manage their allocations effectively and conduct transactions without commission fees. With features like smart top-ups and one-click rebalancing, investors can easily maintain their desired investment approach, ensuring excellent diversification and automation in the long-term investment process.

NuWealth

Equity Crowdfunding in 2022
NuWealth is a fintech platform designed to simplify the investment process and empower individuals to build their investment portfolios. The company's mission is to eliminate the challenges associated with investing, making it accessible for a broader audience. By allowing users to invest in brands they know and appreciate, NuWealth encourages investment with minimal initial deposits, starting at just £10, and offers a monthly Auto Invest option for convenience. The platform enables users to take control of their investments or automate them with ease, providing a curated selection of opportunities that align with their interests and values. Through these features, NuWealth aims to foster financial literacy and support a new generation of investors.

Lumio

Equity Crowdfunding in 2022
Lumio is a financial management platform aimed at addressing the challenges millennials face regarding money management. It provides users with a comprehensive solution for tracking shared expenses and balances, facilitating financial independence for couples. The platform allows users to connect various accounts, offering tailored guidance and recommendations for managing current, savings, and investment accounts. Additionally, Lumio delivers interactive market updates and a personalized news feed, helping users stay informed about relevant business and market developments. By organizing financial information and simplifying the management process, Lumio empowers users to take control of their finances and grow their money effectively.

InvestEngine

Equity Crowdfunding in 2022
InvestEngine is a platform that facilitates wealth growth for investors by providing accessible and cost-effective investment solutions. By combining exchange-traded funds (ETFs) with proprietary technology, InvestEngine offers a platform that allows individuals to build customized portfolios tailored to their investment strategies. The service enables users to manage their allocations effectively and conduct transactions without commission fees. With features like smart top-ups and one-click rebalancing, investors can easily maintain their desired investment approach, ensuring excellent diversification and automation in the long-term investment process.

InbestMe

Equity Crowdfunding in 2022
InbestMe is an independent automated portfolio manager, also referred to as a robo-advisor, focused on helping individuals improve their investment strategies through advanced technology. Users can quickly register on their website, where the platform recommends suitable investment plans based on personal financial situations. Clients have the flexibility to customize their accounts by selecting from various portfolio options, risk profiles, and financial objectives. InbestMe specializes in creating highly diversified ETF portfolios designed to maximize net profitability for its users. The platform simplifies the investment process by monitoring plans, processing contributions, and ensuring effective portfolio management, all while providing a hassle-free experience that aims to enhance the user's financial growth.

Moneybox

Equity Crowdfunding in 2022
Moneybox is a mobile application that simplifies saving, investing, and pension management for individuals. It enables users to save specifically for their first home, making it particularly appealing for first-time buyers. The app allows users to round up spare change from everyday transactions, which can then be saved and invested, offering the potential for higher returns compared to traditional savings accounts. Moneybox provides a range of financial services, including personal savings accounts, investment products, and pension management, all designed to help individuals build wealth over time. The user-friendly interface of the app ensures that managing finances is accessible and straightforward.

Relai

Seed Round in 2022
Relai is a cryptocurrency investment mobile application that allows users in Europe to buy and sell Bitcoin quickly and easily. The platform distinguishes itself by eliminating the need for registration, verification, or deposits, thereby enabling users to engage in transactions without providing personal information. Additionally, Relai offers a non-custodial bitcoin wallet, ensuring that users maintain full control over their funds. The app also features an auto-invest option, designed with high-security standards, which further simplifies the investment process for users looking to invest in Bitcoin.

MyWallSt

Equity Crowdfunding in 2021
MyWallSt is a mobile-led platform designed to support and educate individuals in their investment journey. The company aims to transform amateur investors into informed and confident participants in the stock market, guiding them to build successful long-term portfolios. MyWallSt offers a selection of handpicked stocks, thoroughly reviewed by its analyst team, which has achieved an impressive annual return of over 24.4 percent for 11 years. Their Stock of the Month selections have outperformed the market, showing a 54 percent increase compared to the S&P 500's 28 percent over a specific period. The platform also curates essential news stories and provides expert insights, allowing investors to focus on the information that matters most. By fostering a community of successful investors, MyWallSt emphasizes the importance of informed decision-making and education in achieving financial growth.

Emma

Equity Crowdfunding in 2021
Emma is a financial management application that aims to simplify personal finance management for users facing the complexities of multiple accounts and financial products. By providing a user-friendly platform, Emma enables individuals to access vital information about their finances at the push of a button. The application offers features that help users avoid overdrafts, identify and cancel unnecessary subscriptions, and track their debt and savings. Emma is committed to enhancing the banking experience by prioritizing the financial well-being of its users, ensuring that everyone, regardless of their background, can benefit from financial advocacy and support. Through its innovative approach, Emma aspires to democratize access to financial management tools, making it possible for individuals to achieve a more fulfilling financial life.

Curve

Equity Crowdfunding in 2021
Curve is a digital wallet that consolidates multiple payment cards and accounts into a single, user-friendly platform, enhancing the way individuals manage their finances. Established in London in 2015, Curve allows users to store their cards digitally while providing features that actively save money during transactions. Its technology eliminates hidden foreign transaction fees, enables card switching even after a purchase, and allows users to earn rewards in addition to their existing card benefits. With authorization from financial regulators in the UK, EEA, and US, Curve has gained over 6 million customers worldwide and processes significant annual payment volumes. By merging traditional and digital banking functionalities, Curve positions itself as a leader in financial innovation, offering unique advantages that distinguish it from conventional digital wallets.

ikigai

Equity Crowdfunding in 2021
ikigai is a Fintech that combines banking and wealth management.

Money Dashboard

Convertible Note in 2021
Money Dashboard is an online personal financial management service allowing users to view their online financial accounts. Money Dashboard lets you see exactly where your money goes by showing all your current accounts, savings accounts and credit cards from whichever institutions you bank with, all together in one secure place. The service was first released in 2010 to help people take control of their finances, and help empower them to make the right financial decisions in life. Money Dashboard is free; all you need is an online account with a UK bank, building society or credit card and access to the Internet. Money Dashboard means you keep an eye on your day-to-day spending, monitor whether you’re earning more than you’re spending, and making efficient use of any credit. It also lets you know if you’re likely to have any spare money left to spend at the end of the month. And for those who want to save, Money Dashboard uses your past spending patterns to predict future outgoings and potential savings so you can budget realistically for the future. Users save time and money, as Money Dashboard harnesses individual User spending patterns to offer less expensive products and services.

Lumio

Equity Crowdfunding in 2021
Lumio is a financial management platform aimed at addressing the challenges millennials face regarding money management. It provides users with a comprehensive solution for tracking shared expenses and balances, facilitating financial independence for couples. The platform allows users to connect various accounts, offering tailored guidance and recommendations for managing current, savings, and investment accounts. Additionally, Lumio delivers interactive market updates and a personalized news feed, helping users stay informed about relevant business and market developments. By organizing financial information and simplifying the management process, Lumio empowers users to take control of their finances and grow their money effectively.

Moneybox

Equity Crowdfunding in 2020
Moneybox is a mobile application that simplifies saving, investing, and pension management for individuals. It enables users to save specifically for their first home, making it particularly appealing for first-time buyers. The app allows users to round up spare change from everyday transactions, which can then be saved and invested, offering the potential for higher returns compared to traditional savings accounts. Moneybox provides a range of financial services, including personal savings accounts, investment products, and pension management, all designed to help individuals build wealth over time. The user-friendly interface of the app ensures that managing finances is accessible and straightforward.

Ferriswheel

Equity Crowdfunding in 2019
Ferriswheel operates a cryptocurrency trading platform aimed at simplifying the buying and selling of digital assets for both merchants and consumers. The platform allows users to trade various cryptocurrencies using Pounds or Euros, while also enabling them to create and manage their cryptocurrency wallets. Ferriswheel prioritizes user experience by striving to demystify the crypto space and welcoming newcomers. To ensure the safety of users' assets, the company employs robust security measures, including secure offline storage and encryption of data transmitted over SSL connections. Additionally, trades are verified through dual authentication, enhancing the overall security of the platform.

Curve

Equity Crowdfunding in 2019
Curve is a digital wallet that consolidates multiple payment cards and accounts into a single, user-friendly platform, enhancing the way individuals manage their finances. Established in London in 2015, Curve allows users to store their cards digitally while providing features that actively save money during transactions. Its technology eliminates hidden foreign transaction fees, enables card switching even after a purchase, and allows users to earn rewards in addition to their existing card benefits. With authorization from financial regulators in the UK, EEA, and US, Curve has gained over 6 million customers worldwide and processes significant annual payment volumes. By merging traditional and digital banking functionalities, Curve positions itself as a leader in financial innovation, offering unique advantages that distinguish it from conventional digital wallets.

goHenry

Equity Crowdfunding in 2019
goHenry is a financial education platform designed for children and teenagers aged 6 to 18, enabling them to learn how to earn, save, and spend money responsibly. The service combines a web and mobile application with a prepaid debit card that features parental controls, allowing parents to set spending limits and allocate pocket money automatically. Children can engage in tasks and chores to earn additional funds while tracking their earnings, spending, and savings through visual graphs. The platform also provides budgeting tools for setting savings goals and offers insights into spending habits by retailer and category. Through this hands-on experience, goHenry aims to promote financial independence among young users while ensuring that parents can monitor their children's financial activities effectively, fostering healthy spending habits and financial literacy in a safe environment.

Nutmeg

Equity Crowdfunding in 2019
Nutmeg is a London-based company founded in 2011 that specializes in digital wealth management, focusing on investments, ISAs, and pensions. The company offers an online investment management service that aims to simplify the investment process for individuals by providing easy access to sophisticated global investment portfolios. Nutmeg's platform is designed to maintain low costs and charges while enhancing returns, enabling clients to make informed investment decisions and work towards their financial goals. As the first wealth manager in the UK with a six-year performance track record, Nutmeg is dedicated to changing the way people manage their money through an intelligent and straightforward approach.

Money Dashboard

Equity Crowdfunding in 2019
Money Dashboard is an online personal financial management service allowing users to view their online financial accounts. Money Dashboard lets you see exactly where your money goes by showing all your current accounts, savings accounts and credit cards from whichever institutions you bank with, all together in one secure place. The service was first released in 2010 to help people take control of their finances, and help empower them to make the right financial decisions in life. Money Dashboard is free; all you need is an online account with a UK bank, building society or credit card and access to the Internet. Money Dashboard means you keep an eye on your day-to-day spending, monitor whether you’re earning more than you’re spending, and making efficient use of any credit. It also lets you know if you’re likely to have any spare money left to spend at the end of the month. And for those who want to save, Money Dashboard uses your past spending patterns to predict future outgoings and potential savings so you can budget realistically for the future. Users save time and money, as Money Dashboard harnesses individual User spending patterns to offer less expensive products and services.

Finanbest

Equity Crowdfunding in 2019
Finanbest is an automated theft advisor that provides financial advice and online portfolio management through algorithms and with minimal human intervention. It is a web service that facilitates the creation of a personalized investment portfolio adapted to the context of each person through a simple test. The company makes the investment model of large assets available to all, it combines the use of advanced automated investment platform with the advice of financial experts. Finanbest was founded on 2017 and is headquartered in Madrid, Spain.

goHenry

Equity Crowdfunding in 2018
goHenry is a financial education platform designed for children and teenagers aged 6 to 18, enabling them to learn how to earn, save, and spend money responsibly. The service combines a web and mobile application with a prepaid debit card that features parental controls, allowing parents to set spending limits and allocate pocket money automatically. Children can engage in tasks and chores to earn additional funds while tracking their earnings, spending, and savings through visual graphs. The platform also provides budgeting tools for setting savings goals and offers insights into spending habits by retailer and category. Through this hands-on experience, goHenry aims to promote financial independence among young users while ensuring that parents can monitor their children's financial activities effectively, fostering healthy spending habits and financial literacy in a safe environment.

WiseAlpha

Equity Crowdfunding in 2018
WiseAlpha Technologies Limited operates an online investment platform that allows individual investors to participate in the corporate bond market by investing in corporate loans through the issuance of Notes. Established in 2014 and based in London, the company focuses on senior secured loan investments and aims to democratize access to investment opportunities traditionally reserved for institutional investors. By utilizing proprietary fractional technology, WiseAlpha breaks down high minimum purchase sizes into more accessible amounts, making it possible for investors to start with as little as £100. This approach not only facilitates greater participation in corporate bonds but also enhances investors' ability to diversify their portfolios and potentially earn attractive returns. Through its platform, WiseAlpha seeks to educate and engage retail investors in the multi-trillion dollar corporate bond market.

Finanbest

Seed Round in 2018
Finanbest is an automated theft advisor that provides financial advice and online portfolio management through algorithms and with minimal human intervention. It is a web service that facilitates the creation of a personalized investment portfolio adapted to the context of each person through a simple test. The company makes the investment model of large assets available to all, it combines the use of advanced automated investment platform with the advice of financial experts. Finanbest was founded on 2017 and is headquartered in Madrid, Spain.

NuWealth

Equity Crowdfunding in 2018
NuWealth is a fintech platform designed to simplify the investment process and empower individuals to build their investment portfolios. The company's mission is to eliminate the challenges associated with investing, making it accessible for a broader audience. By allowing users to invest in brands they know and appreciate, NuWealth encourages investment with minimal initial deposits, starting at just £10, and offers a monthly Auto Invest option for convenience. The platform enables users to take control of their investments or automate them with ease, providing a curated selection of opportunities that align with their interests and values. Through these features, NuWealth aims to foster financial literacy and support a new generation of investors.

Manigo

Equity Crowdfunding in 2018
Manigo Services Ltd, known as Manigo, is a London-based company that specializes in a digital money and social payments platform, integrating mobile banking, crypto-wallets, and banking cards throughout Europe. Established in 2015, Manigo operates as a subsidiary of Humaniq Limited. The company offers a Banking as a Service model that provides white-label digital banking, payment, and card solutions tailored for businesses of various sizes. Its platform encompasses a multicurrency credit card that allows users to exchange, spend, and send money while also facilitating social payment features such as bill splitting and money requests. This comprehensive digital finance application aims to provide consumers with a seamless and secure method for managing their personal financial activities.

goHenry

Equity Crowdfunding in 2017
goHenry is a financial education platform designed for children and teenagers aged 6 to 18, enabling them to learn how to earn, save, and spend money responsibly. The service combines a web and mobile application with a prepaid debit card that features parental controls, allowing parents to set spending limits and allocate pocket money automatically. Children can engage in tasks and chores to earn additional funds while tracking their earnings, spending, and savings through visual graphs. The platform also provides budgeting tools for setting savings goals and offers insights into spending habits by retailer and category. Through this hands-on experience, goHenry aims to promote financial independence among young users while ensuring that parents can monitor their children's financial activities effectively, fostering healthy spending habits and financial literacy in a safe environment.

Money Dashboard

Equity Crowdfunding in 2017
Money Dashboard is an online personal financial management service allowing users to view their online financial accounts. Money Dashboard lets you see exactly where your money goes by showing all your current accounts, savings accounts and credit cards from whichever institutions you bank with, all together in one secure place. The service was first released in 2010 to help people take control of their finances, and help empower them to make the right financial decisions in life. Money Dashboard is free; all you need is an online account with a UK bank, building society or credit card and access to the Internet. Money Dashboard means you keep an eye on your day-to-day spending, monitor whether you’re earning more than you’re spending, and making efficient use of any credit. It also lets you know if you’re likely to have any spare money left to spend at the end of the month. And for those who want to save, Money Dashboard uses your past spending patterns to predict future outgoings and potential savings so you can budget realistically for the future. Users save time and money, as Money Dashboard harnesses individual User spending patterns to offer less expensive products and services.

WiseAlpha

Seed Round in 2016
WiseAlpha Technologies Limited operates an online investment platform that allows individual investors to participate in the corporate bond market by investing in corporate loans through the issuance of Notes. Established in 2014 and based in London, the company focuses on senior secured loan investments and aims to democratize access to investment opportunities traditionally reserved for institutional investors. By utilizing proprietary fractional technology, WiseAlpha breaks down high minimum purchase sizes into more accessible amounts, making it possible for investors to start with as little as £100. This approach not only facilitates greater participation in corporate bonds but also enhances investors' ability to diversify their portfolios and potentially earn attractive returns. Through its platform, WiseAlpha seeks to educate and engage retail investors in the multi-trillion dollar corporate bond market.

goHenry

Equity Crowdfunding in 2016
goHenry is a financial education platform designed for children and teenagers aged 6 to 18, enabling them to learn how to earn, save, and spend money responsibly. The service combines a web and mobile application with a prepaid debit card that features parental controls, allowing parents to set spending limits and allocate pocket money automatically. Children can engage in tasks and chores to earn additional funds while tracking their earnings, spending, and savings through visual graphs. The platform also provides budgeting tools for setting savings goals and offers insights into spending habits by retailer and category. Through this hands-on experience, goHenry aims to promote financial independence among young users while ensuring that parents can monitor their children's financial activities effectively, fostering healthy spending habits and financial literacy in a safe environment.

Rebus Investment Group

Equity Crowdfunding in 2015
Rebus Investment Group is a claims management firm based in London, England, founded by Michael Kamine in 2009. The firm offers financial advisory services aimed at assisting investors and individuals who have been misled into purchasing flawed complex financial products. Rebus Investment Group provides a range of services, including regulatory claims, legal advice, tax consultation, and negotiation support. The company's mission is to restore confidence for ordinary investors by helping them navigate the complexities of their financial challenges and fostering trusted relationships.

Uphold

Series B in 2014
Uphold, Inc. operates a cloud-based financial platform that facilitates the movement, conversion, and management of money and commodities. Founded in 2013 and based in San Francisco, the company offers users the ability to add funds via bank transfers, credit and debit cards, or bitcoins, and to send or receive money from various members. Uphold's platform supports the conversion of funds across 84 currencies, including cryptocurrencies, national currencies, commodities, and equities. With a focus on low fees, it allows users to securely hold and transact in their chosen currencies for both personal and business purposes. The platform also features an open API and enables instant peer-to-peer transactions and spending through the Uphold debit MasterCard, which is accepted in over 150 countries. Uphold serves a diverse clientele, including individuals, businesses, and charitable organizations, and connects traditional and digital financial systems through its innovative technology.
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