Fidelity International Strategic Ventures

Fidelity International Strategic Ventures, established in 2018 and based in London, is the venture capital investment arm of Fidelity International. The firm focuses on investing in fintech and technology companies, particularly those in the Series A-B funding stages, on a global scale. FISV aims to partner with innovative entrepreneurs who are transforming the Wealth and Asset Management landscape. By targeting category leaders that have the potential to create new markets, enhance portfolio returns, or disrupt traditional financial processes, Fidelity International Strategic Ventures plays a strategic role in advancing the fintech sector.

James Devlin

Senior Associate

Michael Sim

Vice President

Erik Wiesner-Mostenicky

Principal

Past deals in Wealth Management

Conquest Planning

Series A in 2023
Conquest Planning is a FinTech company founded in 2018 and headquartered in Winnipeg, Canada. It offers an online platform that democratizes access to personalized financial advice for individuals and institutions. The platform combines an AI‑powered planning engine with co‑planning tools and seamless integration into existing systems, enabling banks, wealth‑management firms and other financial institutions to deliver scalable, efficient, and tailored financial planning services.

Moneybox

Series D 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.

Moonfare

Series C in 2021
Moonfare operates a technology-enabled platform that provides individual investors with access to private market opportunities, including private equity and venture capital, at low minimums and fees. The platform aggregates demand to streamline the investment experience, and offers tools such as investment reporting and simplified tax documentation to support participation in private markets, aiming to improve liquidity and allow selective investments. It is built by an international team drawn from leading technology and financial firms, including Google, BlackRock, N26, KKR, Apax Partners, and J.P. Morgan. The company is backed by notable investors, reflecting its role in expanding access to high-quality private market investments for individuals.

Conquest Planning

Seed Round in 2021
Conquest Planning is a FinTech company founded in 2018 and headquartered in Winnipeg, Canada. It offers an online platform that democratizes access to personalized financial advice for individuals and institutions. The platform combines an AI‑powered planning engine with co‑planning tools and seamless integration into existing systems, enabling banks, wealth‑management firms and other financial institutions to deliver scalable, efficient, and tailored financial planning services.

Moonfare

Series B in 2021
Moonfare operates a technology-enabled platform that provides individual investors with access to private market opportunities, including private equity and venture capital, at low minimums and fees. The platform aggregates demand to streamline the investment experience, and offers tools such as investment reporting and simplified tax documentation to support participation in private markets, aiming to improve liquidity and allow selective investments. It is built by an international team drawn from leading technology and financial firms, including Google, BlackRock, N26, KKR, Apax Partners, and J.P. Morgan. The company is backed by notable investors, reflecting its role in expanding access to high-quality private market investments for individuals.

Moneybox

Series C 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.

Conquest Planning

Seed Round in 2020
Conquest Planning is a FinTech company founded in 2018 and headquartered in Winnipeg, Canada. It offers an online platform that democratizes access to personalized financial advice for individuals and institutions. The platform combines an AI‑powered planning engine with co‑planning tools and seamless integration into existing systems, enabling banks, wealth‑management firms and other financial institutions to deliver scalable, efficient, and tailored financial planning services.

StashAway

Series B in 2019
StashAway Malaysia Sdn Bhd is a licensed investment platform in Malaysia that specializes in wealth management and portfolio management for both retail and accredited investors. The company is dedicated to providing accessible investment solutions, emphasizing low fees and personalized financial planning. StashAway's platform caters to a diverse audience by offering tools and resources that facilitate informed investment decisions. Its innovative investment strategy, ERAA® (Economic Regime-based Asset Allocation), aims to maximize long-term returns while managing individual risk exposure in response to changing economic conditions. Through its user-friendly mobile app, StashAway simplifies the investment process, making wealth management more approachable for a broad range of investors.

DriveWealth

Series C in 2019
DriveWealth is a fintech company based in Chatham, New Jersey, founded in 2012. It operates a mobile investing platform designed for individual investors, offering a range of exchange-traded funds, U.S.-listed stocks, and educational content to help users understand financial basics. DriveWealth's technology enables partners worldwide to provide branded investing experiences, facilitating customer acquisition, loyalty, retention, and revenue growth. The company specializes in fractional equities trading and offers cloud-based, API-driven brokerage infrastructure, allowing global partners to access the U.S. equities market through real-time fractional share investments.

Kuvera.in

Series A in 2019
Kuvera is a financial planning and investment platform that focuses on helping users achieve their financial goals through data-driven insights. The platform allows users to consolidate their investments from various sources, providing a comprehensive view of their financial landscape. By enabling investments in direct mutual fund plans, Kuvera helps users maximize their returns by minimizing third-party commissions. The service also offers tailored investment recommendations based on individual risk appetites and objectives, making it easier for users to navigate their investment journey. Kuvera aims to simplify the investment process, supporting users every step of the way as they work towards realizing their financial aspirations.

Moneybox

Series B in 2018
Moneybox is a mobile app facilitating saving, investing, and managing pensions. It encourages users to save spare change from daily spending for future investments.
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